A. O. Smith Corporation (AOS) earnings on July 30, 2026

Before the market opens Q2 2026

More A. O. Smith Corporation earnings

Prior outlook: No statistical edge

A.O. Smith's stock jumped as much as 5% after reporting stronger-than-expected quarterly results, but fell 4% by the close as investors worried about a narrower outlook for next year.

AOS price around the earnings

59.81

Change: -3.0%

2026-07-30, 20:00 UTC

End of the measured window
59.06 60.85 62.63 64.42 61.64
Price series around the eventClosing price per minute from before the event to the end of the measured window.No trading (market closed)
July 30, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • End of the measured window
  • Market open
  • No trading (market closed)
  • Starting price
Price series around the event

Prior thesis

Prior outlook: No statistical edge

Thesis published
Results released

Recovering trend strength (+2.90% 14d), Stifel upgrade to $76, but recent EPS miss and negative growth create headwinds.

Context analyzed before publication

Trend
Recovering positive trend strength and trajectory into earnings, despite a recent EPS miss and negative growth.

Analysts

Evidence

Analyst consensus
Hold
Consensus average (1-5)
2.54
Analysts covering the stock
11
Average price target
70.55
Lowest price target
59
Highest price target
84
Upside to price target
13.7%
Quarterly earnings growth
-13.6%
Revenue growth
-1.9%
Forward EPS
4.16
Trailing EPS
3.75
Analyst moves in the last 60 days
2
  • Strong buy: 1
  • Buy: 4
  • Hold: 6
  • Sell: 1
  • Strong sell: 1
Strong buy
1
Buy
4
Hold
6
Sell
1
Strong sell
1
  • July 20, 2026 · Stifel: Maintains rating (Buy → Buy)
  • June 10, 2026 · Oppenheimer: Maintains rating (Outperform → Outperform)

News and sentiment

Evidence

Sentiment
Sentiment
Constructive
Mention volume
Low
Normalized volume
33%
News
Sources (1)

Technicals

Evidence

Price when the context was analyzed
62.04
Average true range (ATR)
2.7%
Distance to 52-week high
-22.5%
14-day change (14d)
+2.9%
30-day change (30d)
+0.6%
30-day relative strength
+2.1%
SPY change (30d)
-1.5%
Nearest support
61.7
Distance to nearest support
0.6%
Nearest resistance
62.08
Distance to nearest resistance
0.1%
Volume accumulation ratio (14d / 46d)
1.02
  • Mid: 61.7 (0.6% away, 0.2 ATR, 19 touches)
  • Mid: 61.43 (1% away, 0.37 ATR, 13 touches)
  • Minor: 60.84 (1.9% away, 0.72 ATR, 8 touches)
  • Minor: 62.08 (0.1% away, 0.02 ATR, 2 touches)
  • Mid: 62.44 (0.6% away, 0.24 ATR, 17 touches)
  • Minor: 62.74 (1.1% away, 0.42 ATR, 4 touches)

Trends

Evidence

Average earnings surprise
+2.1%
  • April 30, 2026: actual EPS 0.85 vs estimate 0.94 (surprise -9.9%)
  • January 29, 2026: actual EPS 0.9 vs estimate 0.84 (surprise +7.0%)
  • October 28, 2025: actual EPS 0.94 vs estimate 0.91 (surprise +3.6%)
  • July 24, 2025: actual EPS 1.07 vs estimate 0.99 (surprise +7.9%)

Expected move

Implied move
+2.2%
Source
Options chain

Reactions over its last 20 earnings

Median move
2.8%
75th percentile move
5%
90th percentile move
9.4%
Up / down moves
10 / 10
Average up move
+4.7%
Average down move
-3.2%

Monitoring and close

What A. O. Smith Corporation reported

Status
Finished
Actual EPS1.03
EPS estimate0.92
EPS surprise+12.0%
Revenue$1,004 million
Revenue estimate$995 million
Revenue surprise+0.9%

A.O. Smith beat Q2 estimates on North America strength; higher input costs and weaker China demand pressured profitability.

Sources (11)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, results beat expectations on both earnings and revenue and the price is indicating -0.2% pre-market, a move below the stock's usual reaction (about 3%). The figures don't confirm the prior scenario: that move is too small to draw conclusions from.

How the stock reacted

Consolidated
-4.0%
Max move
+5.1%

No verdict: the outlook took no direction, so there is nothing to score as a hit or a miss.