财务数据和关键指标变化 - 公司Q1销售额创纪录,达59亿美元,同比增长8%,有机增长8% [26] - 公司Q1分部利润和利润率创纪录,分部利润增长27%,分部利润率扩大340个基点至23.1% [26] - 公司Q1调整后每股收益2.40美元,同比增长28%,超出指引上限 [26][27] - 公司Q1经营活动现金流增长42%,自由现金流增长40% [27] 各条业务线数据和关键指标变化 电气美洲业务 - 销售额、利润和利润率创纪录,有机增长17%,两年堆积有机增长39% [28] - 分部利润率创纪录,达29.2%,同比提升630个基点 [28] - 滚动12个月订单增长8% [28] - 项目谈判管线同比增长169%,自2022年Q1增长197% [29] - 订单备货增长31%,环比增长21% [29] 电气全球业务 - 有机增长1%,受汇率不利影响抵消 [30] - 分部利润率18.3%,与去年持平 [30] - 滚动12个月订单增长4% [30] 航空业务 - 销售额、利润和利润率创纪录 [32] - 有机增长9%,商用OEM和售后市场分别增长17%和15% [32] - 分部利润率23.1%,同比提升60个基点 [32] - 滚动12个月订单增长2% [32] - 订单备货增长11%,环比增长4% [32] 车辆业务 - 总收入下降2%,有机下降3%,部分被汇率正面影响抵消 [33] - 分部利润率16%,同比提升150个基点 [33] 电动出行业务 - 销售额有机及总计增长7% [34] - 有机增长大幅超越市场,受客户执行挑战影响 [34] - 运营亏损4百万美元,持续投入新项目启动成本 [34] - 2023年获得超过13亿美元成熟年收入的新项目 [34] 各个市场数据和关键指标变化 - 公司预计80%的终端市场将实现增长 [37] - 公司提高了电气美洲业务的有机增长指引,从9%-11%提升至10%-12% [38] 公司战略和发展方向及行业竞争 - 公司确定了6大支撑其业务增长的长期趋势,认为公司在大部分业务中处于有利地位 [12] - 公司宣布了10亿美元的增量投资,用于解决产能瓶颈,确保满足不断增长的需求 [110][111] - 公司表示不会成为行业的瓶颈,会确保有足够的产能支持客户需求的增长 [111] - 公司表示尚未看到来自中国或其他电气设备供应商的重大竞争影响 [115] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管宏观经济存在一些不确定性,但公司80%的终端市场仍在增长,且增长主要得益于公司庞大的订单备货 [37] - 管理层认为,公司目前面临的主要挑战是劳动力短缺,这在一定程度上限制了公司的增长潜力 [45][46] - 管理层表示,公司正在密切关注劳动力市场的变化,并正在采取措施来应对这一挑战 [46][47] - 管理层对公司未来的增长前景表示乐观,认为公司有望在未来几年内实现更高的增长和利润率 [40] 问答环节重要的提问和回答 问题1 **Joseph Ritchie 提问** 询问公司在应对劳动力短缺方面的策略 [44] **Craig Arnold 回答** 公司正在密切关注劳动力短缺的问题,并采取措施来应对,但目前尚未完全解决 [45][46][47] 问题2 **Jeffrey Sprague 提问** 询问数据中心业务的订单转化情况 [54][55][60][61] **Craig Arnold 回答** 数据中心业务的订单增长远超过收入增长,公司正在积极应对这一趋势 [55][56][57] 问题3 **Deane Dray 提问** 询问公司是否考虑与客户签订长期供应协议,以应对电气设备供应短缺 [68][69] **Craig Arnold 回答** 公司正在与客户签订多年期供应协议,以确保有足够的产能支持客户需求的增长 [69][70]

Eaton Corporation (ETN) reported first-quarter 2024 earnings of $2.40 per share, which surpassed the Zacks Consensus Estimate by 5.3%. The bottom line increased 27.7% year over year and beat the earnings guidance of $2.21-$2.31 per share. The improvement was due to increased project activity tied to megatrends, reindustrialization and infrastructure spending. GAAP earnings for the reported quarter were $2.04, up 28.3% from $1.59 reported in the year-ago quarter. The difference between GAAP and operating ear ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2024 Commission file number 000-54863 EATON CORPORATION plc (Exact name of registrant as specified in its charter) Ireland 98-1059235 (State or other jurisdiction of incorporation or organization) (IRS Employer Identification Number) Eaton House,30 Pembroke Road, Dublin 4, Ireland D ...

Eaton (ETN) reported $5.94 billion in revenue for the quarter ended March 2024, representing a year-over-year increase of 8.4%. EPS of $2.40 for the same period compares to $1.88 a year ago. The reported revenue represents a surprise of +0.72% over the Zacks Consensus Estimate of $5.9 billion. With the consensus EPS estimate being $2.28, the EPS surprise was +5.26%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ne ...

Eaton (ETN) came out with quarterly earnings of $2.40 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $1.88 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 5.26%. A quarter ago, it was expected that this power management company would post earnings of $2.47 per share when it actually produced earnings of $2.55, delivering a surprise of 3.24%. Over the last four quarters, the c ...

Exhibit 99 Eaton Reports Record First Quarter 2024 Results, with Strong Orders and Backlog Growth • First quarter earnings per share of $2.04 and adjusted earnings per share of $2.40, both up 28% over 2023 and first quarter records • First quarter record segment margins of 23.1%, 340 basis points above the first quarter of 2023 • 8% organic sales growth, at the high end of guidance, and strong backlog growth of 27% in Electrical and 11% in Aerospace • Raised full year 2024 organic sales, segment margin, ear ...

Investors are always looking for stocks that are poised to beat at earnings season and Eaton Corporation plc (ETN) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report. That is because Eaton is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to- date information possible — is a pretty good ...

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Eaton Corporation (ETN) is scheduled to release first-quarter earnings on Apr 30, before the opening bell. The power management company delivered an earnings surprise of 4.79% in the trailing four quarters, on average. Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results. Factors to Note Megatrends and re-industrialization in the markets, in which Eaton operates, are driving significant capital investments and creating demand for the company’s products. The ongoing buy ...

Eaton (ETN) ended the recent trading session at $317.10, demonstrating a -0.53% swing from the preceding day's closing price. This change lagged the S&P 500's daily loss of 0.46%. At the same time, the Dow lost 0.98%, and the tech-heavy Nasdaq lost 0.64%. Shares of the power management company have appreciated by 1.4% over the course of the past month, outperforming the Industrial Products sector's loss of 2.71% and the S&P 500's loss of 3.04%. The investment community will be closely monitoring the perform ...