Eaton Q2 Earnings & Sales Beat Estimates, Organic Sales Rise Y/Y

Eaton Corporation ETN reported second-quarter 2025 earnings of $2.95 per share, which beat the Zacks Consensus Estimate by 1.03%. The bottom line increased 8.05% year over year and surpassed the company’s guidance of $2.35-$2.45. The year-over-year rise was due to an improvement in organic sales volumes and sustained demand in the acceleration of orders. GAAP earnings for the reported quarter were $2.51 per share, up 1.2% from $2.48 in the year-ago quarter. The difference between GAAP and operating earnings in the reported quarter was due to charges of 25 cents for intangible assets amortization, 5 cents for the multi-year restructuring program and 14 cents related to acquisitions and divestitures.Eaton’s Q2 RevenuesTotal quarterly revenues were $7.02 billion, which beat the Zacks Consensus Estimate of $6.92 billion by 1.4%. The revenues increased 10.7% year over year. The year-over-year revenue increase was driven by an 8% rise in organic sales, a 2% contribution from acquisitions and a 1% boost from favorable currency translation.Eaton Corporation, PLC Price, Consensus and EPS Surprise  Eaton Corporation, PLC price-consensus-eps-surprise-chart | Eaton Corporation, PLC QuoteETN’s Segmental DetailsElectrical Americas’ total second-quarter sales were $3.4 billion, up 16% year over year. The rise was due to increased organic sales, contributions from acquired assets. This was marginally offset by negative currency translation. Operating profit was $987 million, up 15% year over year.Electrical Global’s total sales were $1.8 billion, up 9% from the year-ago quarter. The year-over-year growth was due to an increase in organic sales by 9%. The metric was driven by positive currency translation along with strong organic sales volume. Operating profit was $353 million, up 16% year over year.Aerospace’s total sales were $1.1 billion, up 13% year over year, due to organic sales growth of 13%. The metric was driven by positive currency translation of 2% and organic sales of 11%. Operating profit was $240 million, up 17% year over year.Vehicle’s total sales were $663 million, down 8% year over year, due to a decline in organic sales. Operating profit was $113 million, down 13% year over year.eMobility segment’s total sales were $182 million, down 4% year over year, caused by 7% decline in organic sales, partially offset by positive currency translation of 3%. Operating loss was $10 million against earnings of $2 million in the year-ago quarter.Highlights of ETN’s Q2 ReleaseSelling and administrative expenses were $1.14 billion, up 12.5% year over year.Research and development expenses were $192 million, down 2% from the year-ago quarter’s level.Interest expenses were $71 million, up 144.8% year over year.Eaton’s backlog, with orders, at the end of second-quarter 2025, increased 17% in Electrical Americas, 16% in Aerospace and 1% in Electric Global on a rolling 12-month basis.Financial Update of ETNAs of June 30, 2025, the company’s cash was $0.39 billion, down from $0.55 billion as of Dec. 31, 2024.ETN’s long-term debt was $8.75 billion as of June 30, 2025, up from $8.47 billion as of Dec. 31, 2024.Guidance of EatonEaton’s third-quarter 2025 earnings are expected in the range of $2.58-$2.64 per share. The company expects organic growth in the range of 8-9%.Eaton now expects adjusted earnings per share in the range of $11.97-$12.17 for 2025, indicating an increase of 12% at the midpoint from the prior-year levels. The company anticipates organic sales growth for 2025 in the range of 8.5-9.5%. Eaton expects its segment margin to be in the range of 24.1-24.5%.ETN’s Zacks RankEaton has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Other ReleasesA. O. Smith Corporation’s AOS second-quarter 2025 adjusted earnings of $1.07 per share beat the Zacks Consensus Estimate of 97 cents. The bottom line increased 1% on a year-over-year basis.The long-term (three to five years) earnings growth rate is pinned at 12%. The Zacks Consensus Estimate for 2025 earnings per share has increased 2.41% year over year.Chart Industries GTLS reported quarterly earnings of $2.59 per share, missing the Zacks Consensus Estimate of $2.62, compared with $2.18 a year ago.The long-term earnings growth rate is pinned at 15.32%. The Zacks Consensus Estimate for 2025 earnings per share has increased 35.05% year over year.Energous Corporation WATT incurred a loss of 8 cents per share, which was narrower than the year-ago quarter loss of 73 cents.The Zacks Consensus Estimate for 2025 earnings per share has increased 1.76% year over year.Only $1 to See All Zacks' Buys and SellsWe're not kidding.Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity.Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone.See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Eaton Corporation, PLC (ETN): Free Stock Analysis Report A. O. Smith Corporation (AOS): Free Stock Analysis Report Chart Industries, Inc. (GTLS): Free Stock Analysis Report Energous Corporation (WATT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks