AOS Earnings Date: Feb 4, 2027 (Estimated) — A. O. Smith Corporation
NYSE · Industrials · Specialty Industrial Machinery
Updated
When is AOS's next earnings date?
A. O. Smith Corporation (AOS) is expected to report Q4 2026 earnings on Thursday, February 4, 2027 at 6:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $0.96 on revenue of $978.9M.
How did AOS do in its last earnings report?
In its most recent report on Oct 29, 2026 (Q3 2026), A. O. Smith Corporation posted EPS of $0.93 versus the $0.90 estimate, a beat of 3.9%. Revenue was $940.5M against a $960.2M estimate. The stock's 1-day post-earnings move was +4.3%.
How much does AOS stock move after earnings?
AOS beat EPS estimates in 4 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 3.8% (up or down) in the day after earnings.
About A. O. Smith Corporation
A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.
🤖 AI Earnings Analysis
A.O. Smith’s industrial and water-heating results are mixed: $941M revenue missed estimates and was essentially flat year over year, despite a $0.93 EPS beat. The $3.70–$3.85 EPS outlook implies resilience, not a clear growth rebound.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-29 | Q3 2026 | 0.90 | 0.93 | +3.91% | $940.5M | ✅ Beat | +4.31% | — | — |
| 2026-07-30 | Q2 2026 | 0.95 | 1.03 | +8.42% | $1.00B | ✅ Beat | -3.61% | +2.45% | +0.46% |
| 2026-04-30 | Q1 2026 | 0.94 | 0.85 | -9.57% | $945.6M | ❌ Miss | -2.34% | -3.57% | -10.42% |
| 2026-01-29 | Q4 2025 | 0.84 | 0.90 | +7.14% | $912.5M | ✅ Beat | +5.30% | +13.35% | +12.80% |
| 2025-10-28 | Q3 2025 | 0.90 | 0.94 | +4.44% | $942.5M | ✅ Beat | -2.58% | -3.77% | -4.14% |
| 2025-01-30 | Q4 2024 | 0.89 | 0.85 | -4.49% | $912.4M | ❌ Miss | -2.76% | -4.68% | -3.46% |
| 2024-10-22 | Q3 2024 | 0.83 | 0.82 | -1.20% | $902.6M | ❌ Miss | -0.49% | -2.03% | -8.73% |
| 2024-07-23 | Q2 2024 | 1.06 | 1.06 | +0.00% | $1.02B | ➖ Inline | -9.39% | -4.85% | -8.67% |
Showing last 8 quarters.
Revenue by segment & region
By region
Q3 FY26 · $954.4M total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| North America | 79.8% | $761.6M | +2.5% | $748.7M | $779.0M | $742.8M | $348.6M |
| Rest of World | 20.2% | $192.8M | -7.3% | $226.7M | $240.1M | $207.9M | $536.4M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.