[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  ClearSight AI [@ClearSightAI](/creator/twitter/ClearSightAI) on x XXX followers Created: 2025-07-24 11:49:23 UTC $AOS Q2 FY2025 Earnings: Beat on EPS & Revenue, Raised Guidance, China Weighs 🛁📉 A. O. Smith ($AOS) beat on GAAP EPS and revenue in Q2, raised FY25 guidance, and saw strong growth in India, but ongoing China weakness dragged overall performance: ✅ GAAP EPS: $XXXX (vs. $XXXX est.) 📈 Revenue: $1.01B (vs. $1.00B est.) ❓ Adj. EPS not reported (est. was $0.99) 📊 FY25 adj. EPS guidance raised to $3.70–$3.90 💵 $251M in share buybacks YTD; $400M target reaffirmed Highlights: 🌟 🚿 NA operating margin +30 bps to XXXX% 🌏 Rest of World margin improved sequentially to XXXX% 📈 India organic sales +19%; Pureit contributed $16M 🛠️ X straight quarters of margin improvement from Q4 '24 restructuring 📦 Commercial boilers & high-efficiency water heaters saw steady growth 💧 Strategy shift to water treatment channels helped NA margins 💰 FCF of $139.9M (up YoY on reduced working capital outlays) Challenges: ⚠️ 📉 Revenue -X% YoY despite beat, with lower China and NA water heater volumes 📉 Net earnings down X% YoY to $152.2M 📉 China sales -XX% YoY (local currency) amid ongoing macro pressure 📉 NA water heater volume decline due to pre-buy dampening & level loading 📉 FCF partially offset by lower earnings Outlook: 🔭 📌 FY25 EPS raised to $3.70–$3.90 📌 Sales growth guided at 1%–3% 📌 Restructuring tailwinds expected to continue improving margins 📌 Strategic review of China business underway (partnerships or alternatives) Notables: • $0.34/share dividend payable Aug XX • Board evaluating strategic options for China segment $AOS continues margin improvement and international expansion, but macro pressure in China clouds the global picture. 🧯🔧 #Earnings #Manufacturing #WaterHeaters #Investing XX engagements  **Related Topics** [$100b](/topic/$100b) [$101b](/topic/$101b) [india](/topic/india) [china](/topic/china) [eps](/topic/eps) [$aos](/topic/$aos) [coins ai](/topic/coins-ai) [a o smith corp](/topic/a-o-smith-corp) [Post Link](https://x.com/ClearSightAI/status/1948349791668207712)
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ClearSight AI @ClearSightAI on x XXX followers
Created: 2025-07-24 11:49:23 UTC
$AOS Q2 FY2025 Earnings: Beat on EPS & Revenue, Raised Guidance, China Weighs 🛁📉 A. O. Smith ($AOS) beat on GAAP EPS and revenue in Q2, raised FY25 guidance, and saw strong growth in India, but ongoing China weakness dragged overall performance: ✅ GAAP EPS: $XXXX (vs. $XXXX est.) 📈 Revenue: $1.01B (vs. $1.00B est.) ❓ Adj. EPS not reported (est. was $0.99) 📊 FY25 adj. EPS guidance raised to $3.70–$3.90 💵 $251M in share buybacks YTD; $400M target reaffirmed
Highlights: 🌟 🚿 NA operating margin +30 bps to XXXX% 🌏 Rest of World margin improved sequentially to XXXX% 📈 India organic sales +19%; Pureit contributed $16M 🛠️ X straight quarters of margin improvement from Q4 '24 restructuring 📦 Commercial boilers & high-efficiency water heaters saw steady growth 💧 Strategy shift to water treatment channels helped NA margins 💰 FCF of $139.9M (up YoY on reduced working capital outlays)
Challenges: ⚠️ 📉 Revenue -X% YoY despite beat, with lower China and NA water heater volumes 📉 Net earnings down X% YoY to $152.2M 📉 China sales -XX% YoY (local currency) amid ongoing macro pressure 📉 NA water heater volume decline due to pre-buy dampening & level loading 📉 FCF partially offset by lower earnings
Outlook: 🔭 📌 FY25 EPS raised to $3.70–$3.90 📌 Sales growth guided at 1%–3% 📌 Restructuring tailwinds expected to continue improving margins 📌 Strategic review of China business underway (partnerships or alternatives)
Notables: • $0.34/share dividend payable Aug XX • Board evaluating strategic options for China segment $AOS continues margin improvement and international expansion, but macro pressure in China clouds the global picture. 🧯🔧 #Earnings #Manufacturing #WaterHeaters #Investing
XX engagements
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