Eaton Shifts Focus to Electrification, Aerospace, and Data Centers Amid Portfolio Reshaping

Eaton is spinning off its Mobility business to focus on electrical and aerospace segments, completed acquisitions in energy solutions tied to electrification and digitalization trends, and entered a partnership with Flexnode for high-performance data center infrastructure. This reshapes Eaton's portfolio and may influence market evaluations of its risk mix, capital allocation priorities, and long-term business profile. The company's valuation is described as rich, and investors should keep an eye on earnings per share, P/E, and backlog updates tied to electrification and data centers.