A.O. Smith CorporationNYSE: AOS
Industrials · Building Products
$60.30
-2.50%
Vol: 1.8M
Research Digest
Friday, May 1, 2026
A.O. Smith misses Q1 on softer China, weak NA water heater demand; lowers 2026 EPS
A.O. Smith reported Q1 2026 revenue of $945.6M and EPS of $0.85, both missing estimates ($969.2M, $0.94). China softness and weak North America residential water heater demand impacted results. Announced restructuring of North America water treatment business. Directors declared $0.36 dividend. Stock at 52-week low of $61.99; down 4.7% YoY.
Previous Market Intelligence
13 daysApr 30A.O. Smith misses Q1 earnings, cuts FY guidance on weak demand in China and North AmericaNegative▶
A.O. Smith reported Q1 2026 EPS of $0.85, missing analyst estimate of $0.94, with revenue of $945.6M below forecast of $969.2M. Softer China demand and weather disruptions impacted results. Company cut FY guidance to $3.70-4.00 EPS. Citi lowered PT to $74 from $78.
Apr 16A.O. Smith declared $0.36 quarterly dividend April 13; stock fell 5.3% April 15 as Stifel lowered target to $78Negative▶
A.O. Smith Corporation declared a $0.36 quarterly dividend per share on April 13, payable May 15 to shareholders of record April 30. Stifel analyst Nathan Jones maintained Buy rating but cut price target from $85 to $78 on April 14, citing concerns about flat sales and competition. Stock fell 5.3% on April 15 to close at $63.37. Analysts expect Q1 2026 EPS of $0.94 (down 1.1% YoY) and full-year EPS of $4.02 (up 4.4% YoY). Consensus price target is $75.44, implying 20.32% upside. Q1 earnings call scheduled April 30 at 10:00am EDT.
Apr 15A.O. Smith declared $0.36 quarterly dividend and scheduled Q1 2026 earnings for April 30; flat sales growth expected.Neutral▶
A.O. Smith declared a regular quarterly cash dividend of $0.36 per share and announced Q1 2026 earnings will be released April 30 at 10:00 a.m. ET. Analysts forecast Q1 EPS of $0.94, down 1.1% from $0.95 year-ago, reflecting flat sales growth and increased competition headwinds. No material overnight news emerged on April 15, 2026.
Apr 14A.O. Smith declares $0.36 quarterly dividend with Q1 2026 earnings scheduled for April 30.Neutral▶
A.O. Smith declared regular quarterly cash dividend of $0.36 per share, payable May 15. Q1 2026 financial results due before market open April 30. Analysts expect profit of $0.94 per share, down 1.1% from year-ago. Company has surpassed EPS estimates in last four quarters. Analyst consensus Hold with average target $78.63. Citi lowered target to $74.
Apr 13A.O. Smith to report Q1 2026 results April 30 with record 2025 EPS and stable guidance.Neutral▶
A.O. Smith achieved record EPS of $3.85 in 2025 (up 6% YoY) with $3.8B in sales. Company projects 2026 EPS of $3.85-$4.15 with 2-5% revenue growth despite higher steel prices. Q1 conference call scheduled April 30. 8 analysts rate stock Hold with $78.63 target.
Apr 10A.O. Smith will release Q1 2026 earnings on April 30; acquired Leonard Valve for $470 million in 2025.Neutral▶
A.O. Smith faces headwinds with flat 2025 revenue growth (up only 0.32% to $3.83 billion). Q1 2026 results scheduled for April 30. Recent acquisition of Leonard Valve for $470 million strengthens fluid control portfolio. Board approved 6% dividend increase to $0.36 per share. Analysts rate Hold with $78.63 target (16.89% upside).
Apr 9A.O. Smith reports Q4 2025 EPS beat with record sales of $3.8 billionPositive▶
A.O. Smith reported 2025 sales of $3.8 billion with net earnings increasing 2% to $546.2 million and diluted EPS rising 6% to record $3.85. The company declared a dividend of $0.36 per share. Product recognition includes Good Housekeeping award for Signature 900 Smart Hybrid Heat Pump. Strong fundamentals with 8 analysts rating Hold at $78.63 price target.
Apr 8A.O. Smith announced record 2025 diluted EPS of $3.85 with Q1 earnings expected April 30Positive▶
A.O. Smith Corporation, a leading water heater manufacturer, delivered record 2025 results with 2025 sales of $3.8 billion and diluted EPS up 6% to $3.85. Directors declared $0.36 dividend with Q1 2026 results announced April 2 for April 30 release.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6A.O. Smith Q1 2026 earnings April 30; Leonard Valve $470M acquisition.Neutral▶
A.O. Smith will release Q1 2026 results April 30 before market open. Completed Leonard Valve acquisition for $470M. Avg Hold rating with PT $78.63 (18.85% upside).
Apr 3No significant overnight updatesNeutral▶
No material news in the last 48 hours. A.O. Smith will release Q1 2026 results on April 30. Recognized as a 2026 World's Most Ethical Company by Ethisphere.
Apr 2A.O. Smith Q1 2026 earnings scheduled for April 30; acquired Leonard Valve Company for $470 million; Goldman Sachs raised price target to $69.Positive▶
A.O. Smith reported 2025 sales of $3.8 billion with net earnings up 2% to $546.2 million and record diluted EPS of $3.85. The company acquired Leonard Valve Company for $470 million, expected to be accretive to 2026 EPS after one-time charges. Goldman Sachs raised price target to $69 from $63, while J.P. Morgan maintained hold rating.
Apr 1A.O. Smith reports record EPS of $3.85 (up 6%); Leonard Valve acquisition for $470M strengthens portfolio.Positive▶
A.O. Smith reported 2025 sales of $3.8B with record diluted EPS of $3.85 (up 6%). Completed $470M acquisition of Leonard Valve in January 2026. Multiple analyst PT raises: Baird to $77, Stifel to $85, Citi to $78.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| AOSSMITH | $60.30 | -2.50% | -4.4% | 14.3x | 1.35 | $8.5B |
| TTTRANE | $486.46 | -1.23% | +14.3% | 29.2x | 1.21 | $108.9B |
| JCIJOHNSON | $145.42 | -0.42% | +9.2% | 26.2x | 1.40 | $89.4B |
| CARRCARRIER | $67.76 | +0.88% | +20.8% | 21.2x | 1.32 | $56.1B |
| LIILENNOX | $528.11 | -1.27% | +17.9% | 20.1x | — | $18.6B |
| MASMASCO | $71.37 | -0.63% | +20.3% | 15.3x | 1.29 | $14.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.