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 Q4 2025 Key Financial Metrics
Revenue
$912.5M
Gross Profit
$350.4M
Operating Profit
$163.0M
Net Profit
$125.4M
Gross Margin
38.4%
Operating Margin
17.9%
Net Margin
13.7%
YoY Growth
0.0%
EPS
$0.89
Financial Flow
A. O. Smith Q4 2025 Financial Summary
A. O. Smith reported revenue of $912.5M for Q4 2025, with a net profit of $125.4M (13.7% margin). Cost of goods sold was $562.1M, operating expenses totaled $187.4M.
Key Financial Metrics
| Total Revenue | $912.5M |
|---|---|
| Net Profit | $125.4M |
| Gross Margin | 38.4% |
| Operating Margin | 17.9% |
| Report Period | Q4 2025 |
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).
| Year | Annual Revenue |
|---|---|
| 2025 | $3.8B |
| 2024 | $3.8B |
| 2023 | $3.9B |
| 2022 | $3.8B |
Income Statement
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $978.8M | $1.02B | $902.6M | $912.4M | $963.9M | $1.01B | $942.5M | $912.5M |
| YoY Growth | 1.3% | 6.6% | -3.7% | -7.7% | -1.5% | -1.3% | 4.4% | 0.0% |
Balance Sheet
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $3.18B | $3.20B | $3.15B | $3.24B | $3.27B | $3.25B | $3.17B | $3.14B |
| Liabilities | $1.30B | $1.29B | $1.24B | $1.36B | $1.41B | $1.40B | $1.33B | $1.28B |
| Equity | $1.88B | $1.91B | $1.92B | $1.88B | $1.86B | $1.85B | $1.84B | $1.86B |
Cash Flow
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $106.6M | $57.4M | $195.9M | $221.9M | $38.7M | $139.6M | $255.4M | $183.1M |
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