A.O. Smith Corp

AOS: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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A.O. Smith Earnings: Replacement Demand Provides Stability Amid Tariff Uncertainty

Brian Bernard , Benton Foy

Apr 30, 2025

A.O. Smith's first-quarter sales declined 2% year over year due to softer North America water heater volumes and lower sales in China. Earnings per share declined 5% to $0.95. Management maintained 2025 guidance, noting it does not include the impact of tariffs and subsequent price increases.

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A.O. Smith Corp

A.O. Smith Earnings: Replacement Demand Provides Stability Amid Tariff Uncertainty

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