Skip to content

A. O. Smith AOS Business Segments

FY'25FY'24FY'23FY'22
Net Sales by Business
North America$2.98B+1.2%$2.95B+0.9%$2.92B+3.7%$2.82B+11.4%
Rest of World$880.4M-4.2%$918.6M-4.0%$956.9M-0.9%$965.8M-6.8%
Gross Profit by Business
North America$1.17B+2.1%$1.15B+0.4%$1.14B+16.8%$978.5M
Rest of World$315.2M+2.3%$308.1M-9.8%$341.5M-2.7%$350.9M
Operating Income (Loss) by Business
North America$727.9M+2.9%$707.5M-2.6%$726.7M
Rest of World$76.4M+18.4%$64.5M-22.7%$83.4M-13.4%$96.3M+5.4%
Total Assets by Business
North America$9.56B
Rest of World$2.2B
Other Nonoperating Income (Expense) by Business
North America$0+100%-$1M+79.6%-$4.9M+98.6%-$356.6M
Rest of World-$3.1M-235%$2.3M+2,200%$100K+104%-$2.6M
Selling, general and administrative expenses by Business
North America$444.3M+2.6%$433.2M+5.2%$411.6M+15.6%$356.2M
Rest of World$235.9M+0.4%$235M-3.3%$243M-3.6%$252M
Cost of products sold by Business
North America$1.79B+0.7%$1.78B+1.1%$1.76B-2.9%$1.81B
Rest of World$550.6M-5.4%$581.9M-4.1%$607M-0.6%$610.6M
D&A by Business
North America$64.1M+6.1%$60.4M+3.1%$58.6M+5.2%$55.7M+6.7%
Rest of World$19.6M+15.3%$17M-7.1%$18.3M-10.7%$20.5M-18.3%
CapEx by Business
North America$60.6M-39.6%$100.3M+71.7%$58.4M+20.2%$48.6M+1.3%
Rest of World$10.2M+34.2%$7.6M-30.9%$11M+0.9%$10.9M-31.0%
Goodwill, Foreign Currency Translation, Gain (Loss) by Business
North America$4.8M+155%-$8.7M-435%$2.6M+133%-$7.8M-500%
Rest of World-$2M-42.9%-$1.4M-1,300%-$100K+66.7%-$300K-50.0%
Goodwill, Measurement Period Adjustment by Business
North America$0
Rest of World-$53.9M
Net Sales by Product
Water heaters and related parts$2.46B+0.8%$2.44B-0.6%$2.46B+5.7%$2.33B+9.9%
Net Sales by Geography
All other Rest of World$190.9M+50.7%$126.7M+4.0%$121.8M-3.9%$126.7M+11.0%
Canada$326.5M-1.4%$331.2M-1.2%$335.3M-1.8%$341.6M+38.2%
China$672.8M-11.5%$760M-8.1%$827.4M+0.1%$826.6M-9.4%
Other Foreign$211.8M+38.3%$153.2M+7.1%$143M-8.2%$155.7M+11.2%
United States$2.62B+1.8%$2.57B+1.0%$2.55B+4.8%$2.43B+8.5%

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.