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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Halloran | Robert W. Baird | 12 | 0% |
| Andy Kaplowitz | Citigroup | 12 | 0% |
| Jeff Hammond | KeyBanc Capital Markets | 11 | 0% |
| Bryan Blair | Oppenheimer | 10 | 0% |
| Scott Graham | Seaport Research Partners | 9 | 11% |
| Saree Boroditsky | Jefferies | 9 | 33% |
| Dave MacGregor | Longbow Research | 7 | 0% |
| Tomohiko Sano | JPMorgan | 6 | 0% |
| Matt Summerville | D.A. Davidson | 6 | 33% |
| Damian Karas | UBS | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 1 | 12 | 0% |
| Robert W. Baird | 1 | 12 | 0% |
| Longbow Research | 2 | 11 | 0% |
| KeyBanc Capital Markets |
| 1 |
| 11 |
| 0% |
| Oppenheimer | 1 | 10 | 0% |
| Jefferies | 1 | 9 | 33% |
| Seaport Research Partners | 1 | 9 | 11% |
| Stifel | 2 | 9 | 0% |
A.O. Smith's first quarter of 2026 was a difficult one, with revenue declining 2% and EPS falling 11% as China weakness deepened, weather disrupted a key manufacturing facility, and Leonard Valve transaction costs weighed on earnings. Management lowered full-year EPS guidance by $0.15 at the midpoint, reflecting a deteriorating China outlook (now down low double digits), the DOE's one-year delay of commercial regulatory enforcement (eliminating expected prebuy), and accelerating steel and freight costs. The announced 4-7% North America price increases won't benefit results until Q3, creating a near-term margin squeeze. Bright spots included Leonard Valve's strong $16 million first-quarter contribution, wholesale channel share stabilization, and continued water treatment margin progress, but the overall quarter reflects a company navigating multiple simultaneous headwinds.
Demand | Competitive Dynamics | Margin | Revenue Growth | Trade Tariffs | Cost Pressure | Pricing | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 4 | 6 | 1 | 4 | 2 | 2 |
| 2025Q1 | 7 | 3 | 1 | 1 | 10 | 2 | 5 | |
| 2025Q2 | 6 | 9 | 5 | 4 | 3 | 2 | 4 | 4 |
| 2025Q3 | 9 | 4 | 3 | 3 | 1 | 2 | 2 | 2 |
| 2025Q4 | 3 | 3 | 4 | 4 | 1 | 2 | 4 | |
| 2026Q1 | 6 | 3 | 1 | 1 | 4 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 7 | 6 | 9 | 3 | 6 |
| Competitive Dynamics | 5 | 3 | 9 | 4 | 3 | 3 |
| Margin | 4 | 1 | 5 | 3 | 4 | 1 |
| Revenue Growth | 6 | 1 | 4 | 3 | 4 | |
| Trade Tariffs | 1 | 10 | 3 | 1 | 1 | 1 |
| Cost Pressure | 4 | 2 | 2 | 2 | 2 | 4 |
| Pricing | 2 | 5 | 4 | 2 | 2 | |
| M&A | 2 | 4 | 2 | 4 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AOS A. O. Smith | 1 | -1.9% | |
| AME Ametek | 8 | +11.3% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |