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Side-by-side financial comparison of A. O. Smith (AOS) and South Bow Corp (SOBO). Click either name above to swap in a different company.

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.

Bow, McLachlan and Company was a Scottish marine engineering and shipbuilding company that traded between 1872 and 1932.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
AOS
AOS
SOBO
SOBO
Q4 25
$912.5M
Q3 25
$942.5M
Q2 25
$1.0B
Q1 25
$963.9M
Q4 24
$912.4M
Q3 24
$902.6M
Q2 24
$1.0B
Q1 24
$978.8M
Net Profit
AOS
AOS
SOBO
SOBO
Q4 25
$125.4M
Q3 25
$132.0M
Q2 25
$152.2M
Q1 25
$136.6M
Q4 24
$109.7M
Q3 24
$120.1M
Q2 24
$156.2M
Q1 24
$147.6M
Gross Margin
AOS
AOS
SOBO
SOBO
Q4 25
38.4%
Q3 25
38.7%
Q2 25
39.3%
Q1 25
38.9%
Q4 24
37.1%
Q3 24
37.4%
Q2 24
38.7%
Q1 24
39.3%
Operating Margin
AOS
AOS
SOBO
SOBO
Q4 25
17.9%
Q3 25
18.6%
Q2 25
20.4%
Q1 25
19.1%
Q4 24
10.1%
Q3 24
19.5%
Q2 24
21.9%
Q1 24
22.0%
Net Margin
AOS
AOS
SOBO
SOBO
Q4 25
13.7%
Q3 25
14.0%
Q2 25
15.0%
Q1 25
14.2%
Q4 24
12.0%
Q3 24
13.3%
Q2 24
15.2%
Q1 24
15.1%
EPS (diluted)
AOS
AOS
SOBO
SOBO
Q4 25
$0.89
Q3 25
$0.94
Q2 25
$1.07
Q1 25
$0.95
Q4 24
$0.75
Q3 24
$0.82
Q2 24
$1.06
Q1 24
$1.00

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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