Eaton Stock Price, News & Analysis

Eaton Corporation (NYSE:ETN) reported record second quarter 2025 results with earnings per share of $2.51, up 1% year-over-year, and adjusted EPS of $2.95, up 8%. The company achieved record quarterly sales of $7.0 billion, representing an 11% increase, driven by 8% organic growth.

Key highlights include record segment margins of 23.9%, strong backlog growth in Electrical (15%) and Aerospace (16%), and positive order momentum with a 1.1 book-to-bill ratio. The Electrical Americas segment saw orders accelerate to 2% growth, driven by data center demand.

For full year 2025, Eaton raised guidance, expecting earnings per share of $10.41-$10.61 (up 11% at midpoint) and adjusted EPS of $11.97-$12.17 (up 12% at midpoint), with organic growth projected at 8.5-9.5%.

Eaton (NYSE:ETN) has announced a new 4-megawatt solar project in Wisconsin through a partnership with We Energies. The installation, set to be operational in early 2026, will be located near Eaton's Thomas A. Edison Technical Center and will offset 30% of carbon reduction goals across five facilities in Franksville, South Milwaukee, Menomonee Falls, and Waukesha.

The project, combined with previous efficiency upgrades, will support a 58% reduction in greenhouse gas emissions across Eaton's Wisconsin operations since 2018. Under the agreement, We Energies will build, own, and operate the system, while Eaton will provide land and receive renewable energy credits. The company will also contribute engineering expertise and electrical transformers from its Waukesha facility.

Eaton (NYSE:ETN), an intelligent power management company, has announced the election of Gerald Johnson to its Board of Directors, effective July 23, 2025. Johnson brings over 40 years of experience from General Motors, where he served as executive vice president of Global Manufacturing and Sustainability.

Johnson's extensive background includes overseeing GM's global manufacturing operations, labor relations, and sustainable workplace practices. He currently serves on the board of Caterpillar Inc. The appointment comes as Eaton, which reported revenues of nearly $25 billion in 2024, continues to focus on its growth strategy in power management solutions across multiple markets.

Eaton (NYSE:ETN), an intelligent power management company, has declared a quarterly dividend of $1.04 per ordinary share. The dividend will be payable on August 22, 2025, to shareholders of record as of August 7, 2025.

The company, which reported revenues of nearly $25 billion in 2024, has maintained an impressive track record of paying dividends consistently since 1923. Eaton serves customers across various sectors including data center, utility, industrial, commercial, aerospace, and mobility markets in more than 160 countries.

Eaton (NYSE:ETN), an intelligent power management company, will release its second quarter 2025 earnings on Tuesday, August 5, 2025, before the NYSE opening. The company will host a conference call at 11 a.m. Eastern time to discuss the results with analysts and institutional investors.

The conference call will be accessible through a live webcast on Eaton's website. The company, which generated revenues of nearly $25 billion in 2024, serves customers in over 160 countries, focusing on power management solutions across various sectors including data centers, utilities, industrial, commercial, aerospace, and mobility markets.

Eaton (NYSE:ETN) has announced an agreement to acquire Resilient Power Systems Inc., a North American developer of solid-state transformer technology. The Austin-based target company specializes in medium voltage solid-state transformers for high-power DC applications in the EV market, with potential future applications in data centers and energy storage.

The acquisition target's technology enables ultra-compact EV charging depots to connect directly to the distribution grid, facilitating efficient deployment of fleet and public charging stations. The transaction is expected to close in Q3 2025. Eaton, which reported revenues of $25 billion in 2024, aims to leverage its manufacturing capabilities and commercial scale to expand the market reach of Resilient's innovative technology.

Eaton (NYSE:ETN), an intelligent power management company, announced a strategic collaboration with NVIDIA to enable the transition to high-voltage direct current (HVDC) power infrastructure in AI data centers. The partnership focuses on developing design practices and power management solutions for high-density GPU deployments, particularly supporting NVIDIA Kyber rack-scale systems with Rubin Ultra GPUs.

As a member of the NVIDIA Partner Network, Eaton will leverage its expertise to design systems supporting 1 megawatt racks and beyond, while exploring opportunities within the NVIDIA Omniverse Blueprint for AI factory design. This initiative comes as worldwide data center capex is projected to exceed $1 trillion by 2029. Eaton, which reported revenues of nearly $25 billion in 2024, will provide comprehensive grid-to-chip solutions for optimizing both white and gray space in AI data centers.

Eaton (NYSE:ETN), an intelligent power management company, has released its 2024 Sustainability Report highlighting significant progress toward its environmental goals. The company has achieved a 35% reduction in greenhouse gas emissions since 2018 and invested $1.7 billion in sustainable R&D since 2020.

Key achievements include certifying 83% of manufacturing sites as zero waste to landfill and 21% as zero water discharge. Notably, 76% of Eaton's 2024 net sales came from sustainable products and solutions. The company has also announced a new commitment to achieve net-zero emissions by 2050, validated by the Science Based Targets initiative (SBTi).

Eaton (NYSE:ETN) has partnered with Tennessee Valley Authority (TVA) to transform the retired Bull Run Fossil Plant in Clinton, Tennessee into a grid stability asset. The project involves converting two generators into two 605 MVAR synchronous condensers to enhance power grid reliability.

The conversion will help balance grid inertia as more variable energy sources come online and electricity demand increases. Eaton will provide comprehensive electrical and mechanical solutions, including medium-voltage drives, motor control centers, and network automation hardware. The company reported revenues of nearly $25 billion in 2024 and serves customers in over 160 countries.