Here's What Key Metrics Tell Us About A.O. Smith (AOS) Q4 Earnings

Core Insights - A.O. Smith reported $912.4 million in revenue for Q4 2024, a year-over-year decline of 7.7% and a surprise of -4.17% compared to the Zacks Consensus Estimate of $952.05 million [1] - The company's EPS for the same period was $0.85, down from $0.97 a year ago, with an EPS surprise of -4.49% against the consensus estimate of $0.89 [1] Financial Performance - Revenue from North America was $689.80 million, below the estimated $730.99 million, reflecting a -6.5% change year-over-year [4] - Inter-segment sales reported at -$14 million, slightly worse than the average estimate of -$12.80 million, but showing a significant year-over-year increase of +38.6% [4] - Revenue from the Rest of World segment was $236.60 million, slightly above the average estimate of $234.62 million, but down -9.1% year-over-year [4] - Segment Operating Earnings (GAAP) for corporate expenses were reported at -$8.20 million, better than the average estimate of -$15.72 million [4] Market Performance - A.O. Smith's shares returned +1.5% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]