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A. O. Smith AOS Q3 2026 earnings

Reported October 29, 2026 · Before market open

Revenue$940.5MMiss by $19.7M
EPS$0.93Beat by $0.04
Revenue estimate$960.2M
EPS estimate$0.90
“Disciplined execution across our businesses remained a priority in the third quarter as we navigated persistent inflationary pressures, softer residential water heater demand in North America, and ongoing market challenges in China. Our teams adapted to changing market conditions, managed costs and stayed focused on meeting our customers' needs. Supported by our leading market positions and financial strength, we believe we remain well positioned to address near-term headwinds and deliver long-term, profitable growth.”
Steve Shafer

Next report

Date not yet announced

Financials

Q3 2026

Income statement

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Revenue$940.5M-0.2%
Gross profit$364.7M+0.1%
Net income$126.3M-4.3%
EPS (diluted)$0.93-1.1%

Balance sheet

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Cash & equivalents$234.5M+53.6%
Total debt$714.8M+223%
Total equity$1.8B-1.2%
Total assets$3.7B+15.3%

Cash flow

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Operating cash flow$175.6M-31.2%
CapEx$12.7M-14.2%
Free cash flow$162.9M-32.3%

Valuation & ratios

Valuation

as of 10/30/26
See full
Market cap$8.53B-8.2%
Enterprise value$9.01B-3.7%
P/E17.2×-0.3×
P/S2.2×-0.2×

Profitability

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Gross margin38.6%+0.1pp
Net margin13%-0.8pp
FCF margin14.8%-0.2pp

Returns & leverage

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Return on equity27%-1.2pp
Debt / equity0.4×+0.3×
Current ratio1.6×+0.1×

Segments

By product

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Water heaters and related parts$596.0M-1.5%
Boilers, related parts, and components$102.9M—
Water treatment products and related parts$62.7M+4.7%

By segment

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North America$761.6M+2.5%
Rest of World$192.8M-7.3%

FAQ

When did A. O. Smith report Q3 2026 earnings?
A. O. Smith (AOS) reported Q3 2026 earnings on October 29, 2026 before market open.
What were A. O. Smith's Q3 2026 revenue and EPS?
A. O. Smith reported revenue of $940.5M and eps of $0.93 for Q3 2026.
Did A. O. Smith beat estimates in Q3 2026?
Revenue missed the consensus estimate of $960.2M by $19.7M. EPS beat the consensus estimate of $0.90 by $0.04.
How did A. O. Smith's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 0.2% from $942.5M a year earlier and eps declined 1.1% from $0.94.
Where can I find A. O. Smith's Q3 2026 SEC filings?
You can read the 8-K earnings release (0000091142-26-000100) and the 10-Q periodic report (0000091142-26-000104) directly on SEC EDGAR. The filing index links above go to sec.gov.