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A. O. Smith AOS Total Revenue

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Segments

By geography

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United States$2.57B+1.0%
China$760M-8.1%
Canada$331.2M-1.2%

By product

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Water heaters and related parts$611.8M-2.0%
Boilers, related parts, and components$81.5M
Water treatment products and related parts$60.1M+0.7%

By segment

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North America$753.4M+0.6%
Rest of World$200.7M-11.5%

Other financials

Income statement

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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-12.6%
Enterprise value$9.08B-9.2%
P/E16.3×-2.7×
P/S2.3×-0.3×

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 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
Line itemThree Months Ended March 31, 2026Three Months Ended March 31, 2025
Net sales$945.6$963.9
Cost of products sold579.9588.5
Gross profit365.7375.4
Selling, general and administrative expenses203.9192.6
Interest expense7.12.9
Other income, net(1.2)
Earnings before provision for income taxes154.7181.1
Provision for income taxes36.744.5

ITEM 1 - FINANCIAL STATEMENTS

FAQ

What is A. O. Smith's total revenue?
A. O. Smith (AOS) reported total revenue of $945.6M in Q1 2026.
How has A. O. Smith's total revenue changed year-over-year?
A. O. Smith's total revenue decreased by 1.9% year-over-year, from $963.9M to $945.6M.
What is the long-term trend for A. O. Smith's total revenue?
Over 4 years (2021 to 2025), A. O. Smith's total revenue has grown at a 2.0% compound annual growth rate (CAGR), from $3.54B to $3.83B.
What does total revenue mean?
The aggregate of all revenue from the company's operations — the top line from which all profitability metrics are derived.

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