Filing Flows › Smith A O (AOS) › Q2 2026
Smith A O (AOS) Q2 2026 earnings results (second quarter 2026)
10-Q filed Jul 30, 2026
Smith A O (AOS) reported revenue of $1.0B for the second quarter 2026 (Q2 2026), -0.7% from a year earlier and +6% from the quarter before. Operating margin was 16.5%, net earnings $125M (12.4% of revenue).
Smith A O, Q2 2026: revenue $1.0B (-0.7% year over year), operating margin 16.5%, net earnings $125M, operating cash flow $124M. The chart follows the revenue to costs, profit and cash.
| Q2 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.0B | +6% | -0.7% |
| Gross profit | $388M | +6% | -2% |
| Operating profit | $166M | +3% | -19% |
| Net earnings | $125M | +6% | -18% |
| Operating cash flow | $124M | -4% | -11% |
| Free cash flow | $114M | -4% | -7% |
What changed
Revenue was $1.0B in Q2 2026, down 1% year over year and up 6% from the previous quarter. North America was the largest line at 81% of revenue. Rest of World lost $0.05B year over year (down 21%), 704% of the total change.
Gross margin was 38.6%, down 0.7 points from Q2 2025. Operating profit was $0.17B, a 16.5% margin (down 3.9 points year over year). Operating expenses grew 16% against a revenue fall of 1%. Net earnings were $0.12B, down 18% year over year. The effective tax rate was 20.9%.
Operating cash flow was $0.12B (down 11% year over year), 100% of net earnings. Non-cash charges added back $0.02B of depreciation and amortization and $2.7M of share-based compensation. Working capital and other items used $0.03B. Capital expenditures of $0.01B left free cash flow of $0.11B.
Questions
What was Smith A O's revenue in the second quarter 2026?
Smith A O (AOS) reported revenue of $1.0B for the second quarter 2026 (Q2 2026), -0.7% from a year earlier and +6% from the quarter before.
Was Smith A O profitable in the second quarter 2026?
Operating profit was $166M (16.5% of revenue) and net earnings $125M.
Source: Smith A O 10-Q on SEC EDGAR.