A.O. Smith (AOS) Misses Q1 EPS by 10c, Misses on Revenue; Offers FY26 EPS Guidance

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A. O. Smith Reports First Quarter 2026 Results and Lowers Full Year 2026 Outlook

April 30, 2026 6:55 AM EDT

First Quarter 2026 Highlights
(Comparisons are year-over-year ("YoY"), unless otherwise noted)

Sales of $946 million; net earnings of $118 million and diluted earnings per share (EPS) of $0.85North America segment sales of $753.4 million increased 1% with the addition of Leonard Valve and pricing benefits offsetting softer water heater industry volumes and weather-related production and shipping constraintsRest of World segment sales of $200.7 million decreased 11% due to continued challenges in the consumer... More