Price
No data yet.
Social Signal Score
Analyst Ratings
30 analystsRevenue
$1.00B+46.85%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Stephen Shafer
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Employees
- 11,500
- Beta
- 1.11
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 6.06
Financials
Revenue
$1.00B+46.8%Net Income
$124.90M+50.1%EBITDA
$190.70M+39.1%Free Cash Flow
$114.40M+30.7%EPS (diluted)
$0.90+91.5%Shares Outstanding (diluted)
138.51M-21.5%Operating Expenses
$197.70MCash & Debt
$181.30MReturn of Capital
$160.70MRevenue by Segment (annual)
$3.83BDividend per Share
$0.38Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $3.83B | $546.20M | $3.86 |
| 2024 | $3.82B | $533.60M | $3.65 |
| 2023 | $3.85B | $556.60M | $3.71 |
| 2022 | $3.75B | $235.70M | $1.52 |
| 2021 | $3.54B | $487.10M | $3.05 |
| 2020 | $2.90B | $344.90M | $2.14 |
| 2019 | $2.99B | $370.00M | $2.24 |
| 2018 | $3.19B | $444.20M | $2.60 |
| 2017 | $3.00B | $296.50M | $1.72 |
| 2016 | $2.69B | $326.50M | $1.87 |
| 2015 | $2.54B | $282.90M | $1.59 |
| 2014 | $2.36B | $207.80M | $1.15 |
| 2013 | $2.15B | $169.70M | $0.93 |
| 2012 | $1.94B | $162.60M | $0.88 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AOS's reported EPS growth of 12.0% a year over 13 years.
- EPS in 5 years
- $6.88
- Implied price
- $116.94
- Return from $57.83
- 15.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $58.14 — today's price is already 0.5% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 11 | 14 | 17 | 20 | 23 |
|---|---|---|---|---|---|
| 2.0% | -3.9% | 0.9% | 4.8% | 8.3% | 11.4% |
| 7.0% | 0.8% | 5.8% | 10.0% | 13.6% | 16.8% |
| 12.0% | 5.5% | 10.7% | 15.1% | 18.9% | 22.3% |
| 17.0% | 10.2% | 15.7% | 20.3% | 24.2% | 27.8% |
| 22.0% | 14.9% | 20.6% | 25.4% | 29.5% | 33.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
70-56.25%Social Signal Score
Mentions (8)
- Newszacks.com·2d ago·Positive
A. O. Smith Rewards Shareholders With 6% Hike in Dividend AOS raises its quarterly dividend 6% to 38 cents per share, backed by strong cash flows and a solid history of shareholder returns through buybacks.
View source ↗ - Newsprnewswire.com·4d ago·Neutral
A. O. Smith Increases Quarterly Dividend to $0.38 per Share MILWAUKEE, Oct. 12, 2026 /PRNewswire/ -- The board of directors of A. O. Smith Corporation (NYSE: AOS) approved a 6% increase in the company's quarterly cash dividend rate to $0.38 per share.
View source ↗ - Newsseekingalpha.com·4d ago·Negative
10 Dividend Growth Stocks: October 2026 In this monthly series, I rank a selection of dividend growth stocks and present the top 10 stocks for consideration. This month's screen targets dividend growth stocks with Dividend Safety scores ≥8.0, forward yields ≥2.5%, and prices at or below fair value. An equally weighted portfolio of the top 10 stocks yields 2.8% but would have underperformed SPY over the past 5 years.
View source ↗ - Newszacks.com·10d ago·Negative
Here's Why Investors Should Consider Retaining A. O. Smith Stock Now AOS' North America boiler strength, acquisitions and shareholder returns support growth despite China weakness and rising debt.
View source ↗ - Newsprnewswire.com·14d ago·Neutral
A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 2026 MILWAUKEE, Oct. 2, 2026 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS) will release its third quarter 2026 financial results before the market opens on Thursday, Oct. 29, and has scheduled an investor conference call to follow at 10:00 a.m.
View source ↗ - Newszacks.com·22d ago·Positive
4 Manufacturing Electronics Stocks to Watch on Promising Industry Trends The Zacks Manufacturing - Electronics industry gains from solid momentum in the manufacturing sector and strength across major end markets. ETN, EMR, AOS and ENS are some notable stocks in the industry.
View source ↗ - Newsseekingalpha.com·45d ago·Positive
A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside A. O. Smith is rated Buy due to resilient replacement demand, energy-efficiency tailwinds, and an attractive valuation. Approximately 80-85% of North American water heater demand is replacement-driven, providing downside protection and medium-term growth potential. Earnings are expected to recover from Q4 2026, driven by pricing realization, cost savings, and a favorable product mix shift.
View source ↗ - Newszacks.com·45d ago·Neutral
Here's Why Investors Should Retain A. O. Smith Stock in Portfolio Now AOS benefits from strong North America boiler demand, acquisitions and shareholder returns, though China weakness and rising costs pose challenges.
View source ↗
Earnings
Thu, Oct 29(in 12 days)
Consensus estimate $0.90 per share
Typical surprise +4.3% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Jul 30$1.03 vs $0.96beat
- Thu, Apr 30$0.85 vs $0.94miss
- Thu, Jan 29$0.90 vs $0.84beat
- Tue, Oct 28$0.94 vs $0.91beat
- Thu, Jul 24$1.07 vs $0.97beat
- Tue, Apr 29$0.95 vs $0.91beat
Estimates and results for AOS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by AOS officers and directors.
- Bought
- —
- Sold
- $3.3m
0 trades
6 trades
- Schuh Darrell W.sold
- Schuh Darrell W.sold
- Stern James Fsold
- Wheeler Kevin J.sold
- Smith Mark Dsold
- Carver Samuel M.sold
94 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Julie Johnsonhouse · TX32 · disclosed Aug 6, 2026 (317d later)Buy$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Aug 6, 2026 (317d later)Sell$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Oct 8, 2025 (13d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed May 2, 2025 (16d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed May 2, 2025 (22d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Apr 3, 2025 (28d later)Sell$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 28, 2025 (31d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Mar 21, 2025 (31d later)Sell$15,001 - $50,000
- Jared Moskowitzhouse · FL23 · disclosed Dec 9, 2024 (31d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2024 (21d later)Buy$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed Aug 21, 2024 (404d later)Buy$1,001 - $15,000
- Lois Frankelhouse · FL22 · disclosed Oct 10, 2023 (32d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Mar 17, 2022 (43d later)Sell$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed Mar 17, 2022 (43d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Mar 8, 2022 (22d later)Sell$1,001 - $15,000
- Lois Frankelhouse · FL21 · disclosed Feb 27, 2022 (20d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jan 27, 2022 (44d later)Sell$1,001 - $15,000
- Donna Shalalahouse · FL27 · disclosed Apr 27, 2020 (308d later)Sell$1,001 - $15,000
- Donna Shalalahouse · FL27 · disclosed Apr 27, 2020 (418d later)Buy$1,001 - $15,000
- Donna Shalalahouse · FL27 · disclosed Apr 27, 2020 (432d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.