Zacks cuts A. O. Smith stock estimate to USD 0.94

Published on 10/01/2026 at 13:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Zacks set a USD 0.94 first-quarter estimate on September 29, 2026. A. O. Smith stock last at EUR 49.92 on September 14, 2026, below EUR 49.99.

Moderne Fabrikhalle mit Warmwasserspeichern auf Produktionsband — A.O. Smith Corp. zeigt Warmwasserboiler Fertigung in einer modernen US Fabrikhalle ISIN US0003711006, Illustration mit AI erstellt.

A. O. Smith stock (ISIN US0003711006) is tied to a lower first-quarter 2027 earnings estimate after Zacks Research cut its forecast from USD 0.95 to USD 0.94 on September 29, 2026, as reported by MarketBeat. The revision keeps earnings expectations below the company's recent quarterly level and puts the October reporting date at the center of the next market test.

Estimate moves lower

Zacks Research also kept a Hold rating on the company while lowering its first-quarter estimate by USD 0.01. MarketBeat reported that the broader consensus for fiscal 2026 stood at USD 3.74 per share, compared with company guidance of USD 3.70 to USD 3.85.

The estimate change follows a second quarter that combined an earnings beat with softer sales. According to MarketBeat on September 26, 2026, adjusted earnings per share reached USD 1.03 in the second quarter of 2026, above the USD 0.96 consensus estimate, while revenue was USD 1.00 billion and declined 0.70 percent year over year.

Profit holds while sales soften

Finance figures place second-quarter 2026 revenue at USD 1.0043 billion, compared with USD 945.6 million in the first quarter of 2026. GAAP net income was USD 124.9 million in the second quarter, versus USD 118.0 million in the first quarter, while diluted GAAP earnings per share rose from USD 0.85 to USD 0.91.

The contrast matters for the stock: quarterly sales improved sequentially, but the year-over-year decline and the lower forward estimate point to a more cautious earnings path. A. O. Smith operates in industrial machinery and sells water heating and treatment equipment across North America, China, Europe and India.

October report sets next test

MarketBeat lists October 27, 2026, for A. O. Smith's third-quarter 2026 report and gives a consensus estimate of USD 0.90 per share. The company therefore enters the report date with fiscal 2026 guidance of USD 3.70 to USD 3.85 and a market capitalization of USD 7.8 billion as of September 30, 2026.

A. O. Smith was last at EUR 49.92 on TradeGate on September 14, 2026, versus EUR 49.99 previously. The quote carried a minus 0.14 percent session change, while the primary listing is NYSE in USD.