A. O. Smith(US:AOS)2025-10-28 14:00Financial Performance - Sales increased by 4% year-over-year, reaching $943 million in Q3 2025, compared to $903 million in Q3 2024[11] - Earnings Per Share (EPS) increased by 15% year-over-year, reaching $0.94 in Q3 2025, compared to $0.82 in Q3 2024[11] - North America segment sales increased by 6% year-over-year[22] - China third-party sales declined 12% in local currency[28] - Legacy India business grew 13% and Pureit added $17 million to the quarter[28] - Free cash flow year-to-date September 2025 was $381 million, compared to $283 million for the same period in 2024[30] Segment Performance - North America segment earnings were $180 million in Q3 2025, compared to $163 million in Q3 2024[23] - Rest of World segment sales decreased by 1% year-over-year to $208 million in Q3 2025, from $210 million in Q3 2024[25] - Rest of World segment operating margin expanded 90 basis points[28] - North America segment margin increased 110 bps to 242 percent[15] Sustainability - Achieved a 30% reduction in greenhouse gas intensity by 2024, exceeding the 2025 goal of 10% reduction[16] - Achieved annual water savings of 36 million gallons, progressing towards the 2030 goal of 40 million gallons[18]