For the quarter ended September 2025, Eaton (ETN) reported revenue of $6.99 billion, up 10.1% over the same period last year. EPS came in at $3.07, compared to $2.84 in the year-ago quarter.
The reported revenue represents a surprise of -0.98% over the Zacks Consensus Estimate of $7.06 billion. With the consensus EPS estimate being $3.06, the EPS surprise was +0.33%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Eaton performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- eMobility: $136 million versus the five-analyst average estimate of $171.92 million. The reported number represents a year-over-year change of -18.6%.
- Net Sales- Aerospace: $1.08 billion versus the five-analyst average estimate of $1.06 billion. The reported number represents a year-over-year change of +14.1%.
- Net Sales- Vehicle: $639 million versus the five-analyst average estimate of $641.38 million. The reported number represents a year-over-year change of -8.2%.
- Net Sales- Electrical Global: $1.72 billion compared to the $1.69 billion average estimate based on five analysts. The reported number represents a change of +9.6% year over year.
- Net Sales- Electrical Americas: $3.41 billion versus the five-analyst average estimate of $3.48 billion. The reported number represents a year-over-year change of +15.1%.
- Segment operating profit (loss)- Aerospace: $280 million versus the five-analyst average estimate of $256.56 million.
- Segment operating profit (loss)- Vehicle: $114 million versus the five-analyst average estimate of $105.21 million.
- Segment operating profit (loss)- Electrical Global: $330 million versus the five-analyst average estimate of $325.69 million.
- Segment operating profit (loss)- Electrical Americas: $1.03 billion compared to the $1.04 billion average estimate based on five analysts.
- Segment operating profit (loss)- eMobility: $-9 million versus the five-analyst average estimate of $1.91 million.
View all Key Company Metrics for Eaton here>>>
Shares of Eaton have returned +1.7% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Eaton Corporation, PLC (ETN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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