AOS Earnings Prediction
The chart below shows how AOS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AOS sees a -0.52% change in stock price 10 days leading up to the earnings, and a +0.52% change 10 days following the report. On the earnings day itself, the stock moves by +0.16%. This data can give you a slight idea of what to expect for the next quarter's release.
AOS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
912.40M
-7.66%
1.09%
Gross Margin
37.06%
-0.99%
-0.83%
Operating Margin
18.10%
-1.31%
3.31%
Net Margin
12.02%
-13.53%
-9.69%
EPS
0.75
-18.48%
-8.54%
No Data Available
AOS Earnings Analysis
A O Smith Corp Corporation (AOS.N) Earnings Conference Call
Positive
India Sales Growth 13%: India business sales grew 13% in local currency in 2024, approximately 2 times the market growth.
Boiler Sales Surge: North America boiler business sales increased 8% compared to 2023, driven by strong demand for commercial boilers.
Water Treatment Sales Growth: North America Water Treatment sales grew 10% in 2024, largely due to acquisition-related geographic expansion.
Free Cash Flow Performance: Free cash flow generated was $474 million during 2024, with a conversion rate of 89%.
Shareholder Returns: A.O. Smith returned $496 million to shareholders through dividends and share repurchases in 2024.
Negative
Sales and Earnings Decline: Sales and earnings decreased in 2024, with total sales of $3.8 billion, a decline of 1% year over year, primarily due to lower water heater volumes in North America and decreased sales in China.
Earnings Per Share Decline: Adjusted earnings per share fell to $3.73 in 2024 from $3.81 in 2023, indicating a decline in profitability despite pricing benefits and higher sales in some segments.
North America Water Heater Sales: North America water heater sales decreased by 1% in 2024, with lower volumes offsetting pricing benefits, leading to a projected flat residential industry unit volume compared to 2023.
Rest of World Sales Decline: Rest of the World segment sales decreased by 4% year over year, with adjusted segment earnings dropping 24% to $76 million, primarily due to lower sales in China.
Free Cash Flow Decline: Free cash flow generated in 2024 was $474 million, lower than the previous year, driven by decreased earnings and higher inventory balances, resulting in a free cash flow conversion rate of 89%.
AOS FAQs
How does AOS typically perform around its earnings report dates?
Is A O Smith Corp (AOS) Q4 2024 Earnings Call Summary positive or negative?
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AOS Earning Call Sentiment
Earnings call transcript: A.O. Smith Q4 2024 misses EPS forecast
AOS.N
0.82%Positive
The earnings call presents mixed signals. While there are positive aspects such as increased dividends and share repurchases, and strategic acquisitions, the financial performance shows declines in sales and earnings, particularly in China. The Q&A reveals cautious management responses and uncertainties in growth, especially in China. The reaffirmation of EPS outlook and stable North America performance balances the negatives. Overall, the sentiment is neutral, with no strong catalysts to predict significant short-term stock price movement.
