What is A. O. Smith's expected EPS for Q2 2026?

Analysts expect A. O. Smith (AOS) to report consensus EPS of approximately $0.92 for Q2 2026. Estimates range from $0.54 to $0.99.

What revenue do analysts expect for A. O. Smith in Q2 2026?

The consensus revenue forecast for A. O. Smith (AOS) in Q2 2026 is approximately $995M. Forecasts range from $969M to $1.02B.

How many analysts cover A. O. Smith?

9 analysts contribute to the A. O. Smith (AOS) Q2 2026 consensus estimate.

Has A. O. Smith beaten earnings estimates recently?

A. O. Smith beat analyst EPS estimates in 0 of the last 1 quarter. A. O. Smith beat revenue estimates in 0 of 1. In the most recent quarter (Q1 2026), A. O. Smith EPS missed by 9.7% and revenue missed by 2.9%.

When does A. O. Smith report Q2 2026 earnings?

A. O. Smith (AOS) is expected to report Q2 2026 earnings on July 30, 2026 before market open.

AOS Q2 2026 earnings estimate

Consensus EPS · Q2 2026

$0.92

Consensus revenue · Q2 2026

$994.9M

Analysts

Expected report

Jul 30, 2026

Before open

Upcoming earnings

Locks in 6 days 13 hours · BMO: Locks 8:00 PM ET previous day

Revenue$994.9M$969M – $1B

EPS$0.92$0.54 – $0.99

What to watch

Analyst ratings: Mixed

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Analyst consensus

Based on estimates from 9 analysts.

Metric	Low	Consensus	High
Revenue	$969M	$994.9M	$1B
EPS	$0.54	$0.92	$0.99
EBITDA	$262.3M	$267.4M	$272.9M
EBIT	$251.1M	$255.9M	$261.2M
Net income	$129.3M	$133.5M	$137.6M

Revenue$994.9M
EPS$0.92
EBITDA$267.4M
EBIT$255.9M
Net income$133.5M

Historical beat/miss

Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.

Period	Rev. actual	Rev. est.	Rev. surprise	EPS actual	EPS est.	EPS surprise
Q1 2026	$945.6M	$974.1M	-2.9%	$0.85	$0.94	-9.7%

Q1 2026-2.9%-9.7%

Estimate revisions

How analyst consensus estimates have changed over the past 90 days.

Collecting data

Revision trends appear once we have collected at least two daily snapshots for this period.

Community vs analysts

See how the TickerLeague crowd's forecast stacks up against Wall Street.

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No community consensus for A. O. Smith (AOS) Q2 2026 yet. Make a prediction to start the crowd forecast.

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Analyst price target

Based on price targets from 1 analyst.

Low: $67.00
Consensus: $71.40
Median: $70.00
High: $76.00
Current: $59.35
Upside: +20.3%

Upside calculated vs most recent trading price of $59.35.

Analyst ratings

Consensus: Hold — based on 30 analyst ratings.

Buy 10Hold 18Sell 2

24-month trend

Recent analyst actions

Date	Firm	Action	From	To
Jul 20, 2026	Stifel	maintain	Buy	Buy
Jun 10, 2026	Oppenheimer	maintain	Outperform	Outperform
May 15, 2026	JP Morgan	downgrade	Neutral	Underweight
May 4, 2026	DA Davidson	maintain	Neutral	Neutral
May 4, 2026	Citigroup	maintain	Neutral	Neutral
May 1, 2026	Oppenheimer	maintain	Outperform	Outperform
May 1, 2026	JP Morgan	maintain	Neutral	Neutral
May 1, 2026	Baird	maintain	Neutral	Neutral
Apr 14, 2026	Stifel	maintain	Buy	Buy
Apr 13, 2026	Goldman Sachs	maintain	Sell	Sell

Jul 20, 2026StifelBuy
Jun 10, 2026OppenheimerOutperform
May 15, 2026JP MorganUnderweight
May 4, 2026DA DavidsonNeutral
May 4, 2026CitigroupNeutral
May 1, 2026OppenheimerOutperform
May 1, 2026JP MorganNeutral
May 1, 2026BairdNeutral
Apr 14, 2026StifelBuy
Apr 13, 2026Goldman SachsSell

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