UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________ FORM 10-Q ______________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2026. or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number 1-475 _____ ...

Key Takeaways A. O. Smith Corporation (AOS) reported second-quarter 2026 adjusted earnings of $1.03 per share, beating the Zacks Consensus Estimate of 96 cents by 7.3%. The bottom line declined 4% year over year, as weaker China volumes and higher input costs weighed on profitability. Net sales of $1 billion surpassed the consensus estimate of $986.45 million by 1.8% but fell 1% year over year. North America sales rose 5%, supported by 21% boiler sales growth, carryover pricing and Leonard Valve, while Chin ...

A. O. Smith (NYSE:AOS) Q2 2026 Earnings call July 30, 2026 10:00 AM ET Company Participants Helen Gurholt - VP of Investor Relations, Financial Planning, and Analysis Stephen Shafer - CEO Chuck Lauber - EVP Carrie Anderson - CFO Conference Call Participants Bryan Blair - Analyst Mike Halloran - Analyst Nathan Jones - Analyst Scott Graham - Analyst Brendon Ahn - Analyst Mitch Moran - Analyst Joe Nolan - Analyst Ryan Connors - Analyst Susan Maklari - Analyst Pratap Singh - Analyst Operator Good day, thank you ...

A. O. Smith (NYSE:AOS) Q2 2026 Earnings call July 30, 2026 10:00 AM ET Company Participants Helen Gurholt - VP of Investor Relations, Financial Planning, and Analysis Stephen Shafer - CEO Chuck Lauber - EVP Carrie Anderson - CFO A friendly reminder that some of our comments and answers during this conference call will be forward-looking statements that are subject to risks that could cause actual results to be materially different. Those risks include matters that we described in this morning's press releas ...

A. O. Smith (NYSE:AOS) Q2 2026 Earnings call July 30, 2026 10:00 AM ET Speaker0Good day, thank you for standing by. Welcome to the second quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star one one on your telephone. You will hear an automated message advising your hand is raised. To restore your question, please press s ...

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Second Quarter 2026 Results July 30, 2026 Charles T. Lauber Executive Vice President Stephen M. Shafer Chairman and Chief Executive Officer Carrie L. Anderson Executive Vice President and Chief Financial Officer 2 Second Quarter 2026 Results Charles T. Lauber Executive Vice President Helen E. Gurholt Vice President - Investor Relations, Financial Planning Analysis Stephen M. Shafer Chief Executive Officer Chairman and Carrie L. Anderson Executive Vice President and Chief Financial Officer Helen E. Gurholt V ...

J P M O R G A N North America Equity Research 30 July 2026 A.O. Smith 2Q First Take: North America Holds Up but Residential and China Stay the Swing Factors A.O. Smith delivered a mixed 2Q26: adjusted EPS of $1.03 beat our $0.96 and consensus $0.95, while revenue of $1,004M topped our $999M and consensus $994M. However, management lowered the top end of its FY26 outlook, now guiding revenue to $3.9-$3.95B (from $3.9-$4.0B) and adjusted EPS to $3.70- $3.85 (from $3.70-$4.00), driven primarily by continued so ...

This quarterly report represents an earnings surprise of +7.29%. A quarter ago, it was expected that this maker of water heaters and boilers would post earnings of $0.94 per share when it actually produced earnings of $0.85, delivering a surprise of -9.57%. A.O. Smith (AOS) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $1.07 per share a year ago. These figures are adjusted for non- recurring items. Over the last fou ...

Exhibit 99.1 Media Relations: Curt Selby 414-359-4191 curt.selby@aosmith.com Investor Relations: Helen Gurholt 414-359-4157 hgurholt@aosmith.com FOR IMMEDIATE RELEASE July 30, 2026 A. O. Smith Reports Second Quarter 2026 Results Second Quarter 2026 Highlights (Comparisons are year-over-year ("YoY"), unless otherwise noted) Adjusted earnings and adjusted EPS exclude the impact of restructuring and impairment expenses associated with targeted restructuring actions taken in the North America water treatment bu ...