The earnings call highlighted strong revenue and earnings growth, driven by the robust performance of the Electrical Americas and Aerospace segments, and strategic moves in the data center market. However, challenges remain in the Vehicle and eMobility segments. Despite these challenges, the overall outlook remains positive with raised guidance for 2025.

Company Guidance -

Q3 2025

During Eaton's second quarter 2025 earnings call, the company provided an optimistic outlook, raising its guidance for organic growth and adjusted EPS at the midpoint for 2025. Key metrics highlighted included an 8% year-over-year increase in adjusted earnings per share and a 20 basis point improvement in segment margins, achieving a record high for Q2. Organic growth was strong at 8%, with notable contributions from the Electrical Americas, Aerospace, and Electrical Global segments. Orders in Electrical Americas rebounded, increasing 2% on a rolling 12-month basis, while the backlog grew by 17% year-over-year, setting a new record. Aerospace orders rose by 10% on a rolling 12-month basis, and the backlog expanded 16% year-over-year, resulting in a book-to-bill ratio of 1.1 for the combined segments. Additionally, the data center market saw significant growth, with orders increasing by approximately 55% and sales rising 50% compared to Q2 2024. These strong performance metrics underpinned the decision to raise the 2025 guidance, demonstrating confidence in sustained growth and continued strategic investments.

Record Revenue and Earnings Growth

Eaton reported record quarterly revenue of $7 billion, with adjusted EPS increasing by 8% compared to Q2 2024, reaching $2.95.

Strong Performance in Electrical Americas

Electrical Americas segment showed organic sales growth of 12%, with a significant 50% increase in data center sales.

Data Center Market Surge

Orders in the data center market jumped approximately 55%, with sales up 50% compared to Q2 2024.

Aerospace Segment Growth

Aerospace segment achieved organic sales growth of 11%, with order growth of 10% and backlog expansion of 16% year-over-year.

Raised 2025 Guidance

Eaton raised its 2025 guidance for organic growth and adjusted EPS at the midpoint.

Strategic Acquisitions and Partnerships

Eaton signed agreements to acquire Ultra PCS and Resilient Power Systems, along with partnerships with NVIDIA, Siemens Energy, and ChargePoint.

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
Nov 04, 2025	2025 (Q3)	3.06 / -	2.84	―	―	―
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)
Aug 01, 2023	2023 (Q2)	2.11 / 2.21	1.87	18.18% (+0.34)

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
Aug 05, 2025	$384.76	$356.45	-7.36%
May 02, 2025	$300.61	$298.67	-0.65%
Jan 31, 2025	$324.78	$324.12	-0.20%
Oct 31, 2024	$339.42	$328.30	-3.28%

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 Corporation (ETN) report earnings?

Eaton Corporation (ETN) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Eaton Corporation (ETN) earnings time?

Eaton Corporation (ETN) earnings time is at Nov 04, 2025, 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 (Q3) is 3.07.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing