A. O. Smith Q1 EPS $0.85, sales $946M; cuts 2026 guidance on China weakness

SMITH A O CORP

2026-Q1 EPS reported $0.85 revenue$945,600,000

Diluted EPS $0.85 vs $0.95 YoY; net earnings $118M, down 14%.
North America segment sales $753.4M (+1%) with Leonard Valve; soft water heater volumes and weather disruptions.
Rest of World sales $200.7M (-11%); China sales down 17% in local currency on weak consumer demand.
Full-year 2026 adjusted EPS guidance lowered to $3.70-$4.00 (from $3.85-$4.15); sales growth 2%-4%.
Board approved $0.36/share dividend payable May 15; Q1 share repurchases $51.3M (0.7M shares).

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

SMITH A O CORP updated its full year 2026 guidance (lowered).

Period: full year 2026
Guidance: lowered
Result: guidance update

Exact text from the filing

the Company also lowered its full-year 2026 adjusted EPS outlook to be between $3.70 and $4.00, down from $3.85 to $4.15

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

SMITH A O CORP reported the quarter ended March 31, 2026 results: revenue $945.6 million, net income $118.0 million, EPS $0.85.

Period: the quarter ended March 31, 2026
Revenue: $945.6 million
Net income: $118.0 million
EPS: $0.85
Result: reported results

Exact text from the filing

Reports First Quarter 2026 Results and Lowers Full Year 2026 Outlook First Quarter 2026 Highlights (Comparisons are year-over-year (“YoY”), unless otherwise noted) • Sales of $946 million; net earnings of $118 million and diluted earnings per share (EPS) of $0.85 • North America segment sales of $753.4 million increased 1% with the addition of Leonard Valve and

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SMITH A O CORP filing history →

Source: SEC EDGAR

accession 0000091142-26-000082

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