Eaton – The US energy management corporation becomes a winner of the crisis in the AI data center boom!
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Eaton is the silent beneficiary of the AI boom: Order intake jumps 41%, revenue reaches a record of 8.5 billion USD, and the stock rises. The real signal is the order backlog – a Book-to-Bill ratio of 1.2 shows that the demand for power and cooling technology for data centers remains intact. The struggling mobility division will be spun off. Orders as Leading Indicators Eaton reports a 41% increase in order intake over a twelve-month average in its key Electrical Americas segment for the second quarter. This figure counts more than current...
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