A.O. Smith (AOS) Lags Q4 Earnings and Revenue Estimates

Core Viewpoint - A.O. Smith reported quarterly earnings of $0.85 per share, missing the Zacks Consensus Estimate of $0.89 per share, and showing a decline from $0.97 per share a year ago, indicating an earnings surprise of -4.49% [1][2] Financial Performance - The company posted revenues of $912.4 million for the quarter ended December 2024, missing the Zacks Consensus Estimate by 4.17%, and down from $988.1 million year-over-year [2] - Over the last four quarters, A.O. Smith has surpassed consensus EPS estimates only once [2] Stock Performance - A.O. Smith shares have increased by approximately 1.5% since the beginning of the year, compared to a 2.7% gain in the S&P 500 [3] - The current Zacks Rank for A.O. Smith is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.98 on revenues of $993.81 million, and for the current fiscal year, it is $4.02 on revenues of $3.96 billion [7] - The trend of estimate revisions for A.O. Smith is mixed, which could change following the recent earnings report [6] Industry Context - The Manufacturing - Electronics industry, to which A.O. Smith belongs, is currently in the bottom 28% of over 250 Zacks industries, suggesting potential challenges ahead [8]