A. O. Smith Corporation (AOS) Q3 2026 earnings results

A. O. Smith Corporation (AOS) reported Q3 2026 results on Oct 29, 2026, 6:57:16 AM ET: GAAP EPS $0.93 vs. $0.89 expected (beat by 3.9%); revenue $940.50M vs. $960.23M expected (miss by 2.1%). Outlook: Full-year 2026 adjusted EPS excluding China is expected to be between $3.42 and $3.52.

MetricReportedAnalyst estimateResult
EPS (GAAP, diluted)$0.93$0.89Beat by 3.9%
Revenue$940.50M$960.23MMiss by 2.1%

Analyst estimate: the average forecast before the release.

Source

Figures from the SEC 8-K filing, released Oct 29, 2026, 6:57:16 AM ET. Nexqual published them 65 seconds after release. Each figure is confirmed by two independent extraction methods before it is published.

Year over year

Compared with the same quarter a year earlier (ended September 30, 2025, from the company's SEC filing): revenue fell 0.2% from $942.50M; GAAP diluted EPS was $0.93 vs. $0.94 (−1.1%).

Stock reaction

The results came out before the market opened. AOS closed at $63.49 on October 29, 2026, up 4.3% from its $60.86 close on October 28, 2026 before the results.

Questions and answers

Did A. O. Smith Corporation beat earnings expectations?

Yes. A. O. Smith Corporation reported GAAP EPS of $0.93 against an average analyst estimate of $0.89 (beat by 3.9%), and revenue of $940.50M against $960.23M expected (miss by 2.1%).

What were A. O. Smith Corporation's Q3 2026 earnings and revenue?

GAAP diluted EPS of $0.93 and revenue of $940.50M. Compared with the same quarter a year earlier (ended September 30, 2025, from the company's SEC filing): revenue fell 0.2% from $942.50M; GAAP diluted EPS was $0.93 vs. $0.94 (−1.1%).

When did A. O. Smith Corporation report Q3 2026 earnings?

Oct 29, 2026, 6:57:16 AM ET, in an SEC 8-K filing (Item 2.02).

How did AOS stock react to the earnings?

The results came out before the market opened. AOS closed at $63.49 on October 29, 2026, up 4.3% from its $60.86 close on October 28, 2026 before the results.

What did A. O. Smith Corporation say about its outlook?

Full-year 2026 adjusted EPS excluding China is expected to be between $3.42 and $3.52.

More on AOS

AOS stock page: price, SEC financials, insider trades, superinvestor holders, analyst estimates and options. All results reported that day: earnings October 29, 2026.

Source: SEC EDGAR 8-K (Item 2.02), Nexqual Earnings Flash. Built October 29, 2026 at 23:07 UTC. Not investment advice.

Data source: Nexqual. Last updated: October 29, 2026 at 23:07 UTC. This page is informational and not investment advice.

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