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A. O. Smith AOS Q3 2025 earnings

Reported October 28, 2025 · Before market open

Revenue$942.5MMiss by $5.5M
EPS$0.94Beat by $0.03
Revenue estimate$948.0M
EPS estimate$0.91

Next report

Jul 30, 2026 (Today)
Revenue estimate$994.9M
EPS estimate$0.96
View report

Financials

Q3 2025

Income statement

See full
Revenue$942.5M+4.4%
Gross profit$364.5M+8.1%
Net income$132.0M+9.9%
EPS (diluted)$0.94+14.6%

Balance sheet

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Cash & equivalents$152.7M-30.4%
Total debt$221.4M+54.6%
Total equity$1.8B-3.8%
Total assets$3.2B+0.5%

Cash flow

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Operating cash flow$255.4M+30.4%
CapEx$14.8M-54.5%
Free cash flow$240.6M+47.2%

Valuation & ratios

Valuation

as of 09/30/25
See full
Market cap$10.29B-21.5%
Enterprise value$10.36B-20.5%
P/E19.4×-4.0×
P/S2.7×-0.7×

Profitability

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Gross margin38.5%+0.3pp
Net margin13.9%-0.6pp
FCF margin14.9%+2.5pp

Returns & leverage

See full
Return on equity28.2%-1.3pp
Debt / equity0.1×0.0×
Current ratio1.5×-0.1×

Segments

By segment

See full
North America$742.8M+5.6%
Rest of World$207.9M-1.1%

By product

See full
Water heaters and related parts$604.9M+6.3%
Water treatment products and related parts$59.9M-5.4%

Versus estimates

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Questions, answered.

When did A. O. Smith report Q3 2025 earnings?
A. O. Smith (AOS) reported Q3 2025 earnings on October 28, 2025 before market open.
What were A. O. Smith's Q3 2025 revenue and EPS?
A. O. Smith reported revenue of $942.5M and eps of $0.94 for Q3 2025.
Did A. O. Smith beat estimates in Q3 2025?
Revenue missed the consensus estimate of $948.0M by $5.5M. EPS beat the consensus estimate of $0.91 by $0.03.
Where can I find A. O. Smith's Q3 2025 SEC filings?
You can read the 10-Q periodic report (0000091142-25-000150) directly on SEC EDGAR. The filing index links above go to sec.gov.