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A. O. Smith AOS Boilers, related parts, and components — Net Sales

Other product segments

Water heaters and related parts
$611.8M-2.0%
Water treatment products and related parts
$60.1M+0.7%

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Other financials

Income statement

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Revenue$945.6M-1.9%
Gross profit$365.7M-2.6%
Net income$118.0M-13.6%
EPS (diluted)$0.85-10.5%

Balance sheet

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Cash & equivalents$185.2M+7.1%
Total debt$656.5M+123%
Total equity$1.9B+1.2%
Total assets$3.7B+11.7%

Cash flow

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Operating cash flow$129.4M+234%
CapEx$10.5M-50.7%
Free cash flow$118.9M+583%

Valuation

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Market cap$8.61B-12.6%
Enterprise value$9.08B-9.2%
P/E16.3×-2.7×
P/S2.3×-0.3×

Profitability

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Gross margin38.8%+0.7pp
Net margin13.8%+0.1pp
FCF margin17%+6.3pp

Returns & leverage

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Return on equity28.3%+0.3pp
Debt / equity0.3×+0.2×
Current ratio1.6×-0.1×

Where this comes from

Reported directly by A. O. Smith in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: A. O. Smith’s 10-Q, filed April 30, 2026.

Filed
Apr 30, 2026, 4:27 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000091142-26-000084
(dollars in millions)Three Months Ended March 31, 2026Three Months Ended March 31, 2025
North America
Water heaters and related parts$611.8$624.6
Boilers, related parts, and components (1)81.564.4
Water treatment products and related parts60.159.7
Total North America753.4748.7
Rest of World
China$162.4$187.2
All other Rest of World38.339.5

ITEM 1 - FINANCIAL STATEMENTS

FAQ

What is A. O. Smith's boilers, related parts, and components — net sales?
A. O. Smith (AOS) reported boilers, related parts, and components — net sales of $81.5M in Q1 2026.
What does boilers, related parts, and components — net sales mean?
This metric represents the total revenue generated from the sale of boilers, associated components, and replacement parts within the company's product portfolio. It reflects the market demand for high-efficiency heating solutions used in both residential and commercial infrastructure. Tracking this revenue stream provides insight into the company's performance in the hydronic heating market and its ability to capture value from both new installations and maintenance cycles.

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