Eaton (ETN) to Release Quarterly Earnings on Tuesday

Eaton (NYSE:ETN) is expected to be issuing its Q4 2025 results before the market opens on Tuesday, February 3rd. Analysts expect the company to announce earnings of $3.34 per share and revenue of $7.1548 billion for the quarter. Eaton has set its Q4 2025 guidance at 3.230-3.430 EPS and its FY 2025 guidance at 11.970-12.170 EPS. Individuals may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Tuesday, February 3, 2026 at 11:00 AM ET.

Eaton (NYSE:ETN) last issued its quarterly earnings data on Tuesday, November 4th. The industrial products company reported $3.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.06 by $0.01. The company had revenue of $6.99 billion for the quarter, compared to analyst estimates of $7.09 billion. Eaton had a net margin of 14.74% and a return on equity of 24.36%. On average, analysts expect Eaton to post $12 EPS for the current fiscal year and $14 EPS for the next fiscal year.

Eaton Stock Up 0.3%

Eaton stock opened at $332.23 on Tuesday. The company has a quick ratio of 0.79, a current ratio of 1.28 and a debt-to-equity ratio of 0.46. The firm has a market cap of $129.04 billion, a P/E ratio of 33.22, a P/E/G ratio of 2.18 and a beta of 1.20. The business has a fifty day moving average of $331.79 and a two-hundred day moving average of $355.13. Eaton has a twelve month low of $231.85 and a twelve month high of $399.56.

Key Eaton News

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Eaton officially announced the planned spin‑off of its Mobility Group to create an independent public company, positioning the remaining business to concentrate on Electrical and Aerospace — management frames this as central to its 2030 growth strategy. Eaton announces plan to spin off its Mobility Group
• Positive Sentiment: BNP Paribas and other commentators view the spin‑off as tax‑free and likely to unlock shareholder value, a bullish read that supports a higher multiple for the remaining Electrical/Aerospace franchise. Eaton’s tax-free spinoff of mobility group unlocks value: BNP Paribas
• Positive Sentiment: Separate coverage names Eaton a top pick on secular demand drivers (data centers, electrification) and notes management will double‑down on electrification and AI, reinforcing the bull case for the core business. Eaton named as top 2026 pick at BNP Paribas on data center demand Eaton (ETN) to Spinoff Mobility Group into New Publicly-Traded Company
• Neutral Sentiment: The company says the Mobility spin‑off will result in an independent public company in 2027 — a multi‑year process that creates clarity but delays immediate realization of value. Eaton to spin Mobility Group into an independent public company in 2027
• Neutral Sentiment: Market commentary and buy/sell articles are framing the spin‑off as a potential catalyst; retail analysts debate timing and valuation, so coverage is raising interest but not consensus conviction. Is Eaton Stock a Buy Now? Is Eaton Stock a Buy Now?
• Negative Sentiment: Some coverage describes the Mobility units as “lagging” within Eaton’s portfolio; spinning off weaker automotive/eMobility operations could remove near‑term revenue diversification and leaves execution risk for both entities. Eaton to spin off lagging automotive units to focus on electrical and aerospace
• Negative Sentiment: Spin‑offs carry transition costs, one‑time separation expenses and capital/operational risks; if the Mobility business is valued poorly or the separation stumbles, Eaton’s near‑term earnings and stock multiple could be pressured. Eaton to spin off Vehicle, eMobility businesses

Insiders Place Their Bets

In related news, Director Gerald Johnson purchased 200 shares of the business’s stock in a transaction on Tuesday, November 18th. The shares were acquired at an average price of $339.89 per share, for a total transaction of $67,978.00. Following the purchase, the director owned 400 shares of the company’s stock, valued at $135,956. This trade represents a 100.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last quarter, insiders have purchased 500 shares of company stock worth $174,389. 0.30% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Eaton

Several hedge funds have recently made changes to their positions in ETN. Williams Jones Wealth Management LLC. raised its stake in Eaton by 3.3% in the 3rd quarter. Williams Jones Wealth Management LLC. now owns 515,587 shares of the industrial products company’s stock worth $192,958,000 after acquiring an additional 16,422 shares during the last quarter. Captrust Financial Advisors increased its holdings in shares of Eaton by 1.7% in the third quarter. Captrust Financial Advisors now owns 61,290 shares of the industrial products company’s stock valued at $22,938,000 after purchasing an additional 1,001 shares during the period. Stonebridge Capital Advisors LLC raised its stake in shares of Eaton by 4.1% in the second quarter. Stonebridge Capital Advisors LLC now owns 33,118 shares of the industrial products company’s stock worth $11,823,000 after purchasing an additional 1,292 shares during the last quarter. Strategic Wealth Partners Ltd. lifted its holdings in shares of Eaton by 2.7% during the third quarter. Strategic Wealth Partners Ltd. now owns 25,318 shares of the industrial products company’s stock worth $9,475,000 after purchasing an additional 658 shares during the period. Finally, Horizon Investments LLC boosted its position in Eaton by 23.7% in the third quarter. Horizon Investments LLC now owns 24,034 shares of the industrial products company’s stock valued at $8,970,000 after buying an additional 4,601 shares during the last quarter. 82.97% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on ETN shares. UBS Group restated a “neutral” rating and set a $360.00 price objective (down from $440.00) on shares of Eaton in a research note on Sunday, January 4th. Wells Fargo & Company lowered their price target on shares of Eaton from $395.00 to $340.00 and set an “equal weight” rating on the stock in a report on Thursday, December 18th. Royal Bank Of Canada set a $399.00 price objective on shares of Eaton in a research note on Thursday, January 15th. Morgan Stanley lowered their target price on shares of Eaton from $425.00 to $405.00 and set an “overweight” rating for the company in a research note on Monday, January 12th. Finally, Barclays cut their price target on shares of Eaton from $362.00 to $350.00 and set an “equal weight” rating on the stock in a report on Wednesday, January 7th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, Eaton has an average rating of “Moderate Buy” and an average target price of $384.30.

About Eaton

Eaton (NYSE: ETN) is a diversified power management company that designs, manufactures and distributes products and systems to manage electrical, hydraulic and mechanical power. The company’s offerings are used to improve energy efficiency, reliability and safety across a wide range of applications, with core capabilities in electrical distribution and control, industrial hydraulics and aerospace systems.

Its product portfolio includes switchgear, circuit breakers, transformers, power distribution units, uninterruptible power supplies and surge protection devices for electrical infrastructure, along with hydraulic pumps, valves and filtration systems for industrial and mobile equipment.