A. O. Smith Croissance future
Future contrôle des critères 2/6
A. O. Smith devrait augmenter ses bénéfices et son chiffre d'affaires de 6.7% et de 4.1% par an respectivement. Le BPA devrait croître de de 9.1% par an. Le rendement des capitaux propres devrait être 29.8% dans 3 ans.
Informations clés
6.7%
Taux de croissance des bénéfices
9.07%
Taux de croissance du BPA
| Building croissance des bénéfices | 20.2% |
| Taux de croissance des recettes | 4.1% |
| Rendement futur des capitaux propres | 29.85% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 21 Aug 2026 |
Mises à jour récentes de la croissance future
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...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...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 Alpha
AOS: 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 AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 4,217 | 586 | 591 | 680 | 7 |
| 12/31/2027 | 4,048 | 547 | 561 | 640 | 13 |
| 12/31/2026 | 3,895 | 497 | 544 | 610 | 13 |
| 6/30/2026 | 3,805 | 500 | 639 | 692 | N/A |
| 3/31/2026 | 3,812 | 528 | 648 | 708 | N/A |
| 12/31/2025 | 3,830 | 546 | 546 | 617 | N/A |
| 9/30/2025 | 3,830 | 531 | 572 | 656 | N/A |
| 6/30/2025 | 3,790 | 519 | 495 | 596 | N/A |
| 3/31/2025 | 3,803 | 523 | 407 | 514 | N/A |
| 12/31/2024 | 3,818 | 534 | 474 | 582 | N/A |
| 9/30/2024 | 3,894 | 561 | 484 | 591 | N/A |
| 6/30/2024 | 3,929 | 577 | 481 | 574 | N/A |
| 3/31/2024 | 3,865 | 577 | 573 | 657 | N/A |
| 12/31/2023 | 3,853 | 557 | 598 | 670 | N/A |
| 9/30/2023 | 3,801 | 299 | 554 | 616 | N/A |
| 6/30/2023 | 3,738 | 274 | 533 | 597 | N/A |
| 3/31/2023 | 3,743 | 243 | 427 | 495 | N/A |
| 12/31/2022 | 3,754 | 236 | 321 | 391 | N/A |
| 9/30/2022 | 3,813 | 495 | 398 | 479 | N/A |
| 6/30/2022 | 3,854 | 517 | 424 | 500 | N/A |
| 3/31/2022 | 3,748 | 509 | 482 | 553 | N/A |
| 12/31/2021 | 3,539 | 487 | 566 | 641 | N/A |
| 9/30/2021 | 3,378 | 468 | 543 | 609 | N/A |
| 6/30/2021 | 3,223 | 441 | 516 | 579 | N/A |
| 3/31/2021 | 3,027 | 391 | 551 | 612 | N/A |
| 12/31/2020 | 2,895 | 345 | 505 | 562 | N/A |
| 9/30/2020 | 2,812 | 316 | 456 | 507 | N/A |
| 6/30/2020 | 2,780 | 298 | 439 | 492 | N/A |
| 3/31/2020 | 2,881 | 332 | N/A | 489 | N/A |
| 12/31/2019 | 2,993 | 370 | N/A | 456 | N/A |
| 9/30/2019 | 3,054 | 405 | N/A | 440 | N/A |
| 6/30/2019 | 3,080 | 422 | N/A | 419 | N/A |
| 3/31/2019 | 3,148 | 435 | N/A | 427 | N/A |
| 12/31/2018 | 3,188 | 444 | N/A | 449 | N/A |
| 9/30/2018 | 3,144 | 341 | N/A | 465 | N/A |
| 6/30/2018 | 3,140 | 330 | N/A | 426 | N/A |
| 3/31/2018 | 3,045 | 308 | N/A | 381 | N/A |
| 12/31/2017 | 2,997 | 297 | N/A | 326 | N/A |
| 9/30/2017 | 2,926 | 357 | N/A | 333 | N/A |
| 6/30/2017 | 2,860 | 346 | N/A | 365 | N/A |
| 3/31/2017 | 2,789 | 341 | N/A | 409 | N/A |
| 12/31/2016 | 2,686 | 327 | N/A | 447 | N/A |
| 9/30/2016 | 2,627 | 324 | N/A | 378 | N/A |
| 6/30/2016 | 2,568 | 314 | N/A | 446 | N/A |
| 3/31/2016 | 2,555 | 298 | N/A | 379 | N/A |
| 12/31/2015 | 2,537 | 283 | N/A | 352 | N/A |
| 9/30/2015 | 2,524 | 256 | N/A | 337 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de AOS ( 6.7% par an) est supérieure au taux d'épargne ( 3.7% ).
Bénéfices vs marché: Les bénéfices de AOS ( 6.7% par an) devraient croître plus lentement que le marché US ( 17.4% par an).
Croissance élevée des bénéfices: Les bénéfices de AOS devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de AOS ( 4.1% par an) devrait croître plus lentement que le marché de US ( 13.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de AOS ( 4.1% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de AOS devrait être élevé dans 3 ans ( 29.8 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/09 14:17 |
| Cours de l'action en fin de journée | 2026/09/09 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
A. O. Smith Corporation est couverte par 29 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Halloran | Baird |
| Charles Brady | BMO Capital Markets Equity Research |
| Martin Mauro | BofA Global Research |