A O Smith : AOS 2025 Investor Presentation Spring 2025 FINAL

Published: 2025-04-30 10:19:12 ET AOS

Published on 04/30/2025 at 10:19

Investor Presentation

Spring 2025

Company Overview

Powerful Investment Thesis

1 2 3 4 5

Leading with innovative products that drive

technology and meet sustainability needs

Capitalizing on global

megatrends in a large and growing market supported by regulatory changes

Leading North American water heater and boiler producer with stable and

consistent replacement demand

Compelling brand awareness in emerging markets with attractive growth and margin expansion opportunities

Leveraging strong balance sheet for organic

and inorganic growth while returning capital

to shareholders

Investor Presentation | 4

A. O. Smith Snapshot

Leveraging 150 Years of Innovation to Continue Delivering Growth

2024 Revenue

Products

~$3.8B

Segment Revenue

North America Rest of World

Headquarters Global Employees

Mfg. Facilities

Water Heaters: Tank, Tankless, Heat Pump

Boilers: Residential and Commercial

Water Treatment: Water Softeners and Filtration

Leading Brands

Water Heaters & Boilers

Water Treatment

Countries Served Sales CAGR1 Adjusted EPS CAGR1 Gross Margin

EBIT Margin

Avg. 5-year FCF Conversion

1 2019 - 2024 Investor Presentation | 5

Disclaimer

A.O. Smith Corporation published this content on April 30, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on April 30, 2025 at 14:18 UTC.