A.O. Smith (AOS) Tops Q2 EPS by 5c, Beats on Revenue; Offers FY26 EPS Guidance

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A. O. Smith Reports Second Quarter 2026 Results

July 30, 2026 6:55 AM EDT

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

Sales of $1 billion; net earnings of $125 million and diluted earnings per share (EPS) of $0.91; adjusted earnings of $142 million1 and adjusted EPS of $1.031 North America segment sales of $820.5 million increased 5% driven by the Leonard Valve acquisition, 21% boiler sales growth and carryover pricing actions, partially offset by lower residential water heater volumesRest of World segment sales of $194.9 million... More