Short answer
A. O. Smith (AOS) filed its Q3 2025 10-Q quarterly report on Oct 28, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $943M (up 4.4% year over year) with net income of $132M.
Q3 2025 key financials · XBRL
- Revenue
- $943M
- +4.4% YoY · −6.8% QoQ
- Net income
- $132M
- +9.9% YoY · −13.3% QoQ
- Operating margin
- 18.6%
- Gross margin
- 38.7%
- EPS (diluted)
- $0.94
- +14.6% YoY · −11.3% QoQ
Source: XBRL data from the A. O. Smith (AOS) Q3 2025 10-Q on SEC EDGAR. USD.
A. O. Smith Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
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.
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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