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Mar 31
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
Eaton
Eaton
Eaton Revenue by Segment
Revenue by Segment
Electrical Americas Revenue
CapyFin.comElectrical Global Revenue
CapyFin.comAerospace Revenue
CapyFin.comVehicle Revenue
CapyFin.comeMobility Revenue
CapyFin.com 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