Q4 25 EPS
$3.33
BEAT +0.34%
Est. $3.32
Q4 25 Revenue
$7.06B
MISS 0.51%
Est. $7.09B
vs S&P Since Q4 25
-0.6%
TRAILING MARKET
ETN +7.9% vs S&P +8.5%
Full Year 2025 Results
FY 25 EPS
$12.07
BEAT +0.03%
Est. $12.07
FY 25 Revenue
$27.45B
BEAT +0.02%
Est. $27.44B
Market Reaction
Did ETN Beat Earnings? Q4 2025 Results
Eaton capped a strong fiscal year with a fourth-quarter performance that edged past Wall Street's expectations, reporting adjusted EPS of $3.33 against a consensus estimate of $3.32, while revenue of $7.05 billion rose 13.1% year-over-year and came i… Read more Eaton capped a strong fiscal year with a fourth-quarter performance that edged past Wall Street's expectations, reporting adjusted EPS of $3.33 against a consensus estimate of $3.32, while revenue of $7.05 billion rose 13.1% year-over-year and came in fractionally ahead of forecasts. The headline driver was Electrical Americas, where record quarterly sales of $3.51 billion, up 21% year-over-year on 15% organic growth, reflected surging demand from data center customers, a trend that has drawn broad analyst attention and lifted price targets at multiple firms. Segment margins reached a quarterly record of 24.9%, while operating and free cash flows also hit quarterly records at $1.97 billion and $1.57 billion, respectively. Looking ahead, management guided full-year 2026 adjusted EPS of $13.00 to $13.50, representing roughly 10% growth at the midpoint, alongside organic revenue growth of 7-9%; the pending $9.50 billion acquisition of Boyd Thermal and the planned spin-off of the Mobility business by end of Q1 2027 are set to further reshape the portfolio.
Key Takeaways
- • Data center momentum driving Electrical Americas order acceleration of 16% organically
- • Strong Aerospace order growth of 11% organically
- • 9% organic sales growth in Q4 2025
- • Electrical sector backlog growth of 29% and Aerospace backlog growth of 16%
- • Book-to-bill ratio of 1.1 for both Electrical and Aerospace businesses
- • Segment margins of 24.9%, a Q4 record
ETN YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
ETN Revenue by Segment
With YoY comparisons, source: SEC Filings
“In the fourth quarter, we continued to convert strong demand into accelerated orders and organic growth. Electrical and Aerospace were standout drivers, contributing to sustained backlog growth and a book-to-bill ratio of 1.1.”
— Paulo Ruiz, Q4 2025 Earnings Press Release
ETN Earnings Trends
ETN vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ETN EPS Trend
Earnings per share: estimate vs actual
ETN Revenue Trend
Quarterly revenue: estimate vs actual
ETN Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $2.73 | $2.81 | +2.90% | $7.45B | +4.32% |
| Q4 25 BEAT FY | $3.32 | $3.33 | +0.34% | $7.06B | -0.51% |
| FY Full Year | $12.07 | $12.07 | +0.03% | $27.45B | +0.02% |
| Q3 25 BEAT | $3.05 | $3.07 | +0.51% | $6.99B | -1.30% |
| Q2 25 BEAT | $2.92 | $2.95 | +0.94% | $7.03B | +1.65% |
| Q1 25 BEAT | $2.71 | $2.72 | +0.55% | $6.38B | +2.02% |