# A. O. Smith (AOS) — Earnings

AOS · NYSE · Stock

Canonical page: https://www.lighthorse.io/tickers/aos/earnings

## Most recent quarter

| Metric | Value |
| --- | --- |
| Fiscal period | Q2 2026 |
| Period end | Jun 30, 2026 |
| EPS actual | $1.03 |
| EPS estimate | $0.96 |
| EPS surprise | +7.67% |
| Revenue surprise | +0.95% |
| Revenue | $1.0B |
| Revenue estimate | $994.9M |
| Reported | Jul 30, 2026 |
| SEC filing | [View filing](https://www.sec.gov:443/Archives/edgar/data/91142/000009114226000098/aos-20260630.htm) |
| Earnings call | [Transcript](http://o.thsi.cn/dc-d-stock-america.teleconference/053435aa-0bcb-d422-5d7d-dfc8c5a15d33.html) |

A. O. Smith reported Q2 2026 results on July 30, 2026. Earnings per share were $1.03, ahead of the $0.96 estimate by 7.67%. Revenue was $1.0 billion, slightly above the $994.9 million consensus. Compared with Q2 2025, EPS fell about 4% from $1.07, while revenue was level at $1.0 billion. EPS rose about 21% from Q1 2026's $0.85.

The longer record is mostly flat. Annual EPS rose from $3.14 in 2022 to $3.82 in 2023, then held near that level at $3.73 in 2024 and $3.86 in 2025. Revenue stayed between about $3.75 billion and $3.85 billion a year over that span. The first half of 2026 added up to $1.88 per share, about 7% below the same period of 2025. Quarterly EPS in the table ranged from $0.69 in Q3 2022 to $1.07 in Q2 2025. Over the last 20 quarters, A. O. Smith beat the EPS estimate 15 times and missed five times.

A. O. Smith reported Q3 between October 22 and October 28 in each of the past five years. That points to late October 2026 for the next report. It will show whether the rebound from Q1 carries into the second half.

## Earnings history

| Fiscal period | Report date | EPS estimate | EPS actual | Surprise | Revenue estimate | Revenue actual |
| --- | --- | --- | --- | --- | --- | --- |
| Q2 2026 | Jul 30, 2026 | $0.96 | $1.03 | 7.67% | $994.9M | $1.0B |
| Q1 2026 | Apr 30, 2026 | $0.94 | $0.85 | -9.74% | $974.1M | $945.6M |
| Q4 2025 | Jan 29, 2026 | $0.84 | $0.90 | 6.95% | $928.3M | $912.5M |
| Q3 2025 | Oct 28, 2025 | $0.91 | $0.94 | 3.65% | $948.0M | $942.5M |
| Q2 2025 | Jul 24, 2025 | $0.99 | $1.07 | 8.54% | $997.6M | $1.0B |
| Q1 2025 | Apr 29, 2025 | $0.91 | $0.95 | 4.26% | $953.2M | $963.9M |
| Q4 2024 | Jan 30, 2025 | $0.89 | $0.85 | -4.79% | $953.9M | $912.4M |
| Q3 2024 | Oct 22, 2024 | $0.95 | $0.82 | -13.69% | $957.8M | $902.6M |
| Q2 2024 | Jul 23, 2024 | $1.07 | $1.06 | -0.50% | $1.0B | $1.0B |
| Q1 2024 | Apr 25, 2024 | $0.99 | $1.00 | 1.34% | $995.9M | $978.8M |
| Q4 2023 | Jan 30, 2024 | $0.96 | $0.97 | 1.37% | $985.9M | $988.1M |
| Q3 2023 | Oct 26, 2023 | $0.79 | $0.90 | 13.38% | $910.8M | $937.5M |
| Q2 2023 | Jul 27, 2023 | $0.90 | $1.01 | 11.85% | $961.2M | $960.8M |
| Q1 2023 | Apr 27, 2023 | $0.78 | $0.94 | 20.11% | $924.1M | $966.4M |
| Q4 2022 | Jan 31, 2023 | $0.79 | $0.86 | 9.11% | $919.2M | $936.1M |
| Q3 2022 | Oct 27, 2022 | $0.87 | $0.69 | -20.59% | $964.5M | $874.2M |
| Q2 2022 | Jul 28, 2022 | $0.81 | $0.82 | 0.99% | $959.8M | $965.9M |
| Q1 2022 | Apr 28, 2022 | $0.75 | $0.77 | 2.78% | $969.2M | $977.7M |
| Q4 2021 | Jan 27, 2022 | $0.77 | $0.87 | 13.22% | $963.7M | $995.5M |
| Q3 2021 | Oct 28, 2021 | $0.68 | $0.82 | 20.57% | $852.3M | $914.6M |

## Frequently Asked Questions

### When did A. O. Smith (AOS) last report earnings?

A. O. Smith last reported on Jul 30, 2026, covering fiscal Q2 2026.

### Did AOS beat earnings estimates?

Yes. A. O. Smith reported EPS of $1.03 for Q2 2026 against a $0.96 estimate — a 7.67% beat.

### How much revenue did AOS report last quarter?

A. O. Smith reported $1.0B in revenue for Q2 2026, against a consensus estimate of $994.9M.

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Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).