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AOS logoA. O. Smith Corporation (AOS) Earnings History

Annual and quarterly earnings data from 1989 to 2025

TTM Net Income
$528M
Profitable
TTM EPS
$3.79
Diluted
YoY EPS Growth
+6.3%
Solid
Net Margin
14.3%
Profitability
Operating Margin19.0%
Gross Margin38.8%
ROE29.2%
ROA17.1%
Highest Annual Net Income$557M (2023)
Highest Quarterly EPS$1.07 (Q2 2025)
Consecutive Profitable Years33 years
Q1 2026
Net Income$118M
EPS$0.85
QoQ Growth-5.9%Slow

Loading earnings history...

AOS EPS Growth (CAGR)

Compound annual growth rate of diluted earnings per share

1-Year
+6.3%
Solid
3-Year
+36.7%
Excellent
5-Year
+12.7%
Strong
10-Year
+9.3%
Solid

CAGR (Compound Annual Growth Rate) shows the annualized growth rate of EPS over the specified period. A higher CAGR indicates stronger earnings momentum.

AOS Profitability Analysis

Margin trends over time

View revenue breakdown →
YearGross MarginOperating MarginNet Margin
202538.8%19.0%14.3%
202438.1%18.8%14.0%
202338.5%19.7%14.4%
202235.4%17.5%6.3%
202137.0%17.2%13.8%
Gross Margin = Gross Profit ÷ Revenue
Operating Margin = Operating Income ÷ Revenue
Net Margin = Net Income ÷ Revenue

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A. O. Smith Corporation (AOS) Earnings Overview

As of May 8, 2026, A. O. Smith Corporation (AOS) reported trailing twelve-month net income of $528M, reflecting +6.3% year-over-year growth. The company earned $3.79 per diluted share over the past four quarters, with a net profit margin of 14.3%.

Looking at the long-term picture, AOS's 5-year EPS compound annual growth rate (CAGR) stands at +12.7%, showing solid earnings momentum. The company achieved its highest annual net income of $557M in fiscal 2023.

A. O. Smith Corporation maintains positive profitability with a gross margin of 38.8%, operating margin of 19.0%, and net margin of 14.3%. The company continues to generate positive earnings from operations. View revenue history →

Compared to peers including LII ($783M net income, 15.1% margin), WSO ($496M net income, 6.9% margin), AAON ($118M net income, 7.5% margin), AOS has room to improve margins relative to the peer group. Compare AOS vs LII →

AOS Earnings vs Peers

Earnings metrics vs comparable public companies

CompanyTTM Net IncomeTTM EPSNet MarginROEYoY GrowthCompare
AOS logoAOSCurrent
$528M$3.7914.3%29.2%+6.3%—
LII logoLII
$783M$22.3715.1%78.1%-1.4%
WSO logoWSO
$496M$13.066.9%15.8%-7.9%
AAON logoAAON
$118M$1.427.5%12.5%-36.1%
MWA logoMWA
$207M$1.3213.4%21.4%+64.9%
WTS logoWTS
$366M$10.9414.0%18.2%+17.0%
Best in group
Lowest in group

AOS Historical Earnings Data (1989–2025)

37 years
Fiscal Year Net Income YoY % Operating Income EPS (Diluted) Net Margin Op. Margin
2025$546M+2.4%$728M$3.8614.3%19.0%
2024$534M-4.1%$717M$3.6314.0%18.8%
2023$557M+136.1%$757M$3.6914.4%19.7%
2022$236M-51.6%$659M$1.516.3%17.5%
2021$487M+41.2%$610M$3.0213.8%17.2%
2020$345M-6.8%$446M$2.1211.9%15.4%
2019$370M-16.7%$467M$2.2212.4%15.6%
2018$444M+49.8%$552M$2.5813.9%17.3%
2017$297M-9.2%$521M$1.709.9%17.4%
2016$327M+15.4%$460M$1.8512.2%17.1%

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Compare AOS vs SPIR

Side-by-side business, growth, and profitability comparison vs Spire Global, Inc..

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AOS — Frequently Asked Questions

Quick answers to the most common questions about buying AOS stock.

Is AOS growing earnings?

AOS EPS stands at $3.79, with +6.3% growth matching the 5-year CAGR of +12.7%. TTM net income is $528M. Earnings trajectory remains consistent.

What are AOS's profit margins?

A. O. Smith Corporation net margin is +14.3%, with operating margin at +19.0%. Margins sit within typical range for the sector.

How consistent are AOS's earnings?

AOS earnings data spans 1989-2025. The current earnings trend is +6.3% YoY. Historical data enables comparison across business cycles.

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AOS Earnings Over Time (2014–2025)

Net income and EPS trends