Business
A. O. Smith manufactures and markets water heaters, boilers, heat pumps, tanks, water treatment products, and related parts. North America is the core market, with Rest of World centered on China, India, and Europe.
A. O. Smith was flat on sales but better on margins, cash flow, and debt reduction.
The read at a glance✓ Audited against SEC data
- Growth — Revenue +0.3% to $3.83BNote
- Profitability — Net income +2.4% to $0.55BOK
- Cash quality — FCF +15.2% to $0.55BOK
- Margins — Gross +69 bps; FCF margin +185 bpsOK
- Capital — Buybacks +31.1%; debt -19.8%Note
- Insiders — 0 open-market buys / 5 sellsWatch
Where the revenue comes from
Fiscal 2025, as SMITH A O CORP reports it. History and quarterly detail are in the app.
- Water heaters and related parts$2.5B
- Boilers and related parts$281.0M
- Water treatment products$243.1M
Leadership changes
From SMITH A O CORP's own filings, the day they're filed.
- Carrie Anderson · President · appointmenteff. 2026-07-01
- Charles T. Lauber · departureeff. 2026-07-01
- Kevin J. Wheeler · Chairman · departureeff. 2026-07-01
Latest filings
- 8-K · Company announcement2026-07-30
- 10-Q · Quarterly report2026-07-30
- 8-K · Company announcement2026-06-22
- 8-K · Company announcement2026-05-19
- 10-Q · Quarterly report2026-04-30
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about SMITH A O CORP, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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