Login
Create Account

Powerpack

Unlock full stockrow access for only $7.9/month and boost yourself as an investor.

Watchlist

Keep track of companies that you follow and research.

10 Years of Data

Full access to our data with predictions and indicators that we calculate daily.

Screener

Full access to our screener with tons of custom values and customizable email notifications.

XLS Exports

Excel export of financials and screeners you define and save.

A. O. Smith Corporation AOS

Industrials — Specialty Industrial Machinery
S&P 500 Member Dividend Champion (5y)
Indexes indicate stock being part of an index ,
Growth Flags show if company had growth for consecutive years

We limit data available in the Overview Report for users who do not have Powerpack

Get access to target analyst prices, predictions, compound annual growth rates and more than four years of historical data.
Register an account and get your Powerpack now or Login

Insider Decisions

Total sells
0.11
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — 1 1 — — — — — —
Insider Ownership
20.92%

Capital & Financial Ratios

Market Cap
7,740.00
Revenue
3,804.90
Net Income
500.30
Free Cash Flow
639.40
Net Debt
456.20
Current Ratio
1.59
Debt/Equity
0.35
P/E ratio
15.82
P/S ratio
2.05
P/B ratio
4.24
Past 5Y EPS Growth
10.33%
This Y EPS Growth
(3.06%)
Next Y EPS Growth
9.02%
Next 5Y EPS Growth
4.73%
in millions of $

Dividends

Payout Ratio
0.65
Annual Dividend Rate
1.28
Annual Dividend Yield
1.59%
total individual payouts
2028 ‡‡‡‡
2027 ‡‡‡‡
2026 1.44
—
—
—
2025 1.38
—
—
—
—
2024 1.30
—
—
—
—
2023 1.52
—
—
—
—
—
2022 1.14
—
—
—
—
2021 1.06
—
—
—
—
2020 0.98
—
—
—
—
2019 0.90
—
—
—
—
2018 0.76
—
—
—
—
2017 0.56
—
—
—
—
2016 0.48
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 363.40 276.10 193.20 181.30
Receivables 596.00 541.40 582.30 669.80
Inventory 497.40 532.10 479.30 482.70
Other 43.50 43.30 36.70 55.50
1,500.30 1,392.90 1,291.50 1,389.30
2023 2024 2025 Q'26
Payables 600.40 588.70 504.10 525.70
ST’ Debt 10.00 10.00 42.30 39.50
Other 65.30 67.00 75.00 71.60
945.30 897.20 862.50 871.70
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 945.60 1,004.30 — —
—
’25 963.90 1,011.30 942.50 912.50
3,830.20
’24 978.80 1,024.30 902.60 912.40
3,818.10
’23 966.40 960.80 937.50 988.10
3,852.80
’22 977.70 965.90 874.20 936.10
3,753.90
’21 769.00 859.80 914.60 995.50
3,538.90
’20 636.90 663.90 760.00 834.50
2,895.30
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 129.40 124.40 — —
—
’25 38.70 139.60 255.40 183.10
616.80
’24 106.60 57.40 195.90 221.90
581.80
’23 119.90 140.30 178.80 231.30
670.30
’22 16.50 37.90 160.30 176.70
391.40
’21 104.40 91.60 180.80 264.30
641.10
’20 54.10 125.20 151.10 231.70
562.10
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 118.90 114.40 — —
—
’25 17.40 122.50 240.60 165.50
546.00
’24 84.60 34.50 163.40 191.30
473.80
’23 109.20 126.80 160.30 201.40
597.70
’22 3.60 20.10 140.10 157.30
321.10
’21 87.30 78.00 166.20 234.50
566.00
’20 41.30 113.20 139.20 211.60
505.30
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.85 0.91 — —
—
’25 0.95 1.07 0.94 0.90
3.85
’24 1.00 1.06 0.82 0.75
3.63
’23 0.84 1.04 0.90 0.92
3.69
’22 0.76 0.81 0.71 (0.78)
1.51
’21 0.60 0.73 0.82 0.87
3.02
’20 0.32 0.42 0.65 0.74
2.12

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

2.6
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 46.58 57.45 67.39 58.83 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 86.10 82.77 92.45 77.31 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12,000 12,000 12,700 11,500 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.31 0.32 0.30 0.33 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,753.90 3,852.80 3,818.10 3,830.20 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.42% 38.54% 38.14% 38.83% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 223.70 733.50 701.00 715.10 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.96% 19.04% 18.36% 18.67% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 235.70 556.60 533.60 546.20 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 76.90 78.30 78.80 85.10 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 24.25 25.69 26.15 27.16 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 1.51 3.69 3.63 3.85 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.53 4.47 3.99 4.37 ‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.45) (0.48) (0.74) (0.50) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.07 3.99 3.25 3.87 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.29 12.30 12.90 13.17 ‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 154.79 149.95 146.00 141.03 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 39.28 22.01 18.79 17.33 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.43 3.17 2.61 2.46 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.22 6.62 5.29 5.08 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.39 3.11 2.59 2.45 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 27.97 20.04 20.84 17.20 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 391.40 670.30 581.80 616.80 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (70.30) (72.60) (108.00) (70.80) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 321.10 597.70 473.80 546.00 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 699.50 555.00 495.70 429.00 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 344.50 127.30 193.20 155.00 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (137.30) (236.10) (82.90) (38.20) — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,747.70 1,844.40 1,883.50 1,858.00 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.93% 17.01% 16.54% 17.11% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 25.56% 29.43% 24.88% 25.00% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.17% 30.99% 28.63% 29.20% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

A.O. Smith Corporation (AOS) stands as a resilient cornerstone in water heating and treatment, delivering steady revenue growth from $2.69 billion in 2016 to projected $4.28 billion by 2028, with analysts forecasting a modest 4% annual pace post-2025 amid North American demand for energy-efficient products. Operational efficiency shines through a 92% surge in revenue per employee, stable 38-41% gross margins, and disciplined cost controls, even as the 2022 China writedown caused a profitability dip—quickly reversed with ROE rebounding to 29-31% and ROIC at 25-29%.

Financials fortify its appeal: robust free cash flow funds dividends, buybacks (shares down 19%), and growth, underpinned by a net cash balance sheet with debt slashed 62% since 2017. Trading at fair 17-18x PE and attractive multiples versus peers, the stock has doubled alongside fundamentals, evoking historical parallels to durable industrials that compound through cycles.

Yet insider sells signal caution, and analysts’ targets cluster near current levels amid housing and rate uncertainties. For patient investors eyeing reliable 4% growth and dividend aristocracy, AOS merits a hold-leaning-buy—read the full analysis for deeper historical trends and risks.

Read full commentary →

A. O. Smith Corporation (AOS) Latest News

News by impact score

Fine-tune

15 Sep

3 , 5:17 PM
New smart heater forecasts are questioning A. O. Smith's competitive position in connected homes. Smart heater forecasts may moderately affect A. O. Smith's competitive positioning in connected home technologies.

3 Aug

3 , 3:05 PM
A. O. Smith faces near-term earnings risk but easy comparisons and valuation remain supportive per Oppenheimer. Near-term earnings risks may moderately affect financial performance and sentiment while valuation support limits overall trajectory change.

31 Jul

3 www.marketbeat.com, 11:02 PM
A. O. Smith Q2 earnings call covered financial results, segment performance, and forward outlook for water heating and treatment products. Quarterly results and guidance influence near-term valuation but rarely shift long-term competitive position.

3 , 10:19 PM
AOS Q2 results show margin compression and China weakness offset by North America growth. Q2 margin compression and China weakness create moderate impact balanced by North America growth.

3 , 6:11 PM
A. O. Smith Corporation posted strong Q2 earnings and raised its share buyback program, prompting questions over whether the stock remains undervalued. Strong quarterly results combined with larger buybacks can lift near-term investor sentiment and support the share price but are unlikely to reshape the company's long-term competitive position.

30 Jul

4 app.moby.co, 4:50 PM
A. O. Smith Corporation held its Q2 2026 earnings call. Q2 2026 earnings results can significantly alter investor sentiment and company trajectory.

4 , 6:55 AM
A. O. Smith Corporation reported its second quarter 2026 financial results. Quarterly earnings reports deliver key financial metrics that often drive major shifts in valuation and outlook.

3 transcript www.fool.com, 10:29 PM
A.O. Smith (AOS) held its Q2 2026 earnings call, presenting financial results, segment performance, and forward-looking guidance on operations and market conditions. Q2 2026 earnings discussion reveals performance metrics and guidance that may influence near-term investor sentiment and operations.

3 , 5:06 PM
A.O. Smith Corp posted strong boiler sales and a cash flow surge in its Q2 2026 earnings call. Positive sales and cash flow results signal improved performance with moderate effects on future outlook.

3 , 10:00 AM
A.O. Smith (AOS) reported Q2 earnings with analysis of key metrics including revenue, earnings per share, segment results, and margins that reflect operational performance. Q2 earnings and metric details typically produce moderate short-term effects on stock price and investor views without altering long-term strategy.

3 , 8:51 AM
A. O. Smith Corporation reported Q2 CY2026 sales above analyst estimates. Sales exceeding estimates signals stronger revenue than projected and can lift near-term investor sentiment.

23 Jul

3 , 10:00 AM
A.O. Smith (AOS) Q2 earnings are projected to decline from the prior year. Expected Q2 earnings decline points to weaker financial results that may pressure stock valuation.

4 Jun

3 , 1:13 AM
Analyst downgrades hit A. O. Smith (AOS) amid softer Q1 outlook, leading to valuation review. Downgrades and softer outlook signal potential short-term pressure on AOS performance and market perception.

17 May

4 Simply Wall St., 6:11 AM
A. O. Smith encounters China market slowdown that triggers analyst downgrades and weighs on shareholder value and stock outlook. China slowdown plus downgrades signal material revenue pressure and lasting negative effects on growth trajectory.

16 May

3 Simply Wall St., 5:15 PM
Analyst downgrades and softer growth outlook trigger downward revision in A. O. Smith valuation estimates and reduced earnings projections. Downgrades and softer outlook directly pressure near-term earnings forecasts and investor sentiment without indicating structural business changes.

3 Insider Monkey, 5:44 AM
DA Davidson lowered A. O. Smith (AOS) price target due to housing market weakness and China softness. Price target reduction signals moderate pressure on AOS revenue and sentiment from key market slowdowns.

2 May

3 , 8:12 PM
A.O. Smith Corporation's Q1 results show margin pressures from rising costs and macroeconomic headwinds like high interest rates and weak housing demand, dimming the water heater maker's outlook despite sales growth. Q1 margin pressures and macroeconomic headwinds moderately influence AOS's financial performance and short-term trajectory.

1 May

3 www.marketbeat.com, 1:06 AM
A. O. Smith Corporation released Q1 earnings call highlights, covering financial results, sales performance, guidance, and strategic updates. Q1 earnings highlights impact financial performance and investor sentiment through reported results and forward guidance.

30 Apr

4 Zacks, 1:50 PM
A. O. Smith Corporation missed Q1 earnings and sales estimates and lowered its 2026 outlook. Missing Q1 earnings and sales estimates plus lowering 2026 outlook will significantly pressure stock performance and growth expectations.

4 app.moby.co, 12:44 PM
A. O. Smith Corporation reported Q1 2026 earnings with sales growth, improved margins, and raised full-year guidance amid strong demand for water heaters and boilers. Q1 2026 earnings beat expectations and upbeat guidance signal significant positive shift in financial trajectory and investor confidence.

4 Zacks, 9:30 AM
A.O. Smith Corporation reported Q1 earnings, with key metrics revealing insights into financial performance, revenue, margins, and outlook. Q1 earnings reports often drive significant shifts in stock price, investor sentiment, and short-to-medium-term market trajectory.

4 PR Newswire, 6:55 AM
A. O. Smith reported first-quarter 2026 results and lowered its full-year 2026 outlook. Lowering full-year outlook after Q1 results signals significant downward revision in expected financial performance, negatively impacting investor sentiment and stock trajectory.

3 , 8:05 AM
A.O. Smith (AOS) reported Q1 earnings and revenues below analyst estimates. Q1 earnings and revenue misses highlight financial underperformance with moderate effects on investor sentiment and stock trajectory.

3 StockStory, 7:47 AM
A. O. Smith (NYSE:AOS) reported Q1 CY2026 revenue below analyst estimates. Missing Q1 CY2026 revenue estimates impacts financial performance and investor sentiment moderately.

25 Apr

4 Simply Wall St., 9:09 PM
A. O. Smith Corporation evaluates potential acquisition of Leonard Valve alongside upside from a 2026 regulatory mandate. Potential Leonard Valve deal and 2026 mandate benefits indicate major strategic growth opportunities and regulatory advantages.

24 Apr

4 StockStory, 12:53 PM
A. O. Smith (NYSE:AOS) Q4 earnings highlights compared to peers in HVAC and water systems stocks. Q4 earnings highlights versus sector peers signal major shifts in financial performance and competitive positioning for A. O. Smith.

23 Apr

3 , 10:00 AM
A.O. Smith (AOS) Q1 earnings expected to decline amid preview analysis. Expected Q1 earnings decline impacts financial performance and investor sentiment moderately.

17 Apr

4 Simply Wall St., 10:06 PM
A. O. Smith's evolving story is prompting analysts to reshape their valuation views. Evolving narrative is reshaping analyst valuations, likely altering investor sentiment and AOS market trajectory significantly.

12 Apr

3 www.barchart.com, 6:13 PM
Analysts preview A. O. Smith's upcoming earnings report, expecting steady revenue growth in water heater and boiler segments, potential margin pressures from raw materials, and guidance updates amid residential demand slowdown. Earnings previews influence investor sentiment and stock movement moderately ahead of the actual financial results.

30 Mar

3 Simply Wall St., 8:05 AM
A. O. Smith Corporation reports flat sales and softer returns on capital amid ongoing challenges. Flat sales and declining returns on capital moderately pressure financial performance and investor sentiment.
© 2016–2026 stockrow.com Terms and Conditions Indicators Contact Us