A. O. Smith AOS Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| North America | $753.4M+0.6% | $713.7M+3.5% | $742.8M+5.6% | $779M-1.5% | $748.7M-2.3% | |
| Rest of World | $200.7M-11.5% | $205.7M-13.1% | $207.9M-1.1% | $240.1M-1.9% | $226.7M-0.1% | |
| Net Sales by Product | ||||||
| Boilers, related parts, and components | $81.5M+26.6% | —— | —— | —— | $64.4M— | |
| Water heaters and related parts | $611.8M-2.0% | $586.2M+3.9% | $604.9M+6.3% | $644.4M-2.4% | $624.6M-3.7% | |
| Water treatment products and related parts | $60.1M+0.7% | —— | $59.9M-5.4% | $63.4M+0.5% | $59.7M+0.7% | |
| Net Sales by Geography | ||||||
| All other Rest of World | $38.3M-3.0% | $47.4M+24.4% | $56.2M+57.4% | $47.8M+79.7% | $39.5M+50.2% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does A. O. Smith break its business down?
- A. O. Smith (AOS) reports net sales by business across 2 parts — North America and Rest of World. Each is extracted from the segment footnotes and tracked over time.
- Where does A. O. Smith's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in A. O. Smith's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
