earnings
confidence high
sentiment positive
materiality 0.80
Eaton posts record Q2 adjusted EPS $2.95, sales $7.0B; raises FY2025 guidance
Eaton Corp plc
2025-Q2 EPS reported
$4.96
revenue$13,404,000,000
- Q2 GAAP EPS $2.51 (record, +1% YoY); adjusted EPS $2.95 (record, +8% YoY).
- Sales $7.0B record, +11% YoY (8% organic); segment margins 23.9% record, +20bps YoY.
- Electrical Americas backlog +17% YoY; Aerospace backlog +16% YoY; rolling 12-mo book-to-bill >1.0.
- Full year 2025 guidance: organic growth 8.5-9.5%, adj. EPS $11.97-$12.17 (up 12% midpoint).
- Vehicle segment sales -8% YoY; eMobility operating loss $10M; Aerospace sales +13% YoY.
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