A. O. Smith posted Q3 2026 sales of $941 million and net earnings of $126 million, with diluted EPS of $0.93. North America sales rose 3%, driven by acquisitions and boiler growth, while Rest of World sales fell 7%, mainly due to weakness in China. The company agreed to sell an 81% stake in its China business to CPE, retaining 19% and a long-term brand license, focusing future growth outside China. Full-year 2026 guidance excludes China, projecting 4% sales growth and adjusted EPS between $3.42 and $3.52, with plans to use proceeds for share repurchases.
As of Oct 29, 2026 18:12 WIB, A. O. Smith (AOS) trades at USD 58.98 on Pluang, down 3.09% for the day and closer to its 52-week low of USD 55.34 than its high of USD 80.47. This price level contrasts with the company’s strategic shift away from China, which may influence investor sentiment. The stock offers a dividend yield of 2.46% and a market cap of $8.41 billion, reflecting its standing in the industrials sector.
