A.O. Smith (AOS) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $1.03
- Estimate
- $0.92
- Surprise
- +11.5%
- Revenue (period 2026-06-30)
- $1.00B
- Score at report (before → after)
- 5.5 → 5.3/10
Revenue source: xbrl.
How the report landed
A.O. Smith (AOS) beat the $0.92 estimate with diluted EPS of $1.03 — a large 11.5% upside surprise. TrendMatrix's engine moved from Hold (5.5/10) to Sell at 5.3/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates AOS Sell at 5.1/10.
3 of the last 4 quarters beat the estimate; this quarter's +11.5% surprise compares with a +3.0% four-quarter average. Next scheduled report: 2026-10-27.
What supports the rating
- Strong earnings beat streak (3/4)
What argues against it
- Concentration risk — Geographic: North America (78.0%)
- Analyst target reached - limited upside remaining
- Sector modifier (Industrials): -0.7
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $60.91
- Price target
- $62.81
- Stop
- $57.70
- Upside to target
- +3.1%
At 16.5× trailing and 14.8× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
AOS at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Specialty Industrial Machinery
- Market cap
- $8.23B
- P/E (fwd)
- 14.8
- P/E (ttm)
- 16.5
- 52-week range
- $54.16–$81.87
- Off 52-week high
- 25.6%
- RSI (14)
- 48
- Volume vs avg
- 0.45×
- Score today
- 5.1/10