For the quarter ended December 2025, Eaton (ETN) reported revenue of $7.06 billion, up 13.1% over the same period last year. EPS came in at $3.33, compared to $2.83 in the year-ago quarter.
The reported revenue represents a surprise of -0.71% over the Zacks Consensus Estimate of $7.11 billion. With the consensus EPS estimate being $3.33, the EPS surprise was +0.12%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company’s financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock’s price performance.
Here is how Eaton performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Net Sales- eMobility: $125 million compared to the $150.51 million average estimate based on four analysts. The reported number represents a change of -15% year over year.
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Net Sales- Aerospace: $1.11 billion compared to the $1.1 billion average estimate based on four analysts. The reported number represents a change of +14.4% year over year.
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Net Sales- Vehicle: $586 million versus $588.71 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -9.4% change.
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Net Sales- Electrical Global: $1.73 billion versus $1.71 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.1% change.
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Net Sales- Electrical Americas: $3.51 billion versus $3.55 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +20.7% change.
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Segment operating profit (loss)- Electrical Americas: $1.05 billion compared to the $1.04 billion average estimate based on four analysts.
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Segment operating profit (loss)- Electrical Global: $340 million versus the four-analyst average estimate of $332.24 million.
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Segment operating profit (loss)- eMobility: $10 million compared to the $3.24 million average estimate based on four analysts.
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Segment operating profit (loss)- Vehicle: $96 million versus the four-analyst average estimate of $87.35 million.
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Segment operating profit (loss)- Aerospace: $268 million versus $261.86 million estimated by four analysts on average.
View all Key Company Metrics for Eaton here>>>
Shares of Eaton have returned +11.5% over the past month versus the Zacks S&P 500 composite’s +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.