A. O. Smith's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-29. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $940 million (−0.2% vs a year earlier) |
| Diluted EPS (GAAP) | $0.93 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $0.93 |
| Full-year guidance | Stated (no change given) |
Guidance
A. O. Smith re-based FY2026 guidance to exclude China: net sales about $3.27–3.29 billion (~4% growth) and adjusted EPS $3.42–3.52.
Why this label: Guidance 'updated to exclude the China business' (basis change); no prior ex-China figures or direction; not called initial.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| net sales excluding China | FY2026 | $3,270–3,290 million (approximately 4% growth) | not stated |
| adjusted EPS excluding China | FY2026 | $3.42–3.52 | not stated |
| share repurchases | FY2026 | approximately $300 million | not stated |
From the release
Revenue: "Net sales · $940.5 · $942.5 · -%"
Earnings per share: "Sales of $941 million; net earnings of $126 million and diluted earnings per share (EPS) of $0.93"
net sales excluding China: "Net sales excluding China · $3,155 · $3,270 · $3,290"
adjusted EPS excluding China: "Adjusted EPS 1 , excluding China, of between $3.42 and $3.52"
share repurchases: "The Company projects its full-year 2026 share repurchases to total approximately $300 million."
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Agreed to sell 81% of China business to CPE; guidance now excludes China.
Source
A. O. Smith earnings release (SEC filing), accession 0000091142-26-000102, filed 2026-10-29.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.