SMITH A O CORP
AOSIndustrials & materialsaosmith.com
Latest available resultsSeptember 30, 2026Quarter · 10-Q filed Oct 29, 2026
Next reportJanuary 27, 2027after close · forecast 0.914 $/share
Revenue
$940.50M
▼ -0.2% vs prior year YoY
Net income
$126.30M
▼ -4.3% vs prior year YoY
EPS
0.93$
▼ -1.1% vs prior year YoY
Net margin
13.4%
▼ -0.6 pp vs prior year YoY
Revenue▼ -0.2%
Margins (% of revenue)GrossOperatingNet
Net income▼ -4.3%
EPS▼ -1.1%
Financial statements
View 10-Q filed October 29, 2026 on SEC ↗| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $912.40M | $963.90M | $1.01B | $942.50M | $912.50M | $945.60M | $1.00B | $940.50M | ▼ -0.2% |
| Gross profit | $338.10M | $375.40M | $397.10M | $364.50M | $350.40M | $365.70M | $387.80M | $364.70M | ▲ +0.1% |
| Operating income | $91.80M | $184.00M | $206.20M | $175.40M | $163.00M | $161.80M | $166.10M | $174.40M | ▼ -0.6% |
| Net income | $109.70M | $136.60M | $152.20M | $132.00M | $125.40M | $118.00M | $124.90M | $126.30M | ▼ -4.3% |
| R&D | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | — | 0.95 $ | 1.07 $ | 0.94 $ | — | 0.85 $ | 0.91 $ | 0.93 $ | ▼ -1.1% |
| Margins (% of revenue) | |||||||||
| Gross | 37.1 % | 38.9 % | 39.3 % | 38.7 % | 38.4 % | 38.7 % | 38.6 % | 38.8 % | ▲ +0.1 pt |
| Operating | 10.1 % | 19.1 % | 20.4 % | 18.6 % | 17.9 % | 17.1 % | 16.5 % | 18.5 % | ▼ -0.1 pt |
| Net | 12.0 % | 14.2 % | 15.0 % | 14.0 % | 13.7 % | 12.5 % | 12.4 % | 13.4 % | ▼ -0.6 pt |
| Balance sheet | |||||||||
| Assets | $3.24B | $3.27B | $3.25B | $3.17B | $3.14B | $3.65B | $3.64B | $3.65B | ▲ +15.3% |
| Liabilities | $1.36B | $1.41B | $1.40B | $1.33B | $1.28B | $1.77B | $1.80B | $1.83B | ▲ +38.1% |
| Equity | $1.88B | $1.86B | $1.85B | $1.84B | $1.86B | $1.88B | $1.84B | $1.82B | ▼ -1.2% |
| Cash | $239.60M | $173.00M | $177.90M | $152.70M | $174.50M | $185.20M | $181.30M | $234.50M | ▲ +53.6% |
| Capital | |||||||||
| Shares outstanding | — | — | — | — | — | — | — | — | — |
| Public floatnever filed | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.