A. O. Smith (AOS) Stock Overview
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. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 2/6 |
| Past Performance | 3/6 |
| Financial Health | 5/6 |
| Dividends | 5/6 |
Rewards
Risk Analysis
No risks detected for AOS from our risk checks.
AOS Community Fair Values
Create NarrativeSee what 60 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Quick decision on China strategy needed
View narrative
A. O. Smith Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$57.39 |
| 52 Week High | US$81.87 |
| 52 Week Low | US$54.16 |
| Beta | 1.15 |
| 1 Month Change | -7.69% |
| 3 Month Change | -4.38% |
| 1 Year Change | -20.92% |
| 3 Year Change | -14.05% |
| 5 Year Change | -12.09% |
| Change since IPO | 5,197.54% |
Recent News & Updates
Quick decision on China strategy needed
AOS manufactures water heaters and boilers in North America, with a secondary business in China that is in structural decline. The North American franchise is genuinely strong: three players control 90%+ of the market, the product is a non-discretionary emergency replacement in 80%+ of cases, and prices have risen above inflation for twelve consecutive years.A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside
Summary 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. AOS trades at a 16% discount to its five-year average P/E, with a 2.3% dividend yield and double-digit total return potential. Read the full article on Seeking Alpha
AOS: Replacement Demand And Cost Execution Will Drive Future Upside Potential
A. O.Recent updates
Quick decision on China strategy needed
AOS manufactures water heaters and boilers in North America, with a secondary business in China that is in structural decline. The North American franchise is genuinely strong: three players control 90%+ of the market, the product is a non-discretionary emergency replacement in 80%+ of cases, and prices have risen above inflation for twelve consecutive years.A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside
Summary 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. AOS trades at a 16% discount to its five-year average P/E, with a 2.3% dividend yield and double-digit total return potential. Read the full article on Seeking AlphaAOS: Replacement Demand And Cost Execution Will Drive Future Upside Potential
A. O.
AOS: Leadership Shift And Execution Risks Will Shape Balanced Outlook
Analysts have reduced their fair value estimate for A. O.
AOS: Replacement Demand And Cost Actions Will Support Future Upside
A. O.A. O. Smith (AOS) Stock Could Be 18% Undervalued After Zacks Strong Sell Downgrade
A. O. Smith (AOS) has just been added to the Zacks Rank #5 (Strong Sell) list after a downward revision to its current year earnings estimate, which is putting fresh focus on how the stock’s outlook is changing. See our latest analysis for A. O. Smith. At a share price of $58.22, A. O. Smith has seen its 1 month share price return of 4.06% partially offset a weaker pattern, with the 90 day share price return down 9.16% and the 1 year total shareholder return down 5.76%, which points to fading...AOS: Share Repurchases And Reset Expectations Will Support Future Upside Potential
A. O.AOS: Share Repurchases And Incremental Guidance Will Support Future Upside Potential
Analysts reduced the consolidated price target on A. O.AOS: Share Repurchases Will Support Upside Despite Mixed Street Sentiment
Narrative Update on A. O.Analyst Estimates: Here's What Brokers Think Of A. O. Smith Corporation (NYSE:AOS) After Its Full-Year Report
A. O. Smith Corporation ( NYSE:AOS ) last week reported its latest annual results, which makes it a good time for...AOS: Capital Returns And M&A Will Offset Softer Unit Shipments
Narrative Update on A. O.AOS: Capital Returns And Acquisitions Will Drive Next Phase Of Shareholder Value
Analysts kept their price target for A. O.A. O. Smith (NYSE:AOS) Could Become A Multi-Bagger
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...AOS: Digital Leadership And Capital Returns Will Drive Next Phase Of Shareholder Value
Analysts have raised their price target on A. O.There's Reason For Concern Over A. O. Smith Corporation's (NYSE:AOS) Price
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...AOS: Digital Transformation Initiatives Will Unlock Next Phase Of Shareholder Value
Analysts have slightly raised their price target for A. O.AOS: Digital Leadership and Share Buybacks Will Drive Upside Momentum
Analysts have raised their price target for A. O.AOS: Digital Leadership Will Drive Long-Term Expansion And Shareholder Value
Narrative Update on A. O.A. O. Smith Corporation (NYSE:AOS) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
A. O. Smith Corporation ( NYSE:AOS ) shareholders are probably feeling a little disappointed, since its shares fell...A. O. Smith (NYSE:AOS) Has Announced That It Will Be Increasing Its Dividend To $0.36
The board of A. O. Smith Corporation ( NYSE:AOS ) has announced that it will be increasing its dividend by 5.9% on the...A. O. Smith: Benefiting From The Twin Tailwinds Of Water And Efficiency
Summary A. O. Smith Corp., manufacturer of a broad range of residential and commercial water heaters and boilers, along with water and air purification systems, is now an $8 billion (by market cap) water technology leader. To date, AOS increased its dividend for 31 consecutive years, with a 10-year dividend growth rate of 15.8%. A. O. Smith moved its revenue from $2.5 billion in FY 2015 to $3.8 billion in FY 2024, a compound annual growth rate of 4.8%. AOS is benefiting from the twin tailwinds of water and efficiency. Read the full article on Seeking AlphaA.O. Smith: Investors Should Wait For Demand To Return And A Better Entry Point
Summary A.O. Smith has a market cap of more than $10 billion and an annual CAGR of more than 18% since 2010. The Company is a Dividend Aristocrat and Champion, but the dividend growth has slowed in recent years. My current valuation suggests AOS is trading for a slightly premium, and thus, investors may need to wait for decent pullback before adding to or initiating a position. Read the full article on Seeking AlphaShareholder Returns
| AOS | US Building | US Market | |
|---|---|---|---|
| 7D | -5.1% | -2.3% | -0.9% |
| 1Y | -20.9% | -1.6% | 14.2% |
Return vs Industry: AOS underperformed the US Building industry which returned -1.7% over the past year.
Return vs Market: AOS underperformed the US Market which returned 14.1% over the past year.
Price Volatility
| AOS volatility | |
|---|---|
| AOS Average Weekly Movement | 4.4% |
| Building Industry Average Movement | 6.0% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: AOS has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: AOS's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1874 | 11,500 | Steve Shafer | www.aosmith.com |
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.
A. O. Smith Corporation Fundamentals Summary
| AOS fundamental statistics | |
|---|---|
| Market cap | US$7.80b |
| Earnings (TTM) | US$500.30m |
| Revenue (TTM) | US$3.80b |
Is AOS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AOS income statement (TTM) | |
|---|---|
| Revenue | US$3.80b |
| Cost of Revenue | US$2.34b |
| Gross Profit | US$1.47b |
| Other Expenses | US$968.10m |
| Earnings | US$500.30m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.68 |
| Gross Margin | 38.59% |
| Net Profit Margin | 13.15% |
| Debt/Equity Ratio | 34.6% |
How did AOS perform over the long term?
See historical performance and comparisonDividends
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/13 17:42 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
A. O. Smith Corporation is covered by 29 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Halloran | Baird |
| Charles Brady | BMO Capital Markets Equity Research |
| Martin Mauro | BofA Global Research |