Eaton Corporation plc

Strong Q1 Performance: Eaton reported record adjusted EPS of $2.72 in Q1 2025, representing a 13% increase year-over-year. The company achieved 9% organic sales growth, up from 6% in the previous quarter, highlighting the momentum in its Electrical Americas, aerospace, and Electrical Global segments.

Raising Growth Expectations: Due to robust order activity and a solid backlog, Eaton has raised its organic growth outlook for 2025 to a range of 7.5% to 9.5%. The new guidance reflects a positive trend in various sectors, particularly in Electrical Americas, which saw organic growth expectations increased by 150 basis points to 12% to 14%.

Operational Resilience Amid Economic Uncertainty: Despite challenges connected to tariff impacts and cost pressures, Eaton's long-standing localized sourcing and manufacturing strategies are positioned to enhance competitiveness. The company emphasizes sustaining strong relationships with customers and suppliers to minimize disruptions.