Eaton Corp. | 10-Q: FY2025 Q2 Revenue Beats Estimate at USD 7.028 B

Revenue: As of FY2025 Q2, the actual value is USD 7.028 B, beating the estimate of USD 6.914 B.

EPS: As of FY2025 Q2, the actual value is USD 2.51, missing the estimate of USD 2.6387.

EBIT: As of FY2025 Q2, the actual value is USD 1.186 B.

Net Sales: $3,350 million for Q2 2025, up 16% from $2,877 million in Q2 2024. $6,360 million for the first six months of 2025, up 14% from $5,567 million in the same period of 2024.
Operating Profit: $987 million for Q2 2025, up 15% from $859 million in Q2 2024. $1,891 million for the first six months of 2025, up 15% from $1,644 million in the same period of 2024.
Operating Margin: 29.5% for Q2 2025, down from 29.9% in Q2 2024. 29.7% for the first six months of 2025, up from 29.5% in the same period of 2024.

Net Sales: $1,753 million for Q2 2025, up 9% from $1,606 million in Q2 2024. $3,362 million for the first six months of 2025, up 8% from $3,105 million in the same period of 2024.
Operating Profit: $353 million for Q2 2025, up 16% from $305 million in Q2 2024. $653 million for the first six months of 2025, up 13% from $578 million in the same period of 2024.
Operating Margin: 20.1% for Q2 2025, up from 19.0% in Q2 2024. 19.4% for the first six months of 2025, up from 18.6% in the same period of 2024.

Net Sales: $1,080 million for Q2 2025, up 13% from $955 million in Q2 2024. $2,059 million for the first six months of 2025, up 13% from $1,826 million in the same period of 2024.
Operating Profit: $240 million for Q2 2025, up 17% from $206 million in Q2 2024. $466 million for the first six months of 2025, up 14% from $407 million in the same period of 2024.
Operating Margin: 22.2% for Q2 2025, up from 21.5% in Q2 2024. 22.6% for the first six months of 2025, up from 22.3% in the same period of 2024.

Net Sales: $663 million for Q2 2025, down 8% from $723 million in Q2 2024. $1,280 million for the first six months of 2025, down 12% from $1,447 million in the same period of 2024.
Operating Profit: $113 million for Q2 2025, down 13% from $130 million in Q2 2024. $209 million for the first six months of 2025, down 15% from $246 million in the same period of 2024.
Operating Margin: 17.0% for Q2 2025, down from 18.0% in Q2 2024. 16.3% for the first six months of 2025, down from 17.0% in the same period of 2024.

Net Sales: $182 million for Q2 2025, down 4% from $189 million in Q2 2024. $343 million for the first six months of 2025, down 1% from $348 million in the same period of 2024.
Operating Profit (Loss): - $10 million for Q2 2025, down 600% from $2 million in Q2 2024. - $15 million for the first six months of 2025, down 650% from - $2 million in the same period of 2024.
Operating Margin: -5.8% for Q2 2025, down from 1.3% in Q2 2024. -4.3% for the first six months of 2025, down from -0.6% in the same period of 2024.

Core Business Focus: Eaton is capitalizing on megatrends such as the energy transition, electrification, and digitalization. The company is strengthening its participation across the entire electrical power value chain and benefiting from momentum in the data center and utility end markets as well as a growth cycle in the commercial aerospace and defense markets.
Non-Core Business: Eaton continues to actively manage its portfolio of businesses to deliver on its strategic objectives, focusing on deploying capital toward businesses that provide opportunities for above-market growth, strong returns, and align with secular trends and its power management strategies.
Priority: Eaton expects mature year benefits of $375 million when the multi-year restructuring program is fully implemented.