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A. O. Smith AOS Canada — Net Sales

Other geography segments

United States
$2.57B+1.0%
China
$760M-8.1%

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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-K, filed February 10, 2026.

Filed
Feb 10, 2026, 4:40 PM EST
Fiscal year
FY2025
Accession
0000091142-26-000008
(dollars in millions)Long-lived Assets (December 31) / 2025Long-lived Assets (December 31) / 2024Net Sales (Years Ended December 31) / 2025Net Sales (Years Ended December 31) / 2024Net Sales (Years Ended December 31) / 2023
United States$447.7$441.4United States$2,619.1$2,573.7$2,547.1
China193.6193.8China672.8760.0827.4
Canada56.754.0Canada326.5331.2335.3
Other Foreign80.475.1Other Foreign211.8153.2143.0
Total$778.4$764.3Total$3,830.2$3,818.1$3,852.8

ITEM 8 – FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA

FAQ

What is A. O. Smith's canada — net sales?
A. O. Smith (AOS) reported canada — net sales of $81.63M in Q4 2025.
How has A. O. Smith's canada — net sales changed year-over-year?
A. O. Smith's canada — net sales decreased by 1.4% year-over-year, from $82.8M to $81.63M.
What is the long-term trend for A. O. Smith's canada — net sales?
Over 4 years (2021 to 2025), A. O. Smith's canada — net sales has grown at a 7.2% compound annual growth rate (CAGR), from $247.2M to $326.5M.
What does canada — net sales mean?
This metric measures the total revenue generated from the sale of water heating and water treatment products within the Canadian market, net of returns, allowances, and discounts. It serves as a primary indicator of regional market demand, brand penetration, and the effectiveness of local distribution channels. As a significant portion of this revenue is tied to replacement cycles, it also reflects the stability of the installed base in the region.

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