AOS
A. O. Smith Corporation
Set alert
- YTD
- -5.70%
- 1 year
- -5.44%
- Open
- 63.51
- Prev close
- 63.11
- Mkt cap
- 8.47B
- Vol
- 2.50M
- Avg vol
- 1.51M
- EPS
- 3.59
- P/E
- 17.57
- Div yield
- 2.39%
More statistics
- Low
- 62.68
- High
- 64.02
- Forward P/E
- 15.62
- Beta
- 1.11
- Short ratio
- 6.99
- Inst. own
- 117.70%
- Dividend
- 1.52
- Ex-div date
- Oct 29, 2026
- Earnings
- Feb 4, 2027
- 50-d avg
- 58.96
- 200-d avg
- 63.47
- 1y target
- 66.20
Key statistics
- Market cap
- 8.46B
- Enterprise value
- 9.12B
- Trailing P/E
- 17.55
- Forward P/E
- 15.62
- PEG ratio
- 1.52
- Price / sales
- 2.23
- Price / book
- 4.70
- EPS (TTM)
- 3.59
- Beta
- 1.11
- Dividend yield
- 2.39%
- Payout ratio
- 39.55%
- Profit margin
- 13.01%
- Revenue (TTM)
- 3.80B
- Revenue growth
- -0.20%
- Free cash flow
- 430.60M
- Total cash
- 234.50M
- Total debt
- 714.80M
- Return on equity
- 26.97%
- Shares outstanding
- 108.47M
- Short % of float
- 11.23%
- 50-day average
- 58.96
- 200-day average
- 63.47
Analyst view
Consensus: hold
- Target (low)
- 55.00
- Target (mean)
- 66.20
- Target (high)
- 80.00
- Strong buy1
- Buy2
- Hold8
- Sell1
- Strong sell1
Next earnings
Feb 4, 2027
Expected Feb 4, 2027. Consensus EPS estimate 0.94267.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Feb 4, 2027 | Dec 30, 2026 | 0.93 | — | — | — |
| Oct 29, 2026 | Sep 30, 2026 | 0.895 | 0.93 | +0.04 | +3.91% |
| Jul 30, 2026 | Jun 30, 2026 | 0.957 | 1.03 | +0.07 | +7.63% |
| Apr 30, 2026 | Mar 31, 2026 | 0.942 | 0.85 | -0.09 | -9.77% |
| Jan 29, 2026 | Dec 31, 2025 | 0.84 | 0.90 | +0.06 | +7.14% |
| Oct 28, 2025 | Sep 30, 2025 | 0.907 | 0.94 | +0.03 | +3.64% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 21, 2026 | Oppenheimer | main | Outperform | Outperform |
| Oct 19, 2026 | Stifel | down | Buy | Hold |
| Jul 31, 2026 | Citigroup | main | Neutral | Neutral |
| Jul 31, 2026 | Stifel | main | Buy | Buy |
| Jul 20, 2026 | Stifel | main | Buy | Buy |
| Jun 10, 2026 | Oppenheimer | main | Outperform | Outperform |
About A. O. Smith Corporation
A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, homes, apartments, and condominiums, and other large commercial buildings; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms, as well as offers Aquasana branded products directly to consumers through e-commerce channels; and A. O. Smith branded water treatment products through dealer network and Amazon. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- Country
- United States
- Website
- aosmith.com
News
- Citigroup Maintains Neutral on A.O. Smith, Raises Price Target to $67
- A. O. Smith Q3 Earnings Call Highlights
- A. O. Smith Corporation (AOS) Q3 2026 Earnings Call Transcript
- AOS Q3 Earnings Beat Estimates on Boiler Growth, Pricing
- A.O. Smith Q3 2026 Earnings Call Transcript
- A.O. Smith (AOS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
- A.O. Smith (AOS) Q3 Earnings Top Estimates
- A.O. Smith Lowers FY2026 Adj EPS Guidance from $3.70-$3.85 to $3.42-$3.52 vs $3.72 Est; Sees Net sales growth, excluding China, of approximately 4%
- A. O. Smith Reports Third Quarter 2026 Results
- AOS to Showcase Breakthrough Power Solutions for AI Core Power, AI Data Center and Industrial Designs at electronica 2026
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| FISTER TODD W | Director | Stock Award(Grant) | Apr 12, 2026 | 6,356 |
| HEIDEMAN ROBERT JAMES | Chief Technology Officer | Sale | Feb 6, 2025 | 8,889 |
| KADRI ILHAM | Director | Stock Award(Grant) | Apr 12, 2026 | 23,579 |
| LAUBER CHARLES T. | Chief Financial Officer | Conversion of Exercise of derivative security | Feb 12, 2026 | 47,119 |
| MAPES CHRISTOPHER L | Director | Stock Award(Grant) | Apr 12, 2026 | 18,834 |
| MARTIN LOIS M | Director | Stock Award(Grant) | Apr 12, 2026 | 6,445 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| FMR, LLC | 9.47% | 10,417,815 | 656.43M | Jun 29, 2026 |
| Blackrock Inc. | 7.32% | 8,056,801 | 507.66M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 6.62% | 7,286,250 | 459.11M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 6.41% | 7,051,327 | 444.30M | Jun 29, 2026 |
| State Street Corporation | 5.98% | 6,581,486 | 414.70M | Jun 29, 2026 |
| Invesco Ltd. | 5.03% | 5,535,312 | 348.78M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.23% | 3,551,118 | 223.76M | Jun 29, 2026 |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | 3.07% | 3,382,520 | 213.13M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 2.64% | 2,901,215 | 182.81M | Jun 29, 2026 |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | 2.52% | 2,773,088 | 174.73M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.33% | 2,568,221 | 161.82M | Jun 29, 2026 |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | 1.86% | 2,045,600 | 128.89M | Aug 30, 2026 |