Skip to content
OpenCapital
Get started

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

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

Financials

Q4 2025

Income statement

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

Balance sheet

See full
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

See full
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

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

Returns & leverage

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

Segments

By segment

See full
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%

Versus estimates

Revenue

Q1 2026$945.6MMiss by $28.5M
Q4 2025$912.5MMiss by $15.8M
Q3 2025$942.5MMiss by $5.5MQ2 2025$1.0BBeat by $74.3MQ1 2025$963.9MBeat by $11.6MQ4 2024$912.4MMiss by $75.0M

Diluted EPS

Q1 2026$0.85Miss by $0.09
Q4 2025$0.90Beat by $0.06
Q3 2025$0.94Beat by $0.03Q2 2025$1.07Beat by $0.10Q1 2025$0.95Beat by $0.04Q4 2024$0.85Miss by $0.05

Ask the moment A. O. Smith reports.

Connect your AI and ask the moment the filing drops. It reads the release, surfaces what management said, and gives you its own read.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

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.