A. O. Smith (AOS) FY2025 10-K Annual Report
A. O. Smith (AOS) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 10, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
A. O. Smith FY2025 10-K Analysis
Management Discussion & Analysis
- • Revenue $3,830.2M in 2025, up $12.1M vs $3,818.1M in 2024; growth from price increases, commercial water heaters, boilers, and Pureit acquisition ($54M)
- • Gross profit margin 38.8% in 2025 vs 38.1% in 2024; North America margin 24.4% vs 24.0%, Rest of World margin 8.7% vs 7.0%
Risk Factors
- • Foreign currency risk with $93.3 million in forward contracts, potential $9.3 million gain/loss from 10% currency fluctuations
- • Exposure to geopolitical conflicts in Ukraine and the Middle East impacting international trade and tariffs
A. O. Smith FY2025 Key Financial MetricsXBRL
Revenue
$3.8B
▲ +0.3% YoY
Net Income
$546M
▲ +2.4% YoY
Gross Margin
38.8%
▲ +70bp YoY
Operating Margin
19.0%
▲ +49bp YoY
Net Margin
14.3%
▲ +28bp YoY
ROE
29.4%
▲ +107bp YoY
Total Assets
$3.1B
▼ -3.0% YoY
EPS (Diluted)
$3.85
▲ +6.1% YoY
Operating Cash Flow
$617M
▲ +6.0% YoY
Source: XBRL data from A. O. Smith FY2025 10-K filing on SEC EDGAR. All figures in USD.
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