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Smith A O Corp (AOS) stock

AOSNYSEHousehold AppliancesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 22/3028% below fair value
$63.07−0.42 (-0.66%)

Close on Oct 30, 2026Market cap $8.57BP/E 17.6Yield 2.19%

Earnings

Smith A O's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.

Next report
Jan 28, 2027
Q4 FY2026 · estimated, before the open
Revenue, Q3 FY2026
$940.50M
-0.2% on a year earlier
Adjusted Earnings Per Share (non-GAAP), Q3 FY2026
$0.93
$0.94 a year earlier
Latest guidance
Issued
Oct 29, 2026 · 2 items

Quarterly results

Revenue and earnings per share from each of Smith A O's earnings releases, newest first

QuarterReportedRevenueYoYEPSAdj. EPSSource
Q4 FY2026ended Dec 31, 2026Jan 28, 2027Expected–––––
Q3 FY2026ended Sep 30, 2026Oct 29, 2026before the open$940.50M-0.2%$0.93$0.93Release
Q2 FY2026ended Jun 30, 2026Jul 30, 2026before the open$1.00B-0.7%$0.91$1.03Release
Q1 FY2026ended Mar 31, 2026Apr 30, 2026before the open$945.60M-1.9%$0.85–Release
Q4 FY2025ended Dec 31, 2025Jan 29, 2026before the open$912.50M+0.0%$0.90$0.90Release
Q3 FY2025ended Sep 30, 2025Oct 28, 2025before the open$942.50M+4.4%$0.94–Release
Q2 FY2025ended Jun 30, 2025Jul 24, 2025before the open$1.01B-1.3%$1.07–Release
Q1 FY2025ended Mar 31, 2025Apr 29, 2025before the open$964.00M-1.5%$0.95–Release
Q4 FY2024ended Dec 31, 2024Jan 30, 2025before the open$912.40M-7.7%$0.75$0.85Release
Q3 FY2024ended Sep 30, 2024Oct 22, 2024before the open$902.60M-3.7%$0.82$0.82Release
Q2 FY2024ended Jun 30, 2024Jul 23, 2024before the open$1.02B+6.6%$1.06$1.06Release
Q1 FY2024ended Mar 31, 2024Apr 25, 2024before the open$978.80M+1.3%$1.00$1.00Release

Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.

Current guidance

Smith A O's latest outlook for periods it has not reported yet, compared with what it said before

MetricPeriodGuidanceBeforeChangeGiven
Net salesFY2026$3.90B – $3.95B$3.90B – $4.02BLoweredJul 30, 2026
Net sales excluding Chinanon-GAAPFY2026$3.27B – $3.29B–NewOct 29, 2026
Sales growthFY2026+2% – +3%+2% – +4%LoweredJul 30, 2026
Diluted EPSGAAPFY2026$3.60 – $3.75$3.85 – $4.15LoweredJul 30, 2026
Adjusted EPSnon-GAAPFY2026$3.70 – $3.85–NewJul 30, 2026
Adjusted EPS excluding Chinanon-GAAPFY2026$3.42 – $3.52–NewOct 29, 2026
share repurchase targetFY2026$300.00M–RaisedJul 30, 2026
spend to repurchase sharesFY2026$200.00M–NewApr 30, 2026

Guidance vs results

The last range Smith A O gave before each report, against the figure it then reported. Full years add up the four quarters.

PeriodMetricGuidanceActualResult
FY2025EPS (GAAP)$3.70 – $3.85$3.86Σ4QAbove range
FY2025Revenue$3.80B – $3.85B$3.83BΣ4QWithin range

Guidance history

Every forecast Smith A O put in an earnings release, newest first

GivenMetricPeriodGuidanceChange
Oct 29, 2026Adjusted EPS excluding ChinaFY2026$3.42 – $3.52New
Oct 29, 2026Net sales excluding ChinaFY2026$3.27B – $3.29BNew
Jul 30, 2026Adjusted EPSFY2026$3.70 – $3.85New
Jul 30, 2026Diluted EPSFY2026$3.60 – $3.75Lowered
Jul 30, 2026share repurchase targetFY2026$300.00MRaised
Jul 30, 2026Sales growthFY2026+2% – +3%Lowered
Jul 30, 2026Net salesFY2026$3.90B – $3.95BLowered
Apr 30, 2026spend to repurchase sharesFY2026$200.00MNew
Apr 30, 2026sales growthFY2026+2% – +4%New
Jan 29, 2026Diluted earnings per shareFY2026$3.85 – $4.15New
Jan 29, 2026Net salesFY2026$3.90B – $4.02BNew
Oct 28, 2025Adjusted earnings per shareFY2025$3.70 – $3.85New
Oct 28, 2025Diluted earnings per shareFY2025$3.70 – $3.85New
Oct 28, 2025Net salesFY2025$3.80B – $3.85BNew
Jul 24, 2025Adjusted earnings per shareFY2025$3.70 – $3.90Raised
Jul 24, 2025Diluted earnings per shareFY2025$3.70 – $3.90Raised
Jul 24, 2025spend approximately $400 million to repurchase sharesFY2025$400.00MReaffirmed
Jul 24, 2025Consolidated salesFY2025+1% – +3%New
Jul 24, 2025Net salesFY2025$3.85B – $3.93BRaised
Apr 29, 2025Adjusted earnings per shareFY2025$3.60 – $3.90New

Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.

Press releases

Releases Smith A O filed with the SEC as exhibits to Form 8-K or 6-K

  1. A. O. Smith Reports Third Quarter 2026 Results
    Results
  2. A. O. Smith Announces Majority Interest of China Business Acquired by CPE;
    Update
  3. CPE to Acquire Majority Interest in China Business October 27, 2026
    Update
  4. A. O. Smith Reports Second Quarter 2026 Results
    Results
  5. A. O. Smith Reports First Quarter 2026 Results and Lowers Full Year 2026 Outlook
    Results
  6. A. O. Smith Reports Record 2025 Diluted Earnings Per Share (EPS) of $3.85 and Introduces 2026 Guidance
    Results
  7. A. O. Smith Completes Acquisition of Leonard Valve Company
    News
  8. A. O. Smith to Acquire Leonard Valve Company, a Leader in Water Temperature and Flow Solutions
    News
  9. A. O. Smith to Acquire Leonard Valve November 12, 2025
    News
  10. A. O. Smith Reports Third Quarter Earnings Per Share (EPS) of
    Results
  11. A. O. Smith Reports Second Quarter Earnings Per Share (EPS) of
    Results
  12. A. O. Smith Reports First Quarter Sales of $964 million and
    Results
  13. A. O. Smith Reports 2024 Results and Introduces 2025 Guidance
    Results
  14. A. O. Smith Acquires Pureit
    News
  15. A. O. Smith Reports Third Quarter Performance
    Results