Eaton delivered robust financial performance with record revenue and margin expansion, driven by strong growth in key segments like Electrical Americas and Aerospace. Strategic acquisitions and partnerships further strengthen Eaton's position in high-growth markets. However, challenges persist in the Vehicle and eMobility segments, along with cost pressures from tariffs.

Company Guidance

During Eaton's Second Quarter 2025 Earnings Call, the company reported several positive metrics and raised its guidance for the year. Adjusted earnings per share increased by 8% compared to Q2 2024, while segment margins set a new Q2 record, up 20 basis points. Organic growth for the quarter was 8%, with notable strength in the Electrical Americas, Aerospace, and Electrical Global segments. The Electrical Americas backlog grew 17% year-over-year, and Aerospace orders increased by 10% on a rolling 12-month basis, with a backlog expansion of 16%. The book-to-bill ratio for combined segments improved to 1.1. Data center orders jumped approximately 55%, with sales up 50% versus Q2 2024. The company raised its 2025 guidance for organic growth and adjusted EPS at the midpoint, citing strong performance and investments in growth, including acquisitions and partnerships. For the full year, organic growth guidance was increased to a range of 8.5% to 9.5%, and adjusted EPS guidance was raised to a range of $11.97 to $12.17, representing a 12% growth at the midpoint.

Record Revenue and Margins

Eaton posted record quarterly revenue of $7 billion and expanded margins by 20 basis points to 23.9%.

Strong Organic Growth

The company achieved 8% organic sales growth, driven by Electrical Americas, Aerospace, and Electrical Global segments.

Data Center Orders Surge

Data center orders jumped approximately 55%, with sales up 50% versus Q2 2024.

Increased 2025 Guidance

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

Strategic Acquisitions and Partnerships

Eaton announced acquisitions of Ultra PCS and Resilient Power Systems, and formed partnerships with NVIDIA, Siemens Energy, and ChargePoint.

Aerospace Segment Strength

Aerospace achieved 11% organic sales growth, resulting in an all-time record sales, with a 70 basis points margin expansion.

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	$383.64	$355.41	-7.36%
May 02, 2025	$299.74	$297.80	-0.65%
Jan 31, 2025	$323.83	$323.18	-0.20%
Oct 31, 2024	$338.43	$327.35	-3.27%

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 Nov 04, 2025, Before Open (Confirmed).

What is Eaton (ETN) earnings time?

Eaton (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 3.06.

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