A.O. Smith sees FY26 EPS $3.85-$4.15, consensus $4.03

Sees FY26 revenue $3.9B-$4.02B, consensus $4.01B. “Our outlook for 2026, which includes Leonard Valve sales of approximately $70 million, projects our consolidated sales to increase 2% to 5% compared to 2025. We expect our full-year EPS to be between $3.85 and $4.15, a 4% increase over 2025 at the mid-point. In North America, we anticipate residential water heater industry unit volumes to be flat to down year-over-year. In our Rest of World segment, we expect the challenges in the China market to continue and are forecasting a mid-single digit sales decline, although we anticipate improvement as we go through the year due to market recovery and turnaround actions. We project continued double-digit sales growth in India,” stated Shafer.