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A. O. Smith Corporation AOS SPX

Industrials · Specialty Industrial Machinery · United States
https://www.aosmith.com
Company Profile ↓
$60.31
-10.56% 1Y
Mkt Cap$6.75B
P/E16.08
P/B4.47
Div. Yield2.39%
52W High$80.02
52W Low$55.78
Book Value$13.62
EPS (TTM)$3.75

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 28.3%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 32.0%.

Consistent Profit Growth

Net profit has compounded at 32.3% per year over the last five years.

Reasonable Valuation

Trades at a P/E of 16.1, below the sector median of 30.2.

Healthy Margins

Operating margin of 17.1% supports profitability.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.35.

Recent Developments

  • Dec 2025 Revenue of $3.83B (+0.3% YoY); net profit $546.20M.
  • Trailing 12 Months Year-on-year growth — revenue -1.9%, earnings -10.5%.
  • 5-Year Trend Long-term compounding — revenue CAGR 0.7%, profit CAGR 32.3%.

Growth & Price Performance

Compounded Sales Growth

5 Years:0.67%
1 Year:-1.90%

Compounded Profit Growth

5 Years:32.33%
1 Year:-10.50%

Stock Price Performance

1 Year:-10.56%
6 Months:-14.16%
3 Months:-9.38%
1 Month:+2.08%

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

Technical Snapshot Mixed
52-Week Range 19% of range
$55.78 $80.02
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMABelow
  • RSI (14)50.88 · Neutral
Price Performance
1M+2.08%
3M-9.38%
6M-14.16%
1Y-10.56%
Valuation vs Sector

P/E of 16.08 is below the sector median of 30.16 — 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 28.3%.
  • Healthy ROCE of 32.0%.
  • Profit CAGR of 32.3% over 5 years.
  • 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
16.08
Industry PE
30.16
Forward P/E
14.49
PEG Ratio
1.59
Book Value
$13.62
Price to Book
4.47
P/S
2.20
EV/EBITDA
11.12
Dividend Yield
2.39%

Growth (CAGR)

Revenue 5Y
0.67%
Profit 5Y
32.33%
Revenue (YoY)
-1.90%
Earnings (YoY)
-10.50%

Profitability & Returns

ROCE
31.95%
ROE
28.27%
ROA
12.78%
Profit Margin
13.84%
Op Margin
17.11%
Gross Margin
38.76%
EPS (Latest Qtr)
$0.85
EPS (TTM)
$3.75

Balance Sheet & Liquidity

Debt/Equity
0.35
Quick Ratio
0.95
Current Ratio
1.56
Debt
$656.90M
Total Assets
$3.65B
Current Assets
$1.37B
Working Capital
$429.00M

Ownership

Promoter Holding
0.45%
Chg in Prom Hold
-0.00%
FII / Inst Holding
110.74%
Chg in FII Hold
0.81%

Financial Snapshot

Enterprise Value
$6.75B
Total Revenue (TTM)
$3.81B
EBITDA
$795.30M
Free Cash Flow
$495.61M
Operating Cash Flow
$707.50M
Shares Outstanding
111.97M
Gross Margin
38.76%
Payout Ratio
37.33%

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 SPX 60.31 16.08 $6.75B 2.39% 31.95% 28.27% 0.67% 32.33%
2 CAT Caterpillar Inc. SPX 914.30 45.35 $421.12B 0.70% 17.98% 51.33% 2.29% 5.24%
3 GE GE Aerospace SPX 360.35 44.65 $375.97B 0.53% 11.89% 45.43% 16.32% 195.89%
4 GEV GE Vernova Inc. SPXAI 1,055.28 30.18 $283.57B 0.19% 6.30% 75.71% 8.68% -
5 RTX RTX Corporation SPX 195.89 36.68 $263.80B 1.51% 8.28% 11.57% 2.61% 2.62%
6 BA The Boeing Company SPX 218.12 85.87 $171.94B 0.00% -9.01% - 1.67% -3.28%
7 UNP Union Pacific Corporation SPX 288.36 23.75 $171.20B 1.91% 15.22% 40.69% 2.30% 7.77%
8 ETN Eaton Corporation plc SPXAI 412.86 39.13 $160.31B 1.06% 11.53% 20.84% 4.73% 10.38%
9 DE Deere & Company SPX 589.48 33.40 $159.22B 1.11% - 18.35% 3.43% 5.10%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2015Dec 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 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--963.90M1.01B942.50M912.50M945.60M
Cost of Revenue -----------------------------------588.50M614.20M578.00M562.10M579.90M
Gross Profit 255.60M262.60M262.70M283.70M283.30M289.60M300.90M304.20M305.00M322.30M321.50M341.00M306.00M337.00M292.80M308.70M284.20M295.00M239.50M247.50M297.10M324.10M288.60M321.40M340.30M341.60M334.40M305.00M374.10M384.70M356.20M384.70M396.00M--375.40M397.10M364.50M350.40M365.70M
Operating Expenses -----------------------------------192.60M191.30M188.90M186.60M203.90M
Operating Income 117.90M-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--182.80M205.80M175.60M163.80M161.80M
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 73.60M79.80M73.50M87.10M83.20M82.70M87.70M92.40M93.70M22.70M98.80M114.50M104.60M126.30M89.30M102.10M87.30M91.30M51.70M67.80M105.40M120.00M97.70M118.20M131.60M119.80M126.20M109.80M126.90M157.00M135.40M147.60M156.20M--136.60M152.20M132.00M125.40M118.00M
Diluted EPS 0.410.450.410.490.470.470.500.530.540.130.570.660.610.740.530.610.530.560.320.420.650.740.600.730.820.760.810.710.841.040.901.001.06--0.951.070.940.900.85

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
0.45%
Institutions
110.74%
Public Float
111.25%

Top Institutional Holders

#Holder% HeldSharesValue
1 FMR, LLC 7.08% 7.93M $482.73M
2 Blackrock Inc. 6.57% 7.36M $447.83M
3 Vanguard Capital Management LLC 6.55% 7.33M $446.38M
4 Vanguard Portfolio Management LLC 6.34% 7.10M $432.13M
5 State Street Corporation 5.14% 5.76M $350.55M
6 Invesco Ltd. 4.22% 4.73M $287.88M
7 Impax Asset Management Group plc 3.82% 4.28M $260.42M
8 American Century Companies Inc 3.76% 4.22M $256.58M
9 Geode Capital Management, LLC 3.52% 3.94M $239.77M
10 Morgan Stanley 3.20% 3.58M $217.92M

Analyst View

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Latest News

Recent headlines for AOS

Yahoo Finance Wed, 15 Jul 2026

3 of Wall Street’s Favorite Stocks with Open Questions

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly …

Yahoo Finance Mon, 13 Jul 2026

A. O. Smith Reports Quarterly Dividend

Directors of A. O. Smith Corporation (NYSE: AOS) today declared a regular quarterly cash dividend of $.36 per share on the company's Common Stock and Class A Common Stock.

Yahoo Finance Mon, 13 Jul 2026

2 Cash-Producing Stocks to Target This Week and 1 Facing Headwinds

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Yahoo Finance Wed, 08 Jul 2026

Q1 Earnings Outperformers: A. O. Smith (NYSE:AOS) And The Rest Of The HVAC and Water Systems Stocks

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the hvac and water systems industry, including A. O. Smith (NYSE:AOS) and its peers.

Yahoo Finance hu, 02 Jul 2026

A. O. Smith to Hold Second Quarter Conference Call on July 30, 2026

A. O. Smith Corporation (NYSE: AOS) will release its second quarter 2026 financial results before the market opens on Thursday, July 30, and has scheduled an investor conference call to follow at 10:00 a.m. (Eastern Daylight Time).…

Yahoo Finance hu, 02 Jul 2026

Here's What to Expect From A. O. Smith's Next Earnings Report

A. O. Smith will release its second-quarter earnings soon, and analysts anticipate a single-digit profit dip.

AOS — Frequently Asked Questions

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

As of 2026-07-15 16:51 PDT, A. O. Smith Corporation (AOS) trades at $60.31 on NYSE. Its 52-week range is $55.78 to $80.02.

What is the market capitalisation of AOS?

A. O. Smith Corporation (AOS) has a market capitalisation of $6.75B on NYSE.

What is the P/E ratio of AOS?

AOS trades at a trailing price-to-earnings (P/E) ratio of 16.08. The industry average P/E is 30.16. Its price-to-book (P/B) ratio is 4.47.

Does AOS pay a dividend?

A. O. Smith Corporation (AOS) currently offers a dividend yield of 2.39%.

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

AOS has a return on equity (ROE) of 28.27%. Its return on capital employed (ROCE) is 31.95%.

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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