Financial Trends -- 8/10

Eaton delivers an exceptional multi-year revenue and earnings compounding story anchored by the secular electrification/data center megatrend. Total revenue compounded at a ~9% CAGR from 2020-2025 ($17.9B to $27.4B), with the crown jewel Electrical Americas segment growing at a ~15% CAGR. Adjusted EPS grew from $4.24 to $12.07 (23% CAGR). Total segment margins expanded 810 bps over five years (16.4% to 24.5%). Backlog of $19.8B (+25% YoY) provides exceptional forward visibility. Score held back from a 9 by: (a) deceleration in margin expansion due to capacity ramp costs, (b) FCF growth stalled at +1% YoY as capex surged, (c) Vehicle and eMobility segments in decline, and (d) adj EPS growth decelerated to +12% in 2025. Weight: 25%
FY25 Revenue
$27.4B
+10.3% YoY | Reaccelerating
FY25 Adj EPS
$12.07
+11.8% YoY | 23% 5yr CAGR
Total Segment Margin
24.5%
+50 bps YoY | +810 bps 5yr
Backlog (FY25)
$19.8B
+24.5% YoY | Record high
Annual Financial Summary (FY ends December)
MetricFY2020FY2021FY2022FY2023FY2024FY2025
Total Net Sales ($M)$17,858M$19,628M$20,752M$23,196M$24,878M$27,448M
Rev YoY+9.9%+5.7%+11.8%+7.3%+10.3%
GAAP Diluted EPS$3.49$5.34$6.14$8.02$9.50$10.45
Adj EPS$4.24$6.62$7.57$9.12$10.80$12.07
Adj EPS YoY+56.1%+14.4%+20.5%+18.4%+11.8%
Net Income ($M)$1,410M$2,144M$2,462M$3,218M$3,794M$4,087M
Total Seg Margin16.4%18.9%20.2%22.0%24.0%24.5%
WA Diluted Shares (M)404.0401.6400.8401.1399.4391.2
Key trends -- annual

Segment Revenue ($M, Annual)
MetricFY2020FY2021FY2022FY2023FY2024FY2025
Elec Americas$6,680M$7,242M$8,497M$10,098M$11,436M$13,276M
Elec Global$4,703M$5,516M$5,848M$6,084M$6,248M$6,815M
Aerospace$2,223M$2,648M$3,039M$3,413M$3,744M$4,249M
Vehicle$2,118M$2,579M$2,830M$2,965M$2,790M$2,505M
eMobility$292M$343M$538M$636M$662M$604M
Total$17,858M$19,628M$20,752M$23,196M$24,878M$27,448M
Segment YoY20212022202320242025
Elec Americas+8.4%+17.3%+18.8%+13.3%+16.1%
Elec Global+17.3%+6.0%+4.0%+2.7%+9.1%
Aerospace+19.1%+14.8%+12.3%+9.7%+13.5%
Vehicle+21.8%+9.7%+4.8%-5.9%-10.2%
eMobility+17.5%+56.9%+18.2%+4.1%-8.8%
EA reaccelerated from +13.3% to +16.1%, EG inflected from +2.7% to +9.1%, Aero reaccelerated from +9.7% to +13.5%. All three core growth segments reaccelerating simultaneously. Vehicle and eMobility remain headwinds (planned mobility spin-off announced), but they represent only ~17% of total revenue and declining in mix.

Quarterly Revenue Trajectory ($M, 8 Quarters)
MetricQ1 24Q2 24Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25
Total Rev ($M)$5,943M$6,350M$6,345M$6,240M$6,377M$7,028M$6,988M$7,055M
Total YoY+8.4%+8.3%+7.9%+4.6%+7.3%+10.7%+10.1%+13.1%
Elec Americas$2,690M$2,877M$2,963M$2,905M$3,010M$3,350M$3,410M$3,506M
EA YoY+17.3%+13.4%+14.2%+8.7%+11.9%+16.4%+15.1%+20.7%
Elec Global$1,500M$1,606M$1,573M$1,569M$1,610M$1,753M$1,724M$1,728M
EG YoY0.0%+2.4%+4.7%+3.8%+7.3%+9.2%+9.6%+10.1%
Aerospace$871M$955M$946M$971M$979M$1,080M$1,079M$1,111M
Aero YoY+8.5%+12.6%+9.1%+8.5%+12.4%+13.1%+14.1%+14.4%
Revenue acceleration is clear: total growth went from +4.6% (Q4 24 trough) to +13.1% in Q4 25. EA Q4 25 at +20.7% was the strongest quarterly growth in the 2024-2025 period. EG and Aero both showed accelerating quarterly trajectories throughout 2025.

Segment Operating Margins (Annual)
MetricFY2020FY2021FY2022FY2023FY2024FY2025
Elec Americas20.2%20.6%22.5%26.5%30.2%29.9%
Elec Global15.9%18.7%19.4%19.3%18.4%19.4%
Aerospace18.6%21.9%23.2%22.9%22.9%23.8%
Vehicle11.5%17.4%16.0%16.3%18.0%16.7%
Total Segment16.4%18.9%20.2%22.0%24.0%24.5%

Segment Operating Profit ($M) & Margins (Quarterly)
MetricQ1 24Q2 24Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25
EA Op Profit$785M$859M$892M$918M$904M$987M$1,034M$1,046M
EA Margin29.2%29.9%30.1%31.6%30.0%29.5%30.3%29.8%
EG Op Profit$274M$305M$294M$277M$300M$353M$330M$340M
EG Margin18.3%19.0%18.7%17.7%18.6%20.1%19.1%19.7%
Aero Op Profit$201M$206M$230M$222M$226M$240M$280M$268M
Aero Margin23.1%21.6%24.3%22.9%23.1%22.2%26.0%24.1%
Total Seg Profit$1,371M$1,502M$1,544M$1,542M$1,522M$1,682M$1,749M$1,760M
Total Seg Margin23.1%23.7%24.3%24.7%23.9%23.9%25.0%24.9%
EA margin compression from ramp costs is the key negative. EA margin YoY change went from +630 bps (Q1 24) to -177 bps (Q4 25) as capacity ramp costs intensified. Total segment margin expansion decelerated sharply to near-zero by Q4 25. However, management guides 24.6-25.0% segment margins for 2026 (up ~30 bps YoY at midpoint) as ramp costs abate.

Earnings Per Share (Quarterly)
MetricQ1 24Q2 24Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25
GAAP Diluted EPS$2.04$2.48$2.53$2.45$2.45$2.51$2.59$2.91
Adj EPS$2.40$2.73$2.84$2.83$2.72$2.95$3.07$3.33
Adj EPS YoY+27.7%+23.5%+15.0%+11.0%+13.3%+8.1%+8.1%+17.7%
Adj EPS growth decelerated to +8% in Q2-Q3 25 before re-accelerating to +17.7% in Q4 25. The mid-year slowdown reflects capacity ramp costs hitting margins while below-the-line items (higher interest expense, less buyback benefit) also weighed. 2026 guidance: adj EPS $13.00-$13.50 (midpoint $13.25, +10% YoY). Buybacks suspended in 2026 due to Boyd acquisition, removing ~1-2% annual EPS tailwind.

Total Backlog ($B)
MetricFY2020FY2021FY2022FY2023FY2024FY2025
Total Backlog$6B$8B$11B$13B$16B$20B
YoY Growth+37.5%+48.1%+14.0%+22.3%+24.5%
MetricQ1 24Q2 24Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25
Total Backlog$15B$15B$16B$16B$16B$18B$18B$20B
YoY Growth+6.7%+15.1%+15.7%+24.5%
Backlog growth reaccelerated from +6.7% (Q1 25) to +24.5% (Q4 25) -- extraordinary demand visibility. EA backlog at record $13.2B (+31% YoY). Data center orders accelerated ~200% YoY in Q4 25. Book-to-bill at 1.2x quarterly for EA. Mega project backlog up 30% to $3 trillion tracked, 866 projects. Negotiations pipeline up to nearly $10B in EA (4x since 2019).

Free Cash Flow ($M)
MetricFY2022FY2023FY2024FY2025
Operating CF$2,533M$3,624M$4,327M$4,472M
Capex($598M)($757M)($808M)($919M)
Free Cash Flow$1,935M$2,867M$3,518M$3,553M
FCF YoY+48.2%+22.7%+1.0%
FCF growth essentially stalled in 2025 at +1%. Capex surged 14% ($919M vs $808M) while operating cash flow grew only modestly (+3.3%). FCF conversion was ~87% of net income in 2025 vs ~93% in 2024. This is the most concerning data point. However, 2026 FCF guidance of $3.9-4.3B (midpoint $4.1B, +14% YoY) suggests meaningful improvement as capacity ramp investments wind down.

Share Count & Buybacks
MetricFY2020FY2021FY2022FY2023FY2024FY2025
WA Diluted Shares (M)404.0401.6400.8401.1399.4391.2
Buybacks ($M)($1,608M)($122M)($286M)($2,492M)($1,862M)

Acceleration / Deceleration Analysis
Revenue Growth Change2023 vs 20222024 vs 20232025 vs 2024Direction
Total Revenue+6.1 pp-4.5 pp+3.0 ppReacceleration
Elec Americas+1.5 pp-5.5 pp+2.8 ppReacceleration
Elec Global-2.0 pp-1.3 pp+6.4 ppReacceleration
Aerospace-2.5 pp-2.6 pp+3.8 ppReacceleration
Backlog Growth-34.1 pp+8.3 pp+2.2 ppAccelerating
Margin / Earnings202320242025Direction
Total Seg Margin YoY+180 bps+200 bps+50 bpsDecelerating
EA Margin YoY bps+400 bps+370 bps-30 bpsNegative (ramp)
Adj EPS Growth+20.5%+18.4%+11.8%Decelerating
FCF Growth+48.2%+22.7%+1.0%Sharp decel.
Revenue reaccelerating across all core segments while margins and earnings growth decelerate -- classic capacity investment phase. The divergence between accelerating revenue/backlog and decelerating margins/FCF reflects ~$1.5B invested across ~24 capacity expansion projects. Half completed mid-2025, remaining half largely by mid-2026. The setup for 2027+ is exceptional as ramp costs abate and new capacity comes online.

Penalty / Modifier Assessment
Factor Impact Detail
Revenue reacceleration (EA, EG, Aero) +1.0 Total rev growth highest since 2023; all core segments reaccelerating
Backlog reaccelerating to +24.5% +0.5 Record $19.8B, extraordinary forward visibility
Data center order explosion +0.5 +200% Q4 orders, mega-project pipeline $3T, 11yr DC construction backlog
Mobility spin-off +0.5 Will be accretive to growth and margin profile
Margin expansion decelerating / EA contracting -0.5 Capacity ramp costs creating ~130 bps headwind in 2026 EA
FCF growth stalled (+1%) -0.5 Capex surge absorbing operating cash flow growth
EPS growth deceleration to +12% -0.5 Mid-year Q2-Q3 only +8%, though Q4 re-accelerated to +18%
Vehicle/eMobility in decline -0.5 ~17% of revenue declining; mitigated by planned spin-off
Buyback suspension in 2026 -0.5 Removes ~1-2% annual EPS tailwind

Score rationale

Score of 8/10 reflects an exceptional multi-year revenue and earnings compounding story anchored by the secular electrification/data center megatrend, tempered by near-term deceleration in earnings momentum and margin expansion.

Positives (supports 8+):

Negatives (prevents 9):


Data sourced from Daloopa (company_id: 365) and ETN earnings releases (Q3 2024 through Q4 2025). All financials in USD. Fiscal year ends December.