Smith A O (AOS) Cost of Revenue (2010 - 2026)
Smith A O's Cost of Revenue was $575.8 million in Q3 2026, down 0.4% from $578 million a year earlier and down 6.6% from the prior quarter.
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Analysis
Smith A O (AOS) Cost of Revenue (2010 - 2026) Analysis & Trends
On a trailing twelve-month basis, Smith A O's Cost of Revenue was $2.33 billion through Sep 30, 2026, down 0.9% year-over-year; for FY2025, it came in at $2.34 billion, down 0.8% from FY2024.
- Cost of Revenue has now declined for three consecutive years, though with a five-year compound annual growth rate of 5.6% (FY2020 to FY2025).
- In earlier years, Cost of Revenue was $2.36 billion in FY2024 (-0.3%), $2.37 billion in FY2023 (-2.3%), $2.42 billion in FY2022 (+8.8%) and $2.23 billion in FY2021 (+24.7%).
- Quarterly Cost of Revenue has moved between $562.1 million (Q4 2025) and $636.1 million (Q1 2022) over five years.
- Compared with a year earlier, Cost of Revenue was higher in two of the last eight quarters, with an average decline of 1.5%.
- The best year-over-year quarter for Cost of Revenue over five years was Q1 2022 (growth of 32.4%); the worst was Q2 2023 (a decline of 8.8%).
- Per Business Quant data, AOS's Cost of Revenue in the three quarters before Q3 2026 was $616.5 million (Q2 2026), $579.9 million (Q1 2026) and $562.1 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 88.43 Bn | 83.04 Bn | 2.38 Bn | 4.37 Bn |
| 2 | Johnson Controls International | 81.95 Bn | 79.68 Bn | 2.47 Bn | 4.14 Bn |
| 3 | Carrier Global | 43.09 Bn | 37.47 Bn | 1.90 Bn | 4.36 Bn |
| 4 | Comfort Systems Usa | 35.64 Bn | 29.60 Bn | 934.48 Mn | 2.83 Bn |
| 5 | Otis Worldwide | 30.11 Bn | 26.50 Bn | 1.16 Bn | 2.76 Bn |
| 6 | James Hardie Industries | 16.21 Bn | 15.14 Bn | 562.40 Mn | 865.80 Mn |
| 7 | Masco | 16.11 Bn | 13.92 Bn | 720.00 Mn | 1.25 Bn |
| 8 | Allegion | 15.72 Bn | 14.35 Bn | 548.20 Mn | 624.40 Mn |
| 9 | Carlisle Companies | 14.80 Bn | 11.71 Bn | 494.90 Mn | 968.50 Mn |
| 10 | Smith A O | 8.74 Bn | 7.93 Bn | 364.70 Mn | 575.80 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 575.80 Mn |
| Jun 30, 2026 | 616.50 Mn |
| Mar 31, 2026 | 579.90 Mn |
| Dec 31, 2025 | 562.10 Mn |
| Sep 30, 2025 | 578.00 Mn |
| Jun 30, 2025 | 614.20 Mn |
| Mar 31, 2025 | 588.50 Mn |
| Dec 31, 2024 | 574.30 Mn |
| Sep 30, 2024 | 565.30 Mn |
| Jun 30, 2024 | 628.30 Mn |
| Mar 31, 2024 | 594.10 Mn |
| Dec 31, 2023 | 618.30 Mn |
| Sep 30, 2023 | 581.30 Mn |
| Jun 30, 2023 | 576.10 Mn |
| Mar 31, 2023 | 592.30 Mn |
| Dec 31, 2022 | 587.50 Mn |
| Sep 30, 2022 | 569.20 Mn |
| Jun 30, 2022 | 631.50 Mn |
| Mar 31, 2022 | 636.10 Mn |
| Dec 31, 2021 | 634.90 Mn |
API Access
Smith A O Cost of Revenue API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cost-of-revenue&ticker=AOS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cost-of-revenue", "ticker": "AOS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cost-of-revenue&ticker=AOS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();