A. O. SmithAOSEarnings & Financial Report
A. O. Smith Corporation is an American manufacturer of both residential and commercial water heaters and boilers, and the largest manufacturer and marketer of water heaters in North America. It also supplies water treatment and purification products in the Asian market. The company has 27 locations worldwide, including five manufacturing facilities in North America, as well as plants in Bengaluru in India, Nanjing in China and Veldhoven in The Netherlands.
AOS Q1 FY2026 Key Financial Metrics
Revenue
$945.6M
Gross Profit
$365.7M
Operating Profit
N/A
Net Profit
$118.0M
Gross Margin
38.7%
Operating Margin
N/A
Net Margin
12.5%
YoY Growth
-2.0%
EPS
$0.85
A. O. Smith Q1 FY2026 Financial Summary
A. O. Smith reported revenue of $945.6M (down 2.0% YoY) for Q1 FY2026, with a net profit of $118.0M (down 14.0% YoY) (12.5% margin). Cost of goods sold was $579.9M.
Key Financial Metrics
| Total Revenue | $945.6M |
|---|---|
| Net Profit | $118.0M |
| Gross Margin | 38.7% |
| Operating Margin | N/A |
| Report Period | Q1 FY2026 |
A. O. Smith Annual Revenue by Year
A. O. Smith annual revenue history includes year-by-year totals (for example, 2025 revenue was $3.8B).
A. O. Smith Quarterly Revenue & Net Profit History
A. O. Smith results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q1 FY2026 | $945.6M | -2.0% | $118.0M | 12.5% |
| Q4 FY2025 | $912.5M | +0.0% | $125.4M | 13.7% |
| Q3 FY2025 | $942.5M | +4.4% | $132.0M | 14.0% |
| Q2 FY2025 | $1.0B | -1.3% | $152.2M | 15.0% |
| Q1 FY2025 | $963.9M | -1.5% | $136.6M | 14.2% |
| Q4 FY2024 | $912.4M | -7.7% | $109.7M | 12.0% |
| Q3 FY2024 | $902.6M | -3.7% | $120.1M | 13.3% |
| Q2 FY2024 | $1.0B | +6.6% | $156.2M | 15.2% |
Income Statement
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.02B | $902.6M | $912.4M | $963.9M | $1.01B | $942.5M | $912.5M | $945.6M |
| YoY Growth | 6.6% | -3.7% | -7.7% | -1.5% | -1.3% | 4.4% | 0.0% | -2.0% |
Balance Sheet
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $3.20B | $3.15B | $3.24B | $3.27B | $3.25B | $3.17B | $3.14B | $3.65B |
| Liabilities | $1.29B | $1.24B | $1.36B | $1.41B | $1.40B | $1.33B | $1.28B | $1.77B |
| Equity | $1.91B | $1.92B | $1.88B | $1.86B | $1.85B | $1.84B | $1.86B | $1.88B |
Cash Flow
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|
| Operating CF | $57.4M | $195.9M | $221.9M | $38.7M | $139.6M | $255.4M | $183.1M |