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A. O. Smith Corporation AOS SPXR3K

Industrials · Specialty Industrial Machinery · United States
https://www.aosmith.com
Company Profile ↓
$61.65
-14.42% 1Y
Mkt Cap$6.78B
P/E17.17
P/B4.16
Div. Yield2.60%
52W High$79.53
52W Low$55.34
Book Value$13.55
EPS (TTM)$3.59

Company Overview

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.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 27.1%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 31.9%.

Consistent Profit Growth

Net profit has compounded at 20.9% per year over the last five years.

Reasonable Valuation

Trades at a P/E of 17.2, below the sector median of 25.6.

Healthy Margins

Operating margin of 18.9% supports profitability.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.37.

Recent Developments

  • Dec 2025 Revenue of $3.83B (+0.3% YoY); net profit $546.20M.
  • Trailing 12 Months Year-on-year growth — revenue -0.7%, earnings -15.0%.
  • 5-Year Trend Long-term compounding — revenue CAGR 5.9%, profit CAGR 20.9%.

Growth & Price Performance

Compounded Sales Growth

5 Years:5.87%
1 Year:-0.70%

Compounded Profit Growth

5 Years:20.89%
1 Year:-15.00%

Stock Price Performance

1 Year:-14.42%
6 Months:-3.11%
3 Months:-0.67%
1 Month:+6.85%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Mixed
52-Week Range 26% of range
$55.34 $79.53
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMABelow
  • RSI (14)64.56 · Neutral
Price Performance
1M+6.85%
3M-0.67%
6M-3.11%
1Y-14.42%
Valuation vs Sector

P/E of 17.17 is below the sector median of 25.60 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 27.1%.
  • Healthy ROCE of 31.9%.
  • Profit CAGR of 20.9% over 5 years.
  • Attractive dividend yield of 2.60%.
  • Generates positive free cash flow.

CONS

  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
17.17
Industry PE
25.60
Forward P/E
15.09
PEG Ratio
1.35
Book Value
$13.55
Price to Book
4.16
P/S
2.01
EV/EBITDA
10.23
Dividend Yield
2.60%

Growth (CAGR)

Revenue 5Y
5.87%
Profit 5Y
20.89%
Revenue (YoY)
-0.70%
Earnings (YoY)
-15.00%

Profitability & Returns

ROCE
31.93%
ROE
27.13%
ROA
12.54%
Profit Margin
13.15%
Op Margin
18.93%
Gross Margin
38.59%
EPS (Latest Qtr)
$0.91
EPS (TTM)
$3.59

Balance Sheet & Liquidity

Debt/Equity
0.37
Quick Ratio
0.98
Current Ratio
1.59
Debt
$677.20M
Total Assets
$3.64B
Current Assets
$1.37B
Working Capital
$429.00M

Ownership

Promoter Holding
0.46%
Chg in Prom Hold
0.00%
FII / Inst Holding
117.22%
Chg in FII Hold
-0.79%

Financial Snapshot

Enterprise Value
$6.78B
Total Revenue (TTM)
$3.80B
EBITDA
$783.70M
Free Cash Flow
$484.61M
Operating Cash Flow
$692.30M
Shares Outstanding
110.05M
Gross Margin
38.59%
Payout Ratio
39.55%

Peer comparison

Peer companies in the same sector (Industrials).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 AOS A. O. Smith Corporation SPXR3K 61.65 17.17 $6.78B 2.60% 31.93% 27.13% 5.87% 20.89%
2 SPCX Space Exploration Technologies Corp. R3KAIDEFENCE 147.49 -134.08 $1.12T 0.00% -3.22% -11.95% 34.08% -3.34%
3 CAT Caterpillar Inc. SPXR3K 687.00 29.57 $315.80B 0.80% 17.98% 56.97% 2.29% 5.24%
4 GE GE Aerospace SPXR3KDEFENCE 285.64 33.60 $296.37B 0.60% 9.52% 48.23% -7.42% -5.36%
5 RTX RTX Corporation SPXR3KDEFENCE 191.01 33.69 $257.44B 1.51% 8.28% 12.27% 2.61% 2.62%
6 GEV GE Vernova Inc. SPXR3KAI 815.00 23.37 $217.06B 0.22% 6.30% 82.58% 8.68% -
7 DE Deere & Company SPXR3K 646.15 37.74 $174.22B 0.99% 12.53% 18.24% 3.43% 5.10%
8 UNP Union Pacific Corporation SPXR3K 292.87 23.73 $173.99B 2.01% 15.22% 39.70% 2.30% 7.77%
9 BA The Boeing Company SPXR3KDEFENCE 188.35 67.27 $148.76B 0.00% -9.01% - 1.67% -3.28%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue -----740.00M738.20M749.90M768.60M788.00M833.30M754.10M812.50M748.20M765.40M728.20M750.90M636.90M663.90M760.00M834.50M769.00M859.80M914.60M977.70M965.90M874.20M966.40M960.80M937.50M978.80M1.02B--963.90M1.01B942.50M912.50M945.60M1.00B
Cost of Revenue ----------------------------------588.50M614.20M578.00M562.10M579.90M-
Gross Profit 262.60M262.70M283.70M283.30M289.60M300.90M304.20M305.00M322.30M321.50M341.00M306.00M337.00M292.80M308.70M284.20M295.00M239.50M247.50M297.10M324.10M288.60M321.40M340.30M341.60M334.40M305.00M374.10M384.70M356.20M384.70M396.00M--375.40M397.10M364.50M350.40M365.70M387.80M
Operating Expenses ----------------------------------192.60M191.30M188.90M186.60M203.90M-
Operating Income -118.70M137.20M131.60M-136.60M141.60M144.00M-142.00M159.60M144.70M-128.30M145.20M125.70M-84.90M99.30M149.80M-142.20M164.00M178.50M176.50M178.00M163.60M193.90M227.40M193.20M193.70M208.40M--182.80M205.80M175.60M163.80M161.80M166.10M
EBITDA ----------------------------------204.70M226.70M197.00M185.30M185.70M-
Interest Expense ----------------------------------2.90M4.60M3.60M2.40M7.10M-
Pretax Income ----------------------------------181.10M201.60M171.80M160.60M154.70M-
Tax Provision ----------------------------------44.50M49.40M39.80M35.20M36.70M-
Net Income 79.80M73.50M87.10M83.20M82.70M87.70M92.40M93.70M22.70M98.80M114.50M104.60M126.30M89.30M102.10M87.30M91.30M51.70M67.80M105.40M120.00M97.70M118.20M131.60M119.80M126.20M109.80M126.90M157.00M135.40M147.60M156.20M--136.60M152.20M132.00M125.40M118.00M124.90M
Diluted EPS 0.450.410.490.470.470.500.530.540.130.570.660.610.740.530.610.530.560.320.420.650.740.600.730.820.760.810.710.841.040.901.001.06--0.951.070.940.900.850.91

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 1.45B1.38B1.49B1.71B1.94B2.15B2.36B2.54B2.69B3.00B3.19B2.99B2.90B3.54B3.75B3.85B3.82B3.83B
Cost of Revenue --------------2.42B2.37B2.36B2.34B
Gross Profit 374.10M394.90M446.00M512.60M652.00M773.80M859.30M1.01B1.11B1.23B1.31B1.18B1.11B1.31B1.33B1.48B1.46B1.49B
Operating Expenses --------------670.90M727.40M739.30M759.40M
Operating Income --132.90M196.50M259.40M299.90M345.30M452.90M515.00M577.90M613.40M529.10M503.20M682.00M658.70M757.40M716.80M728.00M
EBITDA --------------310.00M823.80M786.50M813.70M
Interest Expense --------------9.40M12.00M6.70M13.50M
Pretax Income --------------223.70M733.50M701.00M715.10M
Tax Provision ---------------12.00M176.90M167.40M168.90M
Net Income 21.70M81.30M111.70M305.70M158.70M169.70M207.80M282.90M326.50M296.50M444.20M370.00M344.90M487.10M235.70M556.60M533.60M546.20M
Diluted EPS 1.532.362.423.281.711.831.141.581.851.702.582.222.123.021.513.693.633.85
R&D Expense -31.00M37.10M42.70M51.70M57.80M67.90M73.70M80.10M86.40M94.00M87.90M80.70M94.20M89.00M97.50M101.70M95.00M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --1.97B2.11B2.35B2.28B2.39B2.50B2.63B2.89B3.20B3.07B3.06B3.16B-3.33B3.21B3.24B3.14B
Current Assets ---------------1.63B1.50B1.39B1.29B
Cash & Equivalents 55.00M35.30M76.30M118.90M463.40M266.90M380.70M319.40M323.60M330.40M346.60M259.70M374.00M573.10M-391.20M339.90M239.60M174.50M
Inventory ---------------516.40M497.40M532.10M479.30M
Receivables ---------------581.20M596.00M541.40M582.30M
Total Liabilities --1.18B1.23B1.26B1.08B1.06B1.13B1.19B1.38B1.55B1.35B1.39B1.31B-1.58B1.37B1.36B1.28B
Current Liabilities --491.30M536.80M512.30M506.30M590.90M605.20M653.20M765.60M793.80M785.30M766.50M886.30M-934.20M945.30M897.20M862.50M
Long Term Debt --232.10M242.40M443.00M225.10M177.70M210.10M236.10M316.40M402.90M221.40M277.20M106.40M-334.50M117.30M183.20M112.70M
Total Debt ---------------366.90M155.20M216.70M192.10M
Total Equity -663.20M789.80M881.40M1.09B1.19B1.33B1.38B1.44B1.51B1.64B1.72B1.67B1.85B-1.75B1.84B1.88B1.86B
Shares Outstanding ---------------190.58M190.58M190.58M190.58M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 101.00M262.90M124.80M58.70M143.80M279.60M264.00M351.70M446.60M326.40M448.90M456.20M562.10M641.10M391.40M670.30M581.80M616.80M
Investing Cash Flow -53.70M-117.00M-66.50M125.60M-86.80M-8.20M---300.20M-158.10M-12.70M33.90M11.80M-349.90M8.10M-24.10M-267.10M-53.00M
Financing Cash Flow -67.00M-104.90M-15.70M160.20M-253.50M-157.60M---139.60M-152.10M-523.10M-375.80M-374.80M-421.00M-430.80M-684.70M-408.40M-633.10M
Capital Expenditure ---------------70.30M-72.60M-108.00M-70.80M
Free Cash Flow --------------321.10M597.70M473.80M546.00M
Net Change in Cash ---------------31.30M-38.50M-93.70M-69.30M
Share Buybacks ---23.50M22.00M73.70M103.80M128.10M135.20M139.10M202.60M287.70M56.70M366.50M403.50M306.50M305.80M400.80M

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % 25.8%28.7%29.9%30.0%33.6%35.9%36.5%39.8%41.5%41.1%41.0%39.5%38.3%37.0%35.4%38.5%38.1%38.8%
Operating Margin % --8.9%11.5%13.4%13.9%14.7%17.9%19.2%19.3%19.2%17.7%17.4%19.3%17.5%19.7%18.8%19.0%
Net Margin % 1.5%5.9%7.5%17.9%8.2%7.9%8.8%11.2%12.2%9.9%13.9%12.4%11.9%13.8%6.3%14.4%14.0%14.3%
ROE % 3.3%10.3%12.7%28.2%13.3%12.8%15.0%19.6%21.6%18.0%25.9%22.2%18.7%-13.5%30.2%28.3%29.4%
ROCE % --8.4%10.7%14.6%16.7%18.2%22.9%24.2%24.0%26.8%23.1%22.1%-27.5%33.4%30.6%31.9%

Shareholding Pattern

Insiders
0.46%
Institutions
117.22%
Public Float
117.77%

Top Institutional Holders

#Holder% HeldSharesValue
1 FMR, LLC 9.47% 10.42M $587.36M
2 Blackrock Inc. 7.32% 8.06M $454.24M
3 Vanguard Capital Management LLC 6.62% 7.29M $410.80M
4 Vanguard Portfolio Management LLC 6.41% 7.05M $397.55M
5 State Street Corporation 5.98% 6.58M $371.06M
6 Invesco Ltd. 5.03% 5.54M $312.08M
7 American Century Companies Inc 4.29% 4.73M $266.48M
8 Geode Capital Management, LLC 3.39% 3.73M $210.37M
9 Impax Asset Management Group plc 2.56% 2.81M $158.64M
10 Morgan Stanley 2.47% 2.72M $153.22M

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for AOS

Yahoo Finance hu, 22 Oct 2026

1 industrials stock to own for decades and 2 we question

Whether you see them or not, industrials businesses play a crucial part in our daily activities. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the market seems convince…

Yahoo Finance hu, 22 Oct 2026

Earnings Preview: A.O. Smith (AOS) Q3 Earnings Expected to Decline

A.O. Smith (AOS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Yahoo Finance Wed, 21 Oct 2026

A. O. Smith (AOS) Stock Sees Modest Fair Value Cut As Analysts Turn More Cautious

A. O. Smith is back in focus as analysts revisit their valuation work and reset price targets, with recent reports clustering in a tighter US$55 to US$64 range. This shift reflects a more cautious tone around steel costs, interest rates, an…

Yahoo Finance ue, 20 Oct 2026

A. O. Smith (AOS) Stock May Be 29% Undervalued On Cash Flow

A. O. Smith has seen its share price slide this year, and the stock closed at US$58.68 most recently. With the year to date return in decline, the question for you is whether that price still lines up with the cash the business is expected …

Yahoo Finance ue, 20 Oct 2026

How Investors May Respond To A. O. Smith Stock After Analyst Downgrade

A. O. Smith's board approved a 6% rise in the quarterly cash dividend to $0.38 per share, payable on November 16, 2026 to shareholders of record on October 30, 2026, covering both Common Stock and Class A Common Stock. The richer dividend p…

Yahoo Finance ue, 20 Oct 2026

A. O. Smith (AOS) Could Be 7% Overvalued As Dividend Rises 6%

A. O. Smith (AOS) has approved a 6% increase in its quarterly cash dividend to $0.38 per share. The higher payout is scheduled for November 16, 2026, for eligible shareholders. A. O. Smith’s higher dividend lands against a weaker share pric…

AOS — Frequently Asked Questions

What is the current share price of A. O. Smith Corporation (AOS)?

As of 2026-10-23 16:27 PDT, A. O. Smith Corporation (AOS) trades at $61.65 on NYSE. Its 52-week range is $55.34 to $79.53.

What is the market capitalisation of AOS?

A. O. Smith Corporation (AOS) has a market capitalisation of $6.78B on NYSE.

What is the P/E ratio of AOS?

AOS trades at a trailing price-to-earnings (P/E) ratio of 17.17. The industry average P/E is 25.60. Its price-to-book (P/B) ratio is 4.16.

Does AOS pay a dividend?

A. O. Smith Corporation (AOS) currently offers a dividend yield of 2.60%.

What is the return on equity (ROE) of AOS?

AOS has a return on equity (ROE) of 27.13%. Its return on capital employed (ROCE) is 31.93%.

Is AOS a good stock to buy?

This page provides a data-driven analysis of A. O. Smith Corporation (AOS), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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