Smith A O (AOS) Retained Earnings (2009 - 2026)
Smith an O's (AOS) quarterly Retained Earnings came in at $4.1 billion in Q2 2026, up 7.97% on a YoY basis from $3.8 billion in Q2 2025, and up 1.87% quarter-over-quarter from $4.0 billion in Q1 2026.
Analysis
Smith A O (AOS) Retained Earnings (2009 - 2026) Analysis & Trends
Smith an O (AOS) has reported Retained Earnings for 18 consecutive years, with $4.1 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Retained Earnings rose 7.97% year-over-year to $4.1 billion; the trailing twelve-month figure through Jun 2026 stood at $4.1 billion (up 7.97% YoY), and the FY2025 full-year result was $4.0 billion, up 9.73% from the prior year.
- Retained Earnings grew to $4.1 billion in Q2 2026 per AOS's latest filing, from $4.0 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $4.1 billion in Q2 2026 and bottomed at $2.9 billion in Q4 2022.
- Historically, Retained Earnings has averaged $3.4 billion across 5 years, with a median of $3.4 billion in 2024.
- The sharpest annual moves came in 2022 and 2024: Retained Earnings gained 2.07% in 2022, then gained 13.22% in 2024.
- Over 5 years, Retained Earnings stood at $2.9 billion in 2022, then increased by 12.93% to $3.3 billion in 2023, then increased by 10.53% to $3.6 billion in 2024, then grew by 9.73% to $4.0 billion in 2025, then gained by 3.62% to $4.1 billion in 2026.
- According to Business Quant data, Retained Earnings over the past three periods registered $4.1 billion, $4.0 billion, and $4.0 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 97.32 Bn | 96.02 Bn | 2.26 Bn | 10.53 Bn |
| 2 | Johnson Controls International | 88.44 Bn | 87.84 Bn | 2.47 Bn | -431.00 Mn |
| 3 | Comfort Systems Usa | 59.52 Bn | 57.67 Bn | 844.23 Mn | 3.34 Bn |
| 4 | Carrier Global | 47.35 Bn | 46.33 Bn | 1.94 Bn | 12.54 Bn |
| 5 | Lennox International | 12.64 Bn | 12.59 Bn | 539.50 Mn | 5.19 Bn |
| 6 | Modine Manufacturing | 9.98 Bn | 9.92 Bn | - | 964.50 Mn |
| 7 | SPX Technologies | 9.61 Bn | 9.44 Bn | 272.80 Mn | 621.10 Mn |
| 8 | Smith A O | 7.80 Bn | 7.62 Bn | 387.80 Mn | 4.09 Bn |
| 9 | Aaon | 6.58 Bn | 6.58 Bn | 152.49 Mn | 910.40 Mn |
| 10 | Legence | 6.12 Bn | 6.21 Bn | 220.23 Mn | 917.01 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.09 Bn |
| Mar 31, 2026 | 4.02 Bn |
| Dec 31, 2025 | 3.95 Bn |
| Sep 30, 2025 | 3.88 Bn |
| Jun 30, 2025 | 3.79 Bn |
| Mar 31, 2025 | 3.69 Bn |
| Dec 31, 2024 | 3.60 Bn |
| Sep 30, 2024 | 3.54 Bn |
| Jun 30, 2024 | 3.47 Bn |
| Mar 31, 2024 | 3.36 Bn |
| Dec 31, 2023 | 3.26 Bn |
| Sep 30, 2023 | 3.17 Bn |
| Jun 30, 2023 | 3.08 Bn |
| Mar 31, 2023 | 2.97 Bn |
| Dec 31, 2022 | 2.89 Bn |
| Sep 30, 2022 | 3.05 Bn |
| Jun 30, 2022 | 2.98 Bn |
| Mar 31, 2022 | 2.90 Bn |
| Dec 31, 2021 | 2.83 Bn |
| Sep 30, 2021 | 2.73 Bn |