[Market Movement Analysis] Eaton surges on September 17: Raised guidance, data centers, and power management

1. On September 17, Eaton management raised its 2026 organic growth guidance to up to 12%, stating that July and August performance was “very strong”, targeting the high end of its Q3 and full-year guidance ranges.
2. On September 17, the company reported about 65% growth in data center revenue and 85% growth in orders, and expanded its data center business through the acquisitions of Fibrebond and Boyd; Boyd's projected 2026 revenue was raised to $1.8 billion.
3. On September 17, Eaton announced it is advancing next-generation AI infrastructure products such as 800V DC systems, solid-state transformers, power electronics, and liquid cooling. It is expected that electrical business revenue could exceed the current $31 billion target by 2030.

(Disclaimer: This content is generated by AI based on publicly available information for reference only and does not constitute investment advice)