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A. O. Smith AOS Q1 2026 earnings

Reported April 30, 2026 · Before market open

Revenue$945.6MMiss by $28.5M
EPS$0.85Miss by $0.09
Revenue estimate$974.1M
EPS estimate$0.94

Next report

Jul 30, 2026 (Today)
Revenue estimate$994.9M
EPS estimate$0.96
View report

Financials

Q1 2026

Income statement

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Revenue$945.6M-1.9%
Gross profit$365.7M-2.6%
Net income$118.0M-13.6%
EPS (diluted)$0.85-10.5%

Balance sheet

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Cash & equivalents$185.2M+7.1%
Total debt$656.5M+123%
Total equity$1.9B+1.2%
Total assets$3.7B+11.7%

Cash flow

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Operating cash flow$129.4M+234%
CapEx$10.5M-50.7%
Free cash flow$118.9M+583%

Valuation & ratios

Valuation

as of 07/29/26
See full
Market cap$8.82B-12.1%
Enterprise value$9.29B-8.8%
P/E16.7×-2.6×
P/S2.3×-0.3×

Profitability

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Gross margin38.8%+0.7pp
Net margin13.8%+0.1pp
FCF margin17%+6.3pp

Returns & leverage

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Return on equity28.3%+0.3pp
Debt / equity0.3×+0.2×
Current ratio1.6×-0.1×

Segments

By product

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Water heaters and related parts$611.8M-2.0%
Boilers, related parts, and components$81.5M—
Water treatment products and related parts$60.1M+0.7%

By segment

See full
North America$753.4M+0.6%
Rest of World$200.7M-11.5%

Versus estimates

Revenue

Q1 2026$945.6MMiss by $28.5M
Q4 2025$912.5MMiss by $15.8MQ3 2025$942.5MMiss by $5.5MQ2 2025$1.0BBeat by $74.3MQ1 2025$963.9MBeat by $11.6MQ4 2024$912.4MMiss by $75.0M

Diluted EPS

Q1 2026$0.85Miss by $0.09
Q4 2025$0.90Beat by $0.06Q3 2025$0.94Beat by $0.03Q2 2025$1.07Beat by $0.10Q1 2025$0.95Beat by $0.04Q4 2024$0.85Miss by $0.05

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Questions, answered.

When did A. O. Smith report Q1 2026 earnings?
A. O. Smith (AOS) reported Q1 2026 earnings on April 30, 2026 before market open.
What were A. O. Smith's Q1 2026 revenue and EPS?
A. O. Smith reported revenue of $945.6M and eps of $0.85 for Q1 2026.
Did A. O. Smith beat estimates in Q1 2026?
Revenue missed the consensus estimate of $974.1M by $28.5M. EPS missed the consensus estimate of $0.94 by $0.09.
How did A. O. Smith's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 1.9% from $963.9M a year earlier and eps declined 10.5% from $0.95.
Where can I find A. O. Smith's Q1 2026 SEC filings?
You can read the 8-K earnings release (0000091142-26-000082) and the 10-Q periodic report (0000091142-26-000084) directly on SEC EDGAR. The filing index links above go to sec.gov.