Eaton Corporation plc (NYSE:ETN) Morgan Stanley’s 13th Annual Laguna Conference September 11, 2025 5:35 PM EDT
Company Participants
Paulo Sternadt – CEO, President & Director
Conference Call Participants
Christopher Snyder – Morgan Stanley, Research Division
Presentation
Christopher Snyder
Equity Analyst
All right. Thank you, everybody. Chris Snyder, U.S. multi-industry analyst. Very excited to have Eaton with me, CEO, Paulo Ruiz. Thank you for coming.
Paulo Sternadt
CEO, President & Director
Thanks for having me. Excited to be here.
Question-and-Answer Session
Christopher Snyder
Morgan Stanley, Research Division
Well, absolutely. Maybe just starting high level, with the strategy overview at the March Investor Day, you unveiled 3 pillars of the strategy. So can you kind of talk us through that, and over the last 6 months, are there any milestones that you would like to highlight there?
Paulo Sternadt
CEO, President & Director
Great. So thanks for the question. I would say the transition has been fantastic. So I could hit the road running. And the fact that I had 3 quarters of overlap with Craig helped me to gradually take the reins of the company, but more importantly, gave me the opportunity to think about where we needed to raise the bar in terms of our strategy, and we launched the strategy back in March, so before my start date and we’re already in full implementation.
So let me walk you guys through the great concept of the strategy is that we want to recognize the things that the company is doing really well, recognize, identify and keep them. At the same time, we are not complacent at all. So we want to raise the bar on areas we believe we need to do better.
So the framework of the strategy addresses exactly that. It has 3 pillars, as you mentioned. The first one
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