AOSA. O. Smith
$56.39-22% 1Y
$56.39
$55.3452 weeks$80.02
The financials
A. O. Smith by the numbers
A. O. Smith (AOS) reported revenue of $1.00B in Q2 2026 (quarter ended Jun 30, 2026), down 0.7% from the same quarter a year earlier. That came with a gross margin of 39% and net income of $125M (12% of revenue). For the full year FY2025, revenue was $3.83B (+0.3% year on year) and net income $546M. Its largest product in Q2 2026 was Water Heaters And Related Parts at $656M, 80% of the disclosed total, well ahead of Boilers Related Parts And Components at 12%. The next results filing is expected around Oct 27, 2026, the same week as a year ago.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $1.00B | $1.01B | −0.7% |
| Gross profit | $388M | $397M | −2.3% |
| Operating income | $166M | $206M | −19% |
| Net income | $125M | $152M | −18% |
| Diluted EPS | $0.91 | $1.07 | −15% |
| Product | Revenue | Share |
|---|---|---|
| Water Heaters And Related Parts | $656M | 80% |
| Boilers Related Parts And Components | $102M | 12% |
| Water Treatment Products And Related Parts | $62M | 7.6% |
Business segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Jun 2026Total $820.5M (+8.9%)
Boilers Related Parts And Components grew +43% year on yearWater Treatment Products And Related Parts -1.6% year on year
Segment Latestquarter on quarteryear on year
- Water Heaters And Related Parts$656.4M$656.4Mquarter on quarter +7.3%year on year +1.9%+7.3%+1.9%
- Boilers Related Parts And Components$101.7M$101.7Mquarter on quarter +25%year on year +43%+25%+43%
- Water Treatment Products And Related Parts$62.4M$62.4Mquarter on quarter +3.8%year on year -1.6%+3.8%-1.6%
Specialty Industrial Machinery
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