Eaton jumps 18.8% monthly; fund forecasts 2026 data center, aerospace growth
Carillon Eagle Growth & Income Fund named Eaton Corporation plc a top five Q4 2025 holding, citing its $396.09 closing price on Feb 11 and one-month gain of 18.78% alongside a 28.68% twelve-month return. The fund anticipates accelerated 2026 growth tied to strong data center, aerospace and defense demand.
1. Carillon Fund Inclusion
Carillon Eagle Growth & Income Fund, managing $493.06 million across 48 holdings, named Eaton among its top five positions in its fourth-quarter 2025 investor letter.
2. Recent Stock Performance
Eaton closed at $396.09 on February 11, recording an 18.78% one-month and a 28.68% year-over-year increase, bringing its market capitalization to $154.198 billion.
3. 2026 Growth Outlook
The fund anticipates accelerated growth in 2026 for Eaton driven by strong trends in data center spending, aerospace expansion and defense sector demand.