US · Industrials · Specialty Industrial Machinery
EPS came in at 0.93 against a street estimate of 0.90 — a beat of 3.3%.
Analysts rate Smith AO Corporation a hold (3 buy, 8 hold, 2 sell out of 13) with an average price target of $66.50.
MIXED Q2 beat EPS ($1.03 vs $0.96 est), modest revenue decline. North America organic growth 3%; boiler +21%. China weak. FY26 guide cut: 2–3% sales, $3.70–$3.85 EPS (vs prior 2–4%, $3.70–$4.00) on softer residential water heater demand. Q2 2026 North America organic sales +3% excluding Leonard Valve; company-wide sales ~$1B. China assessment remains open-ended; all outcomes still possible. Analysts pressed on margin phasing, residential water heater elasticity, wholesale channel evolution, and China outcome. Management emphasized easier comps, lower pull-forward expectations, competitive moat (brand/scale/service), and continued assessment of all options for China. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 7.76% |
| BlackRock Inc | 6.00% |
| Vanguard Capital Management, LLC | 5.42% |
| Vanguard Portfolio Management, LLC | 5.25% |
| State Street Corp | 4.90% |
| Amvescap Plc. | 4.12% |
| American Century Companies Inc | 3.52% |
| Geode Capital Management, LLC | 2.78% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $940.5 million, down from $942.5 million in the third quarter of 2025. • Third-quarter net earn | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 sales were $940.5 million, compared with $942.5 million in Q3 2025. • Net earnings were $126.3 million, down 4% from $132 | 2026-10-29 |
| Reg FD disclosure · Q4 2026 BUSINESS & SEGMENT HIGHLIGHTS • A. O. Smith entered into definitive agreements with CPE, an alternative asset manager, to sell an 81% interest in its | 2026-10-28 |
| Quarterly report · Q2 2026 A.O. SMITH CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q2 2026: $1,004.3 million vs. $1,011.3 million Q2 2025 (down 0.7%) • Net | 2026-07-30 |
| Results announced · Q3 2026 A. O. SMITH CORPORATION – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 sales: $1,004.3 million (down 1% YoY from $1,011.3 million) • Q2 2026 | 2026-07-30 |
| Board / officer change · Q2 2026 A.O. SMITH CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • No financial numbers provided – this is a management transition announcement, not a fin | 2026-06-22 |
| Board / officer change · Q2 2026 A.O. SMITH CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • CFO Transition Effective July 1, 2026: Carrie Anderson appointed as Executive Vice Presid | 2026-05-19 |
| Quarterly report · Q1 2026 A.O. SMITH CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales: $945.6 million (Q1 2026) vs $963.9 million (Q1 2025) — down 1.9% • Net E | 2026-04-30 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.38 / share ex-date Oct 30, 2026 · pay Nov 16, 2026 | 2026-10-30 |
| Dividend | $0.36 / share ex-date Jul 31, 2026 · pay Aug 17, 2026 | 2026-07-31 |
| Dividend | $0.36 / share ex-date Apr 30, 2026 · pay May 15, 2026 | 2026-04-30 |
| Dividend | $0.36 / share ex-date Jan 30, 2026 · pay Feb 17, 2026 | 2026-01-30 |
| Dividend | $0.36 / share ex-date Oct 31, 2025 · pay Nov 17, 2025 | 2025-10-31 |
| Announcement | Date |
|---|---|
| Company agrees to sell an 81% interest in its China business to CPE A. O. Smith announced an agreement to sell an 81% ownership stake in its China business to CPE, an alternative asset manager. The deal is not yet closed: it depends on customary closing cond | 2026-10-28 |
| Acquisition of Leonard Valve financed with $470 million term loan A.O. Smith Corporation borrowed $470 million through a three-year term loan (maturing January 2029) to finance its acquisition of Leonard Valve, a leading manufacturer of thermostatic and di | 2026-01-06 |
| Signed definitive agreement to acquire Leonard Valve for $470 million A.O. Smith Corporation announced on November 12, 2025, that it has agreed to acquire Leonard Valve Company (LVC Holdco LLC) for $470 million. Leonard Valve, which also operates under the Hea | 2025-11-12 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.