Filing Flows › Smith A O (AOS) › Q2 2025
Smith A O (AOS) Q2 2025 earnings results (second quarter 2025)
10-Q filed Jul 24, 2025
Smith A O (AOS) reported revenue of $1.0B for the second quarter 2025 (Q2 2025), -1% from a year earlier and +5% from the quarter before. Operating margin was 20.4%, net earnings $152M (15.0% of revenue).
Smith A O, Q2 2025: revenue $1.0B (-1% year over year), operating margin 20.4%, net earnings $152M, operating cash flow $140M. The chart follows the revenue to costs, profit and cash.
| Q2 2025 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.0B | +5% | -1% |
| Gross profit | $397M | +6% | +0.3% |
| Operating profit | $206M | +12% | -1% |
| Net earnings | $152M | +11% | -3% |
| Operating cash flow | $140M | +261% | +143% |
| Free cash flow | $122M | +604% | +255% |
What changed
Revenue was $1.0B in Q2 2025, down 1% year over year and up 5% from the previous quarter. North America was the largest line at 77% of revenue. North America lost $0.01B year over year (down 1%), 80% of the total change.
Gross margin was 39.3%, up 0.6 points from a year earlier. Operating profit was $0.21B, a 20.4% margin (unchanged year over year). Operating expenses grew 2% against a revenue fall of 1%. Net earnings were $0.15B, down 3% year over year. The effective tax rate was 24.5%.
Operating cash flow was $0.14B (up 143% year over year), 92% of net earnings. Non-cash charges added back $0.02B of depreciation and amortization and $2.5M of share-based compensation. Working capital and other items used $0.04B. Capital expenditures of $0.02B left free cash flow of $0.12B.
Questions
What was Smith A O's revenue in the second quarter 2025?
Smith A O (AOS) reported revenue of $1.0B for the second quarter 2025 (Q2 2025), -1% from a year earlier and +5% from the quarter before.
Was Smith A O profitable in the second quarter 2025?
Operating profit was $206M (20.4% of revenue) and net earnings $152M.
Source: Smith A O 10-Q on SEC EDGAR.