AOS · Smith A O Corp
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. A.O. Smith narrowed 2026 guidance lower on continued residential water heater softness (sales growth 2-3%, adj. EPS $3.70-$3.85), while boosting share repurchases 50% to $300M and posting 67% YTD free cash flow growth; North America grew 5% led by 21% boiler growth, but China sales fell 28% in local currency and adj. North America margin slipped 100 bps on steel/tariff costs.
- + North America segment sales rose 5% to $820.5M with organic growth of 3% and a $16M contribution from Leonard Valve
- + YTD free cash flow increased 67% to $233M and the 2026 share repurchase target was raised 50% to $300M
- + North America water treatment restructuring expected to deliver $6-8M in annual savings beginning 2027
- − Full-year sales growth guidance narrowed to 2-3% and adj. EPS guidance narrowed to $3.70-$3.85 from prior $3.70-$4.00
- − Adjusted North America segment margin declined 100 bps to 24.4% as steel costs rose ~20% YoY and tariffs/input costs offset pricing
- − Q3 EPS is expected to be lower than both Q2 and Q4 as pre-buy pull-forward, higher steel costs, and tariff headwinds weigh on margins
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Industrial Machinery — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AOS
this stock
Smith A O Corp
|
$7.89B | -13.2% | +0.3% | 16.2 | 7.8% |
|
GEV
GE Vernova Inc.
|
$255.05B | +47.3% | +9.0% | 27.5 | 3.3% |
|
ETN
Eaton Corp plc
|
$170.89B | +36.0% | +10.3% | 44.8 | 2.0% |
|
SMERY
Siemens Energy AG/ADR
|
$139.03B | — | — | — | 0.0% |
|
PH
Parker-Hannifin Corp
|
$123.32B | +10.4% | +18.9% | 34.4 | 1.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AOS | -0.2% | -1.9% | -13.1% | -1.9% | -13.3% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | +1.0% | -1.5% | -26.2% | -1.5% | -25.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.