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Smith A O vs Traeger: AOS and COOK compared
Smith A O is the larger company: $940M of revenue in its latest quarter (Q3 2026) against $74.7M for Traeger (Q3 2026). Smith A O is growing faster (-0.2% against -40% a year earlier). Smith A O is more profitable, with an operating margin of 18.5% against -26.5%.
Where the money goes: AOS and COOK
Smith A O (AOS) · Q3 2026
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.
Traeger (COOK) · Q3 2026
Traeger, Q3 2026: revenue $74.7M (-40% year over year), operating margin -26.5%, net loss $28.5M, operating cash flow $9.8M. The chart follows the revenue to costs, profit and cash.
| Smith A O (AOS) | Traeger (COOK) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $940M | $74.7M |
| Revenue growth, Y/Y | -0.2% | -40% |
| Gross margin | 38.8% | — |
| Operating margin | 18.5% | -26.5% |
| Net earnings | $126M | −$28.5M |
| Net margin | 13.4% | -38.2% |
| Operating cash flow | $176M | $9.8M |
| Free cash flow | $163M | $8.4M |
| Market value | $8.8B | — |
| P/E | 18.0× | — |
| Analysts’ mean target | $66.50 | — |
Where the revenue comes from
Traeger
- Grills: $39.7M (53%)
- Consumables: $19.4M (26%)
- Accessories: $15.5M (21%)
Questions
Which is bigger, Smith A O or Traeger?
Smith A O is the larger company: $940M of revenue in its latest quarter (Q3 2026) against $74.7M for Traeger (Q3 2026).
Is Smith A O or Traeger growing faster?
Smith A O is growing faster (-0.2% against -40% a year earlier).
Which is more profitable, Smith A O or Traeger?
Smith A O is more profitable, with an operating margin of 18.5% against -26.5%.
More: Smith A O earnings · how Smith A O makes money · Traeger earnings · how Traeger makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 29, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.