🔹 Sales: $7.03 B (Est. $6.91 B) 🟢; UP +11% YoY
🔹 Adjusted EPS: $2.95 (Est. $2.93) 🟢; UP +8% YoY
Guidance
🔸 Q3’25 sales & revenues to grow moderately YoY
🔸 Net incremental tariffs of $400 M–$500 M in Q3 ’25; $1.3 B–$1.5 B in FY ’25
🔸 FY25 capital expenditures around $2.5 B
🔸 FY25 sales & revenues slightly higher YoY (prior outlook: flat)
Q2 Segment Results
🔹 Electrical Americas Sales: $3.35B; UP +16% YoY
🔹 Electrical Global Sales: $1.75B; UP +9% YoY
🔹 Aerospace Sales: $1.08B; UP +13% YoY
🔹 Vehicle Sales: $663M; DOWN -8% YoY
🔹 eMobility Sales: $182M; DOWN -4% YoY
Other Metrics
🔹 Organic Sales Growth: 8% (high end of guidance)
🔹 Consolidated Segment Margin: 23.9% (Record; high end of guidance)
🔹 Backlog Increase: +$2.5 B
🔹 Free Cash Flow: $716M
CEO Commentary
🔸 “I’m proud to share Eaton’s strong second quarter results, reflecting our team’s commitment to leading and executing on our strategy to become the world’s premier power management company … well positioned to capitalize on megatrends including digitalization, electrification, reindustrialization and increased defense spending.”
