AOS - A. O. Smith Corporation
A. O. Smith is rated Buy due to resilient replacement demand, energy-efficiency tailwinds, and an attractive valuation. Approximately 80-85% of North American water heater demand is replacement-driven, providing downside protection and medium-term growth potential. Earnings are expected to recover from Q4 2026, driven by pricing realization, cost savings, and a favorable product mix shift.
AOS benefits from strong North America boiler demand, acquisitions and shareholder returns, though China weakness and rising costs pose challenges.
Amundi decreased its position in shares of A. O. Smith Corporation (NYSE: AOS) by 86.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 115,540 shares of the industrial products company's stock after selling 733,620 shares during the period. Amundi
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The top five contributors for the quarter were MKS, Amphenol, Arista Networks, Bio-Techne, and Waters. The bottom five detractors for the quarter were Ross Stores, Arch Capital, Copart, Gartner, and Brown & Brown. We purchased shares in Verisk Analytics, the dominant provider of data and analytics to property and casualty insurers in the U.S.
A. O. Smith Corporation (AOS) Q2 2026 Earnings Call Transcript
AOS beats Q2 earnings and sales estimates, boosted by North America strength, while higher input costs and weaker China demand pressured profitability.
While the top- and bottom-line numbers for A.O. Smith (AOS) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
A.O. Smith (AOS) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $1.07 per share a year ago.
Second Quarter 2026 Highlights (Comparisons are year-over-year ("YoY"), unless otherwise noted) Sales of $1 billion; net earnings of $125 million and diluted earnings per share (EPS) of $0.91; adjusted earnings of $142 million1 and adjusted EPS of $1.031 North America segment sales of $820.5 million increased 5% driven by the Leonard Valve acquisition, 21% boiler sales growth and carryover pricing actions, partially offset by lower residential water heater volumes Rest of World segment sales of $194.9 million decreased 19%, reflecting continued weakness in China's consumer appliance market Year-to-date operating cash flow increased 42% to $254 million and free cash flow increased 67% to $233 million 2026 full year share repurchase target increased to $300 million 2026 full year sales EPS guidance updated to: Sales growth of between 2% and 3% Diluted EPS of between $3.60 and $3.75 Adjusted EPS of between $3.70 and $3.85 1 Adjusted earnings and adjusted EPS exclude the impact of restructuring and impairment expenses associated with targeted restructuring actions taken in the North America water treatment business. MILWAUKEE, July 30, 2026 /PRNewswire/ -- Global water technology company A.
A.O. Smith (AOS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
MILWAUKEE, July 13, 2026 /PRNewswire/ -- Directors of A. O. Smith Corporation (NYSE: AOS) today declared a regular quarterly cash dividend of $.36 per share on the company's Common Stock and Class A Common Stock.
MILWAUKEE, Wis., July 2, 2026 /PRNewswire/ -- A.
MILWAUKEE, June 22, 2026 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS), a global leader in water technology, announced today that Executive Chairman Kevin Wheeler will retire effective July 1.
AOS, ARIS and BMRC have been added to the Zacks Rank #5 (Strong Sell) List on June 18, 2026.
On June 17, 2026, A.O. Smith Corp (AOS) shares fell by 3.9%, bringing the current price to $57.88. The stock has traded within a 52-week range of $54.16 to $81.
Investors need to pay close attention to AOS stock based on the movements in the options market lately.
AOS, APOG and ASH have been added to the Zacks Rank #5 (Strong Sell) List on June 10, 2026.
On June 09, 2026, A.O. Smith Corp (AOS) shares rose 3.3% today, currently trading at $59.23. This move comes amidst a 52-week range of $54.16 to $81.87, showcas
APOG, BSET and AOS have been added to the Zacks Rank #5 (Strong Sell) List on June 5, 2026.