A. O. Smith cuts 2026 EPS guidance on China weakness, Q1 earnings fall 11%

Filed April 30, 2026 · Period ending April 30, 2026 · ~1 min read

Key Changes

• high

  Full-year 2026 diluted EPS guidance lowered to $3.60-$3.90 (from $3.85-$4.15) and adjusted EPS to $3.70-$4.00, citing continued challenging conditions in China and softer North America demand.

  Exhibit 99.1 verify on EDGAR →
• high

  Q1 2026 sales fell 2% to $946 million and diluted EPS declined 11% to $0.85 (from $0.95 in Q1 2025), with China sales down 17% in local currency on weak consumer demand.

  Exhibit 99.1 verify on EDGAR →
• high

  China segment earnings dropped 37% to $12.4 million with margin compressing to 6.2% from 8.7% year-over-year; management expects challenging conditions to persist through 2026.

  Exhibit 99.1 verify on EDGAR →