A. O. Smith reported net sales of $1,011.3 million for Q2 2025 compared with $1,024.3 million in the prior-year period, net earnings of $152.2 million compared with $156.2 million, and diluted earnings per share of $1.07 compared with $1.06.

1. 01

   A. O. Smith reported net sales of $1,011.3 million for Q2 2025 compared with $1,024.3 million in the prior-year period, net earnings of $152.2 million compared with $156.2 million, and diluted earnings per share of $1.07 compared with $1.06.

2. 02

   The company said North America segment sales for Q2 were $779.0 million, down 1%, while segment margin rose 30 basis points to 25.4%, and Rest of World segment margin was 10.5% compared with 10.6% in the prior-year period.

3. 03

   A. O. Smith said cash provided by operating activities in the first half of 2025 was $178.3 million and free cash flow was $139.9 million, and the company repurchased 3.8 million shares for $251.3 million in the same period.

4. 04

   The company raised its full-year sales outlook to growth of 1% to 3% and its diluted earnings per share guidance to a range of $3.70 to $3.90, and said it is initiating an assessment of strategic opportunities for its China business.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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