
A.O. Smith (AOS) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
A.O. Smith (AOS) last issued guidance on July 30, 2026 for fiscal year 2026. The company guided earnings per share in the range of $3.7 - $3.85, compared to a consensus EPS estimate of $3.77. A.O. Smith also guided revenue in the range of $3.91B - $3.94B for the period.
Compared to prior guidance, A.O. Smith lowered its EPS outlook from a previous range of $3.7 - $4. On the revenue side, the company maintained its revenue forecast from a prior range of $3.91B - $3.94B.
A.O. Smith has issued 20 guidance updates between October 13, 2022 and July 30, 2026. During this period, the company raised its outlook 5 times and lowered it 5 times, providing investors with insight into management's evolving expectations.
| Metric | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $0.95 | $0.94 | $0.84 | $0.90 |
| Actual | $1.03 | $0.85 | $0.90 | $0.94 |
| Surprise | +8.42% | -9.57% | +7.14% | +4.44% |
| Revenue | ||||
| Estimate | $996.7M | $974.7M | $926.2M | $943.3M |
| Actual | $1.00B | $945.6M | $912.5M | $942.5M |
| Surprise | +0.73% | -2.98% | -1.48% | -0.08% |
| Metric | Q3 '26E | Q4 '26E | Q1 '27E | Q2 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $0.90 | $0.96 | $0.95 | $1.08 |
| Revenue | ||||
| Consensus | $962.5M | $978.9M | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q2 | Jul 30, 2026 | $1.03 | $0.95 | 8.42 % |
| Q1 | Apr 30, 2026 | $0.85 | $0.94 | -9.57 % |
| Q4 | Jan 29, 2026 | $0.90 | $0.84 | 7.14 % |
| Q3 | Oct 28, 2025 | $0.94 | $0.90 | 4.44 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q2 | Jul 30, 2026 | $1.00B | $996.68M | 0.73 % |
| Q1 | Apr 30, 2026 | $945.60M | $974.66M | -2.98 % |
| Q4 | Jan 29, 2026 | $912.50M | $926.17M | -1.48 % |
| Q3 | Oct 28, 2025 | $942.50M | $943.28M | -0.08 % |