Unlocking Q3 Potential of A.O. Smith (AOS): Exploring Wall Street Estimates for Key Metrics

Core Viewpoint - A.O. Smith (AOS) is expected to report a decline in quarterly earnings and revenues, with significant downward revisions in earnings projections by analysts [1][2]. Financial Performance - The anticipated quarterly earnings per share (EPS) for A.O. Smith is $0.82, reflecting an 8.9% decrease year-over-year [1]. - Analysts forecast revenues of $901.55 million, indicating a 3.8% decline compared to the previous year [1]. - The consensus EPS estimate has been revised down by 12.7% in the last 30 days, highlighting a reassessment by covering analysts [1]. Geographic Revenue Insights - North America revenue is projected to be $708.50 million, showing a slight decrease of 0.2% from the year-ago quarter [2]. - Revenue from the Rest of the World is expected to be $215.40 million, reflecting a year-over-year decline of 7.7% [2]. Segment Operating Earnings - Segment Operating Earnings (NON-GAAP) for North America is estimated at $161.92 million, down from $170 million in the same quarter last year [2]. - Segment Operating Earnings (NON-GAAP) for the Rest of the World is forecasted to be $18.38 million, compared to $23.20 million reported in the previous year [3]. - Segment Operating Earnings (GAAP) for North America is expected to reach $170.42 million, consistent with the year-ago figure [3]. - Segment Operating Earnings (GAAP) for the Rest of the World is projected at $16.90 million, down from $23.20 million in the same quarter last year [3]. Stock Performance - A.O. Smith shares have experienced a return of -3.2% over the past month, contrasting with a +3.8% change in the Zacks S&P 500 composite [3]. - The company holds a Zacks Rank 5 (Strong Sell), indicating expectations of underperformance relative to the overall market in the near future [3].