The earnings call conveyed a strong overall performance with significant growth in the data center and aerospace segments, bolstered by strategic acquisitions. However, challenges remain in the vehicle and eMobility segments, and the residential market slowdown affected short-term growth. The company's strategic investments and expanding backlog provide confidence for continued success.

Company Guidance

During Eaton's third quarter 2025 earnings call, the company reaffirmed its 2025 guidance, highlighting an 8% year-over-year increase in adjusted earnings per share and a record segment margin of 25%, up 70 basis points. Eaton showcased strong performance across its segments, with Electrical Americas orders accelerating by 7% on a rolling 12-month basis and backlog growing 20% year-over-year. The Aerospace segment also showed robust growth with a 13% increase in organic sales and a 150 basis point margin expansion. Additionally, Eaton announced the acquisition of Boyd's thermal business, expected to generate $1.7 billion in sales in 2026 at a 25% adjusted EBITDA margin, further enhancing their data center portfolio. The company's outlook for Q4 anticipates an 18% year-over-year growth in EPS, with organic growth expected between 10% and 12%, positioning Eaton for continued strong shareholder returns.

Record Growth in Data Center Market

Orders in the data center market accelerated by 70% and sales were up 40% versus Q3 2024, demonstrating strong demand and growth potential in this segment.

Strong Performance in Electrical Americas

Electrical Americas backlog grew 20% year-over-year, with organic sales growth of 9% driven by strength in data centers. Operating margin reached 30.3%, up 20 basis points from the prior year.

Acquisition of Boyd's Thermal Business

Eaton announced the acquisition of Boyd, a leader in liquid cooling technologies, expected to generate $1.7 billion in sales next year at a 25% EBITDA margin, expanding Eaton's data center capabilities.

Aerospace Segment Growth

Aerospace segment showed organic sales growth of 13%, with operating margin expanding by 150 basis points to 25.9%. Orders increased 11% on a rolling 12-month basis.

Overall Financial Performance

Earnings per share increased by 8% to $3.07, and segment margins hit a record 25%, up 70 basis points year-over-year.

Eaton (ETN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ETN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 30, 2026	2025 (Q4)	3.36 / -	2.83	―	―	―
Nov 04, 2025	2025 (Q3)	3.05 / 3.07	2.84	8.10% (+0.23)
Aug 05, 2025	2025 (Q2)	2.93 / 2.95	2.73	8.06% (+0.22)
May 02, 2025	2025 (Q1)	2.71 / 2.72	2.4	13.33% (+0.32)
Jan 31, 2025	2024 (Q4)	2.81 / 2.83	2.55	10.98% (+0.28)
Oct 31, 2024	2024 (Q3)	2.80 / 2.84	2.47	14.98% (+0.37)
Aug 01, 2024	2024 (Q2)	2.61 / 2.73	2.21	23.53% (+0.52)
Apr 30, 2024	2024 (Q1)	2.29 / 2.40	1.88	27.66% (+0.52)
Feb 01, 2024	2023 (Q4)	2.47 / 2.55	2.06	23.79% (+0.49)
Oct 31, 2023	2023 (Q3)	2.34 / 2.47	2.02	22.28% (+0.45)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ETN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 04, 2025	$385.53	$376.70	-2.29%
Aug 05, 2025	$382.61	$354.46	-7.36%
May 02, 2025	$298.93	$297.00	-0.65%
Jan 31, 2025	$322.96	$322.31	-0.20%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Eaton (ETN) report earnings?

Eaton (ETN) is schdueled to report earning on Jan 30, 2026, Before Open (Confirmed).

What is Eaton (ETN) earnings time?

Eaton (ETN) earnings time is at Jan 30, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ETN EPS forecast?

ETN EPS forecast for the fiscal quarter 2025 (Q4) is 3.36.

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