earnings
confidence high
sentiment negative
materiality 0.70
A. O. Smith reports 2024 sales $3.8B, EPS $3.63; guides 2025 EPS $3.60-$3.90
SMITH A O CORP
2025-FY EPS
reported $3.63
vs consensus $0.85
▲ beat
(+326.7%)
- Full-year sales $3.818B (-1% YoY), net earnings $533.6M, diluted EPS $3.63 (-2%).
- North America sales $3.0B (flat); Rest of World sales $918.6M (-4%) on China weakness.
- Restructuring & impairment charges of $17.6M in China and North America water treatment.
- Board approved $0.34/share dividend (payable Feb 18); expects ~$400M in share repurchases in 2025.
- 2025 guidance: sales $3.8-3.9B, adjusted EPS $3.60-$3.90; China single-digit sales decline expected.