A. O. Smith Corporation (AOS) Q2 2025 Earnings Call Transcript


A. O. Smith Corporation (NYSE:AOS) Q2 2025 Earnings Conference Call July 24, 2025 10:00 AM ET

Company Participants

Charles T. Lauber – Executive VP & CFO
Helen E. Gurholt – Vice President of Investor Relations and Financial Planning & Analysis
Stephen M. Shafer – President, CEO & Director

Conference Call Participants

Andrew Alec Kaplowitz – Citigroup Inc., Research Division
Samuel Robert Snyder – Northcoast Research Partners, LLC
Scott Graham – Seaport Research Partners
Joseph Nolan – Longbow Research LLC
Matt J. Summerville – D.A. Davidson & Co., Research Division
Michael Patrick Halloran – Robert W. Baird & Co. Incorporated, Research Division
Nathan Hardie Jones – Stifel, Nicolaus & Company, Incorporated, Research Division
Damian Mark Karas – UBS Investment Bank, Research Division
Susan Marie Maklari – Goldman Sachs Group, Inc., Research Division
Jeffrey David Hammond – KeyBanc Capital Markets Inc., Research Division
Saree Emily Boroditsky – Jefferies LLC, Research Division
Bryan Francis Blair – Oppenheimer & Co. Inc., Research Division

Operator

Good day, and thank you for standing by. Welcome to the Second Quarter 2025 Earnings Conference Call.

[Operator Instructions]

Please be advised that today’s conference is being recorded. I would now like to hand the conference over to your speaker today, Helen Gurholt. Please begin.

Helen E. Gurholt

Good morning, and welcome to the A. O. Smith Second Quarter Conference Call. I’m Helen Gurholt, Vice President, Investor Relations and Financial Planning and Analysis.

Today, I’m joined by Stephen Shafer, Chief Executive Officer; and Chuck Lauber, Chief Financial Officer. Within today’s presentation, we have provided non-GAAP measures. Free cash flow is defined as cash from operations, less capital expenditures. Reconciliations from GAAP measures to non-GAAP measures are provided in the appendix at the end of this presentation and on our website.

A friendly reminder that some of our comments and answers



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