AOS
A. O. SmithPrevious close
63.07
Change
−0.42 / −0.66%
Market Cap
$8.6B
1M
+11.89%
S&P 500 −0.91% over same period
Volume / Avg Volume
2.5M / 1.7M
1.44× average
Latest earnings analysisFY2026 Q2Reported 2026-07-30
A. O. Smith Q2 2026: sales flat at $1.00B, EPS falls to $0.91 on restructuring
A. O. Smith's second quarter was a story of two businesses: North America grew sales 5.0% while Rest of World fell 19.0%, leaving total revenue roughly flat at $1.00 billion. The headline $0.91 of GAAP EPS misses the $0.93 consensus, but $0.16 a share of that shortfall is a restructuring charge in the water treatment unit. Read the quarter on adjusted EPS of $1.03, down 4.0%.
Read the full analysis →Revenue$1.00BYoY −0.70%
EPS (non-GAAP)$1.03Beatest. $0.93
Next-quarter revenue guidance$3.92BYoY +290.80%
Next-day move+0.54%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-30 | $1.0B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-30 | $946M | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-29 | $3.8B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-28 | $943M | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-24 | $1.0B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-29 | $964M | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 19 of its 5-year rangeCheap
5-year range 15.8 – 39.5 · Median 19.5
Last 4 quarters: $326M in buybacks + $199M in dividends, 6.09% of market cap combined
P/E (TTM)
17.3
P/B
4.7
P/S
2.3
Dividend Yield
1.68%
Earnings Reaction
Over the last 6 reports, the stock moved ±1.5% on average on the first trading day after, rising 3 times
Most recent +0.54%
Volatility & Correlation
1-year beta 0.69 · Correlation with S&P 500 0.32Low beta
Annualized volatility 28% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
No open-market buys or sells by officers or directors in the last 90 days.
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 0.94 | −0.2% | 38.8% | 0.13 | 0.93 |
| FY2026 Q2 | 1.00 | −0.7% | 38.6% | 0.12 | 0.91 |
| FY2026 Q1 | 0.95 | −1.9% | 38.7% | 0.12 | 0.85 |
| FY2025 Q4 | 0.91 | +0.0% | 38.4% | 0.13 | 0.89 |
| FY2025 Q3 | 0.94 | +4.4% | 38.7% | 0.13 | 0.94 |
| FY2025 Q2 | 1.01 | −1.3% | 39.3% | 0.15 | 1.07 |
| FY2025 Q1 | 0.96 | −1.5% | 38.9% | 0.14 | 0.95 |
| FY2024 Q4 | 0.91 | −7.7% | 37.1% | 0.11 | 0.75 |
| FY2024 Q3 | 0.90 | −3.7% | 37.4% | 0.12 | 0.82 |
| FY2024 Q2 | 1.02 | +6.6% | 38.7% | 0.16 | 1.06 |
| FY2024 Q1 | 0.98 | +1.3% | 39.3% | 0.15 | 1.00 |
| FY2023 Q4 | 0.99 | +5.6% | 37.4% | 0.14 | 0.91 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| AOS | 17.3 | −0.2% | 38.8% | +11.89% | Neutral |
| SPCX | — | +161.4% | 62.4% | −10.70% | Bullish |
| CAT | 26.8 | +24.0% | 37.8% | −23.19% | Bullish |
| GE | 35.1 | +15.9% | — | −3.36% | Bullish |
| RTX | 32.0 | +11.1% | — | +7.62% | Bullish |
| GEV | 22.8 | +26.8% | 24.6% | −9.74% | Bullish |
| UNP | 23.6 | +15.3% | — | +11.71% | Bullish |
| DE | 36.7 | +4.9% | — | +0.59% | Bullish |
| ETN | 38.6 | +21.4% | 33.5% | −13.90% | Bullish |