A. O. Smith Corporation. (NYSE:AOS ) Q1 2025 Earnings Conference Call April 29, 2025 10:00 AM ET Company Participants Helen Gurholt - VP, IR and Financial Planning & Analysis Kevin Wheeler - Chairman & CEO Stephen Shafer - President and Chief Operating Officer Charles Lauber - CFO Conference Call Participants Jeff Hammond - Keybanc Capital Markets Mike Halloran - Baird Saree Boroditsky - Jefferies Bryan Blair - Oppenheimer Scott Graham - Seaport Research Partners Andrew Kaplowitz - Citi David MacGregor - Longbow Research Damian Karas - UBS Operator Thank you for standing by.
AOS' Q1 sales decline 1.5% due to lower water heater volumes and decreased sales in China.
Although the revenue and EPS for A.O. Smith (AOS) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
A.O. Smith (AOS) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $1 per share a year ago.
AOS' first-quarter 2025 results are likely to reflect the impact of softness in the water heater industry in the United States and China. Strength in the commercial boilers business is likely to have been a tailwind.
A.O. Smith (AOS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
There's significant turmoil in the industrial sector right now. Companies are navigating a foggy horizon rife with actual and potential tariffs, and the economy is more uncertain than it has been since the height of the coronavirus pandemic.
Softness in the Rest of the World segment, supply-chain constraints and unfavorable foreign-currency movement are weighing on AOS' performance.
A. O. Smith Corp., manufacturer of a broad range of residential and commercial water heaters and boilers, along with water and air purification systems, is now an $8 billion (by market cap) water technology leader. To date, AOS increased its dividend for 31 consecutive years, with a 10-year dividend growth rate of 15.8%. A. O. Smith moved its revenue from $2.5 billion in FY 2015 to $3.8 billion in FY 2024, a compound annual growth rate of 4.8%.
ASGN, AOS and EADSY have been added to the Zacks Rank #5 (Strong Sell) List on February 24, 2025.
A.O. Smith holds the potential to reap the benefits of accretive acquisitions. However, weakness in the Chinese real estate market is concerning.
#Morningstar #TopDividendStocks #DividendInvesting Two names this month are dividend aristocrats. 00:00 Introduction 00:10 A.O.