Filing Flows › Smith A O (AOS) › Q3 2026
Smith A O (AOS) Q3 2026 earnings results (third quarter 2026)
10-Q filed Oct 29, 2026
Smith A O (AOS) reported revenue of $940M for the third quarter 2026 (Q3 2026), -0.2% from a year earlier and -6% from the quarter before. Operating margin was 18.5%, net earnings $126M (13.4% of revenue).
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 follows the revenue to costs, profit and cash.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $940M | -6% | -0.2% |
| Gross profit | $365M | -6% | +0.1% |
| Operating profit | $174M | +5% | -0.6% |
| Net earnings | $126M | +1% | -4% |
| Operating cash flow | $176M | +41% | -31% |
| Free cash flow | $163M | +42% | -32% |
What changed
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.
Questions
What was Smith A O's revenue in the third quarter 2026?
Smith A O (AOS) reported revenue of $940M for the third quarter 2026 (Q3 2026), -0.2% from a year earlier and -6% from the quarter before.
Was Smith A O profitable in the third quarter 2026?
Operating profit was $174M (18.5% of revenue) and net earnings $126M.
Source: Smith A O 10-Q on SEC EDGAR.