AOSA. O. Smith
The financials
A. O. Smith by the numbers
A. O. Smith (AOS) reported revenue of $941M in Q3 2026 (quarter ended Sep 30, 2026), down 0.2% from the same quarter a year earlier. That came with a gross margin of 39% and net income of $126M (13% of revenue). For the full year FY2025, revenue was $3.83B (+0.3% year on year) and net income $546M. Its largest product in Q2 2026 (quarter ended Jun 30, 2026) was Water Heaters And Related Parts at $656M, 80% of the disclosed total, well ahead of Boilers Related Parts And Components at 12%. The next results filing is expected around Jan 28, 2027, the same week as a year ago.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $941M | $943M | −0.2% |
| Gross profit | $365M | $365M | +0.1% |
| Operating income | $174M | $175M | −0.6% |
| Net income | $126M | $132M | −4.3% |
| Diluted EPS | $0.93 | $0.94 | −1.1% |
| Product | Revenue | Share |
|---|---|---|
| Water Heaters And Related Parts | $656M | 80% |
| Boilers Related Parts And Components | $102M | 12% |
| Water Treatment Products And Related Parts | $62M | 7.6% |
Over its last three fiscal years A. O. Smith booked income tax of 23.9% of its pretax profit, above the 21.3% median for US companies in our tax study.
Business segments
Revenue split by product segment, from SEC XBRL filings.
- Water Heaters And Related Parts$656.4M$656.4Mvs last quarter +7.3%vs a year ago +1.9%+7.3%+1.9%
- Boilers Related Parts And Components$101.7M$101.7Mvs last quarter +25%vs a year ago +43%+25%+43%
- Water Treatment Products And Related Parts$62.4M$62.4Mvs last quarter +3.8%vs a year ago -1.6%+3.8%-1.6%
Specialty Industrial Machinery
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