Squawk on the Street Cramer's Morning Take: Eaton 11/4/25
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Nov 4, 2025 In this discussion, Cramer emphasizes the importance of being prepared to buy during stock pullbacks, specifically in relation to Eaton. He highlights how Eaton's results reflect broader trends in AI-driven capital expenditures, particularly among hyperscalers. The hosts dive into Eaton's recent sales performance, showcasing a combination of slight sales misses and strong backlog growth. They also touch on Eaton's strategic acquisition of Boyd Thermal, positioning the company for growth in data center cooling. It's a great time for investors to consider their options and manage their portfolios strategically.
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Eaton Shows Durable Data-Center And Aerospace Demand
- Eaton's results showed strong long-term trends despite a slight sales miss and small segment weaknesses.
- Data center orders and aerospace backlog accelerated, signaling durable demand for infrastructure and cooling.
Selling Then Waiting To Rebuy Eaton
- Cramer described repeated small sales of Eaton shares because of inconsistent reporting under the new CEO.
- He says they sold shares to avoid being walloped but plan to buy back if the stock drops again.
Leave Room To Buy On Pullbacks
- Do leave room in your portfolio to buy when a reliable company gets hit after a messy report.
- Re-enter positions quickly if the selloff continues because the core business remains strong.