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A. O. Smith Corporation (AOS)
NYSE:AOS
Earnings Data
Report Date
Feb 03, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.85Last Year’s EPS
0.85Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
While A.O. Smith showed strong performance in North America with significant sales and EPS growth, challenges in China and the impact of tariffs contributed to a cautious outlook. The company's ability to grow cash flow and maintain a strong dividend policy were positive, but the adjustments to the 2025 EPS forecast and pressure in the U.S. residential market balanced the sentiment.Company Guidance
Record North America Sales Growth
North America sales grew 6%, driven by pricing actions and strong commercial water heater and boiler volumes, resulting in a segment margin expansion of 110 basis points.
EPS Growth
Earnings per share (EPS) increased by 15% over 2024, demonstrating improved profitability.
Strong Free Cash Flow
Free cash flow grew 35% to $381 million during the first nine months of 2025.
Dividend Increase
A.O. Smith increased its quarterly dividend by 6% to $0.36 per share, marking the 32nd consecutive year of dividend growth.
Successful Margin Expansion
North America segment operating margin increased to 24.2%, a 110 basis points improvement year-over-year.
AOS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AOS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 28, 2025 | $68.24 | $66.48 | -2.58% |
Jul 24, 2025 | $70.65 | $73.19 | +3.60% |
Apr 29, 2025 | $63.80 | $66.00 | +3.45% |
Jan 30, 2025 | $67.82 | $65.95 | -2.76% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does A. O. Smith Corporation (AOS) report earnings?
A. O. Smith Corporation (AOS) is schdueled to report earning on Feb 03, 2026, Before Open (Confirmed).
What is A. O. Smith Corporation (AOS) earnings time?
A. O. Smith Corporation (AOS) earnings time is at Feb 03, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AOS EPS forecast?
AOS EPS forecast for the fiscal quarter 2025 (Q4) is 0.85.