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Compared to Estimates, A.O. Smith (AOS) Q4 Earnings: A Look at Key Metrics

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A.O. Smith (AOS - Free Report) reported $912.5 million in revenue for the quarter ended December 2025, representing no change year over year. EPS of $0.90 for the same period compares to $0.85 a year ago.

The reported revenue represents a surprise of -1.15% over the Zacks Consensus Estimate of $923.14 million. With the consensus EPS estimate being $0.84, the EPS surprise was +7.78%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: $713.7 million versus the five-analyst average estimate of $708.74 million. The reported number represents a year-over-year change of +3.5%.
  • Geographic Revenue- Rest of World: $205.7 million versus $224.71 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -13.1% change.
  • Geographic Revenue- Inter-segment sales: $-6.9 million versus the four-analyst average estimate of $-11.28 million. The reported number represents a year-over-year change of -50.7%.

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

Shares of A.O. Smith have returned +3.9% over the past month versus the Zacks S&P 500 composite's +0.8% 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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