earnings
confidence high
sentiment positive
materiality 0.85
Eaton Q4 record adj. EPS $3.33, revenue $7.1B; guides FY2026 adj. EPS $13.00-$13.50
Eaton Corp plc
2025-FY EPS reported
$10.45
revenue$27,448,000,000
- Record Q4 adj. EPS $3.33 (+18% YoY), GAAP EPS $2.91 (+19%); revenue $7.1B (+13%).
- Segment margins 24.9% record; full-year 24.5% (+50bps); op. cash flow $2.0B record.
- Electrical Americas orders +16%, backlog +31%; Aerospace orders +11%, backlog +16%.
- FY2026 guidance: adj. EPS $13.00-$13.50 (+10% midpoint), organic growth 7-9%.
- Vehicle sales -9%, eMobility -15% in Q4; backlog strong, book-to-bill 1.1.