Data center demand could triple by 2030; Generac buys Enercon for backup power
Generac (NYSE: GNRC) has signed an agreement to acquire Enercon Engineering, a company specializing in generator enclosures and UL-certified switchgear, to expand its capacity for the rapidly growing data center and commercial & industrial markets. Enercon, founded in 1975, brings 50 years of expertise, over 120 employees, and a 160,000-square-foot manufacturing facility. This acquisition is part of Generac's strategy to double its C&I product sales, supporting the anticipated tripling of global data center capacity by 2030, with the closing expected in Q2 2026 pending regulatory approvals.
Pharmaceutical Packaging Market Trends and Growth
The global pharmaceutical packaging market is projected to grow from $126.2 billion in 2025 to $178.4 billion by 2030, at a CAGR of 7.2%. This growth is driven by technological advancements like smart packaging and specialized needs for biologics, as well as demand for child-resistant and senior-friendly designs. The report segments the market by material, packaging type, product, application, and region, providing detailed analysis and forecasts.
A. O. Smith SVP Schuh sells $28,439 in AOS stock
Darrell W. Schuh, SVP; President & GM Lochinvar at A. O. Smith CORP (NYSE:AOS), sold 356 shares of common stock worth $28,439 on February 13, 2026, while also acquiring 1,460 shares at no cost through restricted stock units. This transaction follows the company's Q4 2025 earnings where EPS beat expectations but revenue fell short. Analysts have offered mixed outlooks, with Stifel raising its price target to $85.00 with a Buy rating, while DA Davidson maintained a Neutral rating with a $75.00 price target, citing residential market challenges.
A. O. Smith SVP Schuh sells $28,439 in AOS stock
Darrell W. Schuh, SVP at A. O. Smith CORP, sold 356 shares of common stock for $28,439 while also acquiring 1,460 shares at no cost through restricted stock unit exercise. This comes amidst recent positive Q4 2025 earnings which beat EPS estimates but missed revenue expectations, leading to mixed analyst responses. Stifel raised its price target to $85, maintaining a Buy rating, while DA Davidson reiterated a Neutral rating with a $75 price target due to challenges in the North American residential market.
Analyst Estimates: Here's What Brokers Think Of A. O. Smith Corporation (NYSE:AOS) After Its Full-Year Report
A. O. Smith Corporation (NYSE:AOS) recently reported its full-year results, showing revenues of US$3.8 billion and statutory earnings per share of US$3.85, largely in line with analyst estimates. Analysts are forecasting US$3.97 billion in revenues and US$4.03 per share for 2026, indicating no major change in expectations after the latest results. The consensus price target remains at US$79.50, and while there's a range of individual analyst targets, the overall outlook suggests the company is tracking in line with previous expectations, albeit with slower revenue growth anticipated compared to the wider industry.
K L Contractor Plumbing Inc Releases New Guide Comparing Rheem, Bradford White, and A. O. Smith Water Heaters
K L Contractor Plumbing Inc has released a new guide comparing Rheem, Bradford White, and A. O. Smith water heaters, aimed at helping homeowners make informed decisions. The article discusses differences in availability, build quality, and service approach among the brands, emphasizing that the "best" choice depends on individual home needs rather than brand loyalty. It also highlights the importance of professional installation, proper sizing, maintenance, and understanding warranty coverage for long-term satisfaction.
Principal Financial Group Inc. Lowers Holdings in A. O. Smith Corporation $AOS
Principal Financial Group Inc. reduced its stake in A. O. Smith Corporation by 8.4% in the third quarter, selling 12,886 shares and holding 140,731 shares valued at approximately $10.33 million. Despite this, other institutional investors have increased their holdings. Analysts currently have a "Hold" consensus rating for A. O. Smith with an average price target of $77.00.
A.O. Smith Corp (NYSE:AOS): A Dependable Dividend Stock With Strong Fundamentals
A.O. Smith Corp (NYSE:AOS) is presented as a dependable dividend stock due to its consistent dividend raises, strong profitability, and solid financial health with minimal debt. The company boasts a dividend yield of 1.84%, significantly higher than its sector average, and a conservative payout ratio of 36% of profits. While its valuation is not low and near-term growth projections are moderate, its strong fundamentals support its appeal as a reliable income source for investors.
The Truth About A.O. Smith Corp.: Is This Boring Stock Secretly a Power Play?
A.O. Smith Corp. (AOS) is presented as a "boring but winning" stock, a water heater and water technology company that consistently performs well despite lacking the viral hype of AI or meme stocks. The article highlights its defensive demand for essential products, steady performance with dividends, and quiet technological upgrades, positioning it as a stable choice for long-term, risk-aware investors. While not a high-volatility stock, AOS offers reliability and exposure to essential infrastructure.
The Truth About A.O. Smith Corp.: Is This Boring Stock Secretly a Power Play?
A.O. Smith Corp. (AOS) is presented as a "boring" but potentially solid investment in the water technology sector, contrasting with highly volatile AI and meme stocks. The article highlights its steady performance, essential products like water heaters and treatment systems, and its appeal to long-term, risk-aware investors due to consistent demand, dividend payments, and quiet technological upgrades. While not a viral stock, AOS is positioned as a reliable component for a stable portfolio.
Masco Corporation’s Quiet Platform Power Play in Home Improvement
Masco Corporation is highlighted as a strategic player in home improvement, operating a "platform" of power brands like Delta, Hansgrohe, Behr, and Kichler, rather than focusing on single products. The article describes how Masco integrates design, performance, and distribution, emphasizing sustainability and efficiency. It also analyzes Masco's competitive positioning against rivals like Fortune Brands Innovations, A.O. Smith, and Sherwin-Williams, attributing its success to platform thinking, strong brand portfolio, channel mastery, pragmatic innovation, and resilience across housing cycles.
Stifel Reviews A. O. Smith (AOS) After Q4 Beat and Mixed 2026 Outlook
Stifel analyst Nathan Jones increased his price target for A. O. Smith (AOS) to $85 from $80, maintaining a Buy rating after the company's Q4 earnings beat. Despite a lighter-than-expected 2026 revenue outlook and mixed EPS guidance, shares rose 5%, possibly due to short covering. The company's Q4 profit improved, driven by strong North American demand for boilers and water treatment products, though China operations continue to face challenges.
Zurn Elkay Water Solutions (ZWS) Margin Improvement Reinforces Bullish Narratives Despite Rich P E
Zurn Elkay Water Solutions (ZWS) completed FY 2025 with strong Q4 revenues and EPS, and an 11.3% trailing net margin, reinforcing bullish views despite a high P/E ratio. The company's earnings growth of 21.1% over the last year outpaced revenue growth, indicating improved profitability per dollar of sales. However, analysts note a valuation gap, with the stock trading at a 44.4x trailing P/E compared to a DCF fair value of US$47.93, suggesting that its current price may already embed strong expectations.
A.O. Smith Corp.: How a 150-Year-Old Water Tech Brand Is Quietly Becoming a Smart-Home Powerhouse
A.O. Smith Corp., a 150-year-old water technology company, is transforming into a smart-home powerhouse by integrating efficiency, intelligence, and water quality into its products. The company focuses on high-efficiency water heaters, tankless systems, integrated controls, and water treatment, aligning with regulatory trends and consumer demand for decarbonization and water quality. This strategic evolution positions A.O. Smith as a key infrastructure brand for smart, sustainable homes and buildings, differentiating it from competitors and potentially enhancing its stock valuation.
5 Must-Read Analyst Questions From A. O. Smith's Q4 Earnings Call
A. O. Smith’s Q4 2025 earnings call highlighted strong margin expansion and profitability gains in commercial water heater and boiler businesses, despite flat sales and challenges in China. Analysts pressed management on issues like persistent softness in residential volumes, competition in the wholesale channel, and the go-to-market strategy for the Leonard Valve acquisition. The company is also focusing on its water management platform expansion and expects further margin gains in water treatment.
A.O. Smith Corp.: How a 150-Year-Old Water Tech Brand Is Quietly Becoming a Smart-Home Powerhouse
A.O. Smith Corp. is redefining itself as a key infrastructure brand for smart, sustainable homes and commercial buildings by integrating connectivity and efficiency into its water heaters, boilers, and filtration systems. The company's strategy focuses on high-efficiency products, digital controls, water treatment, and commercial hydronic systems, aligning with regulatory tailwinds and consumer demand for lower energy bills and cleaner water. By moving beyond traditional hardware sales to offer lifecycle value and data-driven services, A.O. Smith is differentiating itself from competitors and positioning its stock as an attractive investment in the energy transition and water quality sectors.
A. O. Smith Corporation (NYSE:AOS) Just Released Its Yearly Earnings: Here's What Analysts Think
A. O. Smith Corporation (NYSE:AOS) recently released its annual earnings, showing revenues and EPS largely in line with analyst estimates. Despite the results, analysts have made no significant changes to their 2026 forecasts, maintaining revenue predictions of US$3.99 billion and EPS of US$4.02. The consensus price target remains US$78.91, suggesting the company is performing as expected, though its projected revenue growth is slower than the broader industry.
A.O Smith stock hits 52-week high at $77.35
A.O. Smith Corp's stock recently hit a new 52-week high of $77.35, reflecting an 18.64% increase over the last year and strong investor confidence. The company's robust performance is supported by a solid P/E ratio, 18 consecutive years of dividend payments, and strategic business initiatives. Despite mixed Q4 2025 earnings where EPS beat expectations but revenue missed, analysts like Stifel have raised price targets, while DA Davidson maintained a Neutral rating due to varying market demands.
Xylem Climbs 1.5% on Q3 Earnings Beat: Why Water Scarcity Tech Could Drive a 50% Rebound to $206
Xylem Inc. (XYL) saw its shares climb 1.5% after reporting strong third-quarter results, driven by record revenue and successful integration of Evoqua. The company's focus on digital water management and high-growth opportunities, especially in combating water scarcity, positions it for significant future appreciation. According to TIKR's Advanced Valuation Model, Xylem has a potential upside of nearly 50%, with a price target of $206.
Stifel Reviews A. O. Smith (AOS) After Q4 Beat and Mixed 2026 Outlook
Stifel analyst Nathan Jones raised his price target for A. O. Smith Corporation (AOS) to $85 from $80 while maintaining a Buy rating, following the company's Q4 earnings beat despite a weaker 2026 revenue outlook and lower-than-expected EPS guidance. Shares rose 5% due to likely short covering, as the company reported increased profit driven by strong demand in North America and improved margins, even with challenges in China. A. O. Smith projects full-year EPS between $3.85 and $4.15.
Nordson (NDSN) Balances Dividend Consistency with Disciplined Growth
Nordson Corporation (NDSN) has a 62-year history of consistent dividend increases, making it an attractive dividend growth stock. The company recently reported Q4 2025 revenue of $752 million and expects full-year 2026 sales to grow between 1% and 6%, with adjusted EPS rising 6% to 12%. Nordson focuses on disciplined capital allocation, balancing reinvestment with shareholder returns, though the article suggests certain AI stocks might offer greater upside.
Timken (TKR) Reports Earnings Tomorrow: What To Expect
Timken (NYSE:TKR) is set to report its earnings this Wednesday before market open. Analysts anticipate flat year-on-year revenue of $1.07 billion and adjusted earnings of $1.09 per share, with estimates reconfirmed recently. The company has a history of consistently beating revenue expectations and its stock has seen positive sentiment, rising 7.5% over the last month.
A.O. Smith Corp. stock outperforms competitors on strong trading day
A.O. Smith Corp. (AOS) shares rose 1.66% to $74.71 on Monday, marking its third consecutive day of gains. This performance outpaced the broader market, which also saw positive movement with the S&P 500 Index and Dow Jones Industrial Average rising. The article highlights the company's strong trading day compared to its competitors and the overall market trend.
Zurn Elkay Earnings: What To Look For From ZWS
Zurn Elkay Water Solutions Corp (ZWS) is set to report its earnings on Tuesday. Analysts anticipate an 8.3% year-on-year revenue growth to $401.5 million and adjusted earnings of $0.34 per share. The company has a strong track record of beating revenue estimates, and recent peer reports from Trane Technologies and A. O. Smith offer mixed signals for the HVAC and water systems segment.
Analysts Offer Insights on Industrial Goods Companies: Parker Hannifin (PH) and A. O. Smith Corporation (AOS)
Two industrial goods companies, Parker Hannifin (PH) and A. O. Smith Corporation (AOS), recently received bullish sentiments from analysts. Truist Financial reiterated a Buy rating for Parker Hannifin with a $1139.00 price target, while Stifel Nicolaus maintained a Buy rating on A. O. Smith Corporation with an $85.00 price target. The articles provide detailed analyst consensus and price targets for both companies.
A. O. Smith Corporation (NYSE:AOS) Q4 2025 Earnings Call Transcript
A. O. Smith Corporation reported Q4 2025 earnings, exceeding expectations with an EPS of $0.896 against an anticipated $0.84. The company achieved record full-year EPS of $3.85, driven by profitability improvements in both North American and Rest of World segments, despite challenges in China and the wholesale residential market. They also discussed the acquisition of Leonard Valve and projected 2026 earnings guidance, emphasizing strategic growth through portfolio management, innovation, and operational excellence.
Why Is A. O. Smith (AOS) Stock Rocketing Higher Today
A.O. Smith (AOS) shares surged 5.9% after the company reported fourth-quarter 2025 earnings that exceeded Wall Street's expectations, despite a slight miss on revenue and a conservative full-year 2026 forecast. Investors prioritized the strong bottom-line performance, with GAAP profit of $0.90 per share beating estimates by 6.4%. The company's stock has shown positive momentum, trading near its 52-week high, indicating investor confidence in its profitability despite some softer top-line projections.
Mitsubishi UFJ Trust & Banking Corp Has $2.97 Million Holdings in A. O. Smith Corporation $AOS
Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in A. O. Smith Corporation, holding 40,475 shares valued at $2.97 million after a 52.1% increase in Q3. While A. O. Smith's Q4 earnings per share beat expectations, revenue fell short, and its full-year 2026 EPS guidance was slightly below analyst estimates. The company returned substantial capital to shareholders through dividends and buybacks and expanded its water-management business with an acquisition.
A.O. Smith Q4 & FY 2025 slides: Record EPS despite China headwinds
A.O. Smith Corporation reported record adjusted earnings per share of $3.85 for full-year 2025, a 6% increase from the previous year, despite facing headwinds in its Chinese operations. The company's North America segment was the primary growth driver, and it strategically acquired Leonard Valve to expand its water management reach. A.O. Smith projects continued growth and shareholder returns for 2026, though challenges in China are expected to persist.
A.O. Smith Corp (AOS) Stock Price Up 3.8% on Jan 29
A.O. Smith Corp (AOS) saw its stock price increase by 3.80% on January 29, reaching $72.13. Wall Street analysts have an average target price of $77.95 for AOS, indicating an 8.06% upside, and the stock holds an "Outperform" status based on 15 brokerage firms. GuruFocus estimates a fair value of $80.27, suggesting an 11.29% upside.
A. O. Smith (NYSE:AOS) Misses Q4 CY2025 Revenue Estimates
A. O. Smith (NYSE:AOS) reported Q4 CY2025 results, missing Wall Street's revenue expectations with sales flat year-on-year at $912.5 million. Although the company beat GAAP EPS estimates with $0.90 per share, its full-year revenue guidance and EPS guidance for 2026 both fell slightly short of analyst forecasts. Despite strong operating margins and EPS growth over the last five years, recent performance shows slowing revenue and EPS growth, leading to a 2.3% stock drop post-announcement.
A.O. Smith (NYSE:AOS) Posts Q4 EPS Beat, Revenue Miss; Issues 2026 Guidance
A.O. Smith (NYSE:AOS) reported mixed Q4 2025 financial results, missing revenue estimates with $912.5 million against an estimated $937.6 million, but beating EPS expectations with $0.90 against an estimate of $0.85. The company also announced record diluted EPS of $3.85 for the full year 2025 and provided financial guidance for 2026. Despite the mixed quarterly results, the stock showed a muted negative reaction in pre-market trading, down approximately 0.2%.
A.O. Smith: Q4 Earnings Snapshot
A.O. Smith Corp. (AOS) reported strong fourth-quarter net income of $125.4 million, or 90 cents per share, surpassing Wall Street expectations of 84 cents per share. Although revenue for the quarter missed forecasts at $912.5 million, the company reported full-year profit of $546.2 million on $3.83 billion in revenue. A.O. Smith projects full-year earnings between $3.85 and $4.15 per share, with revenue ranging from $3.9 billion to $4.02 billion.
A.O. Smith: Fourth Quarter Earnings Overview
A.O. Smith Corp. announced its fourth-quarter financial results, reporting net profit of $125.4 million and earnings of $0.90 per share, surpassing analyst expectations. However, the company's revenue of $912.5 million fell short of forecasts. For the full year, A.O. Smith posted a net income of $546.2 million on $3.83 billion in revenue, and it projects future earnings and revenue within specific ranges.
A.O. Smith: Q4 Earnings Snapshot
A.O. Smith Corp. reported fourth-quarter net income of $125.4 million, or 90 cents per share, surpassing analyst expectations. However, the company's revenue of $912.5 million missed Street forecasts. For the full year, A.O. Smith posted a profit of $546.2 million on revenue of $3.83 billion and provided a positive outlook for the upcoming year.
A.O. Smith tops Q4 earnings estimates, issues 2026 guidance By Investing.com
A.O. Smith Corporation (NYSE:AOS) exceeded analyst expectations for its fourth-quarter earnings, reporting an EPS of $0.90 against an estimated $0.84. While revenue of $912.5 million slightly missed forecasts, the company achieved a 20% increase in diluted EPS year-over-year due to pricing benefits and improved profitability in both North America and the Rest of World segments. A.O. Smith also issued 2026 guidance, projecting revenue between $3.9 billion and $4.02 billion and EPS from $3.85 to $4.15, with the midpoint representing a 4% increase over 2025.
A. O. Smith Reports Record 2025 Earnings and Provides 2026 Guidance
A. O. Smith Corporation announced record earnings for 2025, with diluted EPS reaching $3.85, and provided a positive outlook for 2026, projecting consolidated sales to increase by 2% to 5%. The company highlighted strategic initiatives, including the acquisition of Leonard Valve and consistent shareholder returns, while noting strong performance in North America and anticipated growth in India. Despite a projected decline in China sales for 2026, improvements are expected later in the year, reinforcing the company's focus on profitable growth and market position.
A. O. Smith Earnings Surpass Estimates in Q4, Sales Miss
A. O. Smith Corporation (AOS) reported Q4 2025 adjusted earnings of 90 cents per share, surpassing the Zacks Consensus Estimate of 84 cents, while net sales of $912.5 million missed the $923 million estimate. The company's full-year 2025 revenues reached $3.83 billion with adjusted earnings of $3.85 per share. A. O. Smith also provided its 2026 outlook, projecting net sales between $3.90 billion and $4.02 billion and adjusted earnings per share in the range of $3.85 to $4.15.
BP share price climbs in London as oil firms on Iran worries; buyback and Venezuela gas in focus
BP shares rose in early London trading as oil prices firmed due to geopolitical tensions in the Middle East and a weaker dollar. Investors are also focusing on BP's ongoing share buyback program and its gas ventures in Venezuela, which require U.S. licensing due to sanctions. The company's upcoming earnings report on February 10 is keenly awaited.
A.O. Smith Q4 Profit Tops View, Sales Miss; Sees Growth In FY26 - Update
A.O. Smith Corp. (AOS) reported a higher-than-expected fourth-quarter profit but missed sales estimates. The company issued a fiscal 2026 outlook, projecting increased earnings per share between $3.85 and $4.15 and net sales of $3.90 billion to $4.02 billion. This forecast includes approximately $70 million in sales from Leonard Valve and represents a 4% increase at the midpoint for EPS compared to fiscal 2025.
A.O. Smith: Q4 Earnings Snapshot
A.O. Smith Corp. (AOS) reported fourth-quarter net income of $125.4 million, or 90 cents per share, surpassing Wall Street expectations. While the company's revenue of $912.5 million for the quarter missed forecasts, its annual profit reached $546.2 million. A.O. Smith anticipates full-year earnings between $3.85 and $4.15 per share, with revenue projected to be between $3.9 billion and $4.02 billion.
A.O. Smith: Q4 Earnings Snapshot
A.O. Smith Corp. reported fourth-quarter net income of $125.4 million, or 90 cents per share, surpassing analyst expectations. Despite missing revenue forecasts with $912.5 million, the company projects full-year earnings between $3.85 and $4.15 per share on revenues of $3.9 billion to $4.02 billion. A.O. Smith shares have increased almost 4% year-to-date, though they saw a slight decline over the past year.
A. O. Smith Gears Up to Report Q4 Earnings: What to Expect?
A. O. Smith (AOS) is set to release its fourth-quarter 2025 earnings on January 29, with the Zacks Consensus Estimate projecting revenues of $923.7 million and adjusted earnings of 84 cents per share. While strong demand for commercial water heaters and recent acquisitions are expected to boost the North America segment, challenges in the Chinese real estate market and increasing costs are concerns for the Rest of the World segment and overall profitability. The company's Earnings ESP is 0.00% and it carries a Zacks Rank of 3, making an earnings beat uncertain according to the Zacks model.
Analysts Have Conflicting Sentiments on These Industrial Goods Companies: KBR (KBR), FleetPartners Group (OtherECXXF) and Graham (GHM)
Analysts have issued conflicting sentiments on several industrial goods companies. KBR received a "Buy" rating from Citi analyst Andrew Kaplowitz with a target of $53.00. Graham was downgraded to "Hold" by Northland Securities analyst Bobby Brooks, with a price target of $80.00, although the overall consensus for Graham remains a "Moderate Buy."
Aptiv Gears Up to Report Q4 Earnings: What's in the Offing?
Aptiv PLC (APTV) is expected to report its fourth-quarter 2025 earnings on Feb. 2, with strong expectations given its impressive track record of surpassing Zacks Consensus Estimates. The company anticipates revenue growth, particularly in its Electrical Distribution and Engineered Components segments, driven by rising demand in North America and China and new product launches. The Advanced Safety & User Experience segment is also predicted to grow, backed by strategic acquisitions and new program introductions, leading to an estimated 4% year-over-year earnings growth.
What To Expect From A. O. Smith's (AOS) Q4 Earnings
A. O. Smith (NYSE:AOS) is set to report its Q4 earnings this Thursday. Analysts expect a 1.6% year-on-year revenue growth to $926.8 million and adjusted earnings of $0.84 per share. While the company met revenue expectations last quarter, its full-year guidance for both revenue and EPS fell short of analyst estimates.
Analysts Offer Insights on Industrial Goods Companies: Jacobs Solutions (J), Alaska Air (ALK) and First Tractor Co (OtherFIRRF)
This article highlights bullish analyst sentiments for three industrial goods companies: Jacobs Solutions (J), Alaska Air (ALK), and First Tractor Co (FIRRF). Citi maintains a Buy rating for Jacobs Solutions with a $180.00 price target, while Goldman Sachs reiterates Buy ratings for Alaska Air with a target of $68.00 and First Tractor Co with a target of HK$14.00. The article details analyst ratings, price targets, and potential upsides for each stock.
A Look Back at HVAC and Water Systems Stocks' Q3 Earnings: A. O. Smith (NYSE:AOS) Vs The Rest Of The Pack
This article reviews the Q3 earnings of HVAC and water systems companies, highlighting A. O. Smith (NYSE:AOS) alongside others. It notes that while the sector saw strong Q3 performance overall with revenues beating estimates, individual companies like Northwest Pipe and CSW showed significant growth, while Lennox experienced a weaker quarter. A. O. Smith reported revenue growth in line with expectations but missed full-year guidance.
TVA Rebates 10,000 Heat Pump Water Heaters in Q4 of 2025, Showing a Wildly Successful Model
The Tennessee Valley Authority (TVA) successfully rebated over 10,000 heat pump water heaters (HPWHs) in Q4 2025, significantly exceeding expectations through a "midstream" incentive model. After initial struggles with upstream and downstream models, TVA's pivot to directly incentivizing distributors and retailers with a $1,300 discount and simplified processes led to remarkable growth and market shift. This success demonstrates the effectiveness of strong rebates and smart program design in accelerating HPWH adoption.
HVAC and Water Systems Stocks Q3 Recap: Benchmarking Zurn Elkay (NYSE:ZWS)
This article reviews the Q3 earnings of several HVAC and water systems stocks, focusing on Zurn Elkay (NYSE:ZWS). Overall, the sector reported a strong Q3 with revenues beating analyst estimates by 3.6%. Zurn Elkay exceeded expectations with an 11.1% increase in revenue year-on-year, while Northwest Pipe (NASDAQ:NWPX) was the best performer, and Lennox (NYSE:LII) showed the weakest performance.
