UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________ FORM 10-Q ______________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025. or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number 1-475 _____ ...

Key Takeaways AOS posted Q2 EPS of $1.07, beating estimates and rising 1% year over year.Q2 sales fell 1% to $1.01B due to weak water heater volumes and lower China revenues.AOS raised 2025 sales guidance to $3.85-$3.93B and EPS forecast to $3.70-$3.90.A. O. Smith Corporation’s (AOS) second-quarter 2025 adjusted earnings of $1.07 per share beat the Zacks Consensus Estimate of 97 cents. The bottom line increased 1% on a year-over-year basis.Net sales of $1.01 billion also surpassed the consensus estimate of ...

A. O. Smith (AOS) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Company ParticipantsHelen Gurholt - Vice President of Investor Relations and Financial Planning & AnalysisStephen Shafer - President, Director & CEOCharles Lauber - EVP & CFOSaree Boroditsky - SVP - Multi-IndustrialsDamian Karas - Executive DirectorJeffrey Hammond - Managing DirectorNathan Jones - Managing DirectorDavid Macgregor - PresidentAndrew Kaplowitz - Managing DirectorConference Call ParticipantsMichael Halloran - Senior Research Anal ...

A. O. Smith (AOS) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded.I would now like to hand the conference over to your speaker today, Helen Please begin.Speaker1Good morning, and welcome to t ...

Second Quarter 2025 Results July 24, 2025 Second Quarter 2025 Earnings Presentation | 1 Second Quarter 2025 Earnings Presentation | 2 Forward Looking Statements This presentation contains statements that we believe are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward- looking statements generally can be identified by the use of words such as "may," "will," "expect," "intend," "estimate," "anticipate," "believe," "continue," " forecast," "guidan ...

Exhibit 99.1 Media Relations: Curt Selby 414-359-4191 curt.selby@aosmith.com Investor Relations: Helen Gurholt 414-359-4157 hgurholt@aosmith.com FOR IMMEDIATE RELEASE July 24, 2025 A. O. Smith Reports Second Quarter Earnings Per Share (EPS) of $1.07 and Raises Full Year Outlook Second Quarter 2025 Highlights Second quarter sales of $779.0 million decreased 1% compared to a challenging prior year comparison as higher boiler sales were more than offset by lower water heater volumes. The second quarters of bot ...

Core Viewpoint - A. O. Smith Corporation (AOS) is expected to report second-quarter 2025 results on July 24, with mixed performance indicators suggesting potential challenges and opportunities ahead [1][9]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for A. O. Smith's revenues is $987.3 million, reflecting a 3.6% decline from the previous year [2]. - The consensus estimate for adjusted earnings is 97 cents per share, indicating an 8.4% decline year-over-year [2]. Segment Performance - The North-American segment is anticipated to benefit from strong demand for commercial boilers and water treatment products, although a decline of 3.4% year-over-year to $764 million is expected due to softness in the residential and commercial water heater industry [3]. - The Rest of World segment is projected to generate revenues of $234 million, down 4.5% from the prior year, primarily due to challenges in the Chinese real estate market affecting residential water treatment and gas water heating products [4]. Cost and Acquisition Impact - A. O. Smith has faced high costs and expenses, with labor shortages and increased material costs negatively impacting performance, despite some moderation in supply-chain constraints [5]. - Recent acquisitions, such as the Pureit business from Unilever and Impact Water Products, are expected to positively influence the company's top line and enhance its position in the water treatment industry [6][7]. Earnings Expectations - A. O. Smith has an Earnings ESP of +4.48%, with the Most Accurate Estimate at $1.01 per share, suggesting a potential earnings beat despite the projected decline in EPS [8][9].

Wall Street analysts forecast that A.O. Smith (AOS) will report quarterly earnings of $0.97 per share in its upcoming release, pointing to a year-over-year decline of 8.5%. It is anticipated that revenues will amount to $987.3 million, exhibiting a decrease of 3.6% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.6% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projecti ...

A.O. Smith (AOS) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 24. On the ...

Core Viewpoint - A. O. Smith Corporation is set to release its second quarter 2025 financial results on July 24, 2025, before the market opens, followed by an investor conference call at 10:00 a.m. EDT [1] Company Overview - A. O. Smith Corporation is headquartered in Milwaukee, Wisconsin, and is recognized as a global leader in innovative technology and energy-efficient solutions for products marketed worldwide [2] - The company is a leading manufacturer of residential and commercial water heating equipment, boilers, and water treatment products, and is listed on the New York Stock Exchange under the ticker symbol AOS [2]