A AOS

A.O. Smith Corp

$64.35

-1.12% ($0.73)

Volume 1.13M

52W High $81.87

52W Low $58.83

Market Cap $9.06B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.94

Whisper EPS

$0.97

3.7% above consensus

Last Quarter

$0.90

Current Streak

4 Beats

Avg Surprise (4Q)

+5.41%

Next Earnings Report

Reports in 23 days

Report Date Apr 30, 2026

Time BMO

Whisper Spread +3.67%

Consensus Estimate

$0.94

Official analyst average

Whisper Number

$0.97

What traders expect

Bullish Sentiment: The whisper number is 3.7% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Jan 29, 2026

1-Day: +0.93%

5-Day: +4.84%

Q3 2025 Oct 28, 2025

1-Day: -1.89%

Q2 2025 Jul 24, 2025

1-Day: -2.54%

5-Day: -3.11%

Q1 2025 Apr 29, 2025

1-Day: +1.76%

Revenue & Financial Performance

Revenue Whisper

$949.0M

TWN Proprietary Estimate

Last Quarter Revenue

$912.5M

+0.0% YoY

Gross Margin

38.4%

Net Margin: 13.7%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$912.5M	+0.0%	38.4%	18.0%	$125.4M
Q3'25	$942.5M	+4.4%	38.7%	18.6%	$132.0M
Q2'25	$1.01B	-1.3%	39.3%	20.4%	$152.2M
Q1'25	$963.9M	-1.5%	39.0%	19.0%	$136.6M
Q4'24	$912.4M	-7.7%	37.1%	17.1%	$109.7M
Q3'24	$902.6M	-3.7%	37.4%	17.8%	$120.1M
Q2'24	$1.02B	+6.6%	38.6%	20.2%	$156.2M
Q1'24	$978.8M	+1.3%	39.2%	19.7%	$147.6M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Jan 29, 2026	$0.85	$0.86	$0.90	+5.88%	Beat
Q3 2025	Oct 28, 2025	$0.91	$0.93	$0.94	+3.30%	Met
Q2 2025	Jul 24, 2025	$0.99	$0.99	$1.07	+8.08%	Beat
Q1 2025	Apr 29, 2025	$0.91	$0.89	$0.95	+4.40%	Beat
Q4 2024	Jan 30, 2025	$0.89	$0.91	$0.85	-4.49%	Missed
Q3 2024	Oct 22, 2024	$0.82	$0.85	$0.82	+0.00%	Missed
Q2 2024	Jul 23, 2024	$1.06	$1.12	$1.06	+0.00%	Missed
Q1 2024	Apr 25, 2024	$0.99	$1.05	$1.00	+1.01%	Missed
Q4 2023	Jan 30, 2024	$0.96	$1.03	$0.97	+1.04%	Missed
Q3 2023	Oct 26, 2023	$0.79	$0.84	$0.90	+13.92%	Beat
Q2 2023	Jul 27, 2023	$0.90	$0.94	$1.01	+12.22%	Beat
Q1 2023	Apr 27, 2023	$0.78	$0.81	$0.94	+20.51%	Beat