### @ETN — Confirmed — from the 10-K and earnings call
that's top of mind for everyone - data center is our dominant near-term growth driver at 54% of the megaproject announcements we track, but it's one vertical inside a portfolio that also serves utility, aerospace and defense, commercial and institutional, machine OEM, residential, and vehicle. 22% of Electrical sales come from six large customers, none disclosed above 10%. we don't name hyperscalers. in 2025 our data center orders split roughly 50/50 cloud and AI while revenue was still about 70% cloud and 30% AI, with the AI share growing.
- tier: Confirmed (✓)
- source: ETN / A diversified book, not a data center pure-play
- receipt: https://ticker.thevixguy.com/p/p-day-20260718-etn-src-etn-diversified-portfolio-ingest
- posted: 2026-07-18T08:58:02.028Z