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 ...