AOSA. O. Smith
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.93Beat
- vs $0.90 expected on Oct 29
- Stock move on it
- +4.32%
- one session
- Typical move
- ±4.0%
- average over 2 reports
- Price
- $64.41
- −0.31% today · $8.10B cap
Past and upcoming reports
2
| Oct 29, 2026 | Sep 30, 2026 | Time not given | $0.90 | Beat$0.93 | +4.32% |
| Jul 30, 2026 | Jun 30, 2026 | Time not given | $0.94 | Beat$1.07 | −3.59% |
After the report
Jul 30, 2026 report
This covers the Jul 30, 2026 report. The Oct 29, 2026 numbers are in the table above.
A. O. Smith beats EPS by 11.5%, cash flow surges. stock edges up 0.6%
A. O. Smith reported Q2 2026 EPS of $1.07, beating the $0.96 estimate by 11.5%. Revenue growth remained tepid at +0.2% TTM, but North America sales rose 5% and cash flow surged. The stock gained 0.57% on the day but remains below its 200-day SMA, reflecting cautious market sentiment amid weak top-line momentum.
Reported against expected
BeatReported EPS $1.07 vs estimated $0.96, a beat of $0.11 (+11.5%).
Guidance
No explicit forward guidance provided in the payload. management highlighted cash flow strength and North America sales growth of 5%.
How the stock reacted
Stock closed at $60.15 on July 31, up 0.57% from prior close, with volume of 1.54M shares.
What changed
EPS beat by 11.5%, cash flow surged, North America sales up 5%.
What the price now assumes
Stock up 0.6% on beat but below 200-day SMA. market cautious on weak revenue growth.
What it means for the business
Upgrade bias if North America sales sustain. watch next quarter revenue acceleration.
The next one to three months, as we saw it then
Better case30%
Sustained North America demand and margin expansion drive revenue growth above 3%, lifting EPS and narrowing the PEG discount.
Base case50%
Revenue growth remains in the 2-4% range, EPS meets estimates, and the stock trades between $58 and $63 as valuation holds.
Worse case20%
Weak top-line persists, guidance disappoints, and short interest (8.1%) increases, pushing price below $58.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.