The earnings call presented a mixed outlook with several positive achievements, such as growth in the North America boiler and water treatment segments, innovative product launches, and raised EPS guidance. However, these were offset by declines in water heater sales and significant challenges in the China market, along with uncertainties related to tariff impacts.

Company Guidance -

Q3 2025

During the second quarter 2025 earnings call, A. O. Smith provided updated guidance for the year, raising the midpoint of their EPS outlook to a range of $3.70 to $3.90 per share, reflecting a 2% increase compared to 2024. The company expects steel costs to rise by 15% to 20% in the second half of the year, with tariffs anticipated to increase total company cost of goods sold by approximately 5%. A. O. Smith projects a capital expenditure of $90 million to $100 million for 2025, aiming to generate free cash flow between $500 million and $525 million. The effective tax rate is estimated to be between 24% and 24.5%, and the company anticipates ending 2025 with 142 million outstanding diluted shares. The guidance assumes North America water heater and boiler sales will remain stable, while China sales are expected to decrease by 5% to 8% in local currency.

North America Boiler Sales Increase

North America boiler sales increased by 6% compared to the second quarter of 2024, driven by higher volumes of high-efficiency commercial boilers.

North America Water Treatment Growth

North America water treatment sales increased slightly in the second quarter, with growth in priority channels such as e-commerce, dealer, and direct-to-consumer offsetting expected retail declines.

Innovation and Product Launches

A. O. Smith introduced new products, including the Adapt SC tankless line and the HomeShield Whole House Water Filter, showcasing a commitment to innovation and leadership in water technology.

EPS Guidance Raised

The 2025 EPS outlook was raised from a range of $3.60 to $3.90 per share to a narrowed range of $3.70 to $3.90 per share, indicating confidence in future performance.

Strong Cash Flow Generation

Operating cash flow of $178 million and free cash flow of $140 million were generated in the first 6 months of 2025, showing robust financial management.

A. O. Smith Corporation (AOS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AOS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.92 / -	0.82	―	―	―
Jul 24, 2025	2025 (Q2)	0.99 / 1.07	1.06	0.94% (+0.01)
Apr 29, 2025	2025 (Q1)	0.91 / 0.95	1	-5.00% (-0.05)
Jan 30, 2025	2024 (Q4)	0.89 / 0.85	0.97	-12.37% (-0.12)
Oct 22, 2024	2024 (Q3)	0.95 / 0.82	0.9	-8.89% (-0.08)
Jul 23, 2024	2024 (Q2)	1.06 / 1.06	1.01	4.95% (+0.05)
Apr 25, 2024	2024 (Q1)	0.99 / 1.00	0.94	6.38% (+0.06)
Jan 30, 2024	2023 (Q4)	0.96 / 0.97	0.86	12.79% (+0.11)
Oct 26, 2023	2023 (Q3)	0.79 / 0.90	0.69	30.43% (+0.21)
Jul 27, 2023	2023 (Q2)	0.90 / 1.01	0.82	23.17% (+0.19)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AOS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$71.38	$73.94	+3.59%
Apr 29, 2025	$64.45	$66.68	+3.46%
Jan 30, 2025	$68.52	$66.63	-2.76%
Oct 22, 2024	$77.46	$77.07	-0.50%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does A. O. Smith Corporation (AOS) report earnings?

A. O. Smith Corporation (AOS) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is A. O. Smith Corporation (AOS) earnings time?

A. O. Smith Corporation (AOS) earnings time is at Oct 23, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AOS EPS forecast?

AOS EPS forecast for the fiscal quarter 2025 (Q3) is 0.92.

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