SMITH A O CORP
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See all $AOS insider activity →A. O. Smith reported Q2 updates on water treatment and water heating demand. North America water treatment sales fell 2% and adjusted segment earnings were $200 million, with margin down to 24.4%. Rest of World sales dropped 19% to $195 million as China sales fell 28% in local currency. The company raised its 2026 repurchase target to $300 million, narrowed 2026 guidance to adj. EPS $3.70-$3.85, and expects China decline to persist.
A. O. Smith reported Q2 2026 results on an earnings call, citing 3% North America organic growth despite weaker residential water heater volumes. Boiler sales rose 21%. China sales fell 28% in local currency. Full-year 2026 adjusted EPS guidance was narrowed to $3.70 to $3.85, and the 2026 buyback target increased 50% to $300M.
Stephen M. Shafer: Thank you, Helen, and good morning, everyone. Before we get into our results, I want to start by recognizing Chuck Lauber, and thanking him for his many years of service as our CFO. Chuck has had a long and meaningful career with A. O. Smith. And his leadership has had a significant impact on our company. On behalf of all of us, Chuck, thank you for your many contributions and we wish you all the best in retirement. At the same time, I am very pleased to welcome Carrie L.
Recent AOS coverage spans earnings, corporate actions and financial news.
Guidance cut tied to residential water heater weakness and China softness, partially offset by boiler pull-forward and cost actions.
Guidance narrowing plus higher buyback authorization frames a more cautious demand outlook but supports shareholder returns.
North America momentum and stronger free cash flow are offset by continued China weakness, with management signaling an upcoming strategic assessment conclusion.
Beat on revenue and adjusted EPS with full-year revenue guidance around $3.93B, but operating margin slipped and EPS was down YoY.
Guidance narrowing plus weaker Rest of World/China demand is the key near-term risk, partially offset by North America boiler strength and higher buyback target.
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A. O. Smith reported Q2 updates on water treatment and water heating demand. North America water treatment sales fell 2% and adjusted segment earnings were $200 million, with margin down to 24.4%. Rest of World sales dropped 19% to $195 million as China sales fell 28% in local currency. The company raised its 2026 repurchase target to $300 million, narrowed 2026 guidance to adj. EPS $3.70-$3.85, and expects China decline to persist.
4 min readA. O. Smith reported Q2 2026 results on an earnings call, citing 3% North America organic growth despite weaker residential water heater volumes. Boiler sales rose 21%. China sales fell 28% in local currency. Full-year 2026 adjusted EPS guidance was narrowed to $3.70 to $3.85, and the 2026 buyback target increased 50% to $300M.
7 min readStephen M. Shafer: Thank you, Helen, and good morning, everyone. Before we get into our results, I want to start by recognizing Chuck Lauber, and thanking him for his many years of service as our CFO. Chuck has had a long and meaningful career with A. O. Smith. And his leadership has had a significant impact on our company. On behalf of all of us, Chuck, thank you for your many contributions and we wish you all the best in retirement. At the same time, I am very pleased to welcome Carrie L.
6 min readA. O. Smith (NYSE:AOS) reported Q2 CY2026 revenue of about $1.00 billion, flat year over year but 1.4% above estimates, and adjusted non-GAAP EPS of $1.03, up 11.5% versus analysts’ consensus. The company guided full-year revenue to about $3.93 billion and expected EPS to rise to $4.03. Shares rose 2.1% to $63.34 after results.
5 min readSMITH A O CORP (AOS) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a6302026exhibit991.htm EX-99.1 Document Exhibit 99.1 Media Relations: Curt Selby 414-359-4191 curt.selby@aosmith.com Investor Relations: Helen Gurholt 414-359-4157 hgurholt@aosmith.com FOR IMMEDIATE RELEASE July 30, 2026 A. O. Smith Reports Second Quarter 2026 Results S
6 min readA. O. Smith Corporation (NYSE: AOS) said its directors declared a regular quarterly cash dividend of $0.36 per share on its common stock and Class A common stock. The dividend is payable Aug. 17, 2026, to shareholders of record July 31, 2026.
1 min readA. O. Smith Corp. (NYSE: AOS) said Executive Chairman Kevin Wheeler will retire effective July 1. The board elected Stephen Shafer, the company’s president and CEO since July 2025, as chairman upon Wheeler’s departure; Wheeler will stay on the board. The company said Shafer will lead the board and continue oversight of global operations and strategy.
3 min readSMITH A O CORP (AOS) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. aos-20260622 0000091142 FALSE 0000091142 2026-06-22 2026-06-22 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 —————————————— FORM 8-K —————————————— CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date
2 min readQ1 results across HVAC and water systems: Carrier Global reported $5.34B revenue (+2.4% YoY), beating analysts’ revenue by 6.8% and organic revenue estimates; shares were up 4.3% to $64.43. A.O. Smith reported $945.6M revenue (-1.9%), missing by 3.5% and with full-year guidance misses; shares down 10.6% to $56.94. Zurn Elkay revenue rose to $433M (+11.4%), beating by 3.2%; stock flat at $48.27.
7 min readA. O. Smith (AOS) shares have lagged peers and the S&P 500, down 15% over 52 weeks and 14.4% YTD. After Q1 2026 results on Apr. 30, revenue fell 1.9% to $945.6M and adjusted EPS was $0.85, both below estimates; full-year EPS guidance is $3.70–$4.00. Consensus is “Hold” (4 Strong Buys, 6 Holds, 3 Strong Sells). J.P. Morgan downgraded to Underweight, cutting its target to $60.
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