Filing Flows › Smith A O (AOS) › Q3 2026 › vs Q3 2025
Smith A O (AOS) Q3 2026 vs Q3 2025 (year over year)
Smith A O's revenue fell $2.0M (-0.2%) from $942M in Q3 2025 to $940M in Q3 2026. Gross margin 38.8% against 38.7% (+0.1 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 Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Gross margin | 38.8% | 38.7% | +0.1 pts |
| Operating margin | 18.5% | 18.6% | -0.1 pts |
| Net margin | 13.4% | 14.0% | -0.6 pts |
| Free cash flow margin | 17.3% | 25.5% | -8.2 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Revenue | $940M | $942M | −$2.0M | -0.2% |
| Gross profit | $365M | $364M | $200K | +0.1% |
| Cost of revenue | $576M | $578M | −$2.2M | -0.4% |
| Operating profit | $174M | $175M | −$1.0M | -0.6% |
| Operating expenses | $190M | $189M | $1.2M | +0.6% |
| Pre-tax earnings | $167M | $172M | −$5.1M | -3% |
| Other expense, net | $7.7M | $3.6M | $4.1M | +114% |
| Net earnings | $126M | $132M | −$5.7M | -4% |
| Income tax | $40.4M | $39.8M | $600K | +2% |
| Depreciation & amortization | $24.0M | $21.6M | $2.4M | +11% |
| Share-based compensation | $3.4M | $2.7M | $700K | +26% |
| Working capital & other | $21.9M | $99.1M | −$77.2M | -78% |
| Operating cash flow | $176M | $255M | −$79.8M | -31% |
| Free cash flow (OCF − capex) | $163M | $241M | −$77.7M | -32% |
| Capital expenditures | $12.7M | $14.8M | −$2.1M | -14% |
Questions
How much did Smith A O's revenue grow year over year in Q3 2026?
Smith A O's revenue fell $2.0M (-0.2%) from $942M in Q3 2025 to $940M in Q3 2026. Gross margin 38.8% against 38.7% (+0.1 pts).