A. O. Smith AOS Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| North America | $2.99B+1.9% | $2.98B+1.2% | $2.96B-1.3% | $2.92B-2.8% | $2.93B-0.1% | |
| Rest of World | $854.4M-7.0% | $880.4M-4.2% | $911.3M-3.3% | $913.7M-5.3% | $918.4M-4.8% | |
| Net Sales by Product | ||||||
| Water heaters and related parts | $2.45B+1.2% | $2.46B+0.8% | $2.44B-2.5% | $2.4B-4.9% | $2.42B-2.0% | |
| Net Sales by Geography | ||||||
| All other Rest of World | $189.7M+35.6% | $190.9M+50.7% | $181.6M+47.8% | $161.1M+35.0% | $139.9M+17.4% |
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.
