A. O. Smith Corporation (NYSE: AOS) is a Industrials company in the Industrial - Machinery industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | S&P 500 | P/E | 17.65 | EPS (ttm) | 3.59 | Insider Own | 1.70% | Shs Outstand | 138.57M | Perf Week | -1.00% |
| Market Cap | 8.78B | Forward P/E | 15.51 | EPS next Y | 4.09 | Insider Trans | -0.06% | Shs Float | 110.38M | Perf Month | 1.47% |
| Enterprise Value | 9.28B | PEG | 2.26 | EPS next Q | 0.96 | Inst Own | - | Short Float | 9.00% | Perf Quarter | 7.66% |
| Income | 500.00M | P/S | 2.31 | EPS this Y | 4.29% | Inst Trans | - | Short Ratio | 5.57 | Perf Half Y | -15.18% |
| Sales | 3.81B | P/B | 4.77 | EPS next Y | 9.14% | ROA | 13.73% | Short Interest | 9.94M | Perf YTD | -5.25% |
| Book/sh | 13.29 | P/C | 48.51 | EPS next 5Y | 7.82% | ROE | 25.94% | 52W High | 81.86 -22.59% | Perf Year | -10.00% |
| Cash/sh | 1.31 | P/FCF | 13.03 | EPS past 3/5Y | 36.73% 12.73% | ROIC | 18.44% | 52W Low | 54.16 17.01% | Perf 3Y | -12.22% |
| Dividend Est. | 1.44 (2.27%) | EV/EBITDA | 12.64 | Sales past 3/5Y | 0.67% 5.76% | Gross Margin | 38.59% | Volatility | 4.55% 3.09% | Perf 5Y | -9.61% |
| Dividend TTM | 1.44 (2.27%) | EV/Sales | 2.44 | EPS Y/Y TTM | -1.10% | Oper. Margin | 17.57% | ATR (14) | 2.04 | Perf 10Y | 42.79% |
| Dividend Ex-Date | Jul 31, 2026 | Quick Ratio | 1.04 | Sales Y/Y TTM | -0.31% | Profit Margin | 13.15% | RSI (14) | 59.53 | Recom | 2.73 |
| Dividend Gr. 3/5Y | 6.58% 7.09% | Current Ratio | 1.59 | EPS Q/Q | -3.74% | SMA20 | 4.85% | Beta | 1.14 | Target Price | 70.20 |
| Payout | 39.58% | Debt/Eq | 0.10 | Sales Q/Q | -0.69% | SMA50 | 6.31% | Rel Volume | 0.93 | Prev Close | 60.73 |
| Employees | 11,500 | LT Debt/Eq | 0.08 | Earnings | Oct 27 | SMA200 | -3.68% | Avg Volume | 1.79M | Price | 63.37 |
| IPO Date | Sep 30, 1983 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 7.68% 0.95% | Net Debt/EBITDA | 0.67 | Volume | 1,666,694 | Change | 4.35% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Jul-31-26 | Reiterated | Stifel Nicolaus | Hold | $76 → $70 |
| Jul-20-26 | Reiterated | Stifel Nicolaus | Hold | $75 → $76 |
| Jun-10-26 | Reiterated | Oppenheimer | Outperform | $80 → $75 |
| May-15-26 | Downgrade | JP Morgan | Neutral → Underweight | |
| May-04-26 | Reiterated | DA Davidson | Neutral | $75 → $67 |
| May-01-26 | Reiterated | Robert W. Baird | $75 → $70 | |
| May-01-26 | Reiterated | Stifel Nicolaus | Hold | $78 → $75 |
| May-01-26 | Reiterated | Oppenheimer | Outperform | $88 → $80 |
| Apr-14-26 | Reiterated | Stifel Nicolaus | Hold | $85 → $78 |
| Feb-12-26 | Reiterated | Goldman Sachs | Sell | $63 → $69 |
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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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 3,806 | 3,830 | 3,818 | 3,853 | 3,754 | 3,539 | 2,895 | 2,993 | 3,188 | |
| Cost of Goods Sold Incl. D&A | 2,337 | 2,343 | 2,362 | 2,368 | 2,424 | 2,228 | 1,787 | 1,812 | 1,882 | |
| Gross Profit | 1,469 | 1,487 | 1,456 | 1,485 | 1,330 | 1,311 | 1,108 | 1,181 | 1,306 | |
| Selling, General and Administrative Excl. Other | 778 | 759 | 757 | 727 | 671 | 701 | 660 | 716 | 754 | |
| Research and Development | 0 | 0 | 102 | 98 | 89 | 94 | 81 | 88 | 94 | |
| Other Operating Expense | 22 | 0 | -120 | -98 | -89 | -94 | -81 | -88 | -94 | |
| Operating Income | 670 | 728 | 717 | 757 | 659 | 610 | 446 | 467 | 552 | |
| Interest Expense | 21 | 14 | 7 | 12 | 9 | 4 | 7 | 11 | 8 | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -2 | 1 | -9 | -12 | -426 | 20 | 5 | 16 | 15 | |
| Net Income Before Taxes | 646 | 715 | 701 | 734 | 224 | 626 | 444 | 472 | 558 | |
| Income Taxes | 145 | 169 | 167 | 177 | -12 | 139 | 99 | 102 | 114 | |
| Consolidated Net Income | 500 | 546 | 534 | 557 | 236 | 487 | 345 | 370 | 444 | |
| Net Income From Continuing Operations | 500 | 546 | 534 | 557 | 236 | 487 | 345 | 370 | 444 | |
| Net Income | 500 | 546 | 534 | 557 | 236 | 487 | 345 | 370 | 444 | |
| EPS (Recurring) | 3.59 | 3.86 | 3.65 | 3.71 | 1.52 | 3.05 | 2.14 | 2.24 | 2.60 | |
| EPS (Basic, Before Extraordinaries) | 3.59 | 3.86 | 3.65 | 3.71 | 1.52 | 3.05 | 2.14 | 2.24 | 2.60 | |
| EPS (Diluted) | 3.59 | 3.86 | 3.63 | 3.69 | 1.51 | 3.02 | 2.12 | 2.22 | 2.58 | |
| EBITDA | 734 | 792 | 787 | 824 | 310 | 708 | 531 | 561 | 638 | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 17.65 | 17.33 | 18.79 | 22.34 | 37.91 | 28.43 | 25.86 | 21.46 | 16.55 | |
| Price To Sales Ratio | 2.31 | 2.44 | 2.63 | 3.21 | 2.36 | 3.88 | 3.07 | 2.63 | 2.25 | |
| Gross Margin | 38.60 | 38.83 | 38.14 | 38.54 | 35.43 | 37.04 | 38.27 | 39.46 | 40.97 | |
| Operating Margin | 17.60 | 19.01 | 18.78 | 19.65 | 17.55 | 17.24 | 15.41 | 15.60 | 17.31 | |
| Net Margin | 13.14 | 14.26 | 13.99 | 14.46 | 6.29 | 13.76 | 11.92 | 12.36 | 13.93 | |
| Shares Outstanding | 139 | 140 | 147 | 150 | 155 | 160 | 162 | 165 | 168 | |
| Market Capitalization | 8,808 | 9,363 | 10,027 | 12,366 | 8,872 | 13,736 | 8,881 | 7,861 | 7,174 | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Schuh Darrell W. | SVP; President & GM Lochinvar | Mar 04 '26 | Sale | 74.39 | 1,104 | 82,126 | 2,201 | Mar 04 |
| Kulkarni Parag | SVP - Int'l; President India | Feb 13 '26 | Option Exercise | 0.00 | 1,115 | 0 | 7,605 | Feb 17 |
| Lauber Charles T | EVP & CFO | Feb 13 '26 | Option Exercise | 0.00 | 9,460 | 0 | 49,312 | Feb 17 |
| Karge Douglas Samuel | SVP - President NA Water Treat | Feb 13 '26 | Option Exercise | 0.00 | 1,415 | 0 | 4,218 | Feb 17 |
| Carver Samuel M. | SVP - Global Operations | Feb 13 '26 | Option Exercise | 0.00 | 2,605 | 0 | 4,174 | Feb 17 |
| Wheeler Kevin J. | Executive Chairman | Feb 13 '26 | Option Exercise | 0.00 | 36,045 | 0 | 136,692 | Feb 17 |
| STERN JAMES F | Exec VP, Corp Dev, Strat & Sec | Feb 13 '26 | Option Exercise | 0.00 | 6,850 | 0 | 103,134 | Feb 17 |
| Schuh Darrell W. | SVP; President & GM Lochinvar | Feb 13 '26 | Option Exercise | 0.00 | 1,460 | 0 | 3,651 | Feb 17 |
| Schuh Darrell W. | SVP; President & GM Lochinvar | Feb 13 '26 | Sale | 79.89 | 356 | 28,439 | 3,295 | Feb 17 |
| Qiu Jack | SVP - Pres. A. O. Smith China | Feb 13 '26 | Option Exercise | 0.00 | 3,275 | 0 | 0 | Feb 17 |
| Otchere Benjamin A | Vice President and Controller | Feb 13 '26 | Option Exercise | 0.00 | 1,460 | 0 | 2,693 | Feb 17 |
| O'Brien Stephen D. | SVP; Pres & General Mngr NAWH | Feb 13 '26 | Option Exercise | 0.00 | 2,905 | 0 | 6,863 | Feb 17 |
| Kulkarni Parag | SVP - Int'l; President India | Sep 01 '25 | Option Exercise | 0.00 | 2,140 | 0 | 0 | Sep 02 |
| STERN JAMES F | Exec VP, General Counsel & Sec | Aug 07 '25 | Sale | 71.24 | 17,434 | 1,241,953 | 98,784 | Aug 07 |
| Lauber Charles T | EVP & CFO | Jul 31 '25 | Option Exercise | 31.67 | 2,933 | 92,888 | 41,926 | Aug 01 |