Core Insights - A.O. Smith (AOS) is expected to report quarterly earnings of $0.84 per share, a decline of 1.2% year-over-year, with revenues projected at $923.74 million, reflecting a 1.2% increase compared to the previous year [1] Earnings Projections - Over the past 30 days, the consensus EPS estimate has been revised upward by 0.7%, indicating a reassessment by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts estimate 'Geographic Revenue- North America' to be $709.34 million, a 2.8% increase from the prior-year quarter [5] - 'Geographic Revenue- Rest of World' is projected at $224.67 million, indicating a year-over-year decline of 5% [5] Segment Operating Earnings - 'Segment Operating Earnings (NON-GAAP)- North America' is expected to reach $162.03 million, up from $147.90 million in the same quarter last year [6] - 'Segment Operating Earnings (NON-GAAP)- Rest of World' is estimated at $13.79 million, compared to $7.80 million a year ago [6] - 'Segment Operating Earnings (GAAP)- North America' is projected at $162.89 million, an increase from the previous year's $147.90 million [7] - 'Segment Operating Earnings (GAAP)- Rest of World' is expected to be $12.27 million, up from $7.80 million year-over-year [7] Stock Performance - A.O. Smith shares have returned +4.3% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.4% change [7] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [7]

Group 1 - A.O. Smith reported revenue of $963.9 million for Q1 2025, a year-over-year decline of 1.5%, with EPS of $0.95 compared to $1.00 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $947.34 million by 1.75%, and the EPS surpassed the consensus estimate of $0.90 by 5.56% [1] - The stock has returned -0.9% over the past month, slightly underperforming the Zacks S&P 500 composite's -0.8% change, and currently holds a Zacks Rank 3 (Hold) [3] Group 2 - Geographic revenue from North America was $748.70 million, slightly above the average estimate of $745.56 million, representing a year-over-year decline of 2.3% [4] - Inter-segment sales reported at -$11.50 million, better than the estimated -$14.50 million, reflecting a significant year-over-year decline of 20.1% [4] - Revenue from the Rest of World segment was $226.70 million, exceeding the average estimate of $216.46 million, with a minimal year-over-year change of -0.1% [4]