A. O. Smith reports record 2025 EPS of $3.85 and introduces 2026 guidance
A. O. Smith reported record 2025 diluted earnings per share of $3.85, up 6%, on net earnings of $546.2 million, up 2%, with sales flat at $3.8 billion. The company also issued 2026 guidance projecting sales of $3.9 billion to $4.02 billion and diluted EPS of $3.85 to $4.15, which shareholders can compare with the record 2025 result.
Key points
- 2025 diluted EPS rose 6% to a record $3.85 and net earnings rose 2% to $546.2 million; net sales were $3,830 million versus $3,818 million in 2024.
- Free cash flow was $546 million in 2025, and the company returned $597 million to shareholders through dividends and share repurchases.
- 2026 outlook: net sales of $3,900 million to $4,020 million and diluted EPS of $3.85 to $4.15, excluding future acquisitions, China assessment outcomes and tariff changes.
- Leonard Valve acquisition closed in January 2026; the 2026 outlook includes approximately $70 million of Leonard Valve sales.
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 January 29, 2026.
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.