A. O. Smith (AOS): financials, SEC filings and peers
A. O. Smith (AOS) is a building products company in the Industrials sector of the S&P 500, headquartered in Milwaukee, Wisconsin.
It was founded in 1916 and joined the S&P 500 on July 26, 2017.
Its fiscal year ends in December, and its shares trade on the NYSE.
In its SEC filings it is classified as “Household Appliances”.
A. O. Smith at a glance
- Revenue (12 months)
- $3.8B
- Revenue growth
- +0.4%
- Operating margin
- 17.5%
- Net income (12 months)
- $500M
- Free cash flow (12 months)
- $639M
- Cash
- $181M
- Debt
- $638M
- Diluted EPS (12 months)
- $3.60
Twelve months to June 30, 2026, from the 10-Q filed July 30, 2026.
Latest twelve months
Over the twelve months to June 30, 2026, A. O. Smith reported revenue of $3.8 billion, about the same as a year earlier (+0.4%).
Its operating margin was 17.5%: for every $100 of sales, about $18 was left as operating profit.
Net income was $500 million (13.1% of revenue), 3.5% lower than a year earlier.
Operating cash flow was $692 million and capital spending $53 million, leaving free cash flow of $639 million (16.8% of revenue).
At the end of the period it held $181 million in cash and $638 million in debt, a net debt position of $456 million.
The diluted share count fell 3.2% in a year, typically the result of buybacks.
Five-year trend
- Revenue went from $2.9 billion in fiscal 2020 to $3.8 billion in fiscal 2025, about 5.8% a year.
- Operating margin has been steady, around 19.0%.
- Free cash flow was positive in each of the last 6 fiscal years.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $3.5B | $3.8B | $3.9B | $3.8B | $3.8B |
| Revenue growth | 22.2% | 6.1% | 2.6% | -0.9% | 0.3% |
| Operating margin | 19.3% | 9.6% | 19.3% | 18.5% | 19.0% |
| Net income | $487M | $236M | $557M | $534M | $546M |
| Free cash flow | $566M | $321M | $598M | $474M | $546M |
| Diluted EPS | $3.02 | $1.51 | $3.69 | $3.63 | $3.85 |
Fiscal years as reported in A. O. Smith’s 10-K filings. Free cash flow is operating cash flow minus capital spending.
Recent SEC filings
- 10-Q filed July 30, 2026 — quarterly report
- 8-K filed July 30, 2026 — Earnings results
- 8-K filed June 22, 2026 — Executive or director change
- 8-K filed May 19, 2026 — Executive or director change
- 10-Q filed April 30, 2026 — quarterly report
- 8-K filed April 30, 2026 — Earnings results
- 8-K filed April 17, 2026 — Shareholder vote results; Other event
- 10-K filed February 10, 2026 — annual report
Companies like A. O. Smith
Other S&P 500 companies in Building Products:
- ALLEAllegionDublin, Ireland
- CARRCarrier GlobalPalm Beach Gardens, Florida
- JCIJohnson ControlsCork, Ireland
- LIILennox InternationalRichardson, Texas
- MASMascoLivonia, Michigan
- TTTrane TechnologiesDublin, Ireland
More from Industrials
Questions about A. O. Smith
Is A. O. Smith's revenue growing?
Yes. Revenue for the twelve months to June 30, 2026 was $3.8 billion, up 0.4% from a year earlier, according to its SEC filings.
Is A. O. Smith profitable?
Yes. It earned $500 million in net income over the twelve months to June 30, 2026, a net margin of 13.1%.
Does A. O. Smith have more cash or more debt?
At June 30, 2026 it had $181 million in cash and $638 million in debt, so more debt than cash.
When did A. O. Smith last file financial results?
Its latest quarterly report (10-Q) was filed with the SEC on July 30, 2026.
Which companies are similar to A. O. Smith?
In the S&P 500, A. O. Smith is grouped in Building Products within the Industrials sector. Allegion (ALLE), Carrier Global (CARR), Johnson Controls (JCI), Lennox International (LII), Masco (MAS) are in the same group.
Understand the numbers
Source: A. O. Smith’s filings with the U.S. Securities and Exchange Commission (EDGAR), retrieved September 27, 2026. Figures are as reported by the company and may be restated. This page is for information only and is not financial advice.