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AOS Earnings

A O Smith Corp
$
72.520
-1.12(-1.521%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of A O Smith Corp(AOS) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of A O Smith Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: USD
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q22025-07-24Pre-Market0.97--1.00B1.01B+1.06+3.59+0.36
FY2025Q12025-04-29Pre-Market0.900.95+5.56953.21M963.90M+1.12+3.46+5.67
FY2024Q42025-01-30Pre-Market0.890.85-4.49953.90M912.40M-4.35-2.76-5.17
FY2024Q32024-10-22Pre-Market0.820.82-901.61M902.60M+0.11-0.50-2.04
FY2024Q22024-07-23-1.071.06-0.93998.91M1.02B+2.54-9.39-4.85
FY2024Q12024-04-25-0.991.00+1.01996.06M978.80M-1.73-4.80-4.47
FY2023Q42024-01-30-0.960.97+1.04985.46M988.10M+0.27-1.98-5.21
FY2023Q32023-10-26-0.790.90+13.92909.52M937.50M+3.08+6.03+9.14
-2023-07-27-0.911.01+10.99----1.85-2.91
-2023-04-27-0.770.94+22.08---+2.02+3.36

AOS Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, A O Smith Corp reported performance for FY2025Q2, announced on 2025-07-24. The company achieved an EPS of , compared to analyst estimates of 0.97 by % . Revenue for the quarter reached 1.01B compared to expectations of 1.00B by 1.06% .
The stock price reacted with a 3.59% one-day change and a 0.36% five-day change following the earnings release. These movements reflect market reaction in A O Smith Corp growth trajectory and strategic initiatives.

AOS Earnings Forecast

Looking ahead, A O Smith Corp(AOS) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 944.90M and an EPS of 0.92.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.69%, while EPS estimates have been Revise Upward by 1.5%. For the upcoming Q3 2025, revenue estimates have been adjusted Revise Upward by 0.38% . These revisions correlate with a 6.10% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in A O Smith Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between AOS's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
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+0.69%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+1.5%
In Past 3 Month
Revenue Estimates for Q3 2025
Revise Upward
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+0.38%
In Past 3 Month
Stock Price
Go Up
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+6.10%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
--
Revenue Estimate-Annual FY 2025:3.89B
--
EPS Estimate-Annual FY 2025:3.83
Stock Price72.52

AOS Revenue and EPS Performance: A Historical Perspective

A O Smith Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-07-24,Pre-Market):
EPS: (Actual) vs.0.97 (Estimate) (%)
Revenue: 1.01B (Actual) vs. 1.00B (Estimate) (1.06%)
Price Reaction: 3.59%(1-Day), 0.36%(5-Day)
FY2025Q1 (2025-04-29,Pre-Market):
EPS: 0.95 (Actual) vs.0.90 (Estimate) (5.56%)
Revenue: 963.90M (Actual) vs. 953.21M (Estimate) (1.12%)
Price Reaction: 3.46%(1-Day), 5.67%(5-Day)
FY2024Q4 (2025-01-30,Pre-Market):
EPS: 0.85 (Actual) vs.0.89 (Estimate) (-4.49%)
Revenue: 912.40M (Actual) vs. 953.90M (Estimate) (-4.35%)
Price Reaction: -2.76%(1-Day), -5.17%(5-Day)
Earnings Reaction
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 +1.41% change in stock price 10 days leading up to the earnings, and a +0.24% change 10 days following the report. On the earnings day itself, the stock moves by -0.93%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed -2.54% on the day following the earnings release and then changed by -4.49% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

A O Smith Corp (AOS) Q2 2025 Earnings Call Summary
Neutral
2025-07-24
The earnings call presents a mixed outlook: strong financial metrics and strategic initiatives like share repurchase and M&A activity are positive, but challenges in China, rising costs, and flat sales growth are concerning. Management's vague responses and unchanged guidance further contribute to a neutral sentiment. Without a market cap, the stock's reaction is uncertain, but the balance of positive and negative factors suggests a neutral price movement in the short term.
A O Smith Corp (AOS) Q1 2025 Earnings Call Summary
Negative
2025-04-30
The earnings call highlights several challenges: declining sales and earnings, tariff impacts, supply chain issues, and cautious market outlooks. Although there are positive elements like share repurchases and some margin improvements, the overall sentiment is negative. The Q&A indicates stable commercial orders but lacks clear guidance on tariff impacts, further contributing to uncertainty. Given these factors, including the decrease in EPS and sales, the prediction is a negative stock price movement.
A O Smith Corp (AOS) Q1 2025 Earnings Call Summary
Negative
2025-04-29
The earnings call reveals several negative factors: declining sales and EPS, weak guidance with flat to 2% growth, and challenges in China and integration risks with Pureit. Despite positive shareholder returns and some margin improvements, the market uncertainty and cautious outlook overshadow these positives. The Q&A section highlights management's vague responses on tariffs and pricing, adding to investor concerns. Overall, the sentiment is negative, likely leading to a stock price decrease of -2% to -8% over the next two weeks.
A O Smith Corp (AOS) Q4 2024 Earnings Call Summary
Neutral
2025-01-31
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.
A. O. Smith Corporation (AOS) Q3 2024 Earnings Call Summary
Neutral
2024-10-22
The earnings call summary presents a mixed picture: while there are positive elements like the acquisition of Pureit and share repurchases, financial performance and guidance are lackluster. Declines in North American and global segment sales and margins, along with cautious market outlooks, offset the positives. The Q&A section highlights uncertainties, particularly in China and North American markets, reinforcing a neutral sentiment. Without a clear market cap, the overall prediction remains neutral, expecting minimal stock price movement.
A. O. Smith Corporation (AOS) Q2 2024 Earnings Call Summary
Neutral
2024-07-23
The earnings call presents mixed signals: strong financial performance with a 5% sales increase and strategic acquisitions, but challenges like cost pressures, weak China sales, and decreased free cash flow. The Q&A highlights uncertainties in margins and inventory issues, with some optimism in product growth and acquisition alignment. Share repurchase plans are positive, but unclear guidance on specific areas raises concerns. Overall, the sentiment is balanced, leading to a neutral rating for the stock price movement.

FAQ

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What were the key highlights of AOS’s latest earnings report for FY2025Q2?

AOS reported its FY2025Q2 earnings on 2025-07-24, showcasing a revenue of 1.01B against an estimate of 1.00B, resulting in a 1.06% surprise. The EPS was 0, surpassing the expected 0.97 by 0% . The stock experienced a 3.59% price change on the earnings day and a 0.36% change over the next five days, reflecting market reactions to the results.
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How did AOS’s stock price react after the FY2025Q2 earnings release?

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What are the revenue and EPS estimates for AOS for 2025/Q3?

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How does AOS’s stock price correlate with earnings forecast revisions?

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What should investors expect from AOS’s next earnings report?

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What is the sentiment in A O Smith Corp (AOS) Q2 2025 Earnings Call Summary?