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Side-by-side financial comparison of A. O. Smith (AOS) and DuPont (DD). Click either name above to swap in a different company.
DuPont is the larger business by last-quarter revenue ($1.7B vs $945.6M, roughly 1.8× A. O. Smith). A. O. Smith runs the higher net margin — 12.5% vs 9.8%, a 2.7% gap on every dollar of revenue. On growth, DuPont posted the faster year-over-year revenue change (4.0% vs -2.0%). Over the past eight quarters, A. O. Smith's revenue compounded faster (-3.9% CAGR vs -27.2%).
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.
DuPont de Nemours, Inc., commonly shortened to DuPont, is an American multinational chemical company first formed in 1802 by French-American chemist and industrialist Éleuthère Irénée du Pont de Nemours. The company played a major role in the development of the U.S. state of Delaware and first arose as a major supplier of gunpowder.
AOS vs DD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $945.6M | $1.7B |
| Net Profit | $118.0M | $164.0M |
| Gross Margin | 38.7% | 35.8% |
| Operating Margin | — | — |
| Net Margin | 12.5% | 9.8% |
| Revenue YoY | -2.0% | 4.0% |
| Net Profit YoY | -14.0% | — |
| EPS (diluted) | $0.85 | $0.36 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $945.6M | $1.7B | ||
| Q4 25 | $912.5M | $-2.5B | ||
| Q3 25 | $942.5M | $3.1B | ||
| Q2 25 | $1.0B | $3.3B | ||
| Q1 25 | $963.9M | $3.1B | ||
| Q4 24 | $912.4M | $3.1B | ||
| Q3 24 | $902.6M | $3.2B | ||
| Q2 24 | $1.0B | $3.2B |
| Q1 26 | $118.0M | $164.0M | ||
| Q4 25 | $125.4M | $-126.0M | ||
| Q3 25 | $132.0M | $-123.0M | ||
| Q2 25 | $152.2M | $59.0M | ||
| Q1 25 | $136.6M | $-589.0M | ||
| Q4 24 | $109.7M | $-118.0M | ||
| Q3 24 | $120.1M | $454.0M | ||
| Q2 24 | $156.2M | $178.0M |
| Q1 26 | 38.7% | 35.8% | ||
| Q4 25 | 38.4% | — | ||
| Q3 25 | 38.7% | 38.9% | ||
| Q2 25 | 39.3% | 37.3% | ||
| Q1 25 | 38.9% | 37.4% | ||
| Q4 24 | 37.1% | 36.4% | ||
| Q3 24 | 37.4% | 37.4% | ||
| Q2 24 | 38.7% | 37.1% |
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | — | ||
| Q3 25 | 18.6% | 10.6% | ||
| Q2 25 | 20.4% | 9.4% | ||
| Q1 25 | 19.1% | -14.0% | ||
| Q4 24 | 10.1% | 1.4% | ||
| Q3 24 | 19.5% | 18.4% | ||
| Q2 24 | 21.9% | 9.3% |
| Q1 26 | 12.5% | 9.8% | ||
| Q4 25 | 13.7% | 4.9% | ||
| Q3 25 | 14.0% | -4.0% | ||
| Q2 25 | 15.0% | 1.8% | ||
| Q1 25 | 14.2% | -19.2% | ||
| Q4 24 | 12.0% | -3.8% | ||
| Q3 24 | 13.3% | 14.2% | ||
| Q2 24 | 15.2% | 5.6% |
| Q1 26 | $0.85 | $0.36 | ||
| Q4 25 | $0.89 | $-0.30 | ||
| Q3 25 | $0.94 | $-0.29 | ||
| Q2 25 | $1.07 | $0.14 | ||
| Q1 25 | $0.95 | $-1.41 | ||
| Q4 24 | $0.75 | $-0.28 | ||
| Q3 24 | $0.82 | $1.08 | ||
| Q2 24 | $1.06 | $0.42 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $185.2M | $710.0M |
| Total DebtLower is stronger | $574.2M | $3.2B |
| Stockholders' EquityBook value | $1.9B | $14.2B |
| Total Assets | $3.7B | $21.4B |
| Debt / EquityLower = less leverage | 0.31× | 0.22× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $185.2M | $710.0M | ||
| Q4 25 | $193.2M | $715.0M | ||
| Q3 25 | $172.8M | $2.0B | ||
| Q2 25 | $177.9M | $1.8B | ||
| Q1 25 | $200.2M | $1.8B | ||
| Q4 24 | $276.1M | $1.9B | ||
| Q3 24 | $255.6M | $1.6B | ||
| Q2 24 | $233.3M | $1.5B |
| Q1 26 | $574.2M | $3.2B | ||
| Q4 25 | $155.0M | $3.1B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | $193.2M | $5.3B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | — | $7.2B |
| Q1 26 | $1.9B | $14.2B | ||
| Q4 25 | $1.9B | $13.9B | ||
| Q3 25 | $1.8B | $22.9B | ||
| Q2 25 | $1.8B | $23.1B | ||
| Q1 25 | $1.9B | $22.8B | ||
| Q4 24 | $1.9B | $23.4B | ||
| Q3 24 | $1.9B | $24.2B | ||
| Q2 24 | $1.9B | $23.3B |
| Q1 26 | $3.7B | $21.4B | ||
| Q4 25 | $3.1B | $21.6B | ||
| Q3 25 | $3.2B | $38.0B | ||
| Q2 25 | $3.2B | $36.6B | ||
| Q1 25 | $3.3B | $36.0B | ||
| Q4 24 | $3.2B | $36.6B | ||
| Q3 24 | $3.2B | $37.5B | ||
| Q2 24 | $3.2B | $36.6B |
| Q1 26 | 0.31× | 0.22× | ||
| Q4 25 | 0.08× | 0.23× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.23× | ||
| Q4 24 | 0.10× | 0.23× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
