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Jun 30, 2022

Eaton Q2 2022 Earnings Report

Eaton reported second quarter earnings per share of $1.50 and adjusted earnings per share of $1.87, up 9% over 2021.

Key Takeaways

Eaton Corporation reported flat sales of $5.2 billion compared to Q2 2021, with organic sales up 11%. The adjusted earnings per share were $1.87, a quarterly record and up 9% over the second quarter of 2021. The company is raising its full year organic growth and adjusted earnings per share guidance.

Earnings per share of $1.50.

Record quarterly adjusted earnings per share of $1.87, up 9% over 2021.

Record Quarterly Segment Margins of 20.1%, 150 Basis Points Above the Second Quarter of 2021

Organic Sales Growth was 11%.

Total Revenue
$5.21B
Previous year: $5.22B
-0.1%
EPS
$1.87
Previous year: $1.72
+8.7%
Segment margins
20.1%
Previous year: 18.6%
+8.1%
Gross Profit
$1.71B
Previous year: $1.67B
+2.2%
Cash and Equivalents
$364M
Previous year: $279M
+30.5%
Free Cash Flow
$201M
Previous year: $484M
-58.5%
Total Assets
$35.2B
Previous year: $36.8B
-4.5%

Eaton

Eaton

Eaton Revenue by Segment

Forward Guidance

The company is raising its organic growth guidance from 9-11% to 11-13% and raising adjusted earnings per share to between $7.36 and $7.76 for the full year 2022. For the third quarter of 2022, the company anticipates organic growth of 13-15% and adjusted earnings per share of between $1.95 and $2.05.

Positive Outlook

  • Raising full year 2022 organic growth guidance from 9-11% to 11-13%.
  • Raising adjusted earnings per share guidance to between $7.36 and $7.76 for the full year 2022.
  • Anticipating organic growth of 13-15% for the third quarter of 2022.
  • Anticipating adjusted earnings per share of between $1.95 and $2.05 for the third quarter of 2022.
  • Robust order growth in Electrical and Aerospace demonstrates continuing strong demand.

Challenges Ahead

  • The course of the COVID-19 pandemic globally and government actions related thereto.
  • Unanticipated changes in the markets for the company’s business segments.
  • Supply chain disruptions, unanticipated changes in the cost of material, labor, and other production costs, or unexpected costs that cannot be recouped in product pricing.
  • Unexpected technical or marketing difficulties.
  • Unanticipated deterioration of economic and financial conditions in the United States and around the world.

Revenue & Expenses

Visualization of income flow from segment revenue to net income