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Side-by-side financial comparison of A. O. Smith (AOS) and Liberty Latin America Ltd. (LILA). Click either name above to swap in a different company.
Liberty Latin America Ltd. is the larger business by last-quarter revenue ($1.2B vs $912.5M, roughly 1.3× A. O. Smith). A. O. Smith runs the higher net margin — 13.7% vs -4.7%, a 18.5% gap on every dollar of revenue. On growth, Liberty Latin America Ltd. posted the faster year-over-year revenue change (1.7% vs 0.0%). Liberty Latin America Ltd. produced more free cash flow last quarter ($320.1M vs $165.5M). Over the past eight quarters, Liberty Latin America Ltd.'s revenue compounded faster (2.7% CAGR vs -3.4%).
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.
Liberty Global Ltd. is a British-Dutch-American multinational telecommunications company domiciled in Bermuda, with headquarters in London, Amsterdam and Denver. Its respective legal names are Liberty Global Holdings Limited (UK), Liberty Global B.V. (Netherlands) and Liberty Global, Inc., with the first of these being publicly traded. It was formed in 2005 by the merger of the international arm of Liberty Media and UnitedGlobalCom (UGC).
AOS vs LILA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $912.5M | $1.2B |
| Net Profit | $125.4M | $-54.8M |
| Gross Margin | 38.4% | 77.3% |
| Operating Margin | 17.9% | 10.8% |
| Net Margin | 13.7% | -4.7% |
| Revenue YoY | 0.0% | 1.7% |
| Net Profit YoY | 14.3% | 74.0% |
| EPS (diluted) | $0.89 | $-0.27 |
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.
| Q4 25 | $912.5M | $1.2B | ||
| Q3 25 | $942.5M | $1.1B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $963.9M | $1.1B | ||
| Q4 24 | $912.4M | $1.1B | ||
| Q3 24 | $902.6M | $1.1B | ||
| Q2 24 | $1.0B | $1.1B | ||
| Q1 24 | $978.8M | $1.1B |
| Q4 25 | $125.4M | $-54.8M | ||
| Q3 25 | $132.0M | $3.3M | ||
| Q2 25 | $152.2M | $-423.3M | ||
| Q1 25 | $136.6M | $-136.4M | ||
| Q4 24 | $109.7M | $-210.4M | ||
| Q3 24 | $120.1M | $-435.8M | ||
| Q2 24 | $156.2M | $-42.7M | ||
| Q1 24 | $147.6M | $-500.0K |
| Q4 25 | 38.4% | 77.3% | ||
| Q3 25 | 38.7% | 77.7% | ||
| Q2 25 | 39.3% | 78.6% | ||
| Q1 25 | 38.9% | 78.5% | ||
| Q4 24 | 37.1% | 76.1% | ||
| Q3 24 | 37.4% | 78.7% | ||
| Q2 24 | 38.7% | 78.1% | ||
| Q1 24 | 39.3% | 78.2% |
| Q4 25 | 17.9% | 10.8% | ||
| Q3 25 | 18.6% | 16.9% | ||
| Q2 25 | 20.4% | -30.6% | ||
| Q1 25 | 19.1% | 11.8% | ||
| Q4 24 | 10.1% | 8.7% | ||
| Q3 24 | 19.5% | -34.9% | ||
| Q2 24 | 21.9% | 9.9% | ||
| Q1 24 | 22.0% | 8.4% |
| Q4 25 | 13.7% | -4.7% | ||
| Q3 25 | 14.0% | 0.3% | ||
| Q2 25 | 15.0% | -39.0% | ||
| Q1 25 | 14.2% | -12.6% | ||
| Q4 24 | 12.0% | -18.5% | ||
| Q3 24 | 13.3% | -40.0% | ||
| Q2 24 | 15.2% | -3.8% | ||
| Q1 24 | 15.1% | -0.0% |
| Q4 25 | $0.89 | $-0.27 | ||
| Q3 25 | $0.94 | $0.02 | ||
| Q2 25 | $1.07 | $-2.12 | ||
| Q1 25 | $0.95 | $-0.69 | ||
| Q4 24 | $0.75 | $-1.03 | ||
| Q3 24 | $0.82 | $-2.22 | ||
| Q2 24 | $1.06 | $-0.22 | ||
| Q1 24 | $1.00 | $0.00 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $193.2M | $783.9M |
| Total DebtLower is stronger | $155.0M | $7.9B |
| Stockholders' EquityBook value | $1.9B | $555.6M |
| Total Assets | $3.1B | $12.2B |
| Debt / EquityLower = less leverage | 0.08× | 14.17× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $193.2M | $783.9M | ||
| Q3 25 | $172.8M | $596.7M | ||
| Q2 25 | $177.9M | $514.4M | ||
| Q1 25 | $200.2M | $575.5M | ||
| Q4 24 | $276.1M | $654.3M | ||
| Q3 24 | $255.6M | $588.6M | ||
| Q2 24 | $233.3M | $598.6M | ||
| Q1 24 | $303.1M | $668.5M |
| Q4 25 | $155.0M | $7.9B | ||
| Q3 25 | — | $7.8B | ||
| Q2 25 | — | $7.6B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | $193.2M | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $7.6B |
| Q4 25 | $1.9B | $555.6M | ||
| Q3 25 | $1.8B | $628.9M | ||
| Q2 25 | $1.8B | $608.4M | ||
| Q1 25 | $1.9B | $1.0B | ||
| Q4 24 | $1.9B | $1.1B | ||
| Q3 24 | $1.9B | $1.2B | ||
| Q2 24 | $1.9B | $1.7B | ||
| Q1 24 | $1.9B | $1.7B |
| Q4 25 | $3.1B | $12.2B | ||
| Q3 25 | $3.2B | $12.0B | ||
| Q2 25 | $3.2B | $12.0B | ||
| Q1 25 | $3.3B | $12.6B | ||
| Q4 24 | $3.2B | $12.8B | ||
| Q3 24 | $3.2B | $12.7B | ||
| Q2 24 | $3.2B | $13.2B | ||
| Q1 24 | $3.2B | $13.3B |
| Q4 25 | 0.08× | 14.17× | ||
| Q3 25 | — | 12.45× | ||
| Q2 25 | — | 12.50× | ||
| Q1 25 | — | 7.47× | ||
| Q4 24 | 0.10× | 6.99× | ||
| Q3 24 | — | 6.20× | ||
| Q2 24 | — | 4.59× | ||
| Q1 24 | — | 4.38× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $183.1M | $461.9M |
| Free Cash FlowOCF − Capex | $165.5M | $320.1M |
| FCF MarginFCF / Revenue | 18.1% | 27.6% |
| Capex IntensityCapex / Revenue | 1.9% | 12.2% |
| Cash ConversionOCF / Net Profit | 1.46× | — |
| TTM Free Cash FlowTrailing 4 quarters | $546.0M | $305.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.1M | $461.9M | ||
| Q3 25 | $255.4M | $178.2M | ||
| Q2 25 | $139.6M | $141.2M | ||
| Q1 25 | $38.7M | $24.6M | ||
| Q4 24 | $221.9M | $398.6M | ||
| Q3 24 | $195.9M | $177.5M | ||
| Q2 24 | $57.4M | $156.9M | ||
| Q1 24 | $106.6M | $23.3M |
| Q4 25 | $165.5M | $320.1M | ||
| Q3 25 | $240.6M | $56.0M | ||
| Q2 25 | $122.5M | $1.9M | ||
| Q1 25 | $17.4M | $-72.1M | ||
| Q4 24 | $191.3M | $234.9M | ||
| Q3 24 | $163.4M | $51.0M | ||
| Q2 24 | $34.5M | $16.4M | ||
| Q1 24 | $84.6M | $-86.4M |
| Q4 25 | 18.1% | 27.6% | ||
| Q3 25 | 25.5% | 5.0% | ||
| Q2 25 | 12.1% | 0.2% | ||
| Q1 25 | 1.8% | -6.7% | ||
| Q4 24 | 21.0% | 20.6% | ||
| Q3 24 | 18.1% | 4.7% | ||
| Q2 24 | 3.4% | 1.5% | ||
| Q1 24 | 8.6% | -7.9% |
| Q4 25 | 1.9% | 12.2% | ||
| Q3 25 | 1.6% | 11.0% | ||
| Q2 25 | 1.7% | 12.8% | ||
| Q1 25 | 2.2% | 8.9% | ||
| Q4 24 | 3.4% | 14.4% | ||
| Q3 24 | 3.6% | 11.6% | ||
| Q2 24 | 2.2% | 12.6% | ||
| Q1 24 | 2.2% | 10.0% |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 1.93× | 54.00× | ||
| Q2 25 | 0.92× | — | ||
| Q1 25 | 0.28× | — | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 0.37× | — | ||
| Q1 24 | 0.72× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AOS
| North America Segment | $713.7M | 78% |
| Rest Of World | $158.3M | 17% |
| Other | $40.5M | 4% |
LILA
| Liberty Cablevisionof Puerto Rico LLC Liberty Puerto Rico | $301.3M | 26% |
| Cable Wireless Communications Limited CW Panama | $230.1M | 20% |
| Costa Rica Segment | $168.2M | 15% |
| Liberty Networks | $129.3M | 11% |
| Cable Subscription | $112.4M | 10% |
| Mobile Subscription | $95.9M | 8% |
| Mobile Handset And Other Devices | $73.0M | 6% |
| Liberty Networks Other | $25.0M | 2% |
| Mobile Non Subscription | $21.6M | 2% |
| B2B Mobile Handsetand Other Devices | $7.0M | 1% |
| Cable Non Subscription | $4.3M | 0% |
