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AOS · Smith A O Corp · Earnings Call Transcripts & Audio

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$56.37 -1.65 (-2.84%) At close · Sep 30
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$7.89B
Shares
135.91M
Volume · Sep 30 2.28M Avg daily vol (3M) 1.54M

Smith A O Corp Earnings Call Transcripts

Quarterly earnings calls for Smith A O Corp (AOS), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

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
Smith A O Corp (AOS) Q2 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Smith A O Corp (AOS) Q1 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-01-29
Smith A O Corp (AOS) Q4 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-10-28
Smith A O Corp (AOS) Q3 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
Smith A O Corp (AOS) Q2 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-04-29
Smith A O Corp (AOS) Q1 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-01-30
Smith A O Corp (AOS) Q4 2024 Earnings Call Transcript
Balanced tone North America Water Heater Demand Forward Guidance China Restructuring
Revenue
$912.40M*
▼ 7.7% YoY
Gross margin
37.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-10-22
Smith A O Corp (AOS) Q3 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-07-23
Smith A O Corp (AOS) Q2 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Smith A O Corp (AOS) Q1 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-01-30
Smith A O Corp (AOS) Q4 2023 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Smith A O Corp (AOS) Q3 2023 Earnings Call Transcript
Revenue
$937.50M
▲ 7.2% YoY
Diluted EPS
$0.90
▲ 26.8% YoY
Gross margin
38.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Smith A O Corp (AOS) Q2 2023 Earnings Call Transcript
Revenue
$960.80M
▼ 0.5% YoY
Diluted EPS
$1.04
▲ 28.4% YoY
Gross margin
40.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Smith A O Corp (AOS) Q1 2023 Earnings Call Transcript
Revenue
$966.40M
▼ 1.2% YoY
Diluted EPS
$0.84
▲ 10.5% YoY
Gross margin
38.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-01-31
Smith A O Corp (AOS) Q4 2022 Earnings Call Transcript
Revenue
$936.10M*
▼ 6% YoY
Gross margin
37.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-10-27
Smith A O Corp (AOS) Q3 2022 Earnings Call Transcript
Revenue
$874.20M
▼ 4.4% YoY
Diluted EPS
$0.71
▼ 13.4% YoY
Gross margin
34.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
Smith A O Corp (AOS) Q2 2022 Earnings Call Transcript
Revenue
$965.90M
▲ 12.3% YoY
Diluted EPS
$0.81
▲ 11% YoY
Gross margin
34.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
Smith A O Corp (AOS) Q1 2022 Earnings Call Transcript
Revenue
$977.70M
▲ 27.1% YoY
Diluted EPS
$0.76
▲ 26.7% YoY
Gross margin
34.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-01-27
Smith A O Corp (AOS) Q4 2021 Earnings Call Transcript
Revenue
$995.50M*
▲ 19.3% YoY
Gross margin
36.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-10-28
Smith A O Corp (AOS) Q3 2021 Earnings Call Transcript
Revenue
$914.60M
▲ 20.3% YoY
Diluted EPS
$0.82
▲ 26.2% YoY
Gross margin
37.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Smith A O Corp (AOS) Q2 2021 Earnings Call Transcript
Revenue
$859.80M
▲ 29.5% YoY
Diluted EPS
$0.73
▲ 73.8% YoY
Gross margin
37.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
Smith A O Corp (AOS) Q1 2021 Earnings Call Transcript
Revenue
$769.00M
▲ 20.7% YoY
Diluted EPS
$0.60
▲ 87.5% YoY
Gross margin
37.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-01-28
Smith A O Corp (AOS) Q4 2020 Earnings Call Transcript
Revenue
$834.50M
▲ 11.1% YoY
Diluted EPS
$0.74
▲ 32.1% YoY
Gross margin
38.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Smith A O Corp (AOS) Q3 2020 Earnings Call Transcript
Revenue
$760.00M
▲ 4.4% YoY
Diluted EPS
$0.65
▲ 22.6% YoY
Gross margin
39.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
Smith A O Corp (AOS) Q2 2020 Earnings Call Transcript
Revenue
$663.90M
▼ 13.3% YoY
Diluted EPS
$0.42
▼ 31.1% YoY
Gross margin
37.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Smith A O Corp (AOS) Q1 2020 Earnings Call Transcript
Revenue
$636.90M
▼ 14.9% YoY
Diluted EPS
$0.32
▼ 39.6% YoY
Gross margin
37.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-01-28
Smith A O Corp (AOS) Q4 2019 Earnings Call
Revenue
$750.90M
▼ 7.6% YoY
Diluted EPS
$0.56
▼ 24.3% YoY
Gross margin
39.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–27 of 27 earnings calls
Key facts CIK 91142 CUSIP 831865209 13F (30d) 18 filings 14 filers Visit website Investor relations