A. O. Smith Corporation · AOS · Next earnings

A. O. Smith Corporation reports Tuesday, Oct 27, 2026

AOS reports before market open with consensus EPS at $0.90 and revenue at $961.6M. Last quarter: AOS Q1 2026: EPS Misses as China Demand and Volume Pressures Mount

Reports Before market open37 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.90 Calendar consensus
Consensus revenue $961.6M Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session Before market open 37 days away

Where AOS left off: FY2026 Q1

Full report

AOS Q1 2026: EPS Misses as China Demand and Volume Pressures Mount

EPS surprise -9.8% Reported $0.85 vs $0.94
Revenue surprise -2.9% Reported $945.6M vs $974.1M
Stock move -2.9% Event window
Subsequent drift -8.3% Up to 20 sessions

Full-year 2026 EPS range lowered from $3.85-$4.15 to $3.70-$4.00. Water-treatment growth revised down to 5-6%. China sales outlook worsened to low double-digit decline. Capex unchanged at $70-$80 million. Share repurchase target set at $200 million annually.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Continued softness in residential water-heater and water-treatment markets.
  • Low consumer confidence and limited government stimulus in China.
  • Rising steel, freight, and oil costs pressuring margins.
  • Regulatory uncertainty around the DOE commercial water-heater rule.
  • Weather-related production disruptions and insurance-covered losses.

Questions analysts left open

  • Level of channel inventories and potential pull-forward demand ahead of price hikes.
  • Impact of the delayed DOE commercial regulation on commercial water-heater volumes.
  • China sales outlook, market-share trends, and duration of the strategic assessment.
  • Timing and magnitude of margin recovery given rising input costs.
  • Progress of Leonard Valve integration and realization of synergies.

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Recent AOS quarters

All AOS earnings
-2.9%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.