Jun 30, 2021

A O Smith Q2 2021 Earnings Report

Reported record second quarter sales and earnings and raised outlook.

Key Takeaways

A. O. Smith Corporation reported record second quarter earnings per share on a 30 percent increase in sales compared with the second quarter of 2020. Total sales were $859.8 million and net earnings were $118.2 million, an increase of 74 percent compared to Q2 2020.

Total sales of $859.8 million, an increase of 30 percent compared with Q2 2020

Net earnings of $118.2 million, an increase of 74 percent compared with Q2 2020

Record second quarter EPS of $0.73, an increase of 74 percent compared with Q2 2020

Sales growth between 17 and 18 percent, upgraded from midpoint of 14.5 percent announced in April

Total Revenue
$860M
Previous year: $664M
+29.5%
EPS
$0.73
Previous year: $0.45
+62.2%
Gross Profit
$321M
Previous year: $248M
+29.9%
Cash and Equivalents
$445M
Previous year: $443M
+0.5%
Total Assets
$3.14B
Previous year: $2.98B
+5.2%

A O Smith

A O Smith

A O Smith Revenue by Segment

Forward Guidance

The company is upgrading its full-year 2021 earnings guidance to a range of between $2.70 and $2.76 per share, an increase of five percent from previous guidance.

Challenges Ahead

  • Supply chain constraints and component shortages continue
  • Expect to see these headwinds throughout the remainder of the year

Revenue & Expenses

Visualization of income flow from segment revenue to net income