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Dec 31, 2025
Eaton Q4 2025 Earnings Report
Eaton reported record fourth-quarter results with strong earnings, margin expansion, and accelerating orders across its electrical and aerospace businesses.
Key Takeaways
Eaton delivered record Q4 2025 results with double-digit revenue growth, strong operating leverage, and robust demand across Electrical and Aerospace segments, supported by a strong book-to-bill ratio and expanding margins.
Fourth-quarter sales reached a record level driven by strong electrical demand.
Adjusted EPS reached a quarterly record reflecting operating leverage.
Segment margins expanded to a record level in the quarter.
Orders accelerated, with a strong book-to-bill ratio supporting backlog growth.
Revenue by Segment
Forward Guidance
Eaton expects continued growth in 2026 supported by strong electrical demand, a robust backlog, and sustained margin strength.
Positive Outlook
- Strong demand from data centers and electrification trends.
- Growing backlog supported by a book-to-bill ratio above one.
- Margin expansion driven by favorable mix and pricing.
- Continued strength in Aerospace markets.
- Disciplined execution and capital deployment.
Challenges Ahead
- Macroeconomic uncertainty in certain industrial end markets.
- Input cost and supply chain volatility.
- Foreign exchange headwinds.
- Execution risk related to large acquisitions.
- Potential cyclicality in vehicle-related markets.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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