A. O. Smith Q2 EPS $0.91, down 15% YoY; narrows FY2026 adjusted EPS guidance to $3.70-$3.85

SMITH A O CORP

Q2 net sales $1.00B (-1% YoY); diluted EPS $0.91 (-15%); adjusted EPS $1.03 (-4%).
North America sales +5% to $820.5M (organic +3%); segment margin 21.6% (25.4% prior) due to restructuring charges.
Rest of World sales -19% to $194.9M; China sales -28% in local currency on weak demand.
FY2026 outlook: sales growth 2-3% (prev 2-4%); adjusted EPS $3.70-$3.85 (prev $3.70-$4.00).
Share repurchase target raised 50% to $300M; quarterly dividend $0.36 payable Aug 17.

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