A. O. Smith Corporation shares have declined 28.9% from their 52-week high of $81.86 reached on February 12, underperforming the iShares U.S. Industrials ETF. Over the past three months, the stock edged down 9.1% while the ETF gained 9.3%, and year-to-date AOS has fallen 13% compared to the ETF's 9.5% increase. The company reported first-quarter 2026 sales of $945.6 million, down 2% year-over-year, and earnings per share fell to $0.85 from $0.95, an 11% decline, prompting management to lower full-year adjusted EPS guidance to a range of $3.70 to $4.00 from the prior $3.85 to $4.15. Rival Watts Water Technologies gained 42.7% over the past year and 24.6% year-to-date, while analysts hold a consensus Hold rating on AOS with a mean price target of $70.30, 20.7% above the current price.
Smith AO CorporationQ1 sales down 2% YoY, EPS fell 11%, and full-year guidance lowered.
Watts Water Technologies IncRival Watts Water Technologies gained 42.7% over the past year and 24.6% YTD, contrasting with AOS's decline.
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