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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Halloran | Robert W. Baird | 14 questions · 0% challenging |
| Andy Kaplowitz | Citigroup | 12 questions · 0% challenging |
| Bryan Blair | Oppenheimer | 12 questions · 8% challenging |
| Jeff Hammond | KeyBanc Capital Markets | 11 questions · 0% challenging |
| Scott Graham | Seaport Research Partners | 10 questions · 10% challenging |
| Saree Boroditsky | Jefferies | 9 questions · 33% challenging |
| Susan Maklari | Goldman Sachs | 8 questions · 13% challenging |
| Nathan Jones | Stifel | 7 questions · 0% challenging |
| David MacGregor | Longbow Research | 7 questions · 0% challenging |
| Matt Summerville | D.A. Davidson | 6 questions · 33% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 analyst | 14 questions · 0% challenging |
| KeyBanc Capital Markets | 2 analysts | 13 questions · 0% challenging |
| Longbow Research | 2 analysts | 13 questions · 0% challenging |
| Citigroup | 1 analyst | 12 questions · 0% challenging |
| Oppenheimer | 1 analyst | 12 questions · 8% challenging |
| Stifel | 2 analysts | 11 questions · 0% challenging |
| Seaport Research Partners | 1 analyst | 10 questions · 10% challenging |
| Goldman Sachs | 2 analysts | 10 questions · 10% challenging |
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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.
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for A. O. Smith (AOS), FY2026 Q1: 1/10. Scores: A. O. Smith’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AOS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Demand | Competitive Dynamics | Margin | Revenue Growth | Trade Tariffs | Cost Pressure | M&A | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 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 |
| M&A | 2 | 4 | 2 | 4 | 2 | |
| Pricing | 2 | 5 | 4 | 2 | 2 |
GAAP revenue YoY -1.90% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $912M | -7.7% | $0.75 | -18.5% | 37.1% | — | 12.0% | $191M |
| FY2025 Q1 | $964M | -1.5% | $0.95 | -5.0% | 38.9% | 19.1% | 14.2% | $17M |
| FY2025 Q2 | $1.01B | -1.3% | $1.07 | +0.9% | 39.3% | 20.4% | 15.0% | $123M |
| FY2025 Q3 | $943M | +4.4% | $0.94 | +14.6% | 38.7% | 18.6% | 14.0% | $241M |
| FY2025 Q4 | $913M | +0.0% | $0.90 | +20.0% | 38.4% | 17.9% | 13.7% | $166M |
| FY2026 Q1Selected | $946M | -1.9% | $0.85 | -10.5% | 38.7% | 17.1% | 12.5% | $119M |
| FY2026 Q2 | $1.00B | -0.7% | $0.91 | -15.0% | 38.6% | 16.5% | 12.4% | $114M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What AOS said about other companies on its FY2026 Q1 call, and what other companies said about AOS on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Leonard Valve contributed $16 million to sales in the first quarter of 2026, led by strong performance in the valve business. We exited the quarter with a strong backlog, and Leonard remains on track to achieve another year of double-digit growth”
A. O. Smith reports its January 2026 acquisition Leonard Valve is delivering strong valve sales and double-digit growth, signaling a healthy integration and expanding water-management platform.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| AOSA. O. Smith | 1 | -1.9% | A.O | |
| AMEAmetek | 8 | +11.3% | Record orders and backlog growth | |
| CMICummins | 7 | +2.7% | Power Systems Record EBITDA on Data Center Demand | |
| DOVDover Corporation | 7 | +10.1% | Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio | |
| EMREmerson Electric | 6 | +2.9% | Middle East Conflict Disrupts Sales and Operations | |
| ETNEaton Corporation | 8 | +16.8% | Record Orders and Backlog Surge | |
| GEVGE Vernova | 9 | +16.1% | Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF | |
| GNRCGenerac | 9 | +12.4% | Revenue grew 12% to $1.06B with C&I up 28% on data center momentum | |
| IEXIDEX Corporation | 8 | +8.9% | HST Delivers 11% Organic Growth with 17% Order Surge | |
| IRIngersoll Rand | 5 | +7.6% | Solid Start to 2026 with EPS Up High Single Digits | |
| ITWIllinois Tool Works | 7 | +4.6% | CapEx Segment Strength Drives Top-Line Growth | |
| NDSNNordson Corporation | 9 | +8.8% | Record First Quarter Sales With 7% Organic Growth | |
| OTISOtis Worldwide | 4 | +6.5% | Service margin contracts 160bps on investments, mix, and Middle East costs | |
| PHParker Hannifin | 8 | +10.6% | Record Q3 performance across sales, margins, and EPS | |
| PNRPentair | 6 | +2.6% | Q1 record for sales and adjusted operating income | |
| ROKRockwell Automation | 9 | +11.8% | Strong broad-based revenue growth with organic sales up 9% | |
| SMRNuScale Power Corporation | 2 | -95.8% | NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss | |
| XYLXylem Inc. | 5 | +2.7% | Revenue flat organically as 80/20 walkaways and China offset EPS growth |
A.O
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| AOS | 3 | 4 | 5 | 5 | 6 | 1 |
| AME | 6 | 6 | 6 | 9 | 8 | 8 |
| CMI | 6 | 2 | 5 | 4 | 6 | 7 |
| DOV | 6 | 4 | 7 | 8 | 9 | 7 |
| EMR | 6 | 7 | 8 | 8 | 8 | 6 |
| ETN | 8 | 7 | 7 | 7 | 7 | 8 |
| GEV | 8 | 9 | 9 | 8 | 6 | 9 |
| GNRC | 9 | 6 | 6 | 1 | 3 | 9 |
| IEX | 8 | 5 | 3 | 7 | 8 | 8 |
| IR | 8 | 4 | 8 | 4 | 9 | 5 |
| ITW | 6 | 4 | 6 | 5 | 7 | 7 |
| NDSN | 8 | 4 | 6 | 7 | 7 | 9 |
| OTIS | 6 | 5 | 5 | 8 | 8 | 4 |
| PH | 4 | 5 | 7 | 8 | 8 | 8 |
Middle East Conflict Disrupts Sales and Operations
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
Revenue grew 12% to $1.06B with C&I up 28% on data center momentum
Service margin contracts 160bps on investments, mix, and Middle East costs
Strong broad-based revenue growth with organic sales up 9%
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss
Revenue flat organically as 80/20 walkaways and China offset EPS growth
| PNR | 6 | 5 | 6 | 7 | 7 | 6 |
|---|
| ROK | 4 | 6 | 9 | 9 | 8 | 9 |
|---|
| SMR | 8 | 8 | 8 | 6 | 2 | 2 |
|---|
| XYL | 8 | 6 | 9 | 9 | 8 | 5 |
|---|