Stock Analysis on Net

Eaton Corp. plc (NYSE:ETN)

$24.99

Return on Equity (ROE)
since 2005

Microsoft Excel

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Calculation

Eaton Corp. plc, ROE, long-term trends, calculation

Microsoft Excel

Based on: 10-K (reporting date: 2024-12-31), 10-K (reporting date: 2023-12-31), 10-K (reporting date: 2022-12-31), 10-K (reporting date: 2021-12-31), 10-K (reporting date: 2020-12-31), 10-K (reporting date: 2019-12-31), 10-K (reporting date: 2018-12-31), 10-K (reporting date: 2017-12-31), 10-K (reporting date: 2016-12-31), 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31), 10-K (reporting date: 2010-12-31), 10-K (reporting date: 2009-12-31), 10-K (reporting date: 2008-12-31), 10-K (reporting date: 2007-12-31), 10-K (reporting date: 2006-12-31), 10-K (reporting date: 2005-12-31).

1 US$ in millions

The analysis of the annual financial data reveals several key trends in profitability and equity over the reported periods.

Net Income attributable to ordinary shareholders

Net income figures show substantial fluctuations across the years. Beginning at 805 million US dollars in 2005, net income generally increased with some volatility. Notably, a sharp decline is observed in 2009, falling to 383 million, likely reflecting challenging economic conditions during that period. Post-2009, earnings recovered strongly, reaching peaks exceeding 3 billion US dollars in 2023 and 2024. This trajectory indicates a robust recovery and strong growth in profitability in recent years.

Total Shareholders’ Equity

Shareholders’ equity displayed a consistent upward trend overall, increasing from approximately 3.8 billion US dollars in 2005 to nearly 19 billion US dollars by 2023. A significant jump is apparent between 2011 and 2012, where equity roughly doubled, suggesting possible equity issuance, revaluation, or significant retained earnings accumulation. Despite some minor fluctuations afterward, equity levels remained relatively stable and growth resumed toward the later years.

Return on Equity (ROE)

ROE demonstrated notable variability, starting at a high of 21.31% in 2005 and experiencing a general decline through 2009, with the lowest point at 5.65% coinciding with the net income dip in the same year. After 2009, ROE gradually improved with some oscillation, reaching 20.52% by 2024. This pattern indicates cycles of profitability efficiency relative to shareholders’ equity, with recent years showing a robust return on equity aligned with increasing net income.

Overall, the data suggest a company that experienced significant earnings and performance volatility coinciding with broader economic events around 2009, followed by a period of recovery and growth leading to strong profitability and equity performance by 2024.


Comparison to Competitors

Eaton Corp. plc, ROE, long-term trends, comparison to competitors

Microsoft Excel

Based on: 10-K (reporting date: 2024-12-31), 10-K (reporting date: 2023-12-31), 10-K (reporting date: 2022-12-31), 10-K (reporting date: 2021-12-31), 10-K (reporting date: 2020-12-31), 10-K (reporting date: 2019-12-31), 10-K (reporting date: 2018-12-31), 10-K (reporting date: 2017-12-31), 10-K (reporting date: 2016-12-31), 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31), 10-K (reporting date: 2010-12-31), 10-K (reporting date: 2009-12-31), 10-K (reporting date: 2008-12-31), 10-K (reporting date: 2007-12-31), 10-K (reporting date: 2006-12-31), 10-K (reporting date: 2005-12-31).


Comparison to Sector (Capital Goods)


Comparison to Industry (Industrials)