AOS
A. O. Smith·NYSE
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AOS fundamentals
A. O. Smith (AOS) released its earnings on Oct 28, 2025: revenue was 942.50M (YoY +4.42%), missed estimates; EPS was 0.94 (YoY +14.63%), beat estimates.
Revenue / YoY
942.50M
+4.42%
EPS / YoY
0.94
+14.63%
Report date
Oct 28, 2025
AOS Earnings Call Summary for Q3,2025
- Revenue resilience: Q3 2025 revenue up 4% YoY, driven by North America (+6%) despite China challenges.
- Margin expansion: North America segment margin +110bps to 24.2%, offsetting 5% input cost increases.
- China strategy: 2025 sales outlook revised to -10% local currency, with restructuring initiatives mitigating margin impact.
- Tariff mitigation: 5% COGS impact from tariffs, with pricing actions covering margin and cost, but Q4 margin pressure expected.
- Sustainability success: Water recycling and glass reuse initiatives reduce waste by 100,000 gallons/year and 100 tons/year.
EPS
Revenue
Revenue & Expenses
AOS has released its 2025 Q3 earnings report, with revenue of 942.50M, reflecting a YoY change of 4.42%, and net profit of 132.00M, showing a YoY change of 9.91%. The Sankey diagram below clearly presents AOS's revenue sources and cost distribution.
Key Indicators
A. O. Smith (AOS) key financial stats and ratios, covering profitability, financial health, and leverage.
A. O. Smith (AOS)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
A. O. Smith (AOS)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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A. O. Smith (AOS)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Breakdown
Where does A. O. Smith (AOS) generate its revenue? Explore its key revenue streams and top earning regions.
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Track A. O. Smith (AOS) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What factors drove the changes in A. O. Smith's revenue and profit?Did A. O. Smith beat or miss consensus estimates last quarter?What is the market's earnings forecast for A. O. Smith next quarter?What is A. O. Smith's gross profit margin?What does A. O. Smith do and what are its main business segments?What is A. O. Smith's latest dividend and current dividend yield?What were the key takeaways from A. O. Smith’s earnings call?What were the key takeaways from A. O. Smith's earnings call?
