Eaton Corporation
ETNQ3 2022(ETN Q2 FY2022)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$923.9M
AI Revenue (Q)
$78.2M
Total Revenue (Q)
$5.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Electrical Americas ($2,179M) and Electrical Global ($1,486M) totaled $3,665M of $5,313M total revenue (69.0%). Data center market conditions similar to Q1. AI-specific workloads still a small portion of data center power demand in mid-2022. Estimate: ~13% of Electrical to data centers = ~$476M; ~12% AI-attributable = ~$57M. No AI disclosure in filing.
Analyzed by claude-opus-4-6
Quoted Figures
Electrical Americas net sales $2,179M; Electrical Global net sales $1,486M; Total net sales $5,313M
10-Q Segment Note, Q3 2022
AI Products Identified (Ring 1)
UPS systems for data centersrack power distribution unitsswitchgearbusway systems
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
commercial building electricalindustrial power distributionutility equipmentresidential electrical products
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix