ETN Earnings Prediction
The chart below shows how ETN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ETN sees a -1.62% change in stock price 10 days leading up to the earnings, and a +3.10% change 10 days following the report. On the earnings day itself, the stock moves by +1.74%. This data can give you a slight idea of what to expect for the next quarter's release.
ETN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
6.24B
4.58%
-1.65%
Gross Margin
38.93%
3.92%
0.99%
Operating Margin
20.71%
11.22%
2.42%
Net Margin
15.56%
-1.83%
-2.32%
EPS
2.45
4.26%
-3.16%
No Data Available
ETN Earnings Analysis
Eaton Corporation PLC Corporation (ETN.N) Earnings Conference Call
Positive
Record Adjusted EPS Growth: Q4 record adjusted EPS of $2.83, up 11% from the prior year.
Segment Margin Improvement: Record segment margins of 24.7%, up 190 basis points from last year, exceeding guidance.
Electrical Orders Surge: Electrical orders increased by 12% on a rolling 12-month basis, with Electrical Americas orders up 16%.
Backlog Growth and Ratios: Record backlog growth of 29% in Electrical Americas and 16% in Aerospace, with book-to-bill ratios above 1 in both sectors.
Cash Flow Improvement: Operating cash flow reached $1.6 billion, up 23% year-over-year, contributing to a free cash flow of $1.3 billion, up 27% from the previous year.
Negative
Sales Impact Analysis: Hurricane Helane and labor strikes in the aerospace industry negatively impacted Q4 sales by approximately $80,000,000 or 130 basis points.
Vehicle Revenue Decline: Vehicle segment total revenue was down 10%, including a 7% organic decline, primarily driven by weaknesses in the North America, EMEA and APAC light vehicle markets.
eMobility Revenue Decline: eMobility segment total revenue was down 11%, including a 10% organic decline, primarily driven by customers' program launch and production ramp up delays.
Residential Market Downgrade: Residential market outlook was downgraded to negative for 2025 due to high interest rates, which have not improved borrowing costs for consumers as expected.
Electrical Segment Margin Decline: Operating margin for the Electrical Global segment was down 110 basis points versus prior year, primarily driven by mix.
ETN FAQs
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ETN Earning Call Sentiment
Earnings call transcript: Eaton Q4 2024 EPS beats, stock rises slightly
ETN.N
2.58%Positive
Eaton's earnings call reveals strong financial performance, with improved margins, significant share repurchases, and optimistic growth guidance, particularly in data centers and aerospace. While there are risks like labor constraints and market volatility, the company has strategies to mitigate these, including tariff management and capacity investments. The Q&A section supports a positive outlook, with resolved supply chain issues and robust mega project growth. Despite some challenges in the residential market and European caution, the overall sentiment is positive, likely leading to a 2-8% stock price increase.
