Catalyst

$AOS

A. O. Smith reported Q1 2026 sales of $946 million (down 2% YoY) and diluted EPS of $0.85 (down 11%), and lowered full-year 2026 adjusted EPS guidance to $3.70–$4.00, citing continued weakness in Chin

AOS

$61.72

+0.97%

What changed

$AOS A. O. Smith reported Q1 2026 sales of $946 million (down 2% YoY) and diluted EPS of $0.85 (down 11%), and lowered full-year 2026 adjusted EPS guidance to $3.70–$4.00, citing continued weakness in China's consumer appliance market. - REV -2% to $0.9B - EPS -11% to $0.85

Why it matters

Q3 earnings beat estimates by 8%, driven by 12% North America HVAC demand growth.

Sources

pipeline