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A. O. Smith Corporation (AOS)
NYSE:AOS
RESEARCH TOOLSreports
Earnings Data
Report Date
Apr 24, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.91Last Year’s EPS
1Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Jan 30, 2025
|% Change Since: -3.02%
|Next Earnings Date:Apr 24, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a challenging year for A. O. Smith with declines in overall sales and earnings driven by lower water heater volumes and weakness in the China market. However, there are positive signs, including growth in the North America boiler segment, the Indian market, and substantial capital returned to shareholders. The company's sustainability goals and free cash flow generation are also positive. Despite these achievements, significant challenges remain, particularly in China and the North American water heater market.Company Guidance
During the A. O. Smith Corporation Fourth Quarter 2024 Earnings Conference Call, the company outlined several key financial metrics and strategic initiatives for the fiscal year 2025. The company reported a 1% year-over-year decrease in sales, totaling $3.8 billion in 2024, with adjusted earnings per share at $3.73. They returned $496 million to shareholders through dividends and share repurchases. Looking forward, A. O. Smith provided guidance for 2025, projecting an EPS range of $3.60 to $3.90 per share, with expected top-line growth of flat to up 2%. The company highlighted its continued investment in innovation, such as the launch of new tankless water heaters and the expansion of its R&D facilities. Additionally, A. O. Smith plans to repurchase approximately $400 million in shares, with a projected free cash flow of $500 million to $550 million. The company also aims to improve margins in the North American water treatment business by 250 basis points following a strategic realignment.Capital Return to Shareholders
A. O. Smith returned $496 million to shareholders through dividends and share repurchases in 2024.
North America Boiler Business Growth
Sales in the North America boiler segment increased by 8% in 2024, driven by products like the CREST commercial boiler with Hellcat technology.
India Business Growth
Legacy Indian business sales grew 13% in local currency in 2024, approximately twice the market growth rate.
New Sustainability Goal
Announced a new sustainability goal to reduce water usage by 40 million gallons by 2030.
Free Cash Flow Generation
Generated free cash flow of $474 million in 2024, with a conversion rate of 89%.
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AOS Earnings History
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
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AOS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Jan 30, 2025 | $68.87 | $66.97 | -2.76% |
| Oct 22, 2024 | $77.85 | $77.47 | -0.49% |
| Jul 23, 2024 | $87.64 | $79.41 | -9.39% |
| Apr 25, 2024 | $85.52 | $81.41 | -4.81% |
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.
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FAQ
When does A. O. Smith Corporation (AOS) report earnings?
A. O. Smith Corporation (AOS) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
What is A. O. Smith Corporation (AOS) earnings time?
A. O. Smith Corporation (AOS) earnings time is at Apr 24, 2025, TBA Not 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 (Q1) is 0.91.
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