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Eaton

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ISIN: IE00B8KQN827
Ticker: ETN
IE00B8KQN827
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13
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Aktien Stammtisch
@Aktien_Stammtisch
3Sem.·

Eaton Q4 FY24 EarningsReport Summary

$ETN (-2,59 %)


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
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Jan@Barrd
3Sem.
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
3Sem.·

Subsequent purchase

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

27.01
Eaton logo
Acheté x1 à 303,50 €
303,50 €
9
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Techaktien
@Techaktien
1Mo·

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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$F1LS34
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$LR (-0,93 %)
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$EMR (-1,94 %)
$ETN (-2,59 %)

previw image
open.spotify.comFolge 72: 20 Stromaktien für KI, AMD, Apple
9
3 Commentaires
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Jim@wealth_navigator_64
1Mo
Will treat myself tomorrow at work :D
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Bardok
@AE23
1Mo·

Share analysis

www.youtube.comEaton Aktie - Starkes Wachstum dank Digitalisierung und Datacenter. Bewertung vertretbar?
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6 Commentaires
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Tenbagger2024@Tenbagger2024
1Mo
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
1Mo·

CVS liquidated

Seized the day today and took heavy losses.


$CVS (-2,18 %) sold completely and from the remaining money

position $CAT (-2,26 %) and rebuilt the positions $ABBV (+0,94 %) , $VZ (+1,11 %) and $ETN (-2,59 %) 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. 😅

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11 Commentaires
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Tino@parlania
1Mo
Don't you have Mega the spread at this time of day?
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Bardok
@AE23
2Mo·
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3 Commentaires
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Martin@CuriousBrewery
2Mo
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
4Mo·

Due to the expansion of data centers, shares in the energy sector such as $CEG (-7,34 %)
$VST (-7,68 %)
$ETN (-2,59 %) and $BWXT (-3,54 %) (nuclear) are soaring, especially after the announcement by $MSFT (-1,57 %) 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 (+0,5 %) and $ETN (-2,59 %) will prevail in the long term, even if they have already done very well. Another permanent 'player' for me would be $RR. (-1,27 %) (SMRs - although the question is when they will actually be built and profitable).


What do you think? Are you looking at other companies in this field?

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9 Commentaires
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Epi@Epi
4Mo
Do you know $SMR? After all, the only company with a valid license to build SMRs. Very volatile, very exciting. Still have a small amount in it.
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Murmel
@Murmel
5Mo·

This was my first dividend from Eaton. I was paid €3.67 by Scalable.

Can that be right? It seems a bit low to me. I have already exhausted my tax-free allowance this year.

23.08
Eaton logo
Reçu x9 dividendes à 0,94 $US
8,46 $US
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8 Commentaires
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Staatsmann@Staatsmann
5Mo
Take a look at the dividend statement. The exact calculation is there. Tax, currency conversion etc.

can all affect it.
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Bardok
@AE23
8Mo·

Everyday shares at a glance $ETN (-2,59 %)

If you walk through the world with your eyes open,

you notice the everyday stocks from time to time, as in this case at Karl's strawberry farm in Rövershagen near Rostock.


Which obviously also use the automation technologies of Eaton Corp. $ETN (-2,59 %)


For me still the better Siemens and the Nvidia of electronics, drive technology and building automation

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7 Commentaires
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MCS_1983@MCS_1983
8Mo
I also have Eaton in my portfolio and have a savings plan 💪
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J.
@JohKar
9Mo·

Can anyone tell me why $ETN (-2,59 %) can't run in the savings plan at TR? 🤔

Thank you very much!

8 Commentaires
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GeldmitKopf@cashwithhead
9Mo
You have to ask. The savings plan is not an exchange thing. Savings plans are something from the broker himself, who somehow procures a fraction (probably with the agreement of the market maker). Normally on the stock exchange you buy in full. In the case of shares where there is already a savings plan, there was simply a demand and there was enough interest.
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