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SMITH (A.O.) CORP

AOSNYSE
πŸ† #1009 by market capEarnings Oct 22US Equity
$58.02β–Ό $0.36 (βˆ’0.62%)
Market closed Β· at close
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24hβ–Ό 0.6%
7dβ–² 0.5%
14dβ–² 1.9%
30dβ–Ό 1.9%
ytdβ–Ό 13.2%
1yβ–Ό 21.0%
🏦Market Cap
$8.00B
Small Cap
πŸ“ˆRevenue Growth (YoY)
+0.4%
Slowing
πŸ“ŠGross Margin
38.6%
Healthy
πŸ’΅FCF Margin
19.4%
Healthy
βš–οΈP/S Ratio
2.1x
Cheap
Otter Score
68
Fair

Trading Snapshot

Day Range
$57.31 – $58.52
52-Week Range
$54.16 – $81.87
Volume
$5.51B
Avg Volume
$6.37B
Shares Outstanding
137.8M
Next Earnings
Dec 12, 2026

Fundamentals Snapshot

Annual Revenue
$3.83B
Last Q Revenue
$1.00B
P/E Ratio
15.7
P/S Ratio
2.1x
EPS (TTM)
$3.59
Dividend Yield
2.52%
Dilution (1yr)
βˆ’4.0%

Why Investors Own AOS

  • βœ“High-growth profile β€” revenue up +13.5% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 40% gross margin and 23% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

AOS logo

SMITH (A.O.) CORP

AOS
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$3.8Bβ–² +0.3% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
38.8%β–² +1.8% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$728Mβ–² +1.6% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$546Mβ–² +15.2% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
139.9Mβ–Ό βˆ’4.0% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
βˆ’$18Mβ–Ό βˆ’$41M YoY
StockOtter Β· stockotter.space

About SMITH (A.O.) CORP

A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
68/100

Analyst Price Target

β“˜
Average Target
$63.61
β–² +9.6% Upside
High Target$78.92
Low Target$56.92
Based on 17 analysts

Latest News & Updates

Defense WorldΒ·4d ago

A. O. Smith Corporation (NYSE:AOS) Stock Rated β€œHold” by Wall Street Analysts

Shares of A. O. Smith Corporation (NYSE: AOS - Get Free Report) have been given a consensus recommendation of "Hold" by the nine analysts that are covering the firm, Marketbeat.com reports. Two analysts have rated the st

Zacks Investment ResearchΒ·5d ago

4 Manufacturing Electronics Stocks to Watch on Promising Industry Trends

The Zacks Manufacturing - Electronics industry gains from solid momentum in the manufacturing sector and strength across major end markets. ETN, EMR, AOS and ENS are some notable stocks in the industry.

Seeking AlphaΒ·28d ago

A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside

A. O. Smith is rated Buy due to resilient replacement demand, energy-efficiency tailwinds, and an attractive valuation. Approximately 80-85% of North American water heater demand is replacement-driven, providing downside

Zacks Investment ResearchΒ·28d ago

Here's Why Investors Should Retain A. O. Smith Stock in Portfolio Now

AOS benefits from strong North America boiler demand, acquisitions and shareholder returns, though China weakness and rising costs pose challenges.

Defense WorldΒ·Aug 6

A. O. Smith Corporation $AOS Position Lessened by Amundi

Amundi decreased its position in shares of A. O. Smith Corporation (NYSE: AOS) by 86.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund o

24/7 Wall StreetΒ·Aug 2

4 Industrial Dividend Growers That Fly Under the Radar and Look Like Buys in August

Industrial dividend growers rarely make headlines the way REITs or telecoms do, yet they quietly compound income year after year through cycles most investors ignore.