A. O. Smith (AOS) Q3 2025 10-Q Quarterly Report
A. O. Smith (AOS) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 28, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
A. O. Smith Q3 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $942.5M Q3 2025, up $39.9M (+4.4%) YoY; $2,917.7M YTD, up $12M (+0.4%) YoY, driven by pricing, commercial volumes, Pureit acquisition
- • Gross profit margin 38.7% Q3 2025 vs 37.4% Q3 2024; 39.0% YTD 2025 vs 38.5% YTD 2024, due to pricing actions mitigating input cost inflation
- • Best segment: North America sales $742.8M Q3 (+5.6% YoY), segment margin 24.2% Q3 2025 vs 23.1% Q3 2024; worst: Rest of World $207.9M Q3 (-1.1% YoY), margin 7.4% vs 6.5%
- • Operating cash flow $433.7M YTD 2025 vs $359.9M YTD 2024; free cash flow $380.5M vs $282.5M; used $335.4M for share repurchases, $93M repatriated to pay debt
- • Full-year 2025 sales guidance flat to +1%; EPS $3.70–3.85; growth in boilers and commercial water heaters; headwind from China softness and residential volumes
Risk Factors
- • Section 'risk_factors' was empty or not found.
A. O. Smith Q3 2025 Quarterly FinancialsXBRL
Revenue
$943M
▲ +4.4% YoY▼ -6.8% QoQ
Net Income
$132M
▲ +9.9% YoY▼ -13.3% QoQ
Gross Margin
38.7%
▲ +130bp YoY▼ -59bp QoQ
Operating Margin
18.6%
▼ -90bp YoY▼ -178bp QoQ
Net Margin
14.0%
▲ +70bp YoY▼ -104bp QoQ
ROE
7.2%
Total Assets
$3.2B
EPS (Diluted)
$0.94
▲ +14.6% YoY▼ -11.3% QoQ
Operating Cash Flow
$255M
▲ +30.4% YoY▲ +83.0% QoQ
Source: XBRL data from A. O. Smith Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.
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