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A. O. Smith Corporation (AOS)

59.26 +0.77 (+1.32%)
At close: 4:00:03 PM EDT
59.26 0.00 (0.00%)
After hours: 4:20:00 PM EDT
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What's happening with AOS?

12m ago
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A. O. Smith (AOS) faces mixed sentiments as analysts express concerns over sluggish growth and declining returns, while strong performance in North America, particularly in boiler sales, provides some positive outlook. The stock's valuation appears reasonable, but challenges from China and rising costs could hinder recovery.

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  • Previous Close 58.49
  • Open 58.78
  • Bid 59.45 x 40000
  • Ask 59.44 x 30000
  • Day's Range 58.42 - 59.62
  • 52 Week Range 54.16 - 81.87
  • Volume 1,054,917
  • Avg. Volume 1,691,736
  • Market Cap (intraday) 8.054B
  • Beta (5Y Monthly) 1.16
  • PE Ratio (TTM) 16.51
  • EPS (TTM) 3.59
  • Earnings Date Oct 27, 2026
  • Forward Dividend & Yield 1.44 (2.46%)
  • Ex-Dividend Date Jul 31, 2026
  • 1y Target Est 69.91

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

Trailing total returns as of 9/2/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

AOS
9.91%
S&P 500 (^GSPC)
11.99%

1-Year Return

AOS
13.92%
S&P 500 (^GSPC)
19.50%

3-Year Return

AOS
14.66%
S&P 500 (^GSPC)
69.77%

5-Year Return

AOS
11.66%
S&P 500 (^GSPC)
68.98%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 1B
Earnings 124.9M
Profit Margin 12.44%

Q3

FY25

Q4

FY25

Q1

FY26

Q2

FY26

0
200M
400M
600M
800M
1B
12.5%
13.0%
13.5%
14.0%

Analyst Insights

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Top Analyst

Jefferies
63/100
Latest Rating
Hold

Analyst Price Targets

59.00
69.91 Average
59.26 Current
84.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 7/31/2026
Analyst Citigroup
Rating Action Maintains
Rating Neutral
Price Action Lowers
Price Target 65 -> 64

Statistics

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Valuation Measures

Annual
As of 9/1/2026
  • Market Cap

    7.95B

  • Enterprise Value

    8.44B

  • Trailing P/E

    16.29

  • Forward P/E

    13.99

  • PEG Ratio (5yr expected)

    1.38

  • Price/Sales (ttm)

    2.14

  • Price/Book (mrq)

    4.32

  • Enterprise Value/Revenue

    2.22

  • Enterprise Value/EBITDA

    11.13

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    13.15%

  • Return on Assets (ttm)

    12.54%

  • Return on Equity (ttm)

    27.13%

  • Revenue (ttm)

    3.8B

  • Net Income Avi to Common (ttm)

    500.3M

  • Diluted EPS (ttm)

    3.59

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    181.3M

  • Total Debt/Equity (mrq)

    36.77%

  • Levered Free Cash Flow (ttm)

    484.61M

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Company Insights

Fair Value

59.26 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

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  • Raising target price to $59.00

    A O Smith Corp has an Investment Rating of HOLD; a target price of $59.000000; 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 $58.00

    A O Smith Corp has an Investment Rating of HOLD; a target price of $58.000000; 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
  • What does Argus have to say about AOS?

    A O Smith Corp has an Investment Rating of HOLD; a target price of $60.000000; 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 $60.00

    A O Smith Corp has an Investment Rating of HOLD; a target price of $60.000000; 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

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