NYSE$AOS
A O Smith Corp · Q2 2025 earnings
Q2 2025 earnings · · Before market open · Investor relations
Briefing
A O Smith Corp reported net sales of $1.01 billion and net earnings of $152.2 million for Q2 2025.
A. O. Smith Corporation reported Q2 2025 net sales of $1,011.3 million, down from $1,024.3 million in Q2 2024, primarily due to lower residential water heater volumes in North America and lower China sales, partially offset by higher boiler sales and the Pureit acquisition. Gross profit margin improved to 39.3% from 38.7%. Diluted EPS was $1.07, flat year-over-year.
- Q2 net sales declined 1.3% year-over-year to $1,011.3 million driven by lower North America residential water heater volumes and China weakness.
- North America segment sales fell to $779.0 million while Rest of World sales were $240.1 million including $16 million from Pureit.
- Gross profit margin rose to 39.3% due to favorable product mix in water treatment and high-efficiency water heaters.
- Company expects full-year 2025 sales growth of 1-3% and EPS of $3.70-$3.90.
Headline financials
Revenue & EPS history
A O Smith · Revenue · Quarterly
$1.01B
Revenue by segment
A O Smith · $1.02B total across 2 segments · Q2 2025
- North America$779M—76.4%
- Rest of World$240M—23.6%
Forward guidance
Company expects 2025 consolidated sales to increase 1-3% and EPS between $3.70 and $3.90.
Tailwinds
- Boiler sales expected to grow 4-6%
- Pricing actions and cost initiatives to mitigate tariffs
Headwinds
- China sales projected to decline 5-8% in local currency
- Flat industry volumes in North America residential and commercial
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+1.1%
Avg return
Earnings day
+1.1%
Avg return
5 days after
+1.8%
Avg return
30 days after
59%
40 / 68 earnings
Positive
+17.5%
Q4 2022
Best reaction
-9.7%
Q2 2020
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| Q1 2026 | -2.9% | -7.5% | -10.9% | |
| Q4 2025 | +5.9% | +9.9% | +12.2% | |
| Q3 2025 | -2.6% | -3.8% | -3.3% | |
| Q1 2025 | +3.5% | +5.7% | -0.1% | |
| Q4 2024 | -2.8% | -5.1% | -4.0% | |
| Q3 2024 | -1.7% | -2.2% | -7.2% | |
| Q2 2024 | -9.1% | -4.9% | -8.6% | |
| Q1 2024 | -4.4% | -4.8% | -2.6% | |
| Q4 2023 | -4.9% | -4.1% | +1.5% | |
| Q3 2023 | +4.0% | +7.0% | +16.6% | |
| Q2 2023 | -3.8% | -3.3% | -7.1% | |
| Q1 2023 | +1.2% | +3.4% | -1.2% | |
| Q4 2022 | +17.5% | +15.9% | +13.6% | |
| Q3 2022 | +4.7% | +5.1% | +19.1% | |
| Q2 2022 | +4.5% | -0.1% | -3.5% | |
| Q1 2022 | -7.1% | -6.0% | -2.7% | |
| Q4 2021 | +1.0% | +1.1% | -7.1% | |
| Q3 2021 | +13.7% | +22.0% | +26.1% | |
| Q2 2021 | +1.3% | +3.2% | +4.3% | |
| Q1 2021 | +1.8% | +7.5% | +6.8% | |
| Q4 2020 | +2.1% | +7.9% | +11.6% | |
| Q3 2020 | +0.4% | +3.6% | +10.9% | |
| Q2 2020 | -9.7% | -10.0% | -7.4% | |
| Q1 2020 | +4.0% | +6.7% | +20.5% | |
| Q4 2019 | +1.1% | -2.6% | -8.4% | |
| Q3 2019 | -1.9% | -2.1% | -5.1% | |
| Q2 2019 | +3.7% | -0.2% | +5.3% | |
| Q1 2019 | -5.9% | -3.9% | -26.2% | |
| Q4 2018 | -0.8% | -0.1% | +7.7% | |
| Q3 2018 | +7.7% | +13.7% | +10.8% | |
| Q2 2018 | -0.3% | -1.6% | -2.0% | |
| Q1 2018 | +0.9% | -1.2% | +3.8% | |
| Q4 2017 | -0.1% | -3.3% | -7.1% | |
| Q3 2017 | -3.6% | -4.4% | -2.2% | |
| Q2 2017 | -2.0% | -2.7% | -2.0% | |
| Q1 2017 | +1.7% | +0.5% | +2.1% | |
| Q4 2016 | +1.9% | +1.9% | +3.6% | |
| Q3 2016 | -3.9% | -3.4% | +5.3% | |
| Q2 2016 | +5.6% | +4.7% | +7.6% | |
| Q1 2016 | -3.4% | — | — | |
| Q4 2015 | +2.8% | — | — | |
| Q3 2015 | +2.8% | — | — | |
| Q2 2015 | +5.5% | — | — | |
| Q1 2015 | +0.6% | — | — | |
| Q4 2014 | +6.3% | — | — | |
| Q3 2014 | +3.8% | — | — | |
| Q2 2014 | +6.2% | — | — | |
| Q1 2014 | +1.0% | — | — | |
| Q4 2013 | -2.8% | — | — | |
| Q3 2013 | +9.9% | — | — | |
| Q2 2013 | +2.3% | — | — | |
| Q1 2013 | +6.9% | — | — | |
| Q4 2012 | +3.7% | — | — | |
| Q3 2012 | +0.5% | — | — | |
| Q2 2012 | +4.6% | — | — | |
| Q1 2012 | +2.4% | — | — | |
| Q4 2011 | -0.7% | — | — | |
| Q3 2011 | -4.7% | — | — | |
| Q2 2011 | -2.2% | — | — | |
| Q1 2010 | -0.7% | — | — | |
| Q1 2011 | -0.7% | — | — | |
| Q4 2010 | +2.2% | — | — | |
| Q4 2008 | +2.2% | — | — | |
| Q3 2010 | +4.4% | — | — | |
| Q3 2009 | +4.4% | — | — | |
| Q2 2009 | +0.0% | — | — | |
| Q4 2009 | +0.0% | — | — | |
| Q2 2010 | +0.0% | — | — |
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