ETN vs GEV: AI Stock Comparison

Eaton Corporation plc vs GE Vernova Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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Tie: both score 2/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$ETN
Eaton Corporation plc
Electrical equipment for data centers, utilities and industry.
$GEV
GE Vernova Inc.
Gas turbines, grid equipment and wind.
AI exposure score⚡⚡⚡⚡⚡ 2/5⚡⚡⚡⚡⚡ 2/5
Shares outstanding388.5M
as of 2026-09-30 · 10-Q cover page · SEC filing
264.7M
as of 2026-09-30 · 10-Q cover page · SEC filing
CategoryPower & coolingPower & cooling
Key metrics
Revenue (latest quarter) $8.95B
10-Q period ended 2026-09-30; +28% y/y · SEC filing
Net income $1.08B
Same quarter · SEC filing
Revenue (latest quarter) $12.64B
10-Q period ended 2026-09-30; +27% y/y · SEC filing
Gross margin 24.6%
Gross profit / revenue, same quarter · SEC filing
Operating income $1.39B
Same quarter; 11% operating margin · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalystNot yet announced / not on our calendarNot yet announced / not on our calendar
Upcoming catalystsNone trackedNone tracked
Most recent reported
Nov 3, 2026
Eaton Corporation, PLC reports quarterly results · source
Electrical equipment for data centers; orders signal AI build-out. Revenue: $8.95B (+28% y/y), per 10-Q.
Oct 28, 2026
GE Vernova Inc. reports quarterly results · source
Gas turbines and grid gear for data-center power demand. Revenue: $12.64B (+27% y/y), per 10-Q.
Key risks
  • “Risks and uncertainties related to the development and use of artificial intelligence may present business, compliance and reputational risks.” — 10-K risk factor (filed 2026-02-26) · source
  • “Significant inflation or shortages of raw materials, energy, components, and/or labor, or similar challenges for our customers, could continue to adversely impact our results of operations.” — 10-K risk factor (filed 2026-02-26) · source
  • “We may fail to compete successfully in the highly-competitive global markets in which we operate.” — 10-K risk factor (filed 2026-01-29) · source
  • “Changes in energy, environmental, and tax policies may reduce demand for our products and undermine project economics.” — 10-K risk factor (filed 2026-01-29) · source
AI angle

Eaton's electrical segment sells switchgear and power distribution into data centers; AI build-outs are one of several demand drivers alongside utilities, aerospace and industrial.

GE Vernova's gas turbines and grid gear are in demand partly because of data-center power needs. AI is an indirect driver through electricity demand.

Full analysis: $ETN →Full analysis: $GEV →

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