Eaton Corp. reported second-quarter 2025 sales of $7.03 billion, an 11 percent year-over-year increase that exceeded Wall Street’s $6.91 billion consensus. Net income was $982 million, or $2.51 a share, while adjusted earnings rose 8 percent to a record $2.95 a share, narrowly beating forecasts. For the third quarter the power-management company projected 8–9 percent organic revenue growth and adjusted profit of $3.01 to $3.07 a share. Eaton also lifted its full-year adjusted earnings outlook to $11.97–$12.17 a share and now expects 8.5–9.5 percent organic growth, despite estimating that new U.S. import duties will add $400–$500 million of costs in the current quarter and $1.3–$1.5 billion for the year. Management said orders are accelerating, with the Electrical Americas backlog climbing 17 percent to an all-time high, supported by data-center and aerospace demand. Even so, the stock fell roughly 5 percent in early New York trading as investors weighed the higher tariff burden and slightly lower-than-anticipated third-quarter profit guidance.