A. O. Smith Corporation Q3 2025 Earnings Release

A. O. Smith Corporation reported its third quarter 2025 results, showing a 4% increase in sales to $943 million, driven by higher water heater and boiler sales in North America. Net earnings rose 10% to $132 million, with diluted earnings per share (EPS) increasing 15% to $0.94. The North America segment saw a 6% sales growth and a 110 basis points expansion in operating margin to 24.2%. However, the Rest of World segment experienced a 1% sales decline, primarily due to a 12% local currency sales drop in China. The company updated its full-year outlook, projecting consolidated sales to range from flat to up 1% and narrowed the EPS range to $3.70 to $3.85. The company also highlighted its strong cash flow performance and ongoing share repurchase program.