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Jun 30, 2025
Eaton Q2 2025 Earnings Report
Eaton reported strong Q2 2025 results with record revenue, adjusted EPS, and segment margins, supported by robust organic growth and backlog expansion.
Key Takeaways
Eaton delivered record financial results in Q2 2025, driven by 8% organic growth, robust performance in Electrical and Aerospace segments, and a growing backlog. Adjusted EPS reached $2.95, with total revenue at $7.028 billion and net income at $982 million.
Achieved record adjusted EPS of $2.95 and revenue of $7.028 billion.
Reported 8% organic sales growth, reaching the high end of guidance.
Electrical and Aerospace segments saw double-digit backlog growth.
Free cash flow reached $716 million, supporting continued investments.
Revenue by Segment
Forward Guidance
Eaton expects continued strength in Q3 and FY 2025, with rising EPS and segment margins, supported by sustained demand and investments in high-growth markets.
Positive Outlook
- Full-year adjusted EPS guidance raised to $11.97–$12.17.
- Q3 adjusted EPS projected at $3.01–$3.07.
- Full-year organic growth expected at 8.5%–9.5%.
- Segment margins forecasted to reach 24.1%–24.5%.
- Strong backlog and order momentum in Electrical and Aerospace.
Challenges Ahead
- Ongoing restructuring costs expected to continue through 2026.
- Vehicle and eMobility segments saw revenue declines.
- R&D and administrative expenses continue to rise.
- Interest expenses increased significantly YoY.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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