A O Smith Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
4.8%projected annual EPS growth
Analyst Coverage
11analysts covering
FY Revenue (est.)
$3.9Bnext fiscal year
FY EPS (est.)
$3.74next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 27 Oct 2026 |
Monitoring Framework
Key Performance Indicators
2026 full-year sales growth outlook QuarterlyTarget: 2%-3%
2026 adjusted diluted EPS outlook QuarterlyTarget: $3.70-$3.85 per share
China sales growth in local currency (percent) Quarterly-28.0%
North America adjusted segment margin (percent) Quarterly24.4%
Year-to-date free cash flow (USD millions) Quarterly233.3
Watch Items
- Delivery against the lower end of management's 2026 sales-growth outlookAction: Reassess demand assumptions and the Hold recommendation if management reports or guides to growth below the current range.
- Delivery against the lower end of management's 2026 adjusted-EPS outlookAction: Review margin, volume, restructuring and China assumptions if adjusted EPS falls below management's current range.
- Further deterioration in China salesAction: Reassess the bear-case probability and evaluate disclosures concerning the strategic assessment of the China business.
Research as of 29 Aug 2026