A. O. Smith vs Fortune Brands Innovations
Fortune Brands Innovations is the larger business, with $4.46bn of revenue in fiscal 2025 against $3.83bn for A. O. Smith (1.2 times as much). A. O. Smith grew faster (0.3% against -3.2%). A. O. Smith kept more of each dollar of sales as profit: a net margin of 14.3% against 6.7%.
| Latest fiscal year | A. O. SmithAOS, 2025 | Fortune Brands InnovationsFBIN, 2025 |
|---|---|---|
| Revenue | $3.83bn | $4.46bn |
| Revenue growth | 0.3% | -3.2% |
| Net income | $546m | $299m |
| Operating margin | 19.0% | — |
| Net margin | 14.3% | 6.7% |
| Return on equity | 29.2% | 12.4% |
| Free cash flow | $546m | $367m |
| Cash | $175m | $264m |
| Total debt | $155m | $2.54bn |
| Debt to equity | 8.3% | — |
| Dividend per share | $1.38 | $1.01 |
| Dividend yield | 2.2% | 2.2% |
| Share buybacks | $401m | $248m |
| Employees | 11,500 | 10,000 |
| Market value | $8.67bn | $5.52bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 80 (Strong) | 67 (Moderate) |
| Insider trades, 12 months | 0 buys, 2 sales | 7 buys, 1 sales |