Inside the research
A. O. Smith Corporation
AOS Research profile · latest available data
Price overview
$58.65
▲ +0.95 (+1.6%)
| 52w hi | $79.53 |
|---|---|
| 52w lo | $55.44 |
| Vol | 995.70K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.49
| Short | -0.54 |
|---|---|
| Medium | -0.56 |
| Long | -0.27 |
computed 2026-09-27
Key fundamentals
A. O. Smith Corporation
Industrials · Specialty Industrial Machinery
| Market cap | $7.97B |
|---|---|
| Enterprise value | $8.47B |
| Trailing P/E | 16.34x |
| Forward P/E | 14.35x |
| EV / EBITDA | 10.80x |
| P / S (ttm) | 2.09x |
| Profit margin | 13.1% |
| Return on equity | 27.1% |
| Revenue growth | -0.7% |
| Earnings growth | -15.0% |
| Debt / equity | 36.77 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.20 | |
| Sector | -0.01 | |
| Technical | -0.45 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
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.
Risk Metrics
| Beta vs SPX | 0.65 |
|---|---|
| Corr SPX | 0.40 |
| Annual vol | 25.9% |
| Annual ret | -13.9% |
| Sharpe | -0.54 |
| Max DD | -38.4% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $71.30 |
|---|---|
| High / Low | $84.00 / $59.00 |
| Median | $69.00 |
| Analysts | 10 |
| Strong Buy | 0 | |
|---|---|---|
| Buy | 4 | |
| Hold | 7 | |
| Sell | 1 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-04 | DA Davidson | → Neutral |
| 2026-05-04 | Citigroup | → Neutral |
| 2026-05-01 | JP Morgan | → Neutral |
| 2026-04-14 | Stifel | → Buy |
| 2026-04-13 | Goldman Sachs | → Sell |
| 2026-04-13 | Citigroup | → Neutral |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-30 | Earnings Release, Exhibits | read |
| 2026-06-22 | Officer / Director Change, Exhibits | read |
| 2026-05-19 | Officer / Director Change, Exhibits | read |
| 2026-04-30 | Earnings Release, Exhibits | read |
| 2026-04-17 | Shareholder Vote, Other Material Event | read |
| 2026-01-29 | Earnings Release, Exhibits | read |
| 2026-01-06 | Material Obligation, Other Material Event… | read |
| 2025-11-12 | Other Material Event, Exhibits | read |
| 2025-10-28 | Earnings Release, Exhibits | read |
| 2025-08-28 | Officer / Director Change, Exhibits | read |
| 2025-07-24 | Earnings Release, Exhibits | read |
| 2025-04-29 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-13 | SMITH MARK D | Grant | 2.26K | $150.02K | |
| 2026-04-13 | MARTIN LOIS M | Grant | 2.26K | $150.02K | |
| 2026-04-13 | MAPES CHRISTOPHER L | Grant | 2.26K | $150.02K | |
| 2026-04-13 | Kadri Ilham | Grant | 2.26K | $150.02K | |
| 2026-04-13 | Fister Todd W | Grant | 2.26K | $150.02K | |
| 2026-03-04 | Schuh Darrell W. | SVP; President & GM Lochi | Sell | 1.10K | $82.13K |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Dividends
| Yield (TTM) | 1.84% |
|---|---|
| $ / share (TTM) | $1.08 |
| 5y CAGR | +7.1% |
Annual dividend per share
| 2021 | $1.06 |
|---|---|
| 2022 | $1.14 |
| 2023 | $1.22 |
| 2024 | $1.30 |
| 2025 | $1.38 |
| 2026 | $0.72 |
SEC Filings
The Long Run
FY 2010–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $3.83B | +7.2% | |
| Gross profit | $1.49B | +10.4% | |
| Operating income | $728.60M | +15.2% | |
| Net income | $533.60M | +27.9% | |
| Cash from ops | $581.80M | +6.3% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $57.86 | $58.95 | $57.17 | $58.65 | 995.70K |
| Sep 24 | $57.67 | $58.71 | $57.63 | $57.70 | 2.20M |
| Sep 23 | $57.73 | $58.40 | $57.64 | $57.74 | 1.10M |
| Sep 22 | $57.98 | $58.22 | $57.32 | $58.16 | 1.47M |
| Sep 21 | $57.63 | $57.63 | $56.55 | $56.96 | 1.48M |
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