A. O. Smith Corporation · AOS · Next earnings

A. O. Smith Corporation reports Thursday, Feb 4, 2027

AOS reports before market open with consensus EPS at $0.84 and revenue at $855.5M. Last quarter: A. O. Smith refocuses after China divestiture

Reports Before market open91 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.84 Calendar consensus
Consensus revenue $855.5M Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session Before market open 91 days away

Where AOS left off: FY2026 Q3

Full report

A. O. Smith refocuses after China divestiture

EPS surprise +3.9% Reported $0.93 vs $0.90
Revenue surprise -2.1% Reported $940.5M vs $960.2M
Stock move +4.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Overall guidance was maintained, while the boiler growth outlook was raised; the company also updated full-year guidance to exclude China.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Steel and freight inflation could pressure margins.
  • Residential water-heater demand and inventory pull-forward remain uncertain.
  • China transaction timing, proceeds, and royalty arrangements are not fully settled.

Questions analysts left open

  • The calibration of current guidance versus July guidance.
  • Whether the December water-heater price increase protects margins without weakening demand.
  • The timing and economics of the China transaction, including proceeds and repatriation.

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Recent AOS quarters

All AOS earnings
+4.3%FY2026 Q3-3.6%FY2026 Q2-2.9%FY2026 Q1+5.3%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.