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A. O. Smith Corporation (AOS)
NYSE:AOS
US Market
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A. O. Smith Corporation (AOS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 23, 2025
Before Open (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.9
Last Year’s EPS
0.82
Same Quarter Last Year
Based on 10 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 24, 2025|
% Change Since: -2.49%|
Earnings Call Sentiment|Neutral
The earnings call presented a mixed view with both positive and negative aspects. While there were notable achievements such as growth in North America boiler sales and water treatment, as well as strong performance in India, challenges included a decline in North America water heater sales and significant issues in China. The company is taking steps to improve operational efficiencies and innovate, but faces headwinds from increased costs due to tariffs and steel prices.
Company Guidance -
Q3 2025
During the A. O. Smith Second Quarter 2025 Earnings Conference Call, the company provided detailed guidance for the year. North America water heater sales decreased by 2% due to lower volumes, although North America boiler sales experienced a 6% increase. China sales decreased by 11% in local currency due to economic challenges and limited government subsidies. The company announced a strategic review of its China business to explore options such as strategic partnerships. A. O. Smith raised its full-year EPS guidance to a range of $3.70 to $3.90 per share, reflecting a 2% increase from 2024 adjusted EPS. The company expects a 15% to 20% increase in steel costs in the second half of the year, with a refined estimate of a 5% annualized tariff impact on total company cost of goods sold. Despite these cost pressures, the company remains confident in its operational efficiencies and strategic initiatives, including a focus on innovation and portfolio management.
North America Boiler Sales Increase
North America boiler sales increased by 6% compared to the second quarter of 2024, led by higher volumes of high-efficiency commercial boilers.
North America Water Treatment Sales Growth
North America water treatment sales increased slightly in the second quarter, driven by growth in e-commerce, dealer, and direct-to-consumer channels, contributing to North America segment operating margin expansion.
India Business Growth
Sales in the legacy India business grew 19% in local currency, indicating strong market performance in this region.
Operational Efficiency Initiatives
Efforts to smooth production schedules led to operational efficiency gains, with a focus on aligning order rates with production capabilities.
Innovation in Product Offerings
Introduction of new products like the Adapt SC tankless line and HomeShield Whole House Water Filter, showcasing strong innovation and commitment to product development.

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

AOS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 23, 2025
2025 (Q3)
0.90 / -
0.82
Jul 24, 2025
2025 (Q2)
0.99 / 1.07
1.060.94% (+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
1.014.95% (+0.05)
Apr 25, 2024
2024 (Q1)
0.99 / 1.00
0.946.38% (+0.06)
Jan 30, 2024
2023 (Q4)
0.96 / 0.97
0.8612.79% (+0.11)
Oct 26, 2023
2023 (Q3)
0.79 / 0.90
0.6930.43% (+0.21)
Jul 27, 2023
2023 (Q2)
0.90 / 1.01
0.8223.17% (+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
$71.04$73.58+3.58%
Apr 29, 2025
$64.14$66.36+3.46%
Jan 30, 2025
$68.19$66.31-2.76%
Oct 22, 2024
$77.08$76.70-0.49%
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 0.9.
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