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A. O. Smith Corporation (AOS)
NYSE:AOS
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.98Last Year’s EPS
1.06Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 4.14%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of positive and negative aspects. While there were notable achievements such as leadership transition, growth in North America boiler sales, and successful cost management efforts, challenges included declines in water heater sales and the Chinese market, overall sales decrease, and tariff-related cost uncertainties.Company Guidance
In the A. O. Smith Corporation's first-quarter 2025 earnings call, the company maintained its EPS guidance range of $3.60 to $3.90 per share, with an expected midpoint slightly higher than the 2024 adjusted EPS. The company reported first-quarter sales of $964 million, a 2% year-over-year decrease, and earnings of $0.95 per share, a 5% decrease from the previous year. North American segment sales were $749 million, reflecting a 2% decrease, while the rest of the world segment recorded sales of $227 million, remaining flat year-over-year. The company's guidance considered potential impacts from announced tariffs, estimating a 6% to 8% increase in the total cost of goods sold, exclusive of mitigation efforts. A. O. Smith also projects a capital expenditure of $90 to $100 million for 2025, with free cash flow expected to be between $500 and $550 million. The company emphasized its focus on strategic sourcing, cost containment measures, and accelerating the production shift of tankless water heaters from China to Mexico to mitigate tariff impacts.Leadership Transition
Steve Shafer will assume the role of President and Chief Executive Officer effective July 1st, with Kevin Wheeler remaining engaged as Executive Chairman of the Board.
North America Boiler Sales Growth
North America boiler sales increased by 10% compared to the first quarter of 2024, continuing to outperform the market.
Share Repurchase Program
Repurchased $121 million of shares in the first quarter of 2025, front-loading a portion of the full-year repurchase outlook of $400 million.
Profitability Tracking
First quarter profitability is tracking in line with the full-year 250 basis point improvement goal in North American water treatment business.
SG&A Cost Management
Cost containment actions resulted in nearly flat SG&A spend compared to the first quarter last year, despite inflation and acquisition expenses.
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 |
|---|---|---|---|
Apr 29, 2025 | $64.45 | $66.68 | +3.46% |
Jan 30, 2025 | $68.52 | $66.63 | -2.76% |
Oct 22, 2024 | $77.46 | $77.07 | -0.50% |
Jul 23, 2024 | $87.19 | $79.00 | -9.39% |
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 Jul 24, 2025, TBA Not Confirmed.
What is A. O. Smith Corporation (AOS) earnings time?
A. O. Smith Corporation (AOS) earnings time is at Jul 24, 2025, TBA Not 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 (Q2) is 0.98.