The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
A. O. Smith Corporation (AOS) Q4 2025 Earnings Call Transcript
AOS tops Q4 earnings estimates as North America strength and margin gains offset flat sales, while buybacks and 2026 guidance add support.
While the top- and bottom-line numbers for A.O. Smith (AOS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
A.O. Smith (AOS) came out with quarterly earnings of $0.9 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.85 per share a year ago.
Get a deeper insight into the potential performance of A.O. Smith (AOS) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
AOS expands its water management portfolio with the $470 million acquisition of Leonard Valve, boosting digital and thermostatic mixing offerings.
AOS gains from North America strength, expands via acquisitions and boosts shareholder returns, but faces China softness and rising costs.
A. O. Smith is rated Buy, with risk/reward attractive as growth and margins are set to accelerate from FY26. North America drives ~75% of revenue; interest rate cuts and housing recovery should fuel market share gains and sales growth. Margin expansion is supported by pricing, cost control, mix shift to high-efficiency products, and accretive acquisitions like Leonard Valve.
AOS rides strong North American heater demand and strategic acquisitions, though China weakness and rising costs pose challenges.
AOS posts double-digit earnings growth in Q3 2025, fueled by strong North American water heater and boiler demand.
A. O. Smith Corporation (NYSE:AOS ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants Helen Gurholt - Vice President of Investor Relations and Financial Planning & Analysis Stephen Shafer - President, CEO & Director Charles Lauber - Executive VP & CFO Conference Call Participants Saree Boroditsky - Jefferies LLC, Research Division Bryan Blair - Oppenheimer & Co. Inc., Research Division Jeffrey Hammond - KeyBanc Capital Markets Inc., Research Division Michael Halloran - Robert W. Baird & Co. Incorporated, Research Division Charles Perron-Piché - Goldman Sachs Group, Inc., Research Division David S.