A. O. Smith Corporation

AOSleader

A. O. Smith is a global leader in water heating and water treatment solutions. It holds the top market position in North American residential water heaters and has a significant presence in China and India.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($3.9B)

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North America (60%)

Rest of World (40%)

Segment Breakdown & Key Customers

Product Details

North America Water Heating45%

Residential and commercial water heaters, boilers, and tanks

North America Water Treatment15%

Residential water filtration, softeners, and purification systems

International40%

Water heaters and water purification products for China, India, and other markets

Supply Chain Relationships

Competitors

Trane Technologies

HVAC and water heating

Impact: Climate products competitor

Lennox International

Home comfort systems

Impact: Residential competitor

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

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Company Info

Headquarters

Milwaukee, Wisconsin, USA

Founded

1874

Employees

13,000+

Website

aosmith.com

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