A. O. Smith reported third-quarter 2026 sales of $940.5 million, roughly flat from a year earlier, with net earnings down 4% to $126.3 million and diluted EPS of $0.93 versus $0.94. The company also signed definitive agreements to sell an 81% stake in its China business to CPE, valued at about $400 million on a cash-free, debt-free basis, and reset its 2026 guidance to exclude China, which matters to shareholders because the company's earnings base and capital plans are changing.
Q3 2026 net sales $940.5 million vs. $942.5 million; net earnings $126.3 million vs. $132.0 million; diluted EPS $0.93 vs. $0.94
CPE to acquire an 81% interest in the China business; A. O. Smith keeps a 19% stake and a long-term brand license; deal expected to close in the first half of 2027
China business valued at about $400 million cash-free, debt-free; total value expected to exceed $500 million including licensing economics
2026 guidance excluding China: net sales growth of about 4% and adjusted EPS of $3.42 to $3.52
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.
From A. O. Smith's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$3.83B
+0.3%
$3.85
+6.1%
14.3%
FY2024
$3.82B
-0.9%
$3.63
-1.6%
14.0%
FY2023
$3.85B
+2.6%
$3.69
+144.4%
14.4%
FY2022
$3.75B
+6.1%
$1.51
-50.0%
6.3%
FY2021
$3.54B
+22.2%
$3.02
+42.5%
13.8%
Frequently asked questions
When is A. O. Smith's next earnings date?
A. O. Smith has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did A. O. Smith earn last quarter?
For the quarter ended Sep 2026, A. O. Smith reported diluted EPS of $0.93 (-1.1% year over year) on revenue of $940.50M (-0.2%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.