Eaton Corporation PLC (ETN) FY2025Q3 Earning Prediction

11/04 05:00:00

Pre-Market

Eaton Corporation PLC (ETN) is set to release its FY2025Q3 earnings performance on 11/04 05:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 7.08B and an earnings per share (EPS) of 3.06 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueMISS

7.08B

6.99B

-1.30%

EPSBEAT

3.06

3.07

+0.33%

AI Summary

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AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: Nov 4, 2025

Earnings are projected to exceed expectations, driven by strong data center demand and operational efficiencies.

Beat

Last 0 quarters:

2 beats3 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

25%

+5-7%

Data center orders surge >60% YoY + tariff impacts minimal.

Beat

60%

+2-4%

Revenue/EPS meet raised analyst expectations (Citi/Melius).

Neutral

10%

Flat

Tariffs offset data center growth.

Miss

-3-5%

Data center demand slowdown + tariff cost escalation.

Strong Miss

-7%+

Guidance cut on macro/trade risks.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

Data center orders (+55% YoY) and expanded transformer capacity drive organic sales above consensus.

EPS

Beat

Operational efficiencies from Texas expansion and pricing power offset tariff risks.

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Prediction Logic & Rational

Logic & Justification

Core Metrics Impact:

Revenue Growth:

Data Center Demand: Analyst reports (KeyBanc, Citi, Melius) highlight 55% YoY data center order growth as a structural tailwind. The Snowflake/Palantir AI integration partnership (Oct 2025) enhances Eaton’s ability to monetize this vertical.
Production Expansion: The doubling of U.S. voltage regulator/transformer capacity (Oct 2025) directly addresses Electrical Americas’ backlog growth (17% last quarter), positioning organic sales to exceed expectations.

EPS Growth:

Cost Management: The Texas facility expansion ($100M investment) improves economies of scale in high-demand electrical products. Analysts (RBC, Melius) note "robust" pricing power in data center/utility markets, supporting margins.

Risks:

Trump Tariffs (25% on heavy-duty trucks) could pressure Eaton’s Vehicle Group margins, but analysts (RBC, Mizuho) view this as a "manageable headwind."

Prediction Logic & Rational

Tactical Strategy Recommendations

Trading Strategy

Bullish Play: Buy November $390 calls (current price: $387.75). Upside linked to data center/AI momentum post-earnings.
Hedge: Pair with November $375 puts to mitigate tariff/guidance risks.
Alternative: Sell cash-secured $385 puts to capitalize on volatility skew.

Rationale: Consensus expects steady growth, but Fact Data (capacity expansion, AI partnerships, analyst confidence in data centers) suggests a higher probability of upside surprise.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

ETN Transcript

Eaton Corporation plc (ETN) Presents at UBS Global Industrials and Transportation Conference Transcript

Neutral12-2

Eaton Corporation plc (ETN) Q3 2025 Earnings Call Transcript

Positive11-4

The earnings call reveals strong financial performance in key segments like Electrical and Aerospace, with raised guidance for 2025. The Q&A section provides additional positive insights, particularly in Electrical Americas and the strategic acquisition of Boyd. Despite some weaknesses in Vehicle and eMobility, the overall sentiment is positive due to robust growth projections, strategic investments, and partnerships. The strategic plan supports the positive outlook, with increased guidance and growth in high-potential markets. The stock is likely to see a positive movement of 2% to 8% over the next two weeks.

Eaton Corporation Plc (ETN) Presents At Morgan Stanley's 13th Annual Laguna Conference (Transcript)

Neutral9-11

Eaton Corporation plc (ETN) Q2 2025 Earnings Call Transcript

Positive8-5

The earnings call highlights strong growth in Electrical Americas, strategic acquisitions, and partnerships with Siemens Energy and NVIDIA, which are positive indicators. Despite some challenges in margins and eMobility, the overall outlook is optimistic with increased guidance and a robust backlog. The Q&A confirms strong market share gains and order growth, supporting a positive sentiment. While some management responses were unclear, the positive aspects outweigh the negatives, suggesting a likely stock price increase in the short term.

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Frequently Asked Questions

What is the Eaton Corporation PLC FY2025Q3 Earnings Release Date and Time?

Eaton Corporation PLC (ETN) is scheduled to release its FY2025Q3 earnings report onNov 4, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Eaton Corporation PLC FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 7.08B in revenue and an EPS of 3.06 for Eaton Corporation PLC's FY2025Q3.

What Does Intellectia's AI Predict for Eaton Corporation PLC FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forEaton Corporation PLC's FY2025Q3 earnings, with a prediction date of Nov 4, 2025. Eaton Corporation PLC Earnings are projected to exceed expectations, driven by strong data center demand and operational efficiencies.

How Can I Use This Earnings Prediction to Trade ETN Stock?

Leverage Intellectia's AI forecast to position trades ahead of theNov 4, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Eaton Corporation PLC FY2025Q3?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!