earnings
confidence high
sentiment negative
materiality 0.65
A. O. Smith Q1 2025 sales down 2% to $964M, EPS $0.95 vs $1.00
SMITH A O CORP
2025-Q1 EPS reported
$0.95
revenue$963,900,000
- Sales $963.9M (-2% YoY), net earnings $136.6M (-7%), diluted EPS $0.95 (-5%).
- North America sales -2% to $748.7M on lower water heater volumes; boiler sales +10%.
- Rest of World sales flat at $226.7M; China -4% in local currency, margin +200 bps.
- Repurchased $120.6M in Q1; reaffirmed full-year $400M buyback and $0.34 dividend.
- 2025 outlook maintained: sales flat to +2%, EPS $3.60-$3.90, excludes tariff impact.