Positiv
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Seeking Alpha
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vor 2 Monaten
Eaton delivered strong Q1 sales and order growth, especially in data centers, but faces near-term margin pressure from capacity expansion. Full-year organic sales guidance was raised to 9–11% but segment margin guidance was trimmed by 50 bps due to growth-related costs. Recent acquisitions, including Boyd Thermal, bolster Eaton's data center and aerospace exposure, but have nearly doubled long-...