earnings
confidence high
sentiment neutral
materiality 0.75
A. O. Smith Q3 EPS $0.94 up 15% YoY; narrows FY2025 EPS guidance to $3.70-$3.85
SMITH A O CORP
2025-Q3 EPS reported
$2.95
revenue$2,917,700,000
- Sales $942.5M (+4% YoY); net earnings $132M (+10%); diluted EPS $0.94 (+15%).
- North America sales $742.8M (+6%); segment operating margin 24.2% (+110 bps).
- China local currency sales down 12%; Rest of World sales $207.9M (-1%).
- Updated FY2025 outlook: sales flat to up 1%; EPS guidance $3.70-$3.85 (midpoint lowered).
- Cash from operations $433.7M in 9M (+21%); free cash flow $380.5M (+35%); dividend raised 6%.
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