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A. O. Smith AOS Q2 2026 earnings

Reported July 30, 2026 · Before market open

Revenue$1.0BBeat by $9.4M
EPS$1.03Beat by $0.07
Revenue estimate$994.9M
EPS estimate$0.96
“While North America continued to face softer residential water heater demand, we are pleased with the progress we are making in our market share, as well as the strong growth in our boiler business. Operational excellence and delivering for our customers remained key priorities throughout the quarter. In China, we managed through a significantly weaker market environment and continue our strategic assessment of the business. We remain committed to disciplined execution and investing in opportunities that will strengthen our competitive position and drive long-term value creation.”
Steve Shafer

Next report

Date not yet announced

Financials

Q2 2026

Income statement

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Revenue$1.0B-0.7%
Gross profit$387.8M-2.3%
Net income$124.9M-17.9%
EPS (diluted)$0.91-15.0%

Balance sheet

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Cash & equivalents$181.3M+1.9%
Total debt$676.7M+104%
Total equity$1.8B-0.2%
Total assets$3.6B+12.3%

Cash flow

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Operating cash flow$124.4M-10.9%
CapEx$10.0M-41.5%
Free cash flow$114.4M-6.6%

Valuation & ratios

Valuation

as of 06/30/26
See full
Market cap$8.64B-6.3%
Enterprise value$9.14B-2.6%
P/E17.3×-0.5×
P/S2.3×-0.2×

Profitability

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Gross margin38.6%+0.4pp
Net margin13.1%-0.5pp
FCF margin16.8%+3.8pp

Returns & leverage

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Return on equity27.1%-0.5pp
Debt / equity0.4×+0.2×
Current ratio1.6×-0.1×

Segments

By product

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Water heaters and related parts$656.4M+1.9%
Boilers, related parts, and components$101.7M—
Water treatment products and related parts$62.4M-1.6%

By segment

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North America$820.5M+5.3%
Rest of World$194.9M-18.8%

FAQ

When did A. O. Smith report Q2 2026 earnings?
A. O. Smith (AOS) reported Q2 2026 earnings on July 30, 2026 before market open.
What were A. O. Smith's Q2 2026 revenue and EPS?
A. O. Smith reported revenue of $1.0B and eps of $1.03 for Q2 2026.
Did A. O. Smith beat estimates in Q2 2026?
Revenue beat the consensus estimate of $994.9M by $9.4M. EPS beat the consensus estimate of $0.96 by $0.07.
How did A. O. Smith's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 0.7% from $1.0B a year earlier and eps declined 3.7% from $1.07.
Where can I find A. O. Smith's Q2 2026 SEC filings?
You can read the 8-K earnings release (0000091142-26-000096) and the 10-Q periodic report (0000091142-26-000098) directly on SEC EDGAR. The filing index links above go to sec.gov.