A O Smith AOS Q4 2025 Earnings Call Transcript
View original at finance.yahoo.comA O Smith AOS Q4 2025 Earnings Call Transcript Image source: The Motley Fool. Date Thursday, January 29, 2026 at 10:00 a.m…
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China sales expected to decline mid-single digits in 2026
80% confidenceLeonard Valve and its portfolio of mixing valves and control units represent our first action expanding into this attractive market opportunity
80% confidenceSteel costs expected to increase 10% in 2026 versus 2025
80% confidenceIndia business including Pureit expected to grow approximately 10% in 2026
80% confidence2026 revenue growth expected to be 2% to 5%
80% confidence2026 EPS expected to be in range of $3.85-$4.15, representing midpoint growth of 4% versus 2025
80% confidenceI want to take a moment to sincerely thank all of our employees for their outstanding dedication and hard work in 2025, allowing us to navigate a dynamic environment and deliver record EPS
80% confidenceProactive replacement demand is above 30% of total replacement and has been high for 5-6 years
80% confidenceThe assessment is ongoing, and I am pleased with the quality of discussions we are having with a number of potential partners regarding China strategic options
80% confidenceEmergency replacement demand remains resilient and predictable
80% confidenceWe are actively working with select customers to address the specific geographies and product offerings that are under the most pressure to deliver better outcomes in the wholesale market in 2026
80% confidenceHistorically, we do a really good job of protecting our price cost relationship
80% confidenceExpected share repurchases of approximately $200M in 2026
80% confidenceUS commercial water heater industry volumes expected to see mid-single digit increase in 2026 due to buy-ahead of October 2026 regulatory changes
80% confidenceUS residential water heater industry volumes expected to be flat to down in 2026
80% confidence