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A. O. Smith AOS United States — Net Sales

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$760M-8.1%
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$331.2M-1.2%

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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$8.02B-2.8%
Enterprise value$8.5B+0.9%
P/E15.2×-0.6×
P/S2.1×-0.1×

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 official record: A. O. Smith’s 10-K, filed February 10, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is A. O. Smith's united states — net sales?
A. O. Smith (AOS) reported united states — net sales of $654.78M in Q4 2025.
How has A. O. Smith's united states — net sales changed year-over-year?
A. O. Smith's united states — net sales increased by 1.8% year-over-year, from $643.43M to $654.78M.
What is the long-term trend for A. O. Smith's united states — net sales?
Over 4 years (2021 to 2025), A. O. Smith's united states — net sales has grown at a 4.0% compound annual growth rate (CAGR), from $2.24B to $2.62B.
What does united states — net sales mean?
The total revenue earned from customers located in the United States after accounting for returns and discounts.
How do you interpret united states — net sales?
An increase indicates growing market demand, successful product penetration, or effective pricing strategies, whereas a decrease suggests softening demand, competitive pressure, or economic headwinds.
How does united states — net sales compare across companies?
Standardized as 'Net Revenue' or 'Segment Sales' across all public manufacturing companies, allowing for direct benchmarking against regional competitors.