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15:00
Feb 12 ◎
John Plant Executive Chairman and Chief Executive Officer, Howmet Aero… HWM Q4 FY25 call
Howmet's gas turbine business is expected to double from ~$1B to $2B in revenue over the next 3-5 years, driven by data center power demand, and they are expending significant capex on this. — This is a major multi-year growth signal for the gas turbine supply chain, indicating robust demand for power generation equipment for data centers which likely benefits those OEMs and related infrastructure providers.
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About ETN Analyst Coverage

Buzzberg tracks ETN (Eaton Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: John Plant.