Record 2025 diluted EPS $3.85, North America margins expand to 24.4%; 2026 EPS guidance $3.85-$4.15

SMITH A O CORP

2025-FY EPS reported $3.85 revenue$3,830,200,000

Net sales $3.83B flat YoY; diluted EPS $3.85 up 6% to a record; net earnings $546.2M up 2%.
North America segment sales $3.0B, margin 24.4% (+40 bps) on pricing and higher commercial/boiler volumes.
Rest of World sales down 4% to $880M with China down 12%; India organic sales up 13% locally.
Leonard Valve acquisition closed Jan 2026, expected to add ~$70M in 2026 sales; water management platform.
2026 outlook: sales $3.9B-$4.02B (2-5% growth), EPS $3.85-$4.15; board added 5M share buyback authorization.

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