AOS · Smith A O Corp
$62.17
-0.33 (-0.53%)
At close · Aug 14
Market Cap
$8.44B
Shares
135.91M
Smith A O Corp Earnings Call Transcripts
Every quarterly earnings call for Smith A O Corp (AOS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼4.4%
$874.20M
$109.80M
'22 Q3
22-10-27
▼6%
$936.10M
−$120.10M
'22 Q4
23-01-31
▼1.2%
$966.40M
$126.90M
'23 Q1
23-04-27
▼0.5%
$960.80M
$157.00M
'23 Q2
23-07-27
▲7.2%
$937.50M
$135.40M
'23 Q3
23-10-26
▲5.6%
$988.10M
$137.30M
'23 Q4
24-01-30
▲1.3%
$978.80M
$147.60M
'24 Q1
24-04-25
▲6.6%
$1.02B
$156.20M
'24 Q2
24-07-23
▼3.7%
$902.60M
$120.10M
'24 Q3
24-10-22
▼7.7%
$912.40M
$109.70M
'24 Q4
25-01-30
▼1.5%
$963.90M
$136.60M
'25 Q1
25-04-29
▼1.3%
$1.01B
$152.20M
'25 Q2
25-07-24
▲4.4%
$942.50M
$132.00M
'25 Q3
25-10-28
▲0%
$912.50M
$125.40M
'25 Q4
26-01-29
▼1.9%
$945.60M
$118.00M
'26 Q1
26-04-30
LATEST
▼0.7%
$1.00B
$124.90M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
Second Quarter 2026 Earnings Call
Balanced tone
Pricing and demand pull-forward
North America water heater market
Boiler growth
Revenue
$1.00B
▼ 0.7% YoY Diluted EPS
$0.91
▼ 15% YoY Gross margin
38.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Smith A O Corp Q1 FY2026 Earnings Call
Cautious tone
North America Water Heater Demand
China Market Weakness
Boilers Growth
Revenue
$945.60M
▼ 1.9% YoY Diluted EPS
$0.85
▼ 10.5% YoY Gross margin
38.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-01-29
Smith A O Corp Q4 FY2025 Earnings Call
Positive tone
North America water heater performance
China challenges and restructuring
Leonard Valve acquisition
Revenue
$912.50M*
▲ 0% YoY Gross margin
38.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-28
Smith A O Corp Q3 FY2025 Earnings Call
Balanced tone
China Market Headwinds
North America Water Heater & Boiler Performance
2025 EPS Guidance & Outlook
Revenue
$942.50M
▲ 4.4% YoY Diluted EPS
$0.94
▲ 14.6% YoY Gross margin
38.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
Smith A O Corp Q2 FY2025 Earnings Call
Balanced tone
Full-year guidance update
Tariffs and input costs
China business strategic review
Revenue
$1.01B
▼ 1.3% YoY Diluted EPS
$1.07
▲ 0.9% YoY Gross margin
39.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-29
Smith A O Corp Q1 FY2025 Earnings Call
Positive tone
Tariff impact and mitigation
Mexico/Juarez capacity ramp
Pricing actions
Revenue
$963.90M
▼ 1.5% YoY Diluted EPS
$0.95
▼ 5% YoY Gross margin
38.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-30
Smith A O Corp Q4 FY2024 Earnings Call
Balanced tone
North America Water Heater Demand
Forward Guidance
China Restructuring
Revenue
$912.40M*
▼ 7.7% YoY Gross margin
37.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-22
Smith A O Corp Q3 FY2024 Earnings Call
Cautious tone
China consumer demand weakness
Boiler growth and share gains
North America water heater softness
Revenue
$902.60M
▼ 3.7% YoY Diluted EPS
$0.82
▼ 8.9% YoY Gross margin
37.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-23
Smith A O Corp Q2 FY2024 Earnings Call
Confident tone
North America water heater and boiler growth
Full-year 2024 EPS guidance
India growth and Pureit acquisition
Revenue
$1.02B
▲ 6.6% YoY Diluted EPS
$1.06
▲ 1.9% YoY Gross margin
38.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Smith A O Corp Q1 FY2024 Earnings Call
Positive tone
China and Rest of World growth
New tankless product launch and tariffs
North America water heater volumes and pricing
Revenue
$978.80M
▲ 1.3% YoY Diluted EPS
$1.00
▲ 19% YoY Gross margin
39.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-30
Smith A O Corp Q4 FY2023 Earnings Call
Positive tone
North America Water Heater Demand
China and Rest of World Performance
Pricing Actions
Revenue
$988.10M*
▲ 5.6% YoY Gross margin
37.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Smith A O Corp Q3 FY2023 Earnings Call
Revenue
$937.50M
▲ 7.2% YoY Diluted EPS
$0.90
▲ 26.8% YoY Gross margin
38.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Smith A O Corp Q2 FY2023 Earnings Call
Revenue
$960.80M
▼ 0.5% YoY Diluted EPS
$1.04
▲ 28.4% YoY Gross margin
40.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Smith A O Corp Q1 FY2023 Earnings Call
Revenue
$966.40M
▼ 1.2% YoY Diluted EPS
$0.84
▲ 10.5% YoY Gross margin
38.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-31
Smith A O Corp Q4 FY2022 Earnings Call
Revenue
$936.10M*
▼ 6% YoY Gross margin
37.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-27
Smith A O Corp Q3 FY2022 Earnings Call
Revenue
$874.20M
▼ 4.4% YoY Diluted EPS
$0.71
▼ 13.4% YoY Gross margin
34.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
Smith A O Corp Q2 FY2022 Earnings Call
Revenue
$965.90M
▲ 12.3% YoY Diluted EPS
$0.81
▲ 11% YoY Gross margin
34.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
Smith A O Corp Q1 FY2022 Earnings Call
Revenue
$977.70M
▲ 27.1% YoY Diluted EPS
$0.76
▲ 26.7% YoY Gross margin
34.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-01-27
Smith A O Corp Q4 FY2021 Earnings Call
Revenue
$995.50M*
▲ 19.3% YoY Gross margin
36.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-28
Smith A O Corp Q3 FY2021 Earnings Call
Revenue
$914.60M
▲ 20.3% YoY Diluted EPS
$0.82
▲ 26.2% YoY Gross margin
37.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Smith A O Corp Q2 FY2021 Earnings Call
Revenue
$859.80M
▲ 29.5% YoY Diluted EPS
$0.73
▲ 73.8% YoY Gross margin
37.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
Smith A O Corp Q1 FY2021 Earnings Call
Revenue
$769.00M
▲ 20.7% YoY Diluted EPS
$0.60
▲ 87.5% YoY Gross margin
37.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-28
Smith A O Corp Q4 FY2020 Earnings Call
Revenue
$834.50M
▲ 11.1% YoY Diluted EPS
$0.74
▲ 32.1% YoY Gross margin
38.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Smith A O Corp Q3 FY2020 Earnings Call
Revenue
$760.00M
▲ 4.4% YoY Diluted EPS
$0.65
▲ 22.6% YoY Gross margin
39.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
Smith A O Corp Q2 FY2020 Earnings Call
Revenue
$663.90M
▼ 13.3% YoY Diluted EPS
$0.42
▼ 31.1% YoY Gross margin
37.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Smith A O Corp Q1 FY2020 Earnings Call
Revenue
$636.90M
▼ 14.9% YoY Diluted EPS
$0.32
▼ 39.6% YoY Gross margin
37.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-28
Smith A O Corp Q4 FY2019 Earnings Call
Revenue
$750.90M
▼ 7.6% YoY Diluted EPS
$0.56
▼ 24.3% YoY Gross margin
39.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
91142
CUSIP
831865209
13F (30d)
578 filings
546 filers
Visit website
Investor relations