10-Q quarterly report · filed Jul 30, 2026

A. O. Smith (AOS) Q2 2026 10-Q Quarterly Report

Short answer

A. O. Smith (AOS) filed its Q2 2026 10-Q quarterly report on Jul 30, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $1.0B (down 0.7% year over year) with net income of $125M.

Q2 2026 key financials · XBRL

Revenue
$1.0B
−0.7% YoY · +6.2% QoQ
Net income
$125M
−17.9% YoY · +5.8% QoQ
Operating margin
16.5%
Gross margin
38.6%
EPS (diluted)
$0.90
−15.1% YoY · +5.9% QoQ

Source: XBRL data from the A. O. Smith (AOS) Q2 2026 10-Q on SEC EDGAR. USD.

A. O. Smith Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Q2 revenue $1,004.3M vs $1,011.3M, down $7.0M YoY
  • Gross margin 38.6% vs 39.3%; net earnings $124.9M vs $152.2M
  • Best segment North America sales $820.5M, up $41.5M; worst Rest of World sales $194.9M, down $45.2M
  • Operating cash flow $253.8M vs $178.3M; free cash flow $233.3M vs $139.9M
  • Guidance narrowed to sales growth 2%-3%, diluted EPS $3.60-$3.75, adjusted EPS $3.70-$3.85 amid residential softness

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

Other A. O. Smith quarterly reports

Ask about this quarter

Compare quarters, check guidance or see what insiders and funds did around the report.