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AOS Q4 Deep Dive: Margin Expansion Amid Flat Sales and Strategic Portfolio Moves
Water heating and treatment solutions company A.O. Smith (NYSE:AOS) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $912.5 million. The company’s full-year revenue guidance of $3.96 billion at the midpoint came in 1.3% below analysts’ estimates. Its GAAP profit of $0.90 per share was 5.9% above analysts’ consensus estimates. Jan 30, 2026 - $AOS
A. O. Smith Q4 Earnings Call Highlights
A. O. Smith (NYSE:AOS) executives told investors the company delivered record earnings per share in 2025, supported by margin improvement in both operating segments, strong free cash flow generation, and capital returns to shareholders. Management also outlined its 2026 outlook, discussed a newly co Jan 29, 2026 - $AOS
A O Smith AOS Q4 2025 Earnings Call Transcript
Joining me today are Stephen Shafer, Chief Executive Officer, and Charles Lauber, Chief Financial Officer. Adjusted earnings, adjusted earnings per share, and adjusted segment earnings exclude the impact of restructuring and impairment expenses. Jan 29, 2026 - $AOS
Why Is A. O. Smith (AOS) Stock Rocketing Higher Today
Shares of water heating and treatment solutions company A.O. Smith (NYSE:AOS) jumped 5.9% in the afternoon session after its fourth-quarter 2025 earnings surpassed Wall Street's expectations, signaling strong profitability to investors. Jan 29, 2026 - $AOS
A.O. Smith: Q4 Earnings Snapshot
The Milwaukee-based company said it had net income of 90 cents per share. The results beat Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was for earnings of 84 cents per share. Jan 29, 2026 - $AOS
A. O. Smith (NYSE:AOS) Misses Q4 CY2025 Revenue Estimates
Water heating and treatment solutions company A.O. Smith (NYSE:AOS) missed Wall Street’s revenue expectations in Q4 CY2025, with sales flat year on year at $912.5 million. The company’s full-year revenue guidance of $3.96 billion at the midpoint came in 1.3% below analysts’ estimates. Its GAAP profit of $0.90 per share was 6.4% above analysts’ consensus estimates. Jan 29, 2026 - $AOS
A.O. Smith (AOS) Q4 Earnings Beat Estimates
A.O. Smith (AOS) delivered earnings and revenue surprises of +7.78% and -1.15%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock? Jan 29, 2026 - $AOS
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