FINHUB Insights

AOS · Q2 FY26 · Apr 1 – Jun 30, 2026

A. O. Smith Q2 FY26: where the revenue came from and where it went

A. O. Smith Q2 FY26: revenue $1.0B (−1% year over year). Net profit $0.13B. Largest cohort Water heaters and related parts $0.6B. The whole income statement as a sankey diagram from the SEC filing.

Period
Apr 1 – Jun 30, 2026
Reported
Apr 30, 2026 10-Q
Sankey diagram of A. O. Smith's income statement for Q2 FY26: revenue of $1.00 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$1.00B −1% year over year
Gross profit$0.39B 39% margin
Operating profit$0.17B 17% margin
Net profit$0.13B 12% margin

The numbers

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Jun 30, 2026).
ItemValueShare of revenueYear over year
Revenue 1.00 100% −1%
Water heaters and related parts 0.61 61%
Rest of World 0.20 20%
Boilers, related parts, and… 0.08 8%
Water treatment products and… 0.06 6%
All other Rest of World 0.04 4%
Other 0.01 1%
Cost of revenue−0.6261%
Gross profit0.3939% margin−1pp
SG&A−0.2020%+1pp
Other−0.022%+0pp
Operating profit0.1717% margin−4pp
Tax−0.03
Interest & other costs−0.01
Net profit0.1312%−3pp
Filing on EDGAR More quarters of AOS

Source of the numbers: tables in the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

Older quarters