Smith A O (AOS) Inventory (2009 - 2026)
Smith an O's (AOS) quarterly Inventory came in at $482.7 million in Q2 2026, down 7.05% on a YoY basis from $519.3 million in Q2 2025, and down 1.19% quarter-over-quarter from $488.5 million in Q1 2026.
Analysis
Smith A O (AOS) Inventory (2009 - 2026) Analysis & Trends
Smith an O (AOS) has reported Inventory for 18 consecutive years, with $482.7 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Inventory fell 7.05% year-over-year to $482.7 million; the trailing twelve-month figure through Jun 2026 stood at $482.7 million (down 7.05% YoY), and the FY2025 full-year result was $479.3 million, down 9.92% from the prior year.
- Inventory eased to $482.7 million in Q2 2026 per AOS's latest filing, from $488.5 million in the prior quarter.
- Across five years, Inventory topped out at $554.9 million in Q3 2024 and bottomed at $479.3 million in Q4 2025.
- Historically, Inventory has averaged $512.0 million across 5 years, with a median of $512.4 million in 2022.
- The sharpest annual moves came in 2022 and 2025: Inventory surged 56.23% in 2022, then fell 9.92% in 2025.
- Over 5 years, Inventory stood at $516.4 million in 2022, then slipped by 3.68% to $497.4 million in 2023, then advanced by 6.98% to $532.1 million in 2024, then retreated by 9.92% to $479.3 million in 2025, then advanced by 0.71% to $482.7 million in 2026.
- According to Business Quant data, Inventory over the past three periods registered $482.7 million, $488.5 million, and $479.3 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 97.32 Bn | 96.02 Bn | 2.26 Bn | 2.62 Bn |
| 2 | Johnson Controls International | 88.44 Bn | 87.84 Bn | 2.47 Bn | 1.96 Bn |
| 3 | Comfort Systems Usa | 59.52 Bn | 57.67 Bn | 844.23 Mn | 104.80 Mn |
| 4 | Carrier Global | 47.35 Bn | 46.33 Bn | 1.94 Bn | 2.76 Bn |
| 5 | Lennox International | 12.64 Bn | 12.59 Bn | 539.50 Mn | 1.15 Bn |
| 6 | Modine Manufacturing | 9.98 Bn | 9.92 Bn | - | 506.10 Mn |
| 7 | SPX Technologies | 9.61 Bn | 9.44 Bn | 272.80 Mn | 374.00 Mn |
| 8 | Smith A O | 7.80 Bn | 7.62 Bn | 387.80 Mn | 482.70 Mn |
| 9 | Aaon | 6.58 Bn | 6.58 Bn | 152.49 Mn | 331.33 Mn |
| 10 | Legence | 6.12 Bn | 6.21 Bn | 220.23 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 482.70 Mn |
| Mar 31, 2026 | 488.50 Mn |
| Dec 31, 2025 | 479.30 Mn |
| Sep 30, 2025 | 507.30 Mn |
| Jun 30, 2025 | 519.30 Mn |
| Mar 31, 2025 | 532.60 Mn |
| Dec 31, 2024 | 532.10 Mn |
| Sep 30, 2024 | 554.90 Mn |
| Jun 30, 2024 | 544.70 Mn |
| Mar 31, 2024 | 522.30 Mn |
| Dec 31, 2023 | 497.40 Mn |
| Sep 30, 2023 | 519.00 Mn |
| Jun 30, 2023 | 508.50 Mn |
| Mar 31, 2023 | 503.70 Mn |
| Dec 31, 2022 | 516.40 Mn |
| Sep 30, 2022 | 525.60 Mn |
| Jun 30, 2022 | 493.00 Mn |
| Mar 31, 2022 | 488.70 Mn |
| Dec 31, 2021 | 447.70 Mn |
| Sep 30, 2021 | 357.70 Mn |