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AOS earnings date & Q2 2026 results · A. O. Smith
US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026 · reported 07/30/2026
A. O. Smith Corporation is an American manufacturer of both residential and commercial water heaters and boilers, and the largest manufacturer and marketer of water heaters in North America. · Text: Wikipedia, CC BY-SA 4.0, abridged
More about the company
It also supplies water treatment and purification products in the Asian market. The company has 27 locations worldwide, including five manufacturing facilities in North America, as well as plants in Bengaluru in India, Nanjing in China and Veldhoven in The Netherlands.
When is AOS’s next earnings date?
Tuesday, October 27, 2026estimated
Expected around Oct 27 — based on last year’s report on Oct 28, 2025. We have not yet seen the company's announcement of the date.
How we estimate
The estimate is the date of the same-quarter report a year ago, per the company’s SEC filing, moved forward 52 weeks (same weekday). Companies usually keep the same week; the date will be replaced once AOS announces it.
Same quarter a year ago (ended September 30, 2025): revenue $943M, EPS (GAAP) $0.94
How we calculate
Year-ago figures are GAAP, from the company's SEC filings (XBRL); EPS is diluted.
What time does AOS report? Usually before market open: the last 4 results releases reached the SEC at 6:58 am, 6:57 am, 6:57 am, 6:57 am ET.
Last report: Jul 30, 2026 (Q2 2026) — broken down in the Sankey chart below. Dates: company announcements; past dates and times — SEC 8-K filings. Who else reports this week →
All figures in $M.
Revenue
$1,004
−0.7%
Gross profit
$388
−2.3%
38.6% margin
Operating income
$168
−18.6%
16.7% margin
Net income
$125
−17.9%
$0.91/sh · 12.4% margin
Verdict: revenue fell 0.7% y/y to $1.00B, operating margin 16.7% vs 20.4%, net income $125M (−17.9% y/y).
Source and notation
Source: A. O. Smith press release, 8-K EX-99.1 of 07/30/2026 (SEC EDGAR). Every figure was matched against the income statement in the release and checked against SEC XBRL. Operating income is calculated (revenue less costs and operating expenses): the release does not report it.
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
Heads-up
- net income fell 18% y/y in Q2 2026
Most likely because gross margin was 38.6% vs 39.3% a year earlier; the effective tax rate was 20.9% vs 24.5% a year earlier; costs grew faster than revenue (interest expense +76% y/y). Based on the Q2 2026 report.
The company's report ↗AOS earnings history: past report dates
| Jul 30, 2026 Thu | 6:58 ambefore market open | Jun 30, 2026 | $1.0B−1% y/y | $0.91−15% y/y |
| Apr 30, 2026 Thu | 6:57 ambefore market open | Mar 31, 2026 | $946M−2% y/y | $0.85−11% y/y |
| Jan 29, 2026 Thu | 6:57 ambefore market open | Dec 31, 2025 | ≈$913M+0% y/y | ≈$0.89+19% y/y |
| Oct 28, 2025 Tue | 6:57 ambefore market open | Sep 30, 2025 | $943M+4% y/y | $0.94+15% y/y |
| Jul 24, 2025 Thu | 6:56 ambefore market open | Jun 30, 2025 | $1.0B−1% y/y | $1.07+1% y/y |
| Apr 29, 2025 Tue | 6:55 ambefore market open | Mar 31, 2025 | $964M−2% y/y | $0.95−5% y/y |
| Jan 30, 2025 Thu | 6:56 ambefore market open | Dec 31, 2024 | ≈$912M−8% y/y | ≈$0.75−18% y/y |
| Oct 11, 2024 Fri | 6:56 ambefore market open | Sep 30, 2024 | $903M−4% y/y | $0.82−9% y/y |
| Jul 23, 2024 Tue | 6:57 ambefore market open | Jun 30, 2024 | $1.0B+7% y/y | $1.06+2% y/y |
| Apr 25, 2024 Thu | 6:56 ambefore market open | Mar 31, 2024 | $979M+1% y/y | $1.00+19% y/y |
| Jan 30, 2024 Tue | 6:56 ambefore market open | Dec 31, 2023 | ≈$988M+6% y/y | ≈$0.91 |
| Oct 26, 2023 Thu | 6:58 ambefore market open | Sep 30, 2023 | $938M+7% y/y | $0.90+27% y/y |
| Jul 27, 2023 Thu | 6:56 ambefore market open | Jun 30, 2023 | $961M−1% y/y | $1.04+28% y/y |
| Apr 27, 2023 Thu | 6:57 ambefore market open | Mar 31, 2023 | $966M−1% y/y | $0.84+11% y/y |
Show all 14 reports since 2023Show fewer
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Companies that file the 8-K late in the evening publish the release the next morning: the date is that morning, before market open, and the evening filing time is not shown. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
A. O. Smith: 15-year financials
| 2025 | 3,830 | 729 | 546 | 546 | 196 |
| 2024 | 3,818 | 708 | 534 | 474 | 190 |
| 2023 | 3,853 | 746 | 557 | 598 | 184 |
| 2022 | 3,754 | 362 | 236 | 321 | 177 |
| 2021 | 3,539 | 682 | 487 | 566 | 170 |
| 2020 | 2,895 | 503 | 345 | 505 | 159 |
| 2019 | 2,993 | 529 | 370 | 392 | 149 |
| 2018 | 3,188 | 613 | 444 | 364 | 130 |
| 2017 | 2,997 | 578 | 297 | 232 | 96.9 |
| 2016 | 2,686 | 515 | 327 | 366 | 84.2 |
| 2015 | 2,537 | 453 | 283 | 279 | 67.8 |
| 2014 | 2,356 | 345 | 208 | 178 | 54.4 |
| 2013 | 2,154 | 300 | 170 | 182 | 42.6 |
| 2012 | 1,939 | 259 | 159 | 73.9 | 33.2 |
| 2011 | 1,711 | 197 | 306 | 5.2 | 27.7 |
Show all 15 yearsShow fewer
$ millions, annual 10-K reports on SEC EDGAR (US GAAP)*.
How we calculate
Figures are annual report lines; if a year was later restated (discontinued operations, mergers), we use the latest filing that shows it. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing. The table starts in 2011; where the listed issuer changed (holding reorganization, redomicile), earlier years come from the predecessor’s filings.
Shareholders’ equity at Jun 30, 2026: $1.8B (51% of total assets). Compare with other S&P 500 companies →
Included in screener lists: S&P 500 companies with no net debt · S&P 500 companies that paid dividends 10 years without a gap · S&P 500 companies shrinking their share count
A. O. Smith (AOS) earnings: FAQ
When is AOS's next earnings date?
We have not yet seen an announcement of the date from A. O. Smith (AOS). Based on last year's report on Oct 28, 2025, the next report is expected around Oct 27, 2026.
What time does AOS report earnings?
A. O. Smith usually reports before market open: its latest results release was filed with the SEC at 6:58 am ET on Jul 30, 2026.
When did AOS last report earnings?
A. O. Smith reported Q2 2026 results on Jul 30, 2026.
Where can I find A. O. Smith's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to AOS's filings; this page breaks the latest report down in a Sankey chart.
What was AOS's net income in Q2 2026?
A. O. Smith reported net income of $125M for Q2 2026 (−17.9% year over year), under US GAAP.
Does A. O. Smith pay dividends?
Yes. In 2025, A. O. Smith paid $196M in dividends on its common stock, per its 10-K. Earlier years are in the 15-year table above.
How has A. O. Smith's revenue changed since 2011?
Per its 10-K filings, revenue grew 2.2x: $1,711M in 2011 and $3,830M in 2025. The peak was $3,853M in 2023. Year-by-year figures are in the table above.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report — two independent automated readings of the release had to match, and every number in the text was checked against it. Figures checked against the filing on 10/16/2026. How we make the breakdowns · Report an error
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