stockrowA. O. Smith Corporation
AOS Industrials Specialty Industrial Machinery
A. O. Smith Corporation’s revenue for fiscal 2025 (year ended December 2025) was $3.8 billion, roughly unchanged from fiscal 2024.
- Revenue
- −0.21%
- EPS
- −0.74%
- Free cash flow
- −32.3%
- Total debt
- +262.3%
Quarter to September 2026, against a year earlier
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A. O. Smith Corporation 10-Q filed Oct 29, 2026
What changed
Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Jul 30, 2026: 3 added · 5 removed · 26 modified; 2 with only figures updated
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Added · Overview
In our North America segment, sales increased three percent in the third quarter of 2026 compared to the third quarter last year. This increase was driven by the incremental sales from the 2026 acquisition of Leonard Valve, a 13 percent increase in boiler sales, and the benefits of pricing actions, which were partially offset by a one percent decline in water heater sales. In our Rest of World segment, sales decreased seven percent in the third quarter of 2026 compared to the third quarter last year. This decrease was due to lower sales in China, which was partially offset by favorable foreign currency translation impact primarily related to China. In local currency, China sales decreased 17 percent due to continued weak consumer demand, as well as disruption to the business related to the recently concluded strategic assessment.