The earnings call presented a mix of positive and negative aspects. While there were notable achievements such as leadership transition, growth in North America boiler sales, and successful cost management efforts, challenges included declines in water heater sales and the Chinese market, overall sales decrease, and tariff-related cost uncertainties.

Company Guidance -

Q2 2025

In the A. O. Smith Corporation's first-quarter 2025 earnings call, the company maintained its EPS guidance range of $3.60 to $3.90 per share, with an expected midpoint slightly higher than the 2024 adjusted EPS. The company reported first-quarter sales of $964 million, a 2% year-over-year decrease, and earnings of $0.95 per share, a 5% decrease from the previous year. North American segment sales were $749 million, reflecting a 2% decrease, while the rest of the world segment recorded sales of $227 million, remaining flat year-over-year. The company's guidance considered potential impacts from announced tariffs, estimating a 6% to 8% increase in the total cost of goods sold, exclusive of mitigation efforts. A. O. Smith also projects a capital expenditure of $90 to $100 million for 2025, with free cash flow expected to be between $500 and $550 million. The company emphasized its focus on strategic sourcing, cost containment measures, and accelerating the production shift of tankless water heaters from China to Mexico to mitigate tariff impacts.

Leadership Transition

Steve Shafer will assume the role of President and Chief Executive Officer effective July 1st, with Kevin Wheeler remaining engaged as Executive Chairman of the Board.

North America Boiler Sales Growth

North America boiler sales increased by 10% compared to the first quarter of 2024, continuing to outperform the market.

Share Repurchase Program

Repurchased $121 million of shares in the first quarter of 2025, front-loading a portion of the full-year repurchase outlook of $400 million.

Profitability Tracking

First quarter profitability is tracking in line with the full-year 250 basis point improvement goal in North American water treatment business.

SG&A Cost Management

Cost containment actions resulted in nearly flat SG&A spend compared to the first quarter last year, despite inflation and acquisition expenses.

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
Jul 24, 2025	2025 (Q2)	0.98 / -	1.06	―	―	―
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)
Apr 27, 2023	2023 (Q1)	0.78 / 0.94	0.77	22.08% (+0.17)

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
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%
Jul 23, 2024	$87.19	$79.00	-9.39%

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 Jul 24, 2025, Before Open (Confirmed).

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

A. O. Smith Corporation (AOS) earnings time is at Jul 24, 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 (Q2) is 0.98.

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