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Smith A O (AOS) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · Smith A O (AOS) Q3 2026 earnings results →
Q3 2026 Revenue down 0% year over year to $940M · 13¢ of every $1 of revenue kept as net profit · operating margin 18.5%
Smith A O made $940M in Q3 2026 (-0.2% Y/Y). Operating margin 18.5%, net earnings $126M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.
Drawing the Sankey…
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What changed this quarter
Revenue was $940.5M in Q3 2026, roughly flat year over year and down 6% from the previous quarter.
Gross margin was 38.8%, up 0.1 points from Q3 2025. Operating profit was $174.4M, a 18.5% margin (down 0.1 points year over year). Operating expenses grew 1% against flat revenue. Net earnings were $126.3M, down 4% year over year. The effective tax rate was 24.2%.
Operating cash flow was $175.6M (down 31% year over year), 139% of net earnings. Non-cash charges added back $24.0M of depreciation and amortization and $3.4M of share-based compensation. Working capital and other items added $21.9M. Capital expenditures of $12.7M left free cash flow of $162.9M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 29, 2026 | $940M | -0.2% | 18.5% | $126M | $176M |
| Q2 2026 | 10-Q | Jul 30, 2026 | $1.0B | -0.7% | 16.5% | $125M | $124M |
| Q1 2026 | 10-Q | Apr 30, 2026 | $946M | -2% | 17.1% | $118M | $129M |
| Q4 2025 | 10-K | Feb 10, 2026 | $912M | 0% | 17.9% | $125M | $183M |
| Q3 2025 | 10-Q | Oct 28, 2025 | $942M | +4% | 18.6% | $132M | $255M |
| Q2 2025 | 10-Q | Jul 24, 2025 | $1.0B | -1% | 20.4% | $152M | $140M |
| Q1 2025 | 10-Q | Apr 29, 2025 | $964M | -2% | 19.1% | $137M | $38.7M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Smith A O
A. O. Smith Corporation, with headquarters in Milwaukee, Wisconsin, is a global leader applying innovative technology and energy-efficient solutions to products manufactured and marketed worldwide. Listed on the New York Stock Exchange (NYSE: AOS), the Company is one of the world’s leading manufacturers of residential and commercial water heating equipment and boilers, as well as a manufacturer of water treatment and water management products. For more information, visit www.aosmith.com.
In its own words, from its 8-K, filed Jul 30, 2026.
Smith A O against its Household Appliances peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -0.2% against the peers' median -0.2%. Operating margin: 18.5% against the peers' median 0.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| AOS Smith A O | Q3 2026 | $940M | -0.2% | 18.5% |
| WHR Whirlpool | Q3 2026 | $3.7B | -9% | 0.1% |
| SN SharkNinja | Q3 2026 | $2.0B | +21% | 22.4% |
| COOK Traeger | Q3 2026 | $74.7M | -40% | -26.5% |
| TKLS Trutankless | Q2 2026 | $539K | +470% | -423.8% |
Source: Smith A O 10-Q on SEC EDGAR · CIK 91142 · Household Appliances
13F: who owns AOS and who is buying
More on AOS
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results