AOS
A. O. Smith·NYSE
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AOS fundamentals
A. O. Smith (AOS) released its earnings on Jan 29, 2026: revenue was 912.50M (YoY +0.01%), missed estimates; EPS was 0.9 (YoY +5.88%), beat estimates.
Revenue / YoY
912.50M
+0.01%
EPS / YoY
0.9
+5.88%
Report date
Jan 29, 2026
AOS Earnings Call Summary for Q4,2025
- Record Performance: 2025 EPS of $3.85, up 6%, driven by North America margin expansion (24.4%) and China restructuring (130 bps margin improvement).
- Strategic Acquisitions: Leonard Valve acquisition ($70M 2026 sales) expands into water management with 30% digital product mix, aligning with core business.
- Challenges & Growth: 2026 China sales down mid-single digits (H1 tough, H2 recovery). U.S. residential volumes flat/down due to new home construction slowdown, offset by 6-8% boiler growth.
- Profitability Focus: Water treatment margins to expand 200 bps to 15%, targeting 100+ bps annual growth. 2026 steel prices up 10%, but pricing actions and cost control mitigate impact.
EPS
Revenue
Revenue & Expenses
AOS has released its 2025 Q4 earnings report, with revenue of 912.50M, reflecting a YoY change of 0.01%, and net profit of 125.40M, showing a YoY change of 14.31%. 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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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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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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Dividend Yield
You can ask Aime
What were the key takeaways from A. O. Smith's earnings call?What is A. O. Smith's latest dividend and current dividend yield?What were the key takeaways from A. O. Smith’s earnings call?Did A. O. Smith beat or miss consensus estimates last quarter?What is A. O. Smith's gross profit margin?What is the market's earnings forecast for A. O. Smith next quarter?What guidance did A. O. Smith's management provide for the next earnings period?What does A. O. Smith do and what are its main business segments?
