C. Tusa

Industrials

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

Focus Areas4 topics

Revenue Growth1Demand1Margin1Capex Investment1

Question History2 questions

ETNEaton Corporation1 quarter

2025 Q3

I guess what you're saying with the EA revenue is that the resi stuff remains weak and some of these other nits and gnats that were onetime issues ship

Revenue GrowthDemandView in transcript →

why wouldn't it be better than down modestly next year? Like does 100 bps get it worse next year or does that get a little bit better?

MarginCapex InvestmentView in transcript →