Eaton reported 10.3% annual revenue growth and $4.1 billion net income amid AI-driven data center demand.
Eaton reported $27.4 billion in revenue for fiscal 2025, a 10.3% increase from the prior year, driven by demand for power management solutions in data centers and industrial sectors. Net income reached $4.1 billion, reflecting a 14.9% net margin.
The company’s electrical segment saw 22% of sales from six large customers, while aerospace revenue contributed nearly 20% from three OEMs. Recent acquisitions, including Boyd Thermal and Fibrebond, aim to strengthen infrastructure capabilities as Eaton prepares to spin off its Mobility unit.
Eaton’s growth aligns with broader trends in AI infrastructure and grid modernization, positioning it as a key player in industrial power equipment.