Smith A O (AOS) Tax Rate (2010 - 2026)
Smith an O's (AOS) quarterly Tax Rate came in at 20.95% in Q2 2026, down 355.0% on a YoY basis from 8.22% in Q2 2025, and down 11.69% quarter-over-quarter from 23.72% in Q1 2026.
Analysis
Smith A O (AOS) Tax Rate (2010 - 2026) Analysis & Trends
Smith an O (AOS) has reported Tax Rate for 17 consecutive years, with 20.95% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Tax Rate fell 355.0% year-over-year to 20.95%; the trailing twelve-month figure through Jun 2026 stood at 22.45% (down 178.0% YoY), and the FY2025 full-year result was 23.62%, down 26.0% from the prior year.
- Tax Rate fell to 20.95% in Q2 2026 per AOS's latest filing, from 23.72% in the prior quarter.
- Across five years, Tax Rate topped out at 50.56% in Q4 2022 and bottomed at 20.95% in Q2 2026.
- Historically, Tax Rate has averaged 25.14% across 5 years, with a median of 23.69% in 2022.
- The sharpest annual moves came in 2022 and 2023: Tax Rate surged 2734 bps in 2022, then slumped 2817 bps in 2023.
- Over 5 years, Tax Rate stood at 50.56% in 2022, then slumped by 56 bps to 22.39% in 2023, then gained by 9 bps to 24.4% in 2024, then dropped by 10 bps to 21.92% in 2025, then dropped by 4 bps to 20.95% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 20.95%, 23.72%, and 21.92% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 97.21 Bn | 95.89 Bn | 2.26 Bn | 18.76% |
| 2 | Johnson Controls International | 86.90 Bn | 86.26 Bn | 2.47 Bn | 17.99% |
| 3 | Comfort Systems Usa | 56.02 Bn | 54.17 Bn | 844.23 Mn | 22.01% |
| 4 | Carrier Global | 46.82 Bn | 45.47 Bn | 1.94 Bn | 24.97% |
| 5 | Lennox International | 12.94 Bn | 12.88 Bn | 539.50 Mn | 20.79% |
| 6 | Modine Manufacturing | 9.45 Bn | 9.37 Bn | - | - |
| 7 | SPX Technologies | 9.35 Bn | 9.18 Bn | 272.80 Mn | 22.41% |
| 8 | Smith A O | 7.76 Bn | 7.58 Bn | 387.80 Mn | 20.95% |
| 9 | Aaon | 6.28 Bn | 6.28 Bn | 152.49 Mn | 9.85% |
| 10 | Csw Industrials | 4.83 Bn | 4.79 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.95% |
| Mar 31, 2026 | 23.72% |
| Dec 31, 2025 | 21.92% |
| Sep 30, 2025 | 23.17% |
| Jun 30, 2025 | 24.50% |
| Mar 31, 2025 | 24.57% |
| Dec 31, 2024 | 24.40% |
| Sep 30, 2024 | 23.31% |
| Jun 30, 2024 | 24.39% |
| Mar 31, 2024 | 23.40% |
| Dec 31, 2023 | 22.39% |
| Sep 30, 2023 | 23.24% |
| Jun 30, 2023 | 24.84% |
| Mar 31, 2023 | 25.92% |
| Dec 31, 2022 | 50.56% |
| Sep 30, 2022 | 24.12% |
| Jun 30, 2022 | 23.65% |
| Mar 31, 2022 | 23.50% |
| Dec 31, 2021 | 23.21% |
| Sep 30, 2021 | 20.91% |