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A. O. Smith Corporation (AOS)

60.35 -1.49 (-2.41%)
At close: May 1 at 4:00:02 PM EDT
61.10 +0.75 (+1.24%)
After hours: May 1 at 7:36:18 PM EDT
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News headlines A. O. Smith reported disappointing Q1 2026 results, with revenue falling 1.9%year-over-year to $945.6 millionand adjusted EPS of $0.85, below expectations. The company faces challenges from weak demand in China and ongoing input cost inflation, prompting a reduction in full-year guidance.

A. O. Smith reported disappointing Q1 2026 results, with revenue falling 1.9%year-over-year to $945.6 millionand adjusted EPS of $0.85, below expectations. The company faces challenges from weak demand in China and ongoing input cost inflation, prompting a reduction in full-year guidance.

Updated 21m ago · Powered by Yahoo Scout
  • Previous Close 61.84
  • Open 62.00
  • Bid --
  • Ask --
  • Day's Range 60.02 - 62.22
  • 52 Week Range 59.83 - 81.87
  • Volume 1,985,719
  • Avg. Volume 1,490,229
  • Market Cap (intraday) 8.343B
  • Beta (5Y Monthly) 1.35
  • PE Ratio (TTM) 16.09
  • EPS (TTM) 3.75
  • Earnings Date (est.) Jul 30, 2026
  • Forward Dividend & Yield 1.42 (2.35%)
  • Ex-Dividend Date Apr 30, 2026
  • 1y Target Est 72.90

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.

www.aosmith.com

11,500

Full Time Employees

December 31

Fiscal Year Ends

Industrials

Sector

Performance Overview: AOS

Trailing total returns as of 5/1/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

AOS
8.80%
S&P 500 (^GSPC)
5.62%

1-Year Return

AOS
8.59%
S&P 500 (^GSPC)
29.01%

3-Year Return

AOS
9.02%
S&P 500 (^GSPC)
73.47%

5-Year Return

AOS
2.34%
S&P 500 (^GSPC)
72.92%

Earnings Trends: AOS

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q1 FY26
Revenue 945.6M
Earnings 118M

Q2

FY25

Q3

FY25

Q4

FY25

Q1

FY26

0
200M
400M
600M
800M
1B

Analyst Insights: AOS

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Analyst Price Targets

59.00
72.90 Average
60.35 Current
84.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 5/1/2026
Analyst JP Morgan
Rating Action Maintains
Rating Neutral
Price Action Lowers
Price Target 75 -> 65

Statistics: AOS

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Valuation Measures

Annual
As of 5/1/2026
  • Market Cap

    8.34B

  • Enterprise Value

    8.80B

  • Trailing P/E

    16.09

  • Forward P/E

    15.27

  • PEG Ratio (5yr expected)

    1.27

  • Price/Sales (ttm)

    2.23

  • Price/Book (mrq)

    4.44

  • Enterprise Value/Revenue

    2.31

  • Enterprise Value/EBITDA

    11.07

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    13.84%

  • Return on Assets (ttm)

    12.77%

  • Return on Equity (ttm)

    28.27%

  • Revenue (ttm)

    3.81B

  • Net Income Avi to Common (ttm)

    527.6M

  • Diluted EPS (ttm)

    3.75

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    203.9M

  • Total Debt/Equity (mrq)

    34.98%

  • Levered Free Cash Flow (ttm)

    495.61M

Compare To: AOS

Select to analyze similar companies using key performance metrics; select up to 4 stocks.

Company Insights: AOS

Fair Value

60.35 Current

Dividend Score

0 Low
Sector Avg.
100 High

Hiring Score

0 Low
Sector Avg.
100 High

Insider Sentiment Score

0 Low
Sector Avg.
100 High

Research Reports: AOS

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  • Rating decreased to a HOLD

    A O Smith Corp has an Investment Rating of HOLD; a target price of $61.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Medium.

    Rating
    Price Target
  • Lowering target price to $71.00

    A O Smith Corp has an Investment Rating of BUY; a target price of $71.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of High; and a Value Subrating of Medium.

    Rating
    Price Target
  • Raising target price to $74.00

    A O Smith Corp has an Investment Rating of BUY; a target price of $74.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of High; and a Value Subrating of Medium.

    Rating
    Price Target
  • Lowering target price to $71.00

    A O Smith Corp has an Investment Rating of BUY; a target price of $71.000000; an Industry Subrating of High; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of High; and a Value Subrating of Medium.

    Rating
    Price Target

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