A. O. Smith stock heads toward October 29 earnings after Q2 beat

Published on 10/04/2026 at 23:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

A. O. Smith stock heads toward its October 29 report after Q2 EPS reached USD 1.03 versus USD 0.96 consensus. Nine analysts hold a USD 67.75 average target.

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A. O. Smith stock (ISIN US8318652091) was last at USD 56.75 on the NYSE on October 2, 2026, with a 0.14 percent session change from USD 56.67. The next major checkpoint is the company's Q3 2026 report, scheduled for October 29 before the market opens, according to StockTitan on October 2, 2026.

Q2 EPS beat leaves sales under pressure

A. O. Smith's latest reported quarter was Q2 2026, ended June 30. According to MarketBeat, quarterly EPS was USD 1.03 against a USD 0.96 consensus, while revenue reached USD 1 billion and declined 0.7 percent year over year.

The comparison is mixed rather than one-sided. The EPS beat amounted to USD 0.07, but the prior-year quarter delivered USD 1.07 EPS, and A. O. Smith's FY2026 EPS guidance stands at USD 3.70-3.85, according to MarketBeat.

Hold consensus points to 19.4 percent gap

The analyst picture remains restrained. MarketBeat reports a Hold consensus from nine analysts, comprising five Holds, two Sells and two Buys, with an average 12-month price target of USD 67.75. That target lies 19.4 percent above the October 2 reference price of USD 56.75.

The latest estimate change adds a cautious note. Zacks Research lowered its Q3 2028 EPS estimate to USD 1.09 from USD 1.10 in a September 29 research note while maintaining a Hold rating, according to MarketBeat.

October 29 report sets next checkpoint

For investors, the October report will test whether the Q2 earnings beat can offset the 0.7 percent revenue decline and the lower long-range estimate. A. O. Smith manufactures water heating and water treatment products, making residential and commercial demand central to the earnings discussion.

Stock remains below its yearly high

A. O. Smith stock was last at USD 56.75 on the NYSE on October 2, 2026 at 4:00 p.m. ET. Its 52-week range was USD 54.16 to USD 81.87, while market capitalization stood at USD 7.9 billion and volume was 1,089,554 shares.