AO
AOS
Quarter ended Dec 31, 2023 · FY2023 Q4

A. O. Smith (AOS) Revenue — Quarter Ended Dec 31, 2023

Revenue for the quarter increased compared to both the prior quarter and the same quarter last year. The sequential growth reversed a decline seen in the preceding period, while the year-over-year gain was slightly stronger than the sequential improvement.

Key takeaway

Quarter ended Dec 31, 2023 · FY2023 Q4

Revenue for the quarter increased compared to both the prior quarter and the same quarter last year. The sequential growth reversed a decline seen in the preceding period, while the year-over-year gain was slightly stronger than the sequential improvement.

Financial snapshot

Reported revenue, sequential change, year-over-year change, and trailing four-quarter revenue.

Quarter revenue

$988.1M

Revenue reported for this quarter.

Quarter-over-quarter

+5.4%

Change from the immediately preceding quarter.

Year-over-year

+5.6%

Change from the comparable year-ago quarter.

Trailing four quarters

$3.9B

Sum of the latest four reported quarters.

Quarterly revenue trend

The latest four reported quarters with year-over-year comparisons.

Period endedRevenueYear-over-year change
Mar 31, 2023$966.4M-1.2%
Jun 30, 2023$960.8M-0.5%
Sep 30, 2023$937.5M+7.2%
Dec 31, 2023$988.1M+5.6%

Revenue performance

The reported revenue rose from the immediately preceding quarter, marking a positive sequential change. Compared with the same quarter one year earlier, revenue also increased, continuing an upward trajectory.

Quarterly comparison

Sequentially, revenue improved after a decline in the prior quarter, while the year-over-year comparison showed a similar magnitude of growth. The trailing twelve-month revenue remained at a level consistent with the annualized run rate.

What to watch

Monitor whether the sequential revenue growth can be sustained in the next quarter, given the prior quarter's decline.

A. O. Smith (AOS) Revenue — Quarter Ended Dec 31, 2023