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SMITH (A.O.) CORP

AOSNYSE
πŸ† #826 by market capEarnings Oct 26US Equity
$63.66β–² $1.27 (+1.99%)
Market closed Β· at close
1hβ€”
24hβ–² 2.0%
7dβ–² 0.8%
14dβ–² 2.6%
30dβ–² 6.9%
1yβ–Ό 10.8%
🏦Market Cap
$8.77B
Small Cap
πŸ“ˆRevenue Growth (YoY)
+0.4%
Slowing
πŸ“ŠGross Margin
38.6%
Healthy
πŸ’΅FCF Margin
19.4%
Healthy
βš–οΈP/S Ratio
2.2x
Cheap
Otter Score
51
Weak

Trading Snapshot

Day Range
$62.88 – $64.21
52-Week Range
$54.16 – $81.87
Volume
$5.51B
Avg Volume
$6.37B
Shares Outstanding
137.8M
Next Earnings
Oct 24, 2026

Fundamentals Snapshot

Annual Revenue
$3.83B
Last Q Revenue
$1.00B
P/E Ratio
17.0
P/S Ratio
2.2x
EPS (TTM)
$3.59
Dividend Yield
2.33%

Why Investors Own AOS

  • βœ“High-growth profile β€” revenue up +13.5% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 40% gross margin and 23% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$3.83Bβ–² +18.6% YoY
Gross Margin (TTM)
39.7%β–² +1.5% YoY
Operating Income (TTM)
$1.13Bβ–² +18.6% YoY
Free Cash Flow (TTM)
$896Mβ–² +18.6% YoY

About SMITH (A.O.) CORP

A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.

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Otter Score Breakdown

β“˜
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
Overall Score
Weak
51/100

Analyst Price Target

β“˜
Average Target
$69.79
β–² +9.6% Upside
High Target$86.59
Low Target$62.45
Based on 17 analysts

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