A.O. Smith makes water heaters.
A. O. Smith Corporation (AOS) is expected to report earnings on Tuesday, October 27, 2026, after the close. Estimated release time 06:56 ET. Consensus EPS estimate is $0.90.
| Report date | Quarter | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| 2026-07-30 | FY2026 Q2 | $0.96 | $0.90 | -6.0% | $1.00B |
| 2026-04-30 | FY2026 Q1 | $0.94 | $0.85 | -9.8% | $945.60M |
| 2026-02-10 | FY2025 Q4 | — | $0.90 | — | $912.50M |
| 2025-10-28 | FY2025 Q3 | $0.91 | $0.94 | +3.6% | $942.50M |
| 2025-07-24 | FY2025 Q2 | $0.97 | $1.07 | +10.3% | $1.01B |
| 2025-04-29 | FY2025 Q1 | $0.91 | $0.95 | +4.3% | $963.90M |
| 2025-02-11 | FY2024 Q4 | — | $0.75 | — | $912.40M |
| 2024-10-23 | FY2024 Q3 | $0.83 | $0.83 | +0.0% | $902.60M |
AOS has beaten consensus EPS in 4 of its last 8 reported quarters.
Highlights from AOS's Jul 30 report: EPS of $0.90 — a miss vs the $0.96 estimate (-6%); revenue of $1B — in line with the $995M consensus. Focus now shifts to water-heater volumes and China.
AOS pays a quarterly dividend, currently yielding 2.39%.
| Ex-dividend date | Amount | Paid |
|---|---|---|
| 2026-07-31 | $0.36 | 2026-08-17 |
| 2026-04-30 | $0.36 | 2026-05-15 |
| 2026-01-30 | $0.36 | 2026-02-17 |
| 2025-10-31 | $0.36 | 2025-11-17 |
| 2025-07-31 | $0.34 | 2025-08-15 |
| 2025-04-30 | $0.34 | 2025-05-15 |