A.O. Smith backs FY25 adjusted EPS view $3.60-$3.90, consensus $3.73

Backs FY25 revenue view $3.8B-$3.9B, consensus $3.83B. “We maintain our full-year sales and EPS guidance. Given the uncertainty of the tariff environment, our guidance does not include our announced pricing, which we project will offset, along with other actions, the current announced tariffs. In addition to pricing, our other actions include footprint optimization, strategic sourcing actions and other cost containment initiatives. In North America, we expect water heater industry unit volumes to be flat year-over-year with less first half versus second half volatility compared to 2024, as we focus on plant operating efficiency and order management related to our announced price increases. In our Rest of World segment, we continue to expect a single-digit sales decline in China as consumer demand remains low,” stated Steve Shafer, president and chief operating officer.