A. O. Smith (AOS) Set to Announce Quarterly Earnings on Thursday

Key Points

• A. O. Smith is expected to report Q3 2026 earnings before market open on October 29. Analysts forecast EPS of $0.895 and revenue of $960.2 million, compared with full-year guidance of $3.70–$3.85 EPS.
• The company exceeded expectations in its latest quarter, reporting $1.03 EPS versus the $0.96 consensus and $1.0 billion in revenue, although sales declined 0.7% year over year.
• Analyst sentiment remains cautious: MarketBeat lists a “Reduce” consensus rating, with one Buy, seven Hold, and two Sell ratings and an average price target of $66.00. A. O. Smith also raised its quarterly dividend to $0.38 per share, implying a 2.5% yield.

A. O. Smith (NYSE:AOS - Get Free Report) will likely be releasing its Q3 2026 results before the market opens on Thursday, October 29th. Analysts expect the company to post earnings of $0.8950 per share and revenue of $960.20 million for the quarter. A. O. Smith has set its FY 2026 guidance at 3.700-3.850 EPS. Investors may review the information on the company's upcoming Q3 2026 earnings results page for the latest details on the call scheduled for Thursday, October 29, 2026 at 10:00 AM ET.

A. O. Smith (NYSE:AOS - Get Free Report) last issued its earnings results on Thursday, July 30th. The industrial products company reported $1.03 EPS for the quarter, beating analysts' consensus estimates of $0.96 by $0.07. The business had revenue of $1 billion during the quarter, compared to analysts' expectations of $994.89 million. A. O. Smith had a net margin of 13.15% and a return on equity of 27.88%. The company's quarterly revenue was down .7% compared to the same quarter last year. During the same period in the prior year, the business earned $1.07 earnings per share. On average, analysts expect A. O. Smith to post $3.73 EPS for the current fiscal year and $4.05 EPS for the next fiscal year.

A. O. Smith Stock Performance

NYSE:AOS opened at $59.65 on Thursday. The company has a market cap of $8.11 billion, a P/E ratio of 16.57, a P/E/G ratio of 1.33 and a beta of 1.12. A. O. Smith has a twelve month low of $54.16 and a twelve month high of $81.86. The company's 50-day moving average price is $58.94 and its 200-day moving average price is $60.11. The company has a current ratio of 1.59, a quick ratio of 1.04 and a debt-to-equity ratio of 0.32.

A. O. Smith Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, November 16th. Investors of record on Friday, October 30th will be paid a dividend of $0.38 per share. The ex-dividend date of this dividend is Friday, October 30th. This represents a $1.52 annualized dividend and a yield of 2.5%. This is a boost from A. O. Smith's previous quarterly dividend of $0.36. A. O. Smith's dividend payout ratio is currently 40.00%.

Analyst Ratings Changes

AOS has been the subject of a number of recent research reports. Stifel Nicolaus set a $59.00 price objective on shares of A. O. Smith and gave the company a "hold" rating in a report on Sunday. Citigroup dropped their price target on A. O. Smith from $65.00 to $64.00 and set a "neutral" rating for the company in a research report on Friday, July 31st. Oppenheimer reaffirmed an "outperform" rating and issued a $72.00 price target (down from $75.00) on shares of A. O. Smith in a report on Wednesday. Longbow Research cut A. O. Smith from a "buy" rating to a "neutral" rating in a report on Monday. Finally, Weiss Ratings reiterated a "hold (c-)" rating on shares of A. O. Smith in a research report on Monday, August 24th. One investment analyst has rated the stock with a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat, A. O. Smith has a consensus rating of "Reduce" and a consensus price target of $66.00.

About A. O. Smith

A. O. Smith Corporation is a manufacturer of water heating and water treatment products for residential, commercial and industrial customers. Its portfolio includes gas and electric storage water heaters, tankless water heaters, boilers, heat pump water heaters, water filtration systems, water softeners and reverse-osmosis products.

The company markets products under the A. O. Smith brand and other regional brands, serving applications ranging from homes and apartments to hotels, hospitals, schools, manufacturing facilities and other commercial properties.

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