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A. O. Smith AOS Rest of World — CapEx

Other segment segments

North America
$9.5M-50.0%

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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-13.2%
Enterprise value$9.08B-9.8%
P/E16.3×-2.8×
P/S2.3×-0.4×

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:PaymentsToAcquireProductiveAssets.

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
Capital expenditures / (dollars in millions)Three Months Ended March 31, 2026Three Months Ended March 31, 2025
North America$9.5$19.0
Rest of World1.02.3
Total Segments10.521.3
Corporate
Total$10.5$21.3

ITEM 1 - FINANCIAL STATEMENTS

FAQ

What is A. O. Smith's rest of world — capex?
A. O. Smith (AOS) reported rest of world — capex of $1M in Q1 2026.
How has A. O. Smith's rest of world — capex changed year-over-year?
A. O. Smith's rest of world — capex decreased by 56.5% year-over-year, from $2.3M to $1M.
What is the long-term trend for A. O. Smith's rest of world — capex?
Over 4 years (2021 to 2025), A. O. Smith's rest of world — capex has grown at a -10.4% compound annual growth rate (CAGR), from $15.8M to $10.2M.
What does rest of world — capex mean?
Funds used by the international segment to acquire, upgrade, and maintain physical assets such as property, industrial buildings, or manufacturing equipment. It is a key indicator of the company's commitment to long-term growth and infrastructure in international markets.

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