ENTITY · eaton
EatonETN
Ireland·power thermal·major·$163.8B mkt cap
Electrical power management and data-center power infrastructure.
CLEAR · 0–39
36/100 illustrative
Underwriting Thesis
CLEAR — Eaton: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in power thermal. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence75
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MEaton → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 7
- EquinixUnited StatesDOMESTIC
- Digital RealtyUnited StatesDOMESTIC
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC