1Sem.·

Eaton Q1 2025 Earnings

$ETN (-1,22 %)

Adj EPS $2.72 (est $2.71)
Rev $6.38B (est $6.28B)
Electrical Americas Net Sales $3.01B (est $2.97B)
Sees Q2 ADJ EPS $2.85 To $2.95 (est $2.91)
Still Sees FY Adj EPS $11.80 To $12.20 (est $12.02)
Guidance Reflects Est Impact Of Tariff Rate

3

Aktien Stammtisch

@Aktien_Stammtisch

3Mo·

Eaton Q4 FY24 EarningsReport Summary

$ETN (-1,22 %)

Eaton delivered record Q4 FY24 results, driven by strong order growth in its Electrical and Aerospace segments. The company continues to capitalize on megatrends in electrification and digitalization, despite headwinds from currency translation and industry-wide labor disruptions.

📊 Income Statement Highlights (vs Q4 FY23)

▫️Net Income: $971M vs. $933M (+4%)

▫️Total Revenue: $6.24B vs. $5.94B (+5%)

▫️Organic Revenue Growth: +6% (offset by 1% negative FX impact)

▫️Adjusted EPS: $2.83 vs. $2.55 (+11%)

▫️Gross Margin: 38.9% vs. 37.6% (+130bps)

▫️Segment Operating Margins: 24.7% (+190bps, record level)

▫️Operating Cash Flow: $1.6B (+23%)

▫️Free Cash Flow: $1.34B (+27%)

🔹 Business Segment Performance:

▫️Electrical Americas: Revenue $2.90B (+9%), operating margin 31.6% (+310bps)

▫️Electrical Global: Revenue $1.57B (+4%), operating margin 17.7%

▫️Aerospace: Revenue $971M (+9%), operating margin 22.9%

▫️Vehicle: Revenue $647M (-10%), operating margin 18.8% (+90bps)

▫️eMobility: Revenue $147M (-11%), operating margin 1.8%

💼 Balance Sheet Highlights (vs Q4 FY23)

▫️Total Assets: $38.38B vs. $38.43B

▫️Total Liabilities: $19.85B vs. $19.36B

▫️Total Equity: $18.53B vs. $19.07B

▫️Cash & Short-term Investments: $2.08B vs. $2.61B

▫️Total Debt: $9.15B vs. $9.26B

🔮 Future Outlook (FY25 Guidance)

▫️Revenue Growth: 7-9%

▫️Segment Operating Margins: 24.4-24.8%

▫️EPS: $10.60 - $11.00 (+14% at mid-point)

▫️Adjusted EPS: $11.80 - $12.20 (+11% at mid-point)

▫️Q1 FY25 EPS: $2.30 - $2.40 | Adj. EPS: $2.65 - $2.75

Order Backlog Strength:

▫️Electrical Americas: Backlog +29% YoY, Book-to-Bill at 1.2x

▫️Aerospace: Backlog +16% YoY, Book-to-Bill at 1.1x

Strategic Priorities:

Eaton is leveraging electrification, automation, and digitalization trends to drive sustained growth. Despite macroeconomic uncertainty, the company remains focused on operational efficiency, margin expansion, and capitalizing on increasing infrastructure investment.

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1 Commentaire

Jan@Barrd

3Mo

The results are fine and within reason. I'm sticking with it and letting the savings plan run its course

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Murmel

@Murmel

3Mo·

Subsequent purchase

At least a small purchase today, the rest will be made by the savings plan next week.

27.01

Eaton

Acheté x1 à 303,50 €

303,50 €

9

Techaktien

@Techaktien

3Mo·

Podcast episode 72 "Buy High. Sell Low."

Podcast episode 72 "Buy High. Sell Low."

Subscribe to the podcast to get nuclear power plants back on the grid in Germany. Inshallah.

00:00:00 20 power stocks for AI: Constellation Energy, Rolls-Royce, Schneider Electric, Siemens Energy, Cameco, Fluor Corporation, Vistra Corp, RWE, GDF Suez, Enel, Flowserve, Uniper, Crane Co, Quanta Services, MasTec, Legrand, Emerson Electric, Eaton Corporation, Uranium Energy, VanEck Uranium and Nuclear Technologies ETF A3D47K

39:30 Watchlist Max: Fluor Corporation, Schneider Electric, Quanta Services, MasTec, Legrand, Eaton Corporation

00:41:00 AMD

01:10:00 Apple

Spotify

https://open.spotify.com/episode/08XzNKA3nuiMlpcz9BYixB?si=qhG3ie7ETXm8O20VPEsp_w

YouTube

https://youtu.be/6olb6fp5AbQ

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-72-20-stromaktien-f%C3%BCr-ki-amd-apple/id1695869891?i=1000684571374

#podcast
#spotify
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$SIEMENS
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$UN0 (-0,06 %)
$EOAN (+1,98 %)
$AAPL (+0,12 %)
$AMD (+5,15 %)
$INTC (-3,94 %)
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$VST (+0 %)
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$LR (-0,85 %)
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$EMR (+2,02 %)
$ETN (-1,22 %)

open.spotify.comFolge 72: 20 Stromaktien für KI, AMD, Apple

9

3 Commentaires

Jim@wealth_navigator_64

3Mo

Will treat myself tomorrow at work :D

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2

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Bardok

@AE23

3Mo·

Share analysis

$ETN (-1,22 %)

At last, in response to several requests (including mine), there is a nice stock analysis of this share.

Have fun with it ❤️

https://youtu.be/PD2j-C46egY?si=a7A5sSR8VQRS-STY

www.youtube.comEaton Aktie - Starkes Wachstum dank Digitalisierung und Datacenter. Bewertung vertretbar?

2

6 Commentaires

Tenbagger2024@Tenbagger2024

3Mo

Nice analysis. I am already well supplied with $VRT and $IESC in this sector. But thank you my dear

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Bardok

@AE23

4Mo·

CVS liquidated

Seized the day today and took heavy losses.

$CVS (-0,98 %) sold completely and from the remaining money

position $CAT (-0,71 %) and rebuilt the positions $ABBV (-5,4 %) , $VZ (-0,63 %) and $ETN (-1,22 %) increased.

I expect the latter in particular to deliver strong share price and earnings growth in data centers, automation, drive and aviation technology. Everything that has to do with electrification. 😅

7

11 Commentaires

Tino@parlania

4Mo

Don't you have Mega the spread at this time of day?

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Bardok

@AE23

5Mo·

Last major acquisition this year

$LIN (-0,94 %)
$ECL (-0,42 %)
$ABBV (-5,4 %)

From now on only 2 standing orders

On the one hand $VWCE (+0,26 %) and $ETN (-1,22 %)

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3 Commentaires

Martin@CuriousBrewery

4Mo

How many Linde shares do you currently have? I'm also thinking about adding more here.

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But T.

@But_the_Stock_Picked_Me

7Mo·

Due to the expansion of data centers, shares in the energy sector such as $CEG (-1,25 %)
$VST (+0 %)
$ETN (-1,22 %) and $BWXT (+0,04 %) (nuclear) are soaring, especially after the announcement by $MSFT (+1,16 %) regarding nuclear energy.

After looking into your private crystal ball, do you think that a longer-term trend has begun in terms of share price development? Or do you think that everything is already priced in and that the rise will soon flatten out again, so that all that's left now is to chase the "runaway train"? (I think this will happen much faster than the "normal" investor thinks - after all, "smart money" is a bit smarter than we are).

Personally, I think that the most likely candidates here are the established $SU (+0,76 %) and $ETN (-1,22 %) will prevail in the long term, even if they have already done very well. Another permanent 'player' for me would be $RR. (-0,81 %) (SMRs - although the question is when they will actually be built and profitable).