Philip Buller's questions to Eaton Corporation PLC (ETN) leadership • Q4 2024
Question
Philip Buller of Berenberg asked about any 'green shoots' in softer markets like European Electrical, residential, or autos, and inquired if the strategic importance of the automotive business would be a topic at the Investor Day.
Answer
Craig Arnold, Chairman & CEO, noted that while Europe remains weak, Eaton forecasts incremental improvement in 2025, driven by data centers and utilities, with some recovery in the machinery OEM market. Paulo Sternadt, President & COO, confirmed that the strategy for the Vehicle and eMobility businesses will be a topic of discussion at the March Investor Day.