$59.35
▲ +0.0% Today
as of Jul 22, 16:45 ET
Last 30 days
Recent Press Releases & News
AOS: Lowering target price to $56.00
AOS: What does Argus have to say about AOS?
Q1 Earnings Outperformers: A. O. Smith (NYSE:AOS) And The Rest Of The HVAC and Water Systems Stocks
Overview
52-week range
$54
$82
19% of range
Avg surprise (last 2)
+7.9%
Avg reaction (last 2)
+3.5%
100% positive
Latest IV / EM
37%
EM ±8.4% · $60 · Aug 21
Earnings trends
EPS — actual vs estimate
Actual Estimate
Revenue vs Net Income
Revenue Net income
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Tue Mar 31, 2026 | Mar 2026 | $0.85 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $0.94 | — | — | — | — | financials |
| Thu Jul 24, 2025 | Jun/2025 | $1.07 | $0.97 | +10.3% | — | +3.6% | earnings |
| Tue Apr 29, 2025 | Mar/2025 | $0.95 | $0.90 | +5.6% | — | +3.5% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $0.82 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $1.06 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $1.00 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $0.90 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $1.04 | — | — | — | — | financials |
Upcoming
| Date | Fiscal | Time | EPS Est | LY EPS | YoY %Δ |
|---|---|---|---|---|---|
| Thu Jul 30, 2026 | Jun/2026 | BMO | $0.96 | $1.07 | -10.3% |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $946M | — | $942M | $1.01B | $964M | — | $903M | $1.02B |
| Cost of revenue | $580M | — | $578M | $614M | $588M | — | $565M | $628M |
| Gross profit | $366M | — | $364M | $397M | $375M | — | $337M | $396M |
| Operating income | $162M | — | $175M | $206M | $184M | — | $158M | $208M |
| Net income | $118M | — | $132M | $152M | $137M | — | $120M | $156M |
| EPS (diluted) | $0.85 | — | $0.94 | $1.07 | $0.95 | — | $0.82 | $1.06 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $185M | $174M | $153M | $178M | $173M | $240M | $219M | $216M |
| Inventory | $488M | $479M | $507M | $519M | $533M | $532M | $555M | $545M |
| Total current assets | $1.37B | $1.29B | $1.32B | $1.39B | $1.42B | $1.39B | $1.41B | $1.48B |
| Total assets | $3.65B | $3.14B | $3.17B | $3.25B | $3.27B | $3.24B | $3.15B | $3.20B |
| Long-term debt | $574M | $113M | $167M | $284M | $260M | $183M | $110M | $130M |
| Total liabilities | $1.77B | $1.28B | $1.33B | $1.40B | $1.41B | $1.36B | $1.24B | $1.29B |
| Total equity | $1.88B | $1.86B | $1.84B | $1.85B | $1.86B | $1.88B | $1.92B | $1.91B |