Eaton’s Massive Boyd Acquisition Explained—What Wall Street Missed!

Eaton Corporation’s second quarter results for 2025 indicate both positive growth and areas requiring attention. The company’s organic sales growth stood at 8%, marking a significant achievement, as it aligned with the high end of their guidance range. Revenue hit a record $7 billion, alongside an adjusted EPS increase of 8%, reaching $2.95. The results reflect robust performance in key sectors, including Electrical Americas, Aerospace, and data centers. Eaton saw a remarkable 55% increase in data center orders and recorded a 50% sales boost compared to the previous year. Additionally, the Aerospace segment also showed strength with 11% organic sales growth, driven by both defense and commercial demand. The Electrical Americas segment continued its robust growth, exemplified by a 12% increase in organic sales, especially within the data centers and institutional markets.