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Side-by-side financial comparison of A. O. Smith (AOS) and MARINEMAX INC (HZO). Click either name above to swap in a different company.
A. O. Smith is the larger business by last-quarter revenue ($945.6M vs $527.4M, roughly 1.8× MARINEMAX INC). On growth, A. O. Smith posted the faster year-over-year revenue change (-2.0% vs -16.5%). Over the past eight quarters, A. O. Smith's revenue compounded faster (-3.9% CAGR vs -16.6%).
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.
MarineMax Inc. is a leading recreational boat and yacht retailer primarily operating in the United States. It offers new and pre-owned leisure vessels, alongside related services including maintenance, repair, financing, insurance coverage, yacht chartering, and boating lifestyle events, catering to private boating enthusiasts across North America.
AOS vs HZO — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $945.6M | $527.4M |
| Net Profit | $118.0M | — |
| Gross Margin | 38.7% | 34.4% |
| Operating Margin | — | 2.1% |
| Net Margin | 12.5% | — |
| Revenue YoY | -2.0% | -16.5% |
| Net Profit YoY | -14.0% | — |
| EPS (diluted) | $0.85 | $0.14 |
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 | $527.4M | ||
| Q4 25 | $912.5M | $505.2M | ||
| Q3 25 | $942.5M | $552.2M | ||
| Q2 25 | $1.0B | $657.2M | ||
| Q1 25 | $963.9M | $631.5M | ||
| Q4 24 | $912.4M | $468.5M | ||
| Q3 24 | $902.6M | $563.1M | ||
| Q2 24 | $1.0B | $757.7M |
| Q1 26 | $118.0M | — | ||
| Q4 25 | $125.4M | $-7.9M | ||
| Q3 25 | $132.0M | $-851.0K | ||
| Q2 25 | $152.2M | $-52.1M | ||
| Q1 25 | $136.6M | $3.3M | ||
| Q4 24 | $109.7M | $18.1M | ||
| Q3 24 | $120.1M | $4.0M | ||
| Q2 24 | $156.2M | $31.6M |
| Q1 26 | 38.7% | 34.4% | ||
| Q4 25 | 38.4% | 31.8% | ||
| Q3 25 | 38.7% | 34.7% | ||
| Q2 25 | 39.3% | 30.4% | ||
| Q1 25 | 38.9% | 30.0% | ||
| Q4 24 | 37.1% | 36.2% | ||
| Q3 24 | 37.4% | 34.3% | ||
| Q2 24 | 38.7% | 32.0% |
| Q1 26 | — | 2.1% | ||
| Q4 25 | 17.9% | 1.0% | ||
| Q3 25 | 18.6% | 2.5% | ||
| Q2 25 | 20.4% | -6.3% | ||
| Q1 25 | 19.1% | 3.6% | ||
| Q4 24 | 10.1% | 8.3% | ||
| Q3 24 | 19.5% | 4.8% | ||
| Q2 24 | 21.9% | 8.1% |
| Q1 26 | 12.5% | — | ||
| Q4 25 | 13.7% | -1.6% | ||
| Q3 25 | 14.0% | -0.2% | ||
| Q2 25 | 15.0% | -7.9% | ||
| Q1 25 | 14.2% | 0.5% | ||
| Q4 24 | 12.0% | 3.9% | ||
| Q3 24 | 13.3% | 0.7% | ||
| Q2 24 | 15.2% | 4.2% |
| Q1 26 | $0.85 | $0.14 | ||
| Q4 25 | $0.89 | $-0.36 | ||
| Q3 25 | $0.94 | $0.08 | ||
| Q2 25 | $1.07 | $-2.42 | ||
| Q1 25 | $0.95 | $0.14 | ||
| Q4 24 | $0.75 | $0.77 | ||
| Q3 24 | $0.82 | $0.17 | ||
| Q2 24 | $1.06 | $1.37 |
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 | $189.1M |
| Total DebtLower is stronger | $574.2M | $338.7M |
| Stockholders' EquityBook value | $1.9B | — |
| Total Assets | $3.7B | $2.4B |
| Debt / EquityLower = less leverage | 0.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $185.2M | $189.1M | ||
| Q4 25 | $193.2M | $164.6M | ||
| Q3 25 | $172.8M | $170.4M | ||
| Q2 25 | $177.9M | $151.0M | ||
| Q1 25 | $200.2M | $203.5M | ||
| Q4 24 | $276.1M | $145.0M | ||
| Q3 24 | $255.6M | $224.3M | ||
| Q2 24 | $233.3M | $242.4M |
| Q1 26 | $574.2M | $338.7M | ||
| Q4 25 | $155.0M | — | ||
| Q3 25 | — | $393.2M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $193.2M | — | ||
| Q3 24 | — | $391.2M | ||
| Q2 24 | — | — |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $932.8M | ||
| Q3 25 | $1.8B | $937.2M | ||
| Q2 25 | $1.8B | $940.5M | ||
| Q1 25 | $1.9B | $993.4M | ||
| Q4 24 | $1.9B | $993.5M | ||
| Q3 24 | $1.9B | $975.8M | ||
| Q2 24 | $1.9B | $967.6M |
| Q1 26 | $3.7B | $2.4B | ||
| Q4 25 | $3.1B | $2.4B | ||
| Q3 25 | $3.2B | $2.5B | ||
| Q2 25 | $3.2B | $2.5B | ||
| Q1 25 | $3.3B | $2.7B | ||
| Q4 24 | $3.2B | $2.6B | ||
| Q3 24 | $3.2B | $2.6B | ||
| Q2 24 | $3.2B | $2.6B |
| Q1 26 | 0.31× | — | ||
| Q4 25 | 0.08× | — | ||
| Q3 25 | — | 0.42× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AOS
Segment breakdown not available.
HZO
| Retail Operations | $525.3M | 100% |
| Product Manufacturing | $23.7M | 4% |
