Eaton Corporation PLC ETN shares were rising in early trading on Monday after the company announced on Friday upbeat first-quarter results.

The announcement came amid an exciting earnings season. Here are some key analyst takeaways.

RBC Capital Markets On Eaton

Analyst Deane Dray maintained an Outperform rating, while raising the price target from $336 to $356.

Eaton generated organic growth of 9%, ahead of consensus of 6%, Dray said in a note. The beat was driven by electrical, data center, utility and aerospace, "with strong orders, backlog growth, and active negotiation pipeline," he added.

Management reaffirmed their full-year guidance, with better revenue projections offsetting a modest impact of tariffs on margins, the analyst stated. "Eaton's broad portfolio positioning in ongoing data center upcycle (17% of revenues), access to the next-gen architecture/design, modular solutions, and accretive acquisitions fuel the growth algorithm," he further wrote.

Check out other analyst stock ratings.

Goldman Sachs On Eaton

Analyst Joe Ritchie reiterated a Buy rating, while lifting the price target from $336 to $345.

Eaton reported adjusted earnings of $2.72 per share, with 9% organic growth, Ritchie said. The company introduced its earnings guidance for the second quarter of $2.85 to $2.95, he added.

Management affirmed its 2025 adjusted earnings guidance of $11.80 to $12.20 per share, the analyst stated. Although the company "did not quantify the gross tariff impact (we estimate ~$100mn) but we have confidence in ETN's ability to offset given the strong demand environment," he further wrote.

Oppenheimer On Eaton

Analyst Christopher Glynn reaffirmed a Perform rating on the stock.

Eaton won a "very large multi-year" data center order, Glynn said. Electrical America's negotiation pipeline grew by 18% sequentially and by 168% over two years, he added.

Management raised its 2025 organic sales growth guidance from 7%-9% year-on-year to 7.5%-9.5%, the analyst stated. He raises the earnings estimate for 2025 and 2026 from $11.95 per share to $12 per share and from $13.25 per share to $13.45 per share, respectively, "reflecting sustained data center pacing."

ETN Price Action: Shares of Eaton had risen by 0.66% to $300.65 at the time of publication on Monday.

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