Filing Flows › Smith A O (AOS) › Q3 2026 › vs Q2 2026
Smith A O (AOS) Q3 2026 vs Q2 2026 (quarter over quarter)
Smith A O's revenue fell $63.8M (-6%) from $1.0B in Q2 2026 to $940M in Q3 2026. Gross margin 38.8% against 38.6% (+0.2 pts).
Smith A O, Q3 2026: revenue $940M (-0.2% year over year), operating margin 18.5%, net earnings $126M, operating cash flow $176M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 38.8% | 38.6% | +0.2 pts |
| Operating margin | 18.5% | 16.5% | +2.0 pts |
| Net margin | 13.4% | 12.4% | +1.0 pts |
| Free cash flow margin | 17.3% | 11.4% | +5.9 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Revenue | $940M | $1.0B | −$63.8M | -6% |
| Gross profit | $365M | $388M | −$23.1M | -6% |
| Cost of revenue | $576M | $616M | −$40.7M | -7% |
| Operating profit | $174M | $166M | $8.3M | +5% |
| Operating expenses | $190M | $222M | −$31.4M | -14% |
| Pre-tax earnings | $167M | $158M | $8.7M | +6% |
| Other expense, net | $7.7M | $8.1M | −$400K | -5% |
| SG&A | $190M | $198M | −$8.2M | -4% |
| Other operating costs | $800K | $24.0M | −$23.2M | -97% |
| Net earnings | $126M | $125M | $1.4M | +1% |
| Income tax | $40.4M | $33.1M | $7.3M | +22% |
| Depreciation & amortization | $24.0M | $24.6M | −$600K | -2% |
| Share-based compensation | $3.4M | $2.7M | $700K | +26% |
| Working capital & other | $21.9M | −$27.8M | $49.7M | — |
| Operating cash flow | $176M | $124M | $51.2M | +41% |
| Free cash flow (OCF − capex) | $163M | $114M | $48.5M | +42% |
| Capital expenditures | $12.7M | $10.0M | $2.7M | +27% |
Questions
How much did Smith A O's revenue grow quarter over quarter in Q3 2026?
Smith A O's revenue fell $63.8M (-6%) from $1.0B in Q2 2026 to $940M in Q3 2026. Gross margin 38.8% against 38.6% (+0.2 pts).