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
Vol995.70K
As of25 Sep 2026

The Verdict

Hold

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/E16.34x
Forward P/E14.35x
EV / EBITDA10.80x
P / S (ttm)2.09x
Profit margin13.1%
Return on equity27.1%
Revenue growth-0.7%
Earnings growth-15.0%
Debt / equity36.77

Layer Breakdown

LayerRawContribution
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.

United States · www.aosmith.com

Risk Metrics

Beta vs SPX0.65
Corr SPX0.40
Annual vol25.9%
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
Analysts10
Strong Buy0
Buy4
Hold7
Sell1
Strong Sell0

Recent rating actions

2026-05-04DA Davidson→ Neutral
2026-05-04Citigroup→ Neutral
2026-05-01JP Morgan→ Neutral
2026-04-14Stifel→ Buy
2026-04-13Goldman Sachs→ Sell
2026-04-13Citigroup→ Neutral

Material Events

DateEvent8-K
2026-07-30Earnings Release, Exhibitsread
2026-06-22Officer / Director Change, Exhibitsread
2026-05-19Officer / Director Change, Exhibitsread
2026-04-30Earnings Release, Exhibitsread
2026-04-17Shareholder Vote, Other Material Eventread
2026-01-29Earnings Release, Exhibitsread
2026-01-06Material Obligation, Other Material Event…read
2025-11-12Other Material Event, Exhibitsread
2025-10-28Earnings Release, Exhibitsread
2025-08-28Officer / Director Change, Exhibitsread
2025-07-24Earnings Release, Exhibitsread
2025-04-29Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-04-13SMITH MARK DGrant2.26K$150.02K
2026-04-13MARTIN LOIS MGrant2.26K$150.02K
2026-04-13MAPES CHRISTOPHER LGrant2.26K$150.02K
2026-04-13Kadri IlhamGrant2.26K$150.02K
2026-04-13Fister Todd WGrant2.26K$150.02K
2026-03-04Schuh Darrell W.SVP; President & GM LochiSell1.10K$82.13K

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

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

DateFormDoc
2026-07-308-Kview
2026-07-3010-Qview
2026-07-024view
2026-07-023view
2026-06-2611-Kview
2026-06-228-Kview
2026-05-198-Kview
2026-04-3010-Qview
2026-04-308-Kview
2026-04-178-Kview
2026-04-154view
2026-04-154view
2026-04-153view
2026-04-154view
2026-04-154view

The Long Run

FY 2010–2025 · 15 years

LineLatestCAGRTrend
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

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$57.86$58.95$57.17$58.65995.70K
Sep 24$57.67$58.71$57.63$57.702.20M
Sep 23$57.73$58.40$57.64$57.741.10M
Sep 22$57.98$58.22$57.32$58.161.47M
Sep 21$57.63$57.63$56.55$56.961.48M

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