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A. O. Smith AOS North America — Net Sales

Other segment segments

Rest of World
$200.7M-11.5%

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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
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
Total Rest of World200.7226.7

ITEM 1 - FINANCIAL STATEMENTS

FAQ

What is A. O. Smith's north america — net sales?
A. O. Smith (AOS) reported north america — net sales of $753.4M in Q1 2026.
How has A. O. Smith's north america — net sales changed year-over-year?
A. O. Smith's north america — net sales increased by 0.6% year-over-year, from $748.7M to $753.4M.
What is the long-term trend for A. O. Smith's north america — net sales?
Over 4 years (2021 to 2025), A. O. Smith's north america — net sales has grown at a 4.2% compound annual growth rate (CAGR), from $2.53B to $2.98B.
What does north america — net sales mean?
This represents the total revenue generated from the sale of water heating and treatment products within the North American geographic segment. It reflects the market demand for residential and commercial water heating solutions in this region, including both new construction and replacement market activity.

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