AOS
A.O. Smith Corporation · Industrials · Specialty Industrial Machinery
TECHSellZACKSHold
R500#263 today
$56.75
+0.14% today · -3.24% 1W
Oct 2 close or latest
PreviewWhy it's moving
Moving with the market
- AOS +0.14% on the last session vs SPY +0.74%: −0.6 pts of stock-specific move.
- Aftermath, big drop (Sep 30): After its 57 big drops in the past 5 years, AOS typically gained 2.1% over the next month (median) and was higher 56% of the time; half the outcomes fell between -5.6% and +6.5%. An ordinary month: -0.0%. Among S&P 500 stocks after big drops, that ranks #154 of 500.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Oct 29
Before the open · in 25 days
EPS estimate
$0.90
$0.87 to $0.93 · 11 analysts
Revenue estimate
$963.1M
$933.8M to $980.1M
Track record
5/8 beats
last 8 reports · moved ±3.0% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 30, 2026 BMO | 2Q2026 | $0.92 | $1.03 | +$0.11 (+11.5%) beat | $1.0B | -3.6% -5.3 vs SPY | +3.9% | +2.5% |
| Apr 30, 2026 BMO | 1Q2026 | $0.94 | $0.85 | −$0.09 (−9.9%) miss | $945.6M | -2.3% -3.3 vs SPY | +2.1% | -3.6% |
| Jan 29, 2026 BMO | 4Q2025 | $0.84 | $0.90 | +$0.06 (+6.9%) beat | $912.5M | +5.3% +5.5 vs SPY | +3.9% | +13.3% |
| Oct 28, 2025 BMO | 3Q2025 | $0.91 | $0.94 | +$0.03 (+3.6%) beat | $942.5M | -2.6% -2.9 vs SPY | -0.5% | -3.8% |
| Jul 24, 2025 BMO | $0.99 | $1.07 | +$0.08 (+8.1%) beat | — | +3.6% +3.6 vs SPY | +3.0% | -0.8% | |
| Apr 29, 2025 BMO | $0.91 | $0.95 | +$0.04 (+4.4%) beat | — | +3.5% +2.8 vs SPY | +2.4% | +6.0% | |
| Jan 30, 2025 BMO | $0.89 | $0.85 | −$0.04 (−4.5%) miss | — | -2.8% -3.3 vs SPY | -3.9% | -4.7% | |
| Oct 22, 2024 BMO | $0.82 | $0.82 | $0.00 (0.0%) in line | — | -0.5% -0.5 vs SPY | +1.4% | -2.0% | |
| Jul 23, 2024 BMO | $1.06 | $1.06 | $0.00 (0.0%) in line | — | -9.4% -9.2 vs SPY | -8.9% | -4.8% | |
| Apr 25, 2024 BMO | $0.99 | $1.00 | +$0.01 (+1.0%) beat | — | -4.8% -4.4 vs SPY | -3.6% | -4.5% | |
| Jan 30, 2024 BMO | $0.96 | $0.97 | +$0.01 (+1.0%) beat | — | -2.0% -1.9 vs SPY | -3.2% | -5.2% | |
| Oct 26, 2023 BMO | $0.79 | $0.90 | +$0.11 (+13.9%) beat | — | +6.0% +7.2 vs SPY | +1.9% | +9.1% | |
| Jul 27, 2023 BMO | $0.90 | $1.01 | +$0.11 (+12.2%) beat | — | -1.9% -1.2 vs SPY | -1.2% | -2.9% | |
| Apr 27, 2023 BMO | $0.78 | $0.94 | +$0.16 (+20.5%) beat | — | +2.0% 0.0 vs SPY | +3.6% | +3.4% | |
| Jan 31, 2023 BMO | $0.79 | $0.86 | +$0.07 (+8.9%) beat | — | +13.7% +12.2 vs SPY | +7.4% | +13.3% | |
| Oct 27, 2022 BMO | $0.69 | $0.69 | $0.00 (0.0%) in line | — | -0.1% +0.4 vs SPY | +2.2% | +4.0% | |
| Jul 28, 2022 BMO | $0.81 | $0.82 | +$0.01 (+1.2%) beat | — | +1.2% 0.0 vs SPY | +2.7% | +2.0% | |
| Apr 28, 2022 BMO | $0.75 | $0.77 | +$0.02 (+2.7%) beat | — | -4.4% -6.9 vs SPY | -0.6% | -1.6% | |
| Jan 27, 2022 BMO | $0.77 | $0.87 | +$0.10 (+13.0%) beat | — | +1.5% +2.0 vs SPY | +3.1% | +1.0% | |
| Oct 28, 2021 BMO | $0.68 | $0.82 | +$0.14 (+20.6%) beat | — | +10.5% +9.5 vs SPY | +4.8% | +22.5% | |
| Jul 29, 2021 BMO | $0.65 | $0.73 | +$0.08 (+12.3%) beat | — | — | — | — | |
| Apr 29, 2021 BMO | $0.57 | $0.60 | +$0.03 (+5.3%) beat | — | — | — | — | |
| Jan 28, 2021 BMO | $0.58 | $0.74 | +$0.16 (+27.6%) beat | — | — | — | — | |
| Oct 29, 2020 BMO | $0.52 | $0.66 | +$0.14 (+26.9%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $0.90 (11) | $0.87 – $0.93 | -5% | -9.9% | ▲0 ▼1 | $963.1M | +2% |
| Next quarter · Dec 31, 2026 | $0.96 (11) | $0.92 – $1.00 | +7% | -2.4% | ▲4 ▼7 | $981.1M | +8% |
| Current year · Dec 31, 2026 | $3.74 (12) | $3.69 – $3.77 | -3% | -0.8% | ▲0 ▼1 | $3.9B | +2% |
| Next year · Dec 31, 2027 | $4.09 (12) | $3.93 – $4.25 | +9% | -2.0% | ▲0 ▼2 | $4.0B | +4% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.