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Mar 31, 2025
Eaton Q1 2025 Earnings Report
Eaton reported record results in Q1 2025, with strong organic growth and segment margins.
Key Takeaways
Eaton delivered a robust Q1 2025, achieving record sales, net income, and adjusted EPS. Organic sales grew by 9%, exceeding expectations, and segment margins reached a first-quarter high of 23.9%.
Adjusted EPS reached a record $2.72, up 13% from Q1 2024
Organic sales growth was 9%, above the high end of guidance
Segment margins improved to a record 23.9%, up 80 bps YoY
Strong Aerospace and Electrical segment performance, while Vehicle sales declined
Revenue by Segment
Forward Guidance
Eaton raised its full-year guidance, expecting continued strong organic growth and improved margins.
Positive Outlook
- Full-year EPS forecast raised to $10.29–$10.69
- Adjusted EPS expected to reach $11.80–$12.20
- Organic growth forecast increased to 7.5–9.5%
- Segment margins expected to improve to 24.0–24.4%
- Strong order backlog and demand in Electrical and Aerospace segments
Challenges Ahead
- Vehicle segment posted a 15% revenue decline
- Currency headwinds impacted sales by 2%
- eMobility segment reported an operating loss due to ramp-up costs
- Macroeconomic volatility remains a concern
- Multi-year restructuring charges expected to continue through 2026
Historical Earnings Impact
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Avg. Return Before/After Earnings
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