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Sep 30, 2025
Eaton Q3 2025 Earnings Report
Eaton reported record Q3 2025 results with strong sales growth, margin expansion, and robust order activity.
Key Takeaways
Eaton delivered a record-breaking third quarter, driven by growth across core segments including Electrical Americas and Aerospace. Earnings and revenue hit new highs, backed by strong demand and expanding backlogs.
Achieved record revenue of $6.988 billion, up 10% YoY.
Reported net income of $1.01 billion with adjusted EPS at $3.07.
Strong free cash flow of $1.172 billion, up 4% YoY.
Order growth and backlogs continued accelerating, especially in Electrical and Aerospace segments.
Revenue by Segment
Forward Guidance
Eaton expects continued growth in Q4 2025 with strong demand across its Electrical and Aerospace businesses, supported by robust backlog and margin performance.
Positive Outlook
- Q4 adjusted EPS guidance of $3.23–$3.43
- Full-year adjusted EPS guidance raised to $11.97–$12.17
- Strong segment margin outlook of 24.1–24.5% for full year
- Continued organic sales growth of 8.5–9.5% expected
- Positive momentum in data center and aerospace demand
Challenges Ahead
- Vehicle segment revenue declined 8% YoY
- eMobility segment posted a $9 million operating loss
- Increased R&D and restructuring costs impacted bottom line
- Currency fluctuations added complexity to global segment performance
Historical Earnings Impact
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Avg. Return Before/After Earnings
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