A.O. Smith CorporationNYSE: AOS

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

On May 19, 2026, A.O. Smith announced a major leadership transition with Carrie L. Anderson appointed Executive Vice President and Chief Financial Officer effective July 1, succeeding retiring CFO Charles T. Lauber. CEO Steve Shafer praised Anderson's deep experience across complex industrial and manufacturing organizations, citing her capabilities in strategic execution, corporate development and operational excellence. The transition comes amid challenging fundamentals, as Q1 2026 results missed expectations with sales of $946M (down 2% YoY) and adjusted EPS of $0.85 (down 11%). Management cut 2026 adjusted EPS guidance to $3.70-$4.00, citing weaker China demand, softer commercial project timing and higher input costs. JPMorgan downgraded AOS to Underweight from Neutral on May 4, with DA Davidson, Citi, and Baird also lowering price targets in early May.

A. O. Smith Announces Retirement of Charles T. Lauber and Appointment of Carrie L. Anderson as CFOprnewswire.comA. O. Smith taps Carrie L. Anderson as CFO July 1 | AOS Stock Newsstocktitan.netAOS Q1 2026 miss on China weakness weighs on sharesad-hoc-news.de

A.O. Smith announced that Carrie L. Anderson will succeed retiring CFO Charles Lauber on July 1, 2026, bringing experience in industrial and manufacturing operations. The CFO transition follows a weak Q1 2026 report showing revenue of $946M (-2% YoY) and adjusted EPS of $0.85 (-11% YoY), with management cutting full-year EPS guidance to $3.70-$4.00 due to China weakness, softer commercial demand, and higher input costs. JPMorgan downgraded the stock to Underweight from Neutral on May 4, while DA Davidson, Citi, Baird, and JPMorgan all cut price targets. Shares have fallen 8.4% over the past six months versus the S&P 500's 11.5% gain. The company is facing significant headwinds in both China and North America.

A.O. Smith CFO Transition Lauber Andersonprnewswire.comAO Smith Q1 2026 results guidance cutad-hoc-news.deAO Smith Q1 2026 misses EPS forecastinvesting.com

A.O. Smith reported Q1 2026 EPS of $0.85 vs. $0.95 expected and revenue of $946M vs. $975.7M expected, with sales down 2% YoY amid weather disruptions and China market weakness. Management trimmed full-year adjusted EPS guidance to $3.70-$4.00, citing softer demand in China, commercial project timing, and higher input/logistics costs. JPMorgan downgraded the stock to Underweight from Neutral on May 4, while DA Davidson cut its PT to $67 from $75, Citi to $65 from $74, with Baird and Oppenheimer also lowering targets. Shares traded in the $56-$61 range in mid-May, down sharply from the 52-week high of $81.86. Shareholders have lost about 8.4% over the past six months, underperforming the S&P 500's 11.5% gain.

A.O. Smith Q1 2026 results and guidance cut weigh on sharesad-hoc-news.deEarnings call transcript: AO Smith Q1 2026 misses earningsinvesting.comA.O. Smith guidance cut, China weakness and analyst downgradesad-hoc-news.de

J.P. Morgan downgraded A.O. Smith to Underweight from Neutral with a $60 price target (trimmed from $65), citing deteriorating demand in China. The downgrade followed Q1 2026 results posted earlier in May showing sales of $946M (down 2% YoY, missing $975.73M estimate) and adjusted EPS of $0.85 (down 11% YoY, missing $0.95 estimate), as lower volumes, weather-related disruptions and Leonard Valve acquisition transaction costs weighed on performance. Management cut FY26 adjusted EPS guidance to $3.70-$4.00 (from $3.85-$4.15) due to weaker China demand, softer commercial project timing, and higher material/logistics costs. The board declared a regular quarterly dividend of $0.36 per share. The stock has fallen to around $57.98, with shareholders losing 8.4% over the past six months while the S&P 500 climbed 11.5%. Multiple price target cuts compound the negative outlook.

A.O. Smith cut to Sell equivalent, Timken upgraded at J.P. Morganseekingalpha.comA.O. Smith Corp. stock: Q1 2026 results and guidance cut weigh on sharesad-hoc-news.deEarnings call transcript: AO Smith Q1 2026 misses earnings, stock dipsinvesting.com

A.O. Smith missed Q1 2026 expectations with EPS of $0.85 vs $0.95 forecast (-10.5% surprise) and a 3.05% revenue miss. Shares slid 5.23% pre-market from $63.68 to $60.35 and trade around $58.52. Multiple analysts trimmed targets in early May - DA Davidson to $67 from $75, Citi to $65 from $74, and Baird to $70 from $75 - all on May 1-4. China-related headwinds continue to pressure performance. The stock's fair value estimate sits at $55.93 suggesting current price is roughly aligned with fundamentals, but ongoing macro pressure keeps the risk profile elevated.

AO Smith Q1 2026 misses earnings, stock dipsinvesting.comA. O. Smith Heads Into Q1 2026 With 14.3% Marginsimplywall.stA. O. Smith Corporation Stock Price Historymacrotrends.net

A.O. Smith reported Q1 2026 EPS of $0.85 (missing $0.95 estimate) with revenue of $946M against $975.73M consensus, citing lower volumes, weather disruptions and Leonard Valve acquisition costs. China sales fell 17% in local currency; management expects full-year China sales down low double digits. The company lowered FY 2026 adjusted EPS guidance to $3.70-$4.00. North America price increases of 4-7% on water heaters and boilers were announced, benefits expected in Q3. Free cash flow was strong at $119M. Multiple analysts cut PTs in early May: Baird to $70 (from $75), JPMorgan to $65 (from $75), DA Davidson to $67 (from $75), Oppenheimer to $80 (from $85). Stock closed at $58.88 on May 5, well below the 52-week high of $81.86. Risk: prolonged China consumer weakness and tariff-related cost pressure on margins.

A.O. Smith Q1 2026 Results and Lower Outlookinvestor.aosmith.comAO Smith Q1 misses earnings, stock dipsinvesting.comAOS Q1 results and guidance cut weigh on sharesad-hoc-news.de

A.O. Smith reported Q1 2026 sales of $946M (down 2% YoY) and adjusted EPS of $0.85 (down 11%), missing expectations, and cut full-year adjusted EPS guidance to $3.70-$4.00 citing weaker China demand, softer commercial project timing, and higher material/logistics costs. Five major analysts cut price targets on May 1-4: Citi to $65 from $74 (Neutral), DA Davidson to $67 from $75, Baird to $70 from $75, JPMorgan to $65 from $75, and Oppenheimer to $80 from $85. The stock hit a new 52-week low of $58.18 on May 12, trading near $61 in early May vs a 52-week high of $81.86. Average analyst rating is Hold with a 12-month target of $73. The risk is continued China weakness and prolonged commercial demand softness pressuring full-year results.

A.O. Smith Corp. Q1 2026 results and guidance cut weigh on sharesad-hoc-news.deA. O. Smith (NYSE:AOS) Sets New 1-Year Low – What's Next?dailypolitical.comEarnings call transcript: AO Smith Q1 2026 misses earnings, stock dipsinvesting.com

A.O. Smith reported Q1 2026 EPS of $0.85 (vs $0.95 expected) on revenue of $946M (vs $975.7M expected), with revenue down 2% YoY on weather disruption at the Ashland City, TN water heater facility and weak China demand. Management lowered FY26 sales growth guidance to 2-4% from 2-5%, with a mid-May price increase and a Q2 restructuring charge in North America water treatment ahead. The stock dropped ~5.2% pre-market to $60.35 and analysts cut targets broadly: Oppenheimer to $80 from $85, DA Davidson to $67 from $75, Citi to $65 from $74, Baird to $70 from $75, and JPMorgan to $65 from $75. Bear case: persistent China softness combined with US residential water heater demand below expectations suggests cyclical and structural pressure into 2H.

A. O. Smith Reports First Quarter 2026 Resultsinvestor.aosmith.comEarnings call transcript: AO Smith Q1 2026investing.com