AOS
SMITH A O CORP
NYSE · Industrials · Industrial - Machinery · US
$56.95
+0.04%Research · Sep 3, 2026
[AOS] A.O. Smith Thesis 2026: Record Earnings Driven by Buyback and Margin Discipline
A. O. Smith FY25 (Dec 31, 2025) at $3.83B revenue (~flat). Record EPS $3.86 (+6%). NA $3.0B sales / 24.4% margin (+20bp). RoW $880M (-4% on China). Leonard Valve acquired Q4. FY26 guide EPS $3.85-$4.15, capex $70-80M, FCF $525-575M.