Smith A O (AOS) FCF Margin (2010 - 2026)
Smith an O's (AOS) quarterly FCF Margin came in at 11.39% in Q2 2026, down 72.0% on a YoY basis from 40.68% in Q2 2025, and down 9.41% quarter-over-quarter from 12.57% in Q1 2026.
Analysis
Smith A O (AOS) FCF Margin (2010 - 2026) Analysis & Trends
Smith an O (AOS) has reported FCF Margin for 17 consecutive years, with 11.39% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, FCF Margin fell 72.0% year-over-year to 11.39%; the trailing twelve-month figure through Jun 2026 stood at 16.8% (up 376.0% YoY), and the FY2025 full-year result was 14.26%, up 185.0% from the prior year.
- FCF Margin declined to 11.39% in Q2 2026 per AOS's latest filing, from 12.57% in the prior quarter.
- Across five years, FCF Margin topped out at 25.53% in Q3 2025 and bottomed at 0.37% in Q1 2022.
- Historically, FCF Margin has averaged 12.77% across 5 years, with a median of 12.89% in 2023.
- The sharpest annual moves came in 2022 and 2023: FCF Margin tumbled 1098 bps in 2022, then surged 1112 bps in 2023.
- Over 5 years, FCF Margin stood at 16.8% in 2022, then increased by 21 bps to 20.38% in 2023, then gained by 3 bps to 20.97% in 2024, then declined by 13 bps to 18.14% in 2025, then tumbled by 37 bps to 11.39% in 2026.
- According to Business Quant data, FCF Margin over the past three periods registered 11.39%, 12.57%, and 18.14% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | FCF Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 97.32 Bn | 96.02 Bn | 2.26 Bn | 16.09% |
| 2 | Johnson Controls International | 88.44 Bn | 87.84 Bn | 2.47 Bn | 18.05% |
| 3 | Comfort Systems Usa | 59.52 Bn | 57.67 Bn | 844.23 Mn | 30.56% |
| 4 | Carrier Global | 47.35 Bn | 46.33 Bn | 1.94 Bn | 12.75% |
| 5 | Lennox International | 12.64 Bn | 12.59 Bn | 539.50 Mn | 8.82% |
| 6 | Modine Manufacturing | 9.98 Bn | 9.92 Bn | - | - |
| 7 | SPX Technologies | 9.61 Bn | 9.44 Bn | 272.80 Mn | 10.09% |
| 8 | Smith A O | 7.80 Bn | 7.62 Bn | 387.80 Mn | 11.39% |
| 9 | Aaon | 6.58 Bn | 6.58 Bn | 152.49 Mn | -4.97% |
| 10 | Legence | 6.12 Bn | 6.21 Bn | 220.23 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 11.39% |
| Mar 31, 2026 | 12.57% |
| Dec 31, 2025 | 18.14% |
| Sep 30, 2025 | 25.53% |
| Jun 30, 2025 | 12.11% |
| Mar 31, 2025 | 1.81% |
| Dec 31, 2024 | 20.97% |
| Sep 30, 2024 | 18.10% |
| Jun 30, 2024 | 3.37% |
| Mar 31, 2024 | 8.64% |
| Dec 31, 2023 | 20.38% |
| Sep 30, 2023 | 17.10% |
| Jun 30, 2023 | 13.20% |
| Mar 31, 2023 | 11.30% |
| Dec 31, 2022 | 16.80% |
| Sep 30, 2022 | 16.03% |
| Jun 30, 2022 | 2.08% |
| Mar 31, 2022 | 0.37% |
| Dec 31, 2021 | 23.56% |
| Sep 30, 2021 | 18.17% |