A. O. Smith Q2 EPS rises to $1.07 on lower sales; full-year outlook raised
A. O. Smith reported second-quarter 2025 net sales of $1,011.3 million, down 1% from a year earlier, and net earnings of $152.2 million, down 3%. Diluted EPS rose 1% to $1.07, and the company raised its full-year sales outlook and the midpoint of its diluted EPS outlook, which now stands at $3.70 to $3.90. The company also said it is assessing strategic options for its China business, which matters to shareholders because the outcome and timing are not yet set.
Key points
- Q2 2025 net sales were $1,011.3 million, down 1% from $1,024.3 million; net earnings were $152.2 million, down 3% from $156.2 million.
- Diluted EPS was $1.07 versus $1.06 a year earlier, a 1% increase.
- 2025 outlook: net sales of $3,850 million to $3,930 million (growth of 1% to 3%) and diluted EPS of $3.70 to $3.90.
- The company is assessing its China business, including possible strategic partnerships, with no timetable set; guidance excludes any outcome from that review.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:17 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 24, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.