A.O. Smith Corporation (AOS) Financials
Key financial figures for A.O. Smith Corporation (Q3 2026).
A. O. Smith Q3 2026 sales flat at $940.5M, diluted EPS $0.93; agrees to sell 81% of China business and re-bases 2026 guidance ex-China. Net sales of $940.5M were flat year over year (vs FMP estimate about $960.2M); diluted EPS of $0.93 was down 1% (vs FMP estimate $0.895) North America sales rose 3% to $761.6M (organic +1%, Leonard Valve about $15M); segment margin 23.6% vs 24.2% Rest of World sales fell 7% to $192.8M, segment margin 5.4% vs 7.4%; China sales down 17% in local currency Announced Oct 27 the sale of an 81% interest in the China business to CPE (about $400M value, close expected H1 2027); China to be reported as discontinued operations from Q4 2026 Nine-month free cash flow up 4% to $396.2M; $260.6M of buybacks y. On the outlook: FY2026 guidance now excludes the China business: net sales excluding China of $3,270M to $3,290M (about 4% growth) and adjusted EPS excluding China of $3.42 to $3.52, excluding about $20M of North America water treatment restructuring and impairment expense. Figures are for Q3 2026, as A. O. Smith reported them.
- Revenue
- $941M
- Net Income
- $126M
- EPS
- $0.93
- Total Assets
- $3.7B
- Operating Cash Flow
- $176M
Recent quarters
| Period | Revenue | Net Income | EPS | Operating Margin | Free Cash Flow |
|---|---|---|---|---|---|
| Q3 FY2026 | $941M | $126M | $0.93 | $163M | |
| Q2 FY2026 | $1.0B | $125M | $0.91 | $114M | |
| Q1 FY2026 | $946M | $118M | $0.85 | $119M | |
| Q4 FY2025 | $913M | $125M | $0.90 | $166M | |
| Q3 FY2025 | $943M | $132M | $0.94 | $241M |
Recent fiscal years
| Period | Revenue | Net Income | EPS | Operating Margin | Free Cash Flow |
|---|---|---|---|---|---|
| FY2025 | $3.8B | $546M | $3.85 | $546M | |
| FY2024 | $3.8B | $534M | $3.63 | $474M | |
| FY2023 | $3.9B | $557M | $3.69 | $598M |
Frequently asked questions
What was A. O. Smith's revenue last quarter?
A. O. Smith reported revenue of $940.5 million for Q3 FY2026, down 0.2% from the same period a year earlier.
Is A. O. Smith profitable?
Yes. A. O. Smith reported net income of $126.3 million for Q3 FY2026, a net margin of 13.43% on revenue.
How much free cash flow did A. O. Smith generate?
A. O. Smith generated free cash flow of $162.9 million in Q3 FY2026, after capital expenditure.
Full income statement, balance sheet and cash flow for A.O. Smith Corporation on SentiSense, with up to forty quarters and twenty fiscal years of history.