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A.O. Smith (AOS) Reports Q1 Earnings: What Key Metrics Have to Say

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For the quarter ended March 2026, A.O. Smith (AOS - Free Report) reported revenue of $945.6 million, down 1.9% over the same period last year. EPS came in at $0.85, compared to $0.95 in the year-ago quarter.

The reported revenue represents a surprise of -2.43% over the Zacks Consensus Estimate of $969.18 million. With the consensus EPS estimate being $0.94, the EPS surprise was -9.41%.

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: $753.4 million compared to the $772.16 million average estimate based on five analysts. The reported number represents a change of +0.6% year over year.
  • Geographic Revenue- Rest of World: $200.7 million versus $207.62 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -11.5% change.
  • Geographic Revenue- Inter-segment sales: $-8.5 million versus $-9.33 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -26.1% change.

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

Shares of A.O. Smith have returned -2.2% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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