A.O. Smith reports Q4 adjusted EPS 90c, consensus 84c

Reports Q4 revenue $912.5M, consensus $928.19M. “I am pleased with the resilience and focus our team showed through the fourth quarter. The continued improvement in profitability and strength in the commercial water heater and boiler markets helped contribute to our record EPS in 2025,” noted Steve Shafer, chief executive officer. “Our China margins expanded despite continued pressure on our volumes driven by the challenging market conditions, and the assessment of our China business is ongoing. Additionally, I would like to welcome the Leonard Valve team to the A. O. Smith family. We are excited to have the Leonard Valve and Heat-Timer brands as a part of our portfolio. Their addition represents an important step forward for aligning our portfolio to higher growth opportunities.”