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A O Smith Corporation  (NYSE: AOS)
 

A O Smith's Customers Performance

AOS



 
AOS's Source of Revenues A O Smith's Corporate Customers have recorded an advance in their cost of revenue by 6.81 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 1.32 %. During the corresponding time, A O Smith Corporation saw a revenue deteriorated by -1.94 % year on year, sequentially revenue grew by 3.54 %. While revenue at the A O Smith Corporation's corporate clients recorded rose by 4.61 % year on year, sequentially revenue grew by 0.81 %.

List of AOS Customers




A O Smith's Customers have recorded an advance in their cost of revenue by 6.81 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 1.32 %, for the same period A O Smith Corporation revnue deteriorated by -1.94 % year on year, sequentially revenue grew by 3.54 %.

List of AOS Customers

A O Smith's Business Units
Reportable Segments    100.1 % of total Revenue
North America    79.75 % of total Revenue
Rest of World    21.24 % of total Revenue
Inter-Elimination    -0.9 % of total Revenue
Inter-Elimination North America    -0.48 % of total Revenue
Inter-Elimination Rest of World    -0.42 % of total Revenue




   
Customers Net Income fell in Q1 by Customers Net margin fell to %
-6.83 % 7.63 %
Customers Net Income fell in Q1 by -6.83 %


Customers Net margin fell to 7.63 % 7.63 %



A O Smith's Customers, Q1 2026 Revenue Growth By Industry
Customers in Miscellaneous Fabricated Products Industry      60.79 %
Customers in Construction Services Industry -0.35 %   
Customers in Agricultural Production Industry -70.3 %   
Customers in Real Estate Investment Trusts Industry      18.71 %
Customers in Department & Discount Retail Industry      2.69 %
Customers in Home Improvement Industry      6.85 %
Customers in Wholesale Industry      10.13 %
     
• Customers Valuation • Customers Mgmt. Effect.


A O Smith's Comment on Sales, Marketing and Customers



Our energy efficient product offerings continue to be a sales driver for our business. Our Cyclone product family and our condensing boilers continue to be an option for commercial customers looking for high efficiency water and space heating with a short payback period through energy savings. We offer residential heat pump, condensing tank-type and tankless water heaters in North America, as well as other higher efficiency water heating solutions to round out our energy efficient product offerings.

Our energy efficient product offerings continue to be a sales driver for our business. Our Cyclone product family and our condensing boilers continue to be an option for commercial customers looking for high efficiency water and space heating with a short payback period through energy savings. We offer residential heat pump, condensing tank-type and tankless water heaters in North America, as well as other higher efficiency water heating solutions to round out our energy efficient product offerings.






A O Smith’s Comment on Sales, Marketing and Customers


Our energy efficient product offerings continue to be a sales driver for our business. Our Cyclone product family and our condensing boilers continue to be an option for commercial customers looking for high efficiency water and space heating with a short payback period through energy savings. We offer residential heat pump, condensing tank-type and tankless water heaters in North America, as well as other higher efficiency water heating solutions to round out our energy efficient product offerings.

Our energy efficient product offerings continue to be a sales driver for our business. Our Cyclone product family and our condensing boilers continue to be an option for commercial customers looking for high efficiency water and space heating with a short payback period through energy savings. We offer residential heat pump, condensing tank-type and tankless water heaters in North America, as well as other higher efficiency water heating solutions to round out our energy efficient product offerings.










AOS's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
A O Smith Corporation 8,423.80 3,810.70 527.60 11,500
Fastenal Co 56,628.34 8,442.20 1,299.50 24,489
The St Joe Company 3,777.43 518.09 112.50 1,131
Lennar Corp 20,333.53 32,737.24 1,639.26 12,532
Cavco Industries Inc 4,366.59 2,243.89 190.55 7,000
Champion Homes Inc 4,865.39 2,663.32 214.20 750
SUBTOTAL 1,742,702.01 997,030.93 81,996.93 2,207,340
25 more clients available

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Sources: A O Smith Corporation’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: A O Smith Corporation’s corporate clients.
For your research, we’ve provided 9 tables on A O Smith Corporation corporate clients.
You can find them in the navigation menu under Customers & Markets.
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