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Eaton Corporation (ETN) investor relations material
Eaton Corporation Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Feb, 2026
Executive summary
Achieved record Q4 2025 results with sales of $7.1B, up 13% year-over-year, and strong order acceleration and backlog growth, especially in Electrical Americas and Aerospace segments.
Adjusted EPS for Q4 was $3.33, up 18% year-over-year, with segment margins at a Q4 record of 24.9%.
Announced strategic moves including $13B in investments, multiple acquisitions (Fibrebond, Resilient Power Systems, Ultra PCS, Boyd Thermal), and the planned spin-off of the Mobility business.
Strategy focused on leading, investing, and executing for growth, positioning for generational demand and sustained shareholder value.
Benefiting from global trends in digitalization, reindustrialization, and infrastructure spending.
Financial highlights
Q4 2025 sales: $7.1B (+13% YoY); segment operating profit: $1.76B (+14% YoY); adjusted EPS: $3.33 (+18% YoY); segment margin: 24.9%, up 20 bps YoY.
Electrical Americas sales up 21% YoY; Electrical Global up 10%; Aerospace up 14%; Vehicle down 9%; eMobility down 15%.
Q4 operating cash flow was $2.0B and free cash flow was $1.6B, up 23% and 17% year-over-year; full-year operating cash flow was $4.5B and free cash flow was $3.6B.
Q4 net income attributable to shareholders was $1.13B, up from $971M in Q4 2024.
Q4 gross margin (implied): 36.8% (sales $7.1B, cost of products sold $4.46B).
Outlook and guidance
2026 organic growth expected at 7%-9%, with segment margins of 24.6%-25.0%.
2026 adjusted EPS guidance: $13.00–$13.50, up 10% from 2025; cash flow expected at $3.9B–$4.3B.
Q1 2026 guidance: organic growth of 5%-7%, operating margins of 22.2%-22.6%, adjusted EPS $2.65–$2.85.
Segment organic growth guidance: Electrical Americas 9–11%, Electrical Global 3.5–5.5%, Aerospace 7–9%, Mobility 5–7%.
Long-term targets reaffirmed: 6%-9% organic growth CAGR through 2030, segment margins of 28% by 2030, and EPS growth of 12%+.
How will Eaton mitigate operational risks from Mobility spin
Impact of data center growth on Electrical Americas margin?
Address mega project backlog conversion challenges
Quantify Mobility spin-off's margin impact
What synergies are expected from Boyd Thermal?
Why is 2026 organic growth guidance lower?
NVIDIA chip tech impact on liquid cooling strategy?
When does capacity ramp become a margin tailwind?
Upside to 2030 long-term financial targets?
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Latest summaries
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Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next Eaton Corporation earnings date
Q1 20261 May, 2026
Eaton Corporation
Next Eaton Corporation earnings date
Q1 20261 May, 2026
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Frequently asked questions
Power Management
Eaton Corporation is an American-Irish power management company with multinational operations. The company provides various products and services related to electrical, hydraulic, and mechanical power management. The company's offerings include electrical components for power quality, distribution, and control, as well as hydraulic components and systems for both industrial and mobile equipment. It is headquartered in Dublin, Ireland, and has an administrative center in Brentwood, Ohio. Eaton shares are traded on the NYSE.
Gear and Axle Co
Eaton Corporation was founded in 1911 as Gear and Axle Co. in Bloomfield, New Jersey. Initially, the company focused on developing a new axle for trucks and buses, which offered significant improvements over existing products. During the 1930s and 1940s, Eaton diversified into other industries, such as aviation and defense, reflecting the broader economic and industrial shifts of the time. This diversification continued post-World War II, as the company expanded its product offerings and global presence. The 1960s and 1970s marked further expansion, with Eaton entering the hydraulics market and furthering its international reach. In the following decades, Eaton continued to grow through acquisitions, significantly expanding its electrical power management business.
The Electrical Division
The company operates through various segments, each specializing in different aspects of power management. The Electrical Sector, one of its primary segments, offers a wide range of electrical components, systems, and services for power distribution, power quality, and industrial automation. This includes circuit breakers, switchgear, UPS systems, and power distribution units, which are essential for the safe and efficient management of electricity in both commercial and residential settings.
Other Divisions
In the Hydraulics segment, Eaton provides hydraulic components and systems for mobile and industrial applications. These products, including pumps, motors, valves, and filtration systems, are crucial in machinery used in construction, agriculture, and manufacturing industries.
Additionally, Eaton's Aerospace segment delivers highly engineered products and systems for commercial and military aviation markets. The company’s products are used by manufacturers such as Airbus, Boeing, and Lockheed Martin. This includes hydraulic systems, fuel systems, motion control, and engine solutions, playing a critical role in the performance and safety of aircraft. Eaton Corporation also produces vehicle components, offering products for automotive and commercial vehicle markets.
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