HVAC and Water Systems Stocks Post Strong Q1 with Revenue Beats

Earnings
โดย StockStory·Read original
Summary · why it matters

The nine HVAC and water systems stocks tracked by StockStory reported a very strong first quarter, with aggregate revenues beating analysts' consensus estimates by 6.9%. CSW Industrials posted all-time record revenue of $309 million, up 34% year on year, while AAON delivered the fastest revenue growth among peers at 54.3% to $496.9 million, exceeding expectations by 29.5%. Lennox reported $1.14 billion in revenue, a 5.8% increase that topped estimates by 6.7%, and Advanced Drainage Systems raised its full-year guidance the most after revenue rose 9.9% to $676.8 million. A. O. Smith was the weakest performer, with revenue down 1.9% to $945.6 million and full-year EPS guidance missing expectations. Share prices across the group have risen 11.3% on average since the latest earnings results.

Impact on stocks 5

Climate Adaptation & Water± Mixed · 4 stocks
Smith AO Corporation
AOS
▼ NegativeCapitalDemandrelevance

Revenue down 1.9% and full-year EPS guidance missing expectations

AAON Inc
AAON
▲ PositiveDemandrelevance

AAON delivered the fastest revenue growth among peers at 54.3% to $496.9 million, exceeding expectations by 29.5%.

Lennox International Inc
LII
▲ PositiveDemandrelevance

Lennox reported $1.14 billion in revenue, a 5.8% increase that topped estimates by 6.7%.

Advanced Drainage Systems Inc
WMS
▲ PositiveDemandrelevance

Advanced Drainage Systems raised its full-year guidance the most after revenue rose 9.9% to $676.8 million.

Industrials▲ · 1 stocks
CSW Industrials, Inc.
CSW
▲ PositiveDemandrelevance

CSW Industrials posted all-time record revenue of $309 million, up 34% year on year.

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