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A.O. Smith (AOS) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended September 2025, A.O. Smith (AOS - Free Report) reported revenue of $942.5 million, up 4.4% over the same period last year. EPS came in at $0.94, compared to $0.82 in the year-ago quarter.

The reported revenue represents a surprise of +0.69% over the Zacks Consensus Estimate of $936.03 million. With the consensus EPS estimate being $0.89, the EPS surprise was +5.62%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how A.O. Smith performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Geographic Revenue- North America: $742.8 million versus the five-analyst average estimate of $729.72 million. The reported number represents a year-over-year change of +5.6%.
  • Geographic Revenue- Rest of World: $207.9 million compared to the $215.33 million average estimate based on five analysts. The reported number represents a change of -1.1% year over year.
  • Geographic Revenue- Inter-segment sales: $-8.2 million compared to the $-8.38 million average estimate based on four analysts. The reported number represents a change of -25.5% year over year.
  • Segment Operating Earnings (GAAP)- Corporate expense: $-19.7 million versus $-17.94 million estimated by four analysts on average.

View all Key Company Metrics for A.O. Smith here>>>

Shares of A.O. Smith have returned -5.7% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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