Replay available

A.O. Smith Corporation (AOS) Q4 2025 Earnings Call

A.O. Smith Corporation (NYSE: AOS) Q4 2025 earnings conference call, held 2026-01-29. Replay captured from the company's public earnings webcast.

Thu, January 29, 2026 at 10:00 AMendedReplay
A.O. Smith Corporation (AOS) Q4 2025 Earnings Call

Hosted by

Featured presenters

Helen Gerholt

Vice President, Investor Relations and Financial Planning and Analysis

Steve Schaefer

Chief Executive Officer

Chuck Lauber

Chief Financial Officer

Sari Broadisky

Analyst, Jefferies

Mike Halloran

Analyst, Baird

Mitch Moore

Analyst, KeyBank Capital Markets

Brian Blair

Analyst, Oppenheimer

David McGregor

Analyst, Longbow Research

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for A.o. Smith Corporation.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:02.674 I would now like to hand the call over to Helen Gerholt. 00:00:02.674 -- 00:00:05.278 You may begin. Good 00:00:05.278 -- 00:00:07.941 morning, everyone, and welcome to the A.O. 00:00:07.941 -- 00:00:11.265 Smith Full Year and Fourth Quarter Conference Call. 00:00:11.265 -- 00:00:16.772 I'm Helen Gerholt, Vice President, Investor Relations and Financial Planning and Analysis. 00:00:16.772 -- 00:00:21.658 Joining me today are Steve Schaefer, Chief Executive Officer, and Chuck Lauber, Chief 00:00:21.658 -- 00:00:23.781 Financial Officer. 00:00:23.781 -- 00:00:28.166 In order to provide improved transparency into the operating results of our business, 00:00:28.166 -- 00:00:33.273 we provided non-GAAP measures. Free cash flow is defined as cash from operations 00:00:33.273 -- 00:00:35.515 plus capital expenditures. 00:00:35.515 -- 00:00:40.880 Adjusted earnings, adjusted earnings per share, and adjusted segment earnings exclude 00:00:40.880 -- 00:00:44.303 the impact of restructuring and impairment expenses. 00:00:44.303 -- 00:00:49.007 Reconciliations from GAAP measures to non-GAAP measures are provided in the appendix 00:00:49.007 -- 00:00:53.111 at the end of this presentation and on our website. 00:00:53.111 -- 00:00:56.855 A friendly reminder that some of our comments and answers during this conference call 00:00:56.855 -- 00:01:01.269 will be forward-looking statements. that are subject to risks that could cause actual 00:01:01.269 -- 00:01:06.133 results to be materially different. Those risks include matters that we described in 00:01:06.133 -- 00:01:09.516 this morning's press release, among others. 00:01:09.516 -- 00:01:14.441 Also, as a courtesy to others in the question queue, please limit yourself to one question 00:01:14....