ET ETN Eaton Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

Emerson's Ovation orders (power generation control systems) are up 31%, booked well into 2028, including both fleet modernizations and new-built gas turbines for behind-the-meter data center power. — Power generation capex cycle is at an upswing, with turbomachinery suppliers likely seeing off-take commitments benefit them as well.

Emerson's Ovation business, which provides automation and control solutions for power generation, saw orders surge 74% YoY, driven by a wave of projects for behind-the-meter power for AI data centers and utility fleet modernizations. — The surge in orders for behind-the-meter power generation is a direct signal of the massive, near-term electricity demand from AI data centers, validating the growth thesis for power infrastructure providers and equipment suppliers.