A. O. Smith’s Q3 2025 Earnings: What to Expect

Core Insights - A.O. Smith Corporation (AOS) is a leading global manufacturer of water heating and treatment products with a market cap of $10 billion [1] - The company is expected to report non-GAAP earnings of $0.89 per share for Q3, reflecting an 8.5% increase from the previous year [2] - AOS has shown a mixed performance in meeting earnings expectations, surpassing or matching projections in three of the last four quarters [2] Financial Performance - For the current year, AOS's earnings are projected to be $3.83 per share, a 2.7% increase from $3.73 per share in the previous year [3] - In fiscal 2026, earnings are expected to rise by 8.9% year-over-year to $4.17 per share [3] - Following Q2 results, AOS's shares rose 3.6%, with an EPS of $1.07 exceeding the estimate of $0.97 and revenue reaching $1 billion, surpassing projections [5] Stock Performance - AOS stock has declined by 17.8% over the past 52 weeks, underperforming the Industrial Select Sector SPDR Fund's 14.8% increase and the S&P 500 Index's 17.4% rise [4] - The consensus opinion on AOS is moderately bullish, with a "Moderate Buy" rating from analysts [6] - The mean price target for AOS is $80.09, indicating a potential upside of 12.7% from current levels [6]