Latest Earnings Results: Q2 '26
Estimated EPS
$0.96
Reported EPS
$1.03
Surprise
+7.68%
Estimated Rev
$994.89M
Reported Rev
$1B
Surprise
+0.95%
• Reported GAAP EPS of $0.91 down -14.95% YoY • Reported revenue of $1B down -0.69% YoY • A. O. Smith Corporation updated its 2026 full-year outlook to sales growth of 2% to 3%, diluted EPS of $3.60 to $3.75, and adjusted EPS of $3.70 to $3.85 per share.
Bullish Takeaway
A. O. Smith Corporation achieved 5% sales growth in North America, strong cash flow generation supporting a 50% increase in share repurchase targets, and successful expansion through the Leonard Valve acquisition.
Bearish Takeaway
A. O. Smith Corporation faced significant headwinds including a 19% sales decline in the Rest of World segment, margin compression in North America, and increased input costs for steel and materials.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.99 | -- | -- | N/A |
Q2 '26 | $0.96 | $1.03 | 7.68% | BEAT |
Q1 '26 | $0.94 | $0.85 | -9.74% | MISSED |
Q4 '25 | $0.84 | $0.90 | 6.96% | BEAT |
Q3 '25 | $0.91 | $0.94 | 3.65% | BEAT |
