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A. O. Smith AOS Q4 2025 Annual earnings

Reported January 29, 2026 · Before market open

Revenue$912.5MMiss by $15.8M
EPS$0.90Beat by $0.06
Revenue estimate$928.3M
EPS estimate$0.84

Next report

Oct 27, 2026 (in a month)
Revenue estimate$963.4M
EPS estimate$0.90

Financials

Q4 2025

Income statement

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Revenue$912.5M0.0%
Gross profit$350.4M+3.6%
Net income$125.4M+14.3%
EPS (diluted)$0.90+18.4%

Balance sheet

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Cash & equivalents$174.5M-27.2%
Total debt$202.9M-11.0%
Total equity$1.9B-1.4%
Total assets$3.1B-3.0%

Cash flow

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Operating cash flow$183.1M-17.5%
CapEx$17.6M-42.5%
Free cash flow$165.5M-13.5%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$9.31B-5.8%
Enterprise value$9.34B-5.4%
P/E17×-1.5×
P/S2.4×-0.2×

Profitability

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Gross margin38.8%+0.7pp
Net margin14.3%+0.3pp
FCF margin14.3%+1.8pp

Returns & leverage

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Return on equity29.2%+0.6pp
Debt / equity0.1×0.0×
Current ratio1.5×-0.1×

Segments

By segment

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North America$713.7M+3.5%
Rest of World$205.7M-13.1%

By product

See full
Water heaters and related parts$586.2M+3.9%

FAQ

When did A. O. Smith report Q4 2025 earnings?
A. O. Smith (AOS) reported Q4 2025 earnings on January 29, 2026 before market open.
What were A. O. Smith's Q4 2025 revenue and EPS?
A. O. Smith reported revenue of $912.5M and eps of $0.90 for Q4 2025.
Did A. O. Smith beat estimates in Q4 2025?
Revenue missed the consensus estimate of $928.3M by $15.8M. EPS beat the consensus estimate of $0.84 by $0.06.
How did A. O. Smith's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 0.0% from $912.4M a year earlier and eps grew 5.9% from $0.85.
Where can I find A. O. Smith's Q4 2025 SEC filings?
You can read the 8-K earnings release (0000091142-26-000005) and the 10-K periodic report (0000091142-26-000008) directly on SEC EDGAR. The filing index links above go to sec.gov.