A. O. Smith Corporation (AOS)

Hillsdale Investment Management Inc. bought a new position in A. O. Smith Corporation (NYSE: AOS) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 46,600 shares of the industrial products company's stock, valued at approximately $3,421,000. Other institutional investors have also recently made

CenterBook Partners LP purchased a new position in A. O. Smith Corporation (NYSE: AOS) during the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 16,112 shares of the industrial products company's stock, valued at approximately $1,183,000. Several other institutional investors and hedge funds

ABN Amro Investment Solutions decreased its position in A. O. Smith Corporation (NYSE: AOS) by 31.7% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 39,225 shares of the industrial products company's stock after selling 18,195 shares during the quarter. ABN Amro Investment

Caprock Group LLC bought a new stake in A. O. Smith Corporation (NYSE: AOS) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 17,193 shares of the industrial products company's stock, valued at approximately $1,226,000. Other institutional investors have also

GUARDCAP ASSET MANAGEMENT Ltd cut its holdings in A. O. Smith Corporation (NYSE: AOS) by 55.7% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 98,456 shares of the industrial products company's stock after selling 123,560 shares during the period.

Dividend Aristocrats underperformed the S&P 500 in 2025, with NOBL returning 6.82% versus SPY's 17.70%. 2026 began strong for Aristocrats, with NOBL gaining 5.67% in January, outpacing SPY's 1.47%. Dividend growth for Aristocrats averaged 5.52% in 2025, but early 2026 increases trend slightly lower, raising questions for the year's outlook.

A. O. Smith (NYSE: AOS) executives told investors the company delivered record earnings per share in 2025, supported by margin improvement in both operating segments, strong free cash flow generation, and capital returns to shareholders. Management also outlined its 2026 outlook, discussed a newly completed acquisition, and provided commentary on market conditions in North America, China,

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Sales: $3.8 billion in 2025, a slight increase over 2024.Earnings Per Share (EPS): Increased 6% to $3.85 in 2025.North America Segment Margin: Improved by 20 b

A. O. Smith Corporation (AOS) Q4 2025 Earnings Call Transcript

AOS tops Q4 earnings estimates as North America strength and margin gains offset flat sales, while buybacks and 2026 guidance add support.

While the top- and bottom-line numbers for A.O. Smith (AOS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

A.O. Smith (AOS) came out with quarterly earnings of $0.9 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.85 per share a year ago.

2025 Highlights (Comparisons are year-over-year ("YoY"), unless otherwise noted) Sales of $3.8 billion; net earnings increased 2% to $546.2 million and diluted EPS increased 6% to a record $3.851 Strong execution led to 80 basis points of operating margin improvement Free cash flow (FCF) of $546 million, 100% FCF to net earnings Returned $597 million of capital to shareholders through dividends and share repurchases Leonard Valve acquisition closed in January 2026 and advances a broader water management platform 1 2024 net earnings and EPS included pre-tax restructuring and impairment expenses of $17.6 million, with an EPS impact of $0.10, to right size the businesses in China and North America Water Treatment. See accompanying GAAP to Non-GAAP reconciliations MILWAUKEE, Jan. 29, 2026 /PRNewswire/ -- Global water technology company A.

We added four new investments to the portfolio: Bio-Techne, ServiceTitan, A.O. Smith, and MSA Safety. We sold two holdings, Trex and Microchip Technology. We trimmed our position in Amphenol during the quarter, on valuation.

AOS reports Q4 results on Jan. 29, with revenue growth expected from North America and acquisitions, offset by China weakness and cost pressures.