a. o. smith corp. - AOS

AOS

Close Chg Chg %
66.91 0.07 0.10%

Open Market

66.98

+0.07 (0.10%)

Volume: 236.68K

Last Updated:

Mar 26, 2026, 11:01 AM EDT

Company Overview: a. o. smith corp. - AOS

AOS Key Data

Open

$66.23

Day Range

65.98 - 67.18

52 Week Range

58.83 - 81.87

Market Cap

$9.25B

Shares Outstanding

138.29M

Public Float

110.47M

Beta

1.33

Rev. Per Employee

N/A

P/E Ratio

17.38

EPS

$3.87

Yield

209.27%

Dividend

$0.36

EX-DIVIDEND DATE

Jan 30, 2026

SHORT INTEREST

N/A

AVERAGE VOLUME

1.54M

 

AOS Performance

1 Week
 
4.38%
 
1 Month
 
-14.23%
 
3 Months
 
-1.27%
 
1 Year
 
1.97%
 
5 Years
 
-3.73%
 

AOS Analyst Ratings

  • Sell
  • Under
  • Hold
  • Over
  • Buy
Number of Ratings 16
Full Ratings ➔

About a. o. smith corp. - AOS

A. O. Smith Corp. manufactures residential and commercial gas and electric water heaters, boilers, tanks, and water treatment products. It operates through the North America and Rest of World segments. The North America segment manufactures and markets comprehensive lines of residential and commercial gas and electric water heaters, boilers, and tanks. The Rest of World segment markets water treatment products in China, Europe, and India. The company was founded by Charles Jeremiah Smith in 1874 and is headquartered in Milwaukee, WI.

AOS At a Glance

A. O. Smith Corp.
11270 West Park Place
Milwaukee, Wisconsin 53224-9508
Phone 1-414-359-4000 Revenue 3.83B
Industry Building Products Net Income 546.20M
Sector Producer Manufacturing 2025 Sales Growth 0.317%
Fiscal Year-end 12 / 2026 Employees 11,500
View SEC Filings

AOS Valuation

P/E Current 17.005
P/E Ratio (with extraordinary items) N/A
P/E Ratio (without extraordinary items) 17.377
Price to Sales Ratio 2.478
Price to Book Ratio 4.987
Price to Cash Flow Ratio 15.39
Enterprise Value to EBITDA 11.708
Enterprise Value to Sales 2.481
Total Debt to Enterprise Value 0.021

AOS Efficiency

Revenue/Employee 333,060.87
Income Per Employee 47,495.652
Receivables Turnover 6.578
Total Asset Turnover 1.20

AOS Liquidity

Current Ratio 1.497
Quick Ratio 0.942
Cash Ratio 0.224

AOS Profitability

Gross Margin 38.792
Operating Margin 18.965
Pretax Margin 18.67
Net Margin 14.26
Return on Assets 17.115
Return on Equity 29.197
Return on Total Capital 26.503
Return on Invested Capital 26.657

AOS Capital Structure

Total Debt to Total Equity 10.92
Total Debt to Total Capital 9.845
Total Debt to Total Assets 6.456
Long-Term Debt to Equity 8.062
Long-Term Debt to Total Capital 7.269
  • Income Statement
  • Balance Sheet
  • Cash Flow Statement

Annual Financials for A. O. Smith Corp. - AOS

Collapse All in section
All values USD millions. 2022 2023 2024 2025 5-year trend
Sales/Revenue
3.75B 3.85B 3.82B 3.83B
Sales Growth
+6.08% +2.63% -0.90% +0.32%
Cost of Goods Sold (COGS) incl D&A
2.43B 2.38B 2.36B 2.34B
COGS excluding D&A
- - - -
-
Depreciation & Amortization Expense
76.90M 78.30M 78.80M 85.10M
Depreciation
64.10M 65.70M 66.10M 70.30M
Amortization of Intangibles
12.80M 12.60M 12.70M 14.80M
COGS Growth
+9.03% -2.11% -0.55% -0.84%
Gross Income
1.33B 1.48B 1.45B 1.49B
Gross Income Growth
+1.05% +11.32% -1.47% +2.19%
Gross Profit Margin
+35.31% +38.30% +38.08% +38.79%
2022 2023 2024 2025 5-year trend
SG&A Expense
670.90M 727.40M 739.30M 759.40M
Research & Development
89.00M 97.50M 101.70M 95.00M
Other SG&A
581.90M 629.90M 637.60M 664.40M
SGA Growth
-4.35% +8.42% +1.64% +2.72%
Other Operating Expense
- - - -
-
Unusual Expense
- (1.20M) 15.10M 18.50M
EBIT after Unusual Expense
655.80M 733.10M 696.10M 726.40M
Non Operating Income/Expense
(422.70M) 12.40M 11.60M 2.20M
Non-Operating Interest Income
- - - -
-
Equity in Earnings of Affiliates
- - - -
-
Interest Expense
9.40M 12.00M 6.70M 13.50M
Interest Expense Growth
+118.60% +27.66% -44.17% +101.49%
Gross Interest Expense
9.40M 12.00M 6.70M 13.50M
Interest Capitalized
- - - -
-
Pretax Income
223.70M 733.50M 701.00M 715.10M
Pretax Income Growth
-64.24% +227.89% -4.43% +2.01%
Pretax Margin
+5.96% +19.04% +18.36% +18.67%
Income Tax
(12.00M) 176.90M 167.40M 168.90M
Income Tax - Current - Domestic
128.40M 153.20M 149.50M 125.20M
Income Tax - Current - Foreign
30.50M 27.50M 22.50M 34.80M
Income Tax - Deferred - Domestic
(171.00M) (6.60M) (4.90M) 14.00M
Income Tax - Deferred - Foreign
100.00K 2.80M 300.00K (5.10M)
Income Tax Credits
- - - -
-
Equity in Earnings of Affiliates
- - - -
-
Other After Tax Income (Expense)
- - - -
-
Consolidated Net Income
235.70M 556.60M 533.60M 546.20M
Minority Interest Expense
- - - -
-
Net Income
235.70M 556.60M 533.60M 546.20M
Net Income Growth
-51.61% +136.15% -4.13% +2.36%
Net Margin Growth
+6.28% +14.45% +13.98% +14.26%
Extraordinaries & Discontinued Operations
- - - -
-
Discontinued Operations
- - - -
-
Net Income After Extraordinaries
235.70M 556.60M 533.60M 546.20M
Preferred Dividends
- - - -
-
Net Income Available to Common
235.70M 556.60M 533.60M 546.20M
EPS (Basic)
1.5227 3.7118 3.6549 3.8729
EPS (Basic) Growth
-50.01% +143.76% -1.53% +5.96%
Basic Shares Outstanding
154.79M 149.95M 146.00M 141.03M
EPS (Diluted)
1.513 3.6857 3.6279 3.8488
EPS (Diluted) Growth
-49.89% +143.60% -1.57% +6.09%
Diluted Shares Outstanding
155.78M 151.02M 147.08M 141.91M
EBITDA
731.50M 826.50M 793.40M 811.50M
EBITDA Growth
+6.29% +12.99% -4.00% +2.28%
EBITDA Margin
+19.49% +21.45% +20.78% +21.19%

Snapshot

Average Recommendation HOLD Average Target Price 79.364
Number of Ratings 16 Current Quarters Estimate 0.954
FY Report Date 03 / 2026 Current Year's Estimate 4.011
Last Quarter’s Earnings 0.90 Median PE on CY Estimate N/A
Year Ago Earnings 3.85 Next Fiscal Year Estimate 4.312
Median PE on Next FY Estimate N/A

Earnings Per Share

This Quarter Next Quarter This Fiscal Next Fiscal
# of Estimates 14 14 14 14
Mean Estimate 0.95 1.09 4.01 4.31
High Estimates 1.05 1.16 4.10 4.52
Low Estimate 0.89 1.01 3.90 3.90
Coefficient of Variance 4.70 3.73 1.37 3.36

Analysts Recommendations

Current 1 Month Ago 3 Months Ago
BUY 4 4 4
OVERWEIGHT 1 1 1
HOLD 9 9 8
UNDERWEIGHT 1 1 0
SELL 1 1 1
MEAN Hold Hold Hold

Insider Actions for A. O. Smith Corp. - AOS

Date Name Shares Transaction Value
Aug 8, 2025 James Frederick Stern Exec VP, General Counsel & Sec 98,784 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $71.24 per share 7,037,372.16
Jul 31, 2025 Kevin J. Wheeler Executive Chairman; Director 122,847 Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 Non-derivative transaction at $31.67 per share 3,890,564.49
Jul 31, 2025 Kevin J. Wheeler Executive Chairman; Director 100,647 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $71.26 per share 7,172,105.22
Jul 31, 2025 Kevin J. Wheeler Executive Chairman; Director N/A Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 0.00
Jul 30, 2025 Mark D. Smith Director 116,242 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $71.36 per share 8,295,029.12
Jul 9, 2025 Ming Cheng SVP, CTO 25,375 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Jul 3, 2025 Stephen M. Shafer COO 71,690 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Apr 9, 2025 Christopher Lee Mapes Director 6,277 Grant, award or other acq pursuant to Rule 16b-3(d) Non-derivative transaction at $60.78 per share 381,516.06
Apr 9, 2025 Michael M. Larsen Director 10,807 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Apr 9, 2025 Ilham Kadri Director 21,317 Grant, award or other acq pursuant to Rule 16b-3(d) Non-derivative transaction at $60.78 per share 1,295,647.26
Apr 9, 2025 Todd W. Fister Director 4,094 Grant, award or other acq pursuant to Rule 16b-3(d) Non-derivative transaction at $60.78 per share 248,833.32
Apr 9, 2025 Ronald D. Brown Director 75,391 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00
Apr 9, 2025 Lois M. Martin Director 4,094 Grant, award or other acq pursuant to Rule 16b-3(d) Non-derivative transaction at $60.78 per share 248,833.32
Apr 9, 2025 Victoria M. Holt Director 10,807 Grant, award or other acq pursuant to Rule 16b-3(d) 0.00

A. O. Smith Corp. in the News