A.O. Smith (NYSE:AOS) lowers FY2026 GAAP EPS guidance from $3.85-$4.15 to $3.60-$3.90 vs $3.99 analyst estimate. Narrows FY2026 sales outlook from $3.900 billion-$4.020 billion to $3.900 billion-$4.000 billion vs $3.957 billion estimate.