Eaton Corp. reported record second-quarter results for 2025, posting net sales of $7.03 billion—about $120 million above consensus—and net income of $982 million. Earnings per share reached $2.51, while adjusted EPS came in at $2.95, topping the $2.92 analysts expected. Organic sales rose 8% from a year earlier, contributing to an 11% gain in overall revenue and an 8% increase in adjusted profit. Adjusted net income totaled $1.16 billion. Buoyed by the stronger-than-forecast quarter and a growing order backlog, the power-management company raised its full-year outlook. It now sees 2025 adjusted EPS of $11.97 to $12.17 and organic revenue growth of 8.5% to 9.5%. For the current quarter, Eaton projects adjusted EPS of $3.01 to $3.07 and organic growth of 8% to 9%. Management also flagged incremental tariff costs tied to the U.S. levy on Chinese goods, estimating a $400 million to $500 million hit in the third quarter and $1.3 billion to $1.5 billion for the full year.