-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下： A. O. Smith公佈了令人失望的2026年第一季業績，銷售額下降2%至9.456億美元，每股收益下降11%至0.85美元，低於市場普遍預期的0.94美元。該季度業績反映出中國市場持續疲軟（以當地貨幣計算下降17%）以及北美住宅需求疲軟，儘管銷售額成長了1%，但北美業務的利潤率仍下降了140個基點至23.3%。營運方面的挑戰包括田納西州工廠因天氣原因造成的業務中斷，以及中國市場持續疲軟的消費需求，導致全球其他地區的銷售量下降了11%。管理層下調了2026年全年業績預期，將每股收益預期從3.85-4.15美元下調至3.70-4.00美元，銷售成長率預期從2%-5%下調至2%-4%。儘管收入面臨不利因素，但該公司展現出強勁的現金流，經營現金流飆升 234% 至 1.294 億美元，自由現金流躍升 583% 至 1.189 億美元，從而實現了 5130 萬美元的股票回購，同時支持了針對北美水處理業務的有針對性的重組計劃，並在第二季度計入了 200 萬美元的資金。
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