Smith A O (AOS) Q2 FY26 earnings call

A. O. Smith delivered solid Q2 FY26 results driven by strong North America performance, particularly in boilers, and robust free cash flow generation, enabling a significant increase in share repurchase authorization. These positives were tempered by continued weakness in China and softer residential water heater demand, leading to a narrowed full-year guidance range. The company is actively managing cost pressures and evaluating the strategic path forward for its China business.