A. O. Smith（3SM）株式概要A.は、北米、中国、ヨーロッパ、インドで、家庭用および業務用のガス・電気温水器、ボイラー、ヒートポンプ、タンク、水処理製品を製造・販売している。 詳細3SM ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長2/6過去の実績4/6財務の健全性5/6配当金5/6報酬当社が推定した公正価値より39.3%で取引されている 収益は年間5.77%増加すると予測されています 過去5年間の収益は年間6%増加しました。 2.51%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が23.8%上昇するだろうとほぼ一致している。 リスク分析3SM リスクチェックを通過した。すべてのリスクチェックを見る3SM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€48.853.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue US$4.7bEarnings US$651.0mAdvancedSet Fair ValueView all narrativesA. O. Smith Corporation 競合他社STEICOSymbol: XTRA:ST5Market cap: €301.4mVilleroy & BochSymbol: XTRA:VIB3Market cap: €432.3mWestagSymbol: HMSE:WUGMarket cap: €137.8mInnoTec TSSSymbol: DB:TSSMarket cap: €74.2m価格と性能株価の高値、安値、推移の概要A. O. Smith過去の株価現在の株価US$48.8552週高値US$67.5652週安値US$47.47ベータ1.221ヶ月の変化-11.50%3ヶ月変化-24.98%1年変化-17.65%3年間の変化-20.23%5年間の変化-15.63%IPOからの変化389.60%最新ニュースお知らせ • May 22A. O. Smith Corporation Announces CFO ChangesA. O. Smith Corporation announced that Carrie L. Anderson will become the company's next chief financial officer on July 1, 2026. She succeeds Charles T. Lauber, who will retire from the company after serving in different senior leadership capacities for over 26 years and will remain at the company through September 30, 2026 to ensure continuity during the transition. Anderson brings extensive experience across global industrial, manufacturing and technology companies. She most recently served as executive vice president and chief financial officer of The Campbell's Company. Prior to Campbell, she served as executive vice president and chief financial officer at Integra LifeSciences, a leading global medical technology company. She previously held senior finance leadership roles at Dover Corporation and Delphi Corporation. Anderson began her career as an engineer with General Motors. Anderson earned her Bachelor of Science in Chemical Engineering from Purdue University and a Master of Business Administration from Ball State University. She serves on the board of directors of Embecta Corp. and is a member of its Audit and Nominating & Governance committees. Lauber was named executive vice president and chief financial officer of the company in May 2019. He joined A. O. Smith as corporate director of tax and audit in December 1999. He was named vice president and controller of the former Electrical Products Company division in 2001 and was named vice president, global finance for Electrical Products in 2004. In 2006, he was promoted to senior vice president and group chief financial officer for the former Water Products Company division. Prior to his current role as executive vice president and chief financial officer, Lauber served as senior vice president, strategy and corporate development for six years. He serves on the board of directors of the National Association of Manufacturers (NAM) and H.B. Fuller.お知らせ • May 03A. O. Smith Corporation Revises Earnings Guidance for the Full Year 2026A. O. Smith Corporation revised earnings guidance for the full year 2026. For the year, the company expected Diluted earnings per share to be between $3.60 and $3.90. Net sales expected to be between $3,900 million to $4,000 million. Sales growth outlook to a range of 2% to 4%, lowering the high end compared to the previous range of 2% to 5%. The revised full year 2026 guidance is primarily due to continued challenging conditions in China.お知らせ • Apr 14A. O. Smith Corporation Declares A Regular Quarterly Cash Dividend on the Company's Common Stock and Class A Common Stock, Payable on May 15 , 2026Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.36 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on May 15, 2026 to shareholders of record April 30, 2026.お知らせ • Apr 02A. O. Smith Corporation to Report Q1, 2026 Results on Apr 30, 2026A. O. Smith Corporation announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026お知らせ • Mar 05A. O. Smith Corporation, Annual General Meeting, Apr 13, 2026A. O. Smith Corporation, Annual General Meeting, Apr 13, 2026. Location: ritz-carlton, charlotte, 201 east trade street, charlotte, north carolina., United Statesお知らせ • Jan 29A. O. Smith Corporation Provides Earnings Guidance for the Year 2026A. O. Smith Corporation provided earnings guidance for the year 2026. For the year, company expected Net sales to be in range of $3,900 million to $4,020 million and diluted earnings per share to be in range of $3.85 to $4.15.最新情報をもっと見るRecent updatesお知らせ • May 22A. O. Smith Corporation Announces CFO ChangesA. O. Smith Corporation announced that Carrie L. Anderson will become the company's next chief financial officer on July 1, 2026. She succeeds Charles T. Lauber, who will retire from the company after serving in different senior leadership capacities for over 26 years and will remain at the company through September 30, 2026 to ensure continuity during the transition. Anderson brings extensive experience across global industrial, manufacturing and technology companies. She most recently served as executive vice president and chief financial officer of The Campbell's Company. Prior to Campbell, she served as executive vice president and chief financial officer at Integra LifeSciences, a leading global medical technology company. She previously held senior finance leadership roles at Dover Corporation and Delphi Corporation. Anderson began her career as an engineer with General Motors. Anderson earned her Bachelor of Science in Chemical Engineering from Purdue University and a Master of Business Administration from Ball State University. She serves on the board of directors of Embecta Corp. and is a member of its Audit and Nominating & Governance committees. Lauber was named executive vice president and chief financial officer of the company in May 2019. He joined A. O. Smith as corporate director of tax and audit in December 1999. He was named vice president and controller of the former Electrical Products Company division in 2001 and was named vice president, global finance for Electrical Products in 2004. In 2006, he was promoted to senior vice president and group chief financial officer for the former Water Products Company division. Prior to his current role as executive vice president and chief financial officer, Lauber served as senior vice president, strategy and corporate development for six years. He serves on the board of directors of the National Association of Manufacturers (NAM) and H.B. Fuller.お知らせ • May 03A. O. Smith Corporation Revises Earnings Guidance for the Full Year 2026A. O. Smith Corporation revised earnings guidance for the full year 2026. For the year, the company expected Diluted earnings per share to be between $3.60 and $3.90. Net sales expected to be between $3,900 million to $4,000 million. Sales growth outlook to a range of 2% to 4%, lowering the high end compared to the previous range of 2% to 5%. The revised full year 2026 guidance is primarily due to continued challenging conditions in China.お知らせ • Apr 14A. O. Smith Corporation Declares A Regular Quarterly Cash Dividend on the Company's Common Stock and Class A Common Stock, Payable on May 15 , 2026Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.36 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on May 15, 2026 to shareholders of record April 30, 2026.お知らせ • Apr 02A. O. Smith Corporation to Report Q1, 2026 Results on Apr 30, 2026A. O. Smith Corporation announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026お知らせ • Mar 05A. O. Smith Corporation, Annual General Meeting, Apr 13, 2026A. O. Smith Corporation, Annual General Meeting, Apr 13, 2026. Location: ritz-carlton, charlotte, 201 east trade street, charlotte, north carolina., United Statesお知らせ • Jan 29A. O. Smith Corporation Provides Earnings Guidance for the Year 2026A. O. Smith Corporation provided earnings guidance for the year 2026. For the year, company expected Net sales to be in range of $3,900 million to $4,020 million and diluted earnings per share to be in range of $3.85 to $4.15.お知らせ • Jan 16A. O. Smith Corporation Announces Quarterly Dividend, Payable on February 17, 2026A. O. Smith Corporation declared a regular quarterly cash dividend of $0.36 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on February 17 to shareholders of record January 30, 2026.お知らせ • Jan 07+ 1 more updateA. O. Smith Corporation to Report Q4, 2025 Results on Jan 29, 2026A. O. Smith Corporation announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026お知らせ • Nov 12A. O. Smith Corporation (NYSE:AOS) entered into a definitive agreement to acquire Leonard Valve Company, LLC for $470 million.A. O. Smith Corporation (NYSE:AOS) entered into a definitive agreement to acquire Leonard Valve Company, LLC for $470 million on November 12, 2025. The purchase price is subject to customary adjustments. The all-cash transaction is valued at approximately $412 million after adjusting for estimated tax benefits and is expected to be funded through a combination of cash on hand and committed debt financing. A. O. Smith expects the transaction to be accretive to A. O. Smith's earnings per share in 2026. The transaction is expected to close in the first quarter of 2026 and is subject to the satisfaction of customary closing conditions and receipt of regulatory approvals. BofA Securities, Inc. acted as financial advisor and Foley & Lardner LLP acted as legal advisor for A. O. Smith Corporation.お知らせ • Oct 28A. O. Smith Corporation Updates Earnings Guidance for the Year 2025A. O. Smith Corporation Updated earnings guidance for the year 2025. For the year, company expected Net sales to be in range of $3,800 million to $3,850 million and diluted earnings per share to be in range of $3.70 to $3.85.お知らせ • Oct 14A. O. Smith Corporation Increases Quarterly Cash Dividend, Payable on November 17, 2025On October 13, 2025, the board of directors of A. O. Smith Corporation approved a 6% increase in the company's quarterly cash dividend rate to $0.36 per share. The dividend increase affects the company's Common Stock and Class A Common Stock. The dividend is payable on November 17 to shareholders of record October 31, 2025.お知らせ • Oct 03A. O. Smith Corporation Announces Executive ChangesA. O. Smith Corporation has hired Chris Howe as the company's new senior vice president and chief digital information officer (CDIO) to replace Melissa Scheppele, chief information officer (CIO). Howe was most recently the chief executive officer and co-founder of Rise and Shift, a boutique cloud transformation and Generative AI consulting firm. Prior to starting Rise and Shift, he worked at 3M in multiple leadership roles. This role will encompass all traditional CIO responsibilities while emphasizing the development of new digital strategies to support the business. As CDIO, Howe will lead organization-wide digital transformation initiatives, drive digital innovation and emerging technology adoption, and implement advanced data analytics and AI capabilities, while fostering digital culture and organizational change. Since starting Rise and Shift in 2023, Howe and his team have been at the forefront of Generative AI solutions, commercializing a new widget-based, GenAI platform to reduce compliance burden and time-to-market in regulated industries and partnering with clients to deliver Agentic AI transformation solutions. Through strong collaboration with Amazon Web Services and global technology partners, Howe and team have delivered on numerous cloud transformation initiatives with targeted clients across the globe, including a cloud-native digital manufacturing solution for a global food company. Before that, he worked at 3M for 25 years, most recently as senior vice president of business transformation, vice president of global IT applications and director of global supply chain IT applications. Howe is a veteran of the United States Marine Corps, serving in Operations Desert Shield and Desert Storm, as well as Operation "Sea Angel," bringing critical humanitarian aid to Bangladesh following a devastating cyclone that struck the southeastern coast of the country.お知らせ • Oct 02A. O. Smith Corporation to Report Q3, 2025 Results on Oct 28, 2025A. O. Smith Corporation announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 28, 2025お知らせ • Aug 29A. O. Smith Corporation Appoints Paul Jones as Senior Vice President, General Counsel and Chief Compliance Officer, Effective October 1, 2025A. O. Smith Corporation announced the appointment of Paul Jones to the role of senior vice president, general counsel and chief compliance officer, effective October 1, 2025. Jim Stern, A. O. Smith's executive vice president, general counsel and secretary, will transition to executive vice president corporate development, strategy and secretary. Jones and Stern will both report to CEO Steve Shafer. Jones will oversee the company's legal, compliance and intellectual property activities globally. He moves to this role after joining A. O. Smith in 2023 as vice president of corporate development and strategy. Stern will focus on corporate development and strategy, while also maintaining responsibility for government, industry and regulatory affairs. He will also continue his role as secretary for a period of time to ensure a smooth transition of this responsibility. Stern and Jones were both partners at Foley & Lardner in Milwaukee earlier in their careers. After leaving the firm, Jones went on to lead the legal teams at Regal-Beloit Corp., Harley-Davidson Inc., and Marquette University before joining A. O. Smith. Stern has been general counsel at A. O. Smith since joining in 2007.お知らせ • Jul 24A. O. Smith Corporation Raises Earnings Guidance for the Year 2025A. O. Smith Corporation raised earnings guidance for the year 2025. For the year, company expected Net sales to be in range of $3,850 to $3,930 and diluted earnings per share to be in range of $3.70 to $3.90 .お知らせ • Jul 08A. O. Smith Reports Quarterly Dividend, Payable on August 15, 2025Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.34 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on August 15 to shareholders of record July 31, 2025.お知らせ • Jul 02+ 1 more updateA. O. Smith Corporation to Report Q2, 2025 Results on Jul 24, 2025A. O. Smith Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025お知らせ • Apr 29A. O. Smith Corporation Provides Earnings Guidance for the Year 2025A. O. Smith Corporation provided earnings guidance for the year 2025. For the year, company expected Net sales to be in range of $3,800 to $3,900 and diluted earnings per share to be in range of $3.60 to $3.90 .お知らせ • Apr 25+ 1 more updateA. O. Smith Corporation Announces Board Changes, Effective July 1, 2025The A. O. Smith Corporation Board of Directors announced that Kevin Wheeler will transition from chairman and chief executive officer to executive chairman of the corporation, effective July 1, 2025. At that time, Stephen Shafer will be appointed to the Board of Directors and will assume the role of president and chief executive officer. As executive chairman, Wheeler will continue to lead the company's Board of Directors and remain actively involved in strategic development, mergers and acquisitions, investor relations and executive talent development. Shafer becomes the 11th chief executive officer in the company's 151-year history. He will have responsibility for the company's global operations, as well as strategy development and implementation, profitability and shareholder return. Shafer joined A. O. Smith as president and chief operating officer in March 2024 to lead the company's global business units, including operations, supply chain, corporate technology and information technology. Wheeler joined A. O. Smith in 1994 as a regional sales manager for the former Water Products Company. Over the course of his 31-year career with A. O. Smith, he has held numerous senior leadership roles, including vice president – international, overseeing all European and Asian water heating operations; senior vice president and general manager of the U.S. retail water heater business; and senior vice president and president for the North America, India and Europe water heating businesses. Prior to becoming chairman and chief executive officer, Wheeler was chairman, president and chief executive officer from April 2020 to March 2024, and was president and chief executive officer from September 2018 to April 2020. He was named president and chief operating officer in June 2017 and elected to the A. O. Smith Board of Directors in July 2017. Before A. O. Smith, Shafer worked at 3M Company from 2010-2024 and held several positions with increasing levels of responsibility in multiple business units in the U.S. and China. His most recent role at 3M was president of the Automotive and Aerospace Solutions Division. Prior to 3M, he worked for McKinsey & Company and Ford Motor Company, holding various roles focusing on manufacturing, supply chain and operational improvement. He is a member of the Executive Advisory Board for WorkBoard Inc., a former board member of Shanghai American Chamber of Commerce and served as a Big Brother Big Sister mentor.お知らせ • Apr 08A. O. Smith Corporation Declares Quarterly Cash Dividend, Payable on May 15, 2025The Directors of A. O. Smith Corporation, on April 7, 2025 declared a regular quarterly cash dividend of $0.34 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on Thursday, May 15 to shareholders of record Wednesday, April 30, 2025.お知らせ • Apr 02A. O. Smith Corporation to Report Q1, 2025 Results on Apr 29, 2025A. O. Smith Corporation announced that they will report Q1, 2025 results Pre-Market on Apr 29, 2025お知らせ • Feb 28A. O. Smith Corporation, Annual General Meeting, Apr 08, 2025A. O. Smith Corporation, Annual General Meeting, Apr 08, 2025. Location: national association of manufacturers, 733 10th street nw, suite 700, washington, d.c, United Statesお知らせ • Jan 30A. O. Smith Corporation Provides Earnings Guidance for the Year 2025A. O. Smith Corporation provided earnings guidance for the year 2025. For the year, the company expects net sales to be $3,800 million to $3,900 million. Diluted earnings per share (GAAP) to be $3.60 to $3.90.お知らせ • Jan 17A. O. Smith Corporation Declares Quarterly Cash Dividend, Payable on February 18, 2025The Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.34 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on February 18, 2025 to shareholders of record January 31, 2025.お知らせ • Jan 03A. O. Smith Corporation to Report Q4, 2024 Results on Jan 30, 2025A. O. Smith Corporation announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025Upcoming Dividend • Oct 24Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 31 October 2024. Payment date: 15 November 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.0%).Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: US$0.82 (vs US$0.90 in 3Q 2023)Third quarter 2024 results: EPS: US$0.82 (down from US$0.90 in 3Q 2023). Revenue: US$902.6m (down 3.7% from 3Q 2023). Net income: US$120.1m (down 11% from 3Q 2023). Profit margin: 13% (down from 14% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.Buy Or Sell Opportunity • Oct 14Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to €73.80. The fair value is estimated to be €95.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 4.5% per annum over the same time period.お知らせ • Oct 11A. O. Smith Corporation Revises Earnings Guidance for the Full Year 2024A. O. Smith Corporation revised earnings guidance for the full year 2024. For the year, the company expected EPS to be between $3.70 and $3.85 compared to prior guidance of $3.95 to $4.10. Net sales expected to be between $3,800 million to $3,900 million.Declared Dividend • Oct 10Second quarter dividend of US$0.34 announcedShareholders will receive a dividend of US$0.34. Ex-date: 31st October 2024 Payment date: 15th November 2024 Dividend yield will be 1.6%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 08A. O. Smith Corporation Increases Quarterly Cash Dividend, Payable on November 15, 2024On October 7, 2024, the board of directors of A. O. Smith Corporation approved a 6% increase in the company's quarterly cash dividend rate to $0.34 per share. The dividend increase affects the company's Common Stock and Class A Common Stock. The dividend is payable on November 15 to shareholders of record October 31, 2024.お知らせ • Oct 02A. O. Smith Corporation to Report Q3, 2024 Results on Oct 22, 2024A. O. Smith Corporation announced that they will report Q3, 2024 results Pre-Market on Oct 22, 2024Upcoming Dividend • Jul 26Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 31 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.1%).Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$1.06 (vs US$1.04 in 2Q 2023)Second quarter 2024 results: EPS: US$1.06. Revenue: US$1.02b (up 6.6% from 2Q 2023). Net income: US$156.2m (flat on 2Q 2023). Profit margin: 15% (down from 16% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Building industry in Europe.Buy Or Sell Opportunity • Jul 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.0% to €81.26. The fair value is estimated to be €102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.お知らせ • Jul 23A. O. Smith Corporation Reaffirms Earnings Guidance for the Year 2024A. O. Smith Corporation reaffirmed earnings guidance for the year 2024. For the year, company expects net sales to be in range of $3,970 Million to $4,050 Million, diluted earnings per share to be in range of $3.95 to $4.10.Declared Dividend • Jul 11First quarter dividend of US$0.32 announcedShareholders will receive a dividend of US$0.32. Ex-date: 31st July 2024 Payment date: 15th August 2024 Dividend yield will be 1.6%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 09A. O. Smith Corporation Declares Regular Quarterly Cash Dividend on Common Stock and Class A Common Stock, Payable on August 15, 2024Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.32 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on August 15 to shareholders of record July 31, 2024.お知らせ • Jul 04A. O. Smith Corporation to Report Q2, 2024 Results on Jul 23, 2024A. O. Smith Corporation announced that they will report Q2, 2024 results Pre-Market on Jul 23, 2024Buy Or Sell Opportunity • Jul 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to €76.14. The fair value is estimated to be €95.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 5.3% per annum over the same time period.お知らせ • May 11A. O. Smith Corporation Announces Executive ChangesA. O. Smith Corporation announced that Mark Petrarca, senior vice president of human resources and public affairs will retire effective August 1. Curt Selby, who previously worked for A. O. Smith'sElectrical Products Company, has been named Petrarca's successor. Petrarca was named senior vice president of human resources and public affairs in 2005. He joined the organization in June 1999 as vice president of human resources for A. O. Smith'sWater Products Company. In his current role, he oversees all domestic and international human resources activities, including policy and strategy development, employment, compensation, employee relations, performance management, organizational development and succession planning. He was actively involved in several key acquisitions and divestures during his tenure that helped shape A. O. Smith into the company it is today. Additionally, Petrarca manages all aspects of public affairs for the company and has served as a Board member for the A. O. Smith Foundation. Succeeding Petrarca will be Curt Selby, who rejoins A. O. Smith on May 16 to allow for a smooth transition. Selby previously served as vice president of global human resources for A. O. Smith'sElectrical Products Company from 2005 to 2011, and as director of human resources from 2001 to 2005. When Regal Beloit Corporation acquired the Electrical Products Company in 2011, he was appointed to the position of vice president of international human resources and served in that role with Regal Beloit for three years. Most recently, Selby partnered with his wife at Board & Brush Creative Studio. He served as Chief Operating Officer and helped grow the business from one location in 2015 to over 200 franchised locations today. Curt earned his Bachelor of Arts degree in psychology from Wabash College.お知らせ • Apr 27A. O. Smith Corporation Re-Affirms Earnings Guidance for the Year 2024A. O. Smith Corporation reaffirmed earnings guidance for the year 2024. For the year, company expects net sales to be in range of $3,970 Million to $4,050 Million against $3,853 for the previous period, Diluted earnings per share to be in range of $3.90 to $4.15 against Diluted earnings per share $3.69 for the previous period.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$0.99 (vs US$0.84 in 1Q 2023)First quarter 2024 results: EPS: US$0.99 (up from US$0.84 in 1Q 2023). Revenue: US$978.8m (up 1.3% from 1Q 2023). Net income: US$147.6m (up 16% from 1Q 2023). Profit margin: 15% (up from 13% in 1Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Apr 25Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.8%).Declared Dividend • Apr 15Fourth quarter dividend of US$0.32 announcedShareholders will receive a dividend of US$0.32. Ex-date: 29th April 2024 Payment date: 15th May 2024 Dividend yield will be 1.5%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 10A. O. Smith Declares Regular Quarterly Cash Dividend, Payable on May 15 2024A. O. Smith Corporation declared a regular quarterly cash dividend of $0.32 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on May 15 to shareholders of record, April 30, 2024.お知らせ • Apr 04A. O. Smith Corporation to Report Q1, 2024 Results on Apr 25, 2024A. O. Smith Corporation announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Apr 25, 2024お知らせ • Mar 19A. O. Smith Corporation Appoints Stephen Shafer as President and Chief Operating OfficerA. O. Smith Corporation announced the appointment of Stephen Shafer as president and chief operating officer, effective March 18, 2024. In this role, Shafer will lead the company's global business units, including operations, engineering and IT. Shafer is an accomplished business leader with deep global experience in manufacturing and leading highly innovative businesses. He joined 3M Company in 2010 and has held several positions with increasing levels of responsibility in multiple 3M business units in both the U.S. and China. Most recently, he served as president of the Automotive and Aerospace Solutions Division for 3M Company. Prior to 3M, Steve worked for McKinsey & Company and Ford Motor Company holding various roles focusing on manufacturing, supply chain and operational improvement. Shafer earned his MBA from Harvard Business School and his Bachelor of Science degree in Industrial Engineering from Northwestern University. He resides in Minneapolis, MN and will be relocating to the Milwaukee area.お知らせ • Mar 13NorthStar Asset Management, Inc Files a Notice of Exempt Solicitation to A. O. Smith CorporationOn March 13, 2024, NorthStar Asset Management, Inc announced it has filed a notice of exempt solicitation and urged the shareholders of A. O. Smith Corporation to vote for the proposal regarding eliminating discrimination through Inclusive Hiring at A. O. Smith Corporation shareholder meeting on April 9, 2024.お知らせ • Mar 08A. O. Smith Corporation (NYSE:AOS) acquired Impact Water Products Inc.A. O. Smith Corporation (NYSE:AOS) acquired Impact Water Products Inc. on March 6, 2024. The current management team consisting of Judy Guan, Allan Horner, Jerry Horner and Victor Chu will remain with the organization and continue operating out of the Ontario, California office.A. O. Smith Corporation (NYSE:AOS) completed the acquisition of Impact Water Products Inc. on March 6, 2024.お知らせ • Mar 01A. O. Smith Corporation, Annual General Meeting, Apr 09, 2024A. O. Smith Corporation, Annual General Meeting, Apr 09, 2024, at 08:00 US Eastern Standard Time. Location: Carnegie Hotel, 1216 W. State of Franklin Road Johnson City Tennessee United States Agenda: To elect Board of Directors; to approve, by advisory vote, the compensation of named executive officers; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024; to consider a stockholder proposal, if properly presented at the meeting, requesting a Board report on hiring practices with respect to formerly incarcerated people; and to consider and act upon such other business as may properly come before the Annual Meeting.Reported Earnings • Jan 31Full year 2023 earnings released: EPS: US$3.69 (vs US$1.52 in FY 2022)Full year 2023 results: EPS: US$3.69 (up from US$1.52 in FY 2022). Revenue: US$3.85b (up 2.6% from FY 2022). Net income: US$556.6m (up 136% from FY 2022). Profit margin: 14% (up from 6.3% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Jan 30A. O. Smith Provides Earnings Guidance for the Year 2024A. O. Smith provided earnings guidance for the year 2024. For the year, the company expects net sales to be $3,970 million to $4,050 million. Diluted earnings per share to be $3.90 to $4.15.Upcoming Dividend • Jan 23Upcoming dividend of US$0.32 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 15 February 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.0%).お知らせ • Jan 17A. O. Smith Declares Quarterly Cash Dividend, Payable on February 15, 2024On January 16, 2024, the board of directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.32 per share. The dividend increase affects the company's Common Stock and Class A Common Stock. The dividend is payable on February 15 to shareholders of record January 31, 2024.お知らせ • Jan 05A. O. Smith Corporation Announces Retirement of David R. Warren as Senior Vice President of the Company, and President of the Company’s North American Water Heating Business UnitOn January 2, 2024, David R. Warren, Senior Vice President of A. O. Smith Corporation, and President of the Company’s North American Water Heating Business Unit, informed the Company that he will retire from the Company effective April 1, 2024. Mr. Warren has nearly 35 years of service with the Company in a variety of roles.Buying Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €91.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has declined by 7.0%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Recent Insider Transactions • Nov 14Executive VP recently sold €1.1m worth of stockOn the 13th of November, James Stern sold around 16k shares on-market at roughly €67.78 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$0.90 (vs US$0.71 in 3Q 2022)Third quarter 2023 results: EPS: US$0.90 (up from US$0.71 in 3Q 2022). Revenue: US$937.5m (up 7.2% from 3Q 2022). Net income: US$135.4m (up 23% from 3Q 2022). Profit margin: 14% (up from 13% in 3Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Upcoming Dividend • Oct 23Upcoming dividend of US$0.32 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.9%).お知らせ • Oct 10A. O. Smith Increases Quarterly Dividend, Payable on November 15, 2023On October 9, 2023, the board of directors of A. O. Smith Corporation approved a 7% increase in the company's quarterly cash dividend rate to $0.32 per share. The dividend increase affects the company's Common Stock and Class A Common Stock. The dividend is payable on November 15 to shareholders of record October 31, 2023.お知らせ • Oct 05A. O. Smith Corporation to Report Q3, 2023 Results on Oct 26, 2023A. O. Smith Corporation announced that they will report Q3, 2023 results Pre-Market on Oct 26, 2023Buying Opportunity • Sep 14Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €79.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$1.04 (vs US$0.81 in 2Q 2022)Second quarter 2023 results: EPS: US$1.04 (up from US$0.81 in 2Q 2022). Revenue: US$960.8m (flat on 2Q 2022). Net income: US$157.0m (up 24% from 2Q 2022). Profit margin: 16% (up from 13% in 2Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 21Upcoming dividend of US$0.30 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.7%).お知らせ • Jul 13A. O. Smith Corporation to Report Q2, 2023 Results on Jul 27, 2023A. O. Smith Corporation announced that they will report Q2, 2023 results Pre-Market on Jul 27, 2023お知らせ • Jul 12A. O. Smith Corporation Declares Regular Quarterly Cash Dividend, Payable on August 15, 2023Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.30 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on August 15 to shareholders of record July 31, 2023.Recent Insider Transactions • May 04Independent Director recently sold €93k worth of stockOn the 1st of May, Mark Smith sold around 1k shares on-market at roughly €63.57 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €343k more than they bought in the last 12 months.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.83 (vs US$0.76 in 1Q 2022)First quarter 2023 results: EPS: US$0.83 (up from US$0.76 in 1Q 2022). Revenue: US$966.4m (down 1.2% from 1Q 2022). Net income: US$126.9m (up 5.9% from 1Q 2022). Profit margin: 13% (in line with 1Q 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Apr 20Upcoming dividend of US$0.30 per share at 1.8% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).Recent Insider Transactions • Feb 07Key Executive recently sold €257k worth of stockOn the 3rd of February, Samuel Carver sold around 4k shares on-market at roughly €64.18 per share. This transaction amounted to 78% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Samuel has been a net seller over the last 12 months, reducing personal holdings by €370k.Reported Earnings • Feb 01Full year 2022 earnings released: EPS: US$1.51 (vs US$3.05 in FY 2021)Full year 2022 results: EPS: US$1.51 (down from US$3.05 in FY 2021). Revenue: US$3.75b (up 6.1% from FY 2021). Net income: US$235.7m (down 52% from FY 2021). Profit margin: 6.3% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.お知らせ • Feb 01A. O. Smith Corporation Provides Earnings Guidance for the Fiscal Year 2023A. O. Smith Corporation provided earnings guidance for the fiscal year 2023. For the year, the company expects net sales to be in the range of $3,640 million to $3,865 million and diluted earnings per share to be in the range of $3.15 to $3.45.Upcoming Dividend • Jan 23Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 15 February 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (2.1%).お知らせ • Jan 18A. O. Smith Declares Quarterly Dividend, Payable on February 15, 2023Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.30 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on February 15, 2023 to shareholders of record January 31, 2023.お知らせ • Jan 04A. O. Smith Corporation to Report Q4, 2022 Results on Jan 31, 2023A. O. Smith Corporation announced that they will report Q4, 2022 results Pre-Market on Jan 31, 2023Recent Insider Transactions • Nov 16Independent Lead Director recently sold €244k worth of stockOn the 11th of November, Ronald Brown sold around 4k shares on-market at roughly €58.56 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €256k more than they bought in the last 12 months.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.71 (vs US$0.83 in 3Q 2021)Third quarter 2022 results: EPS: US$0.71 (down from US$0.83 in 3Q 2021). Revenue: US$874.2m (down 4.4% from 3Q 2021). Net income: US$109.8m (down 17% from 3Q 2021). Profit margin: 13% (down from 14% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.9% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Oct 21Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 15 November 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (2.5%).Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$0.81 (vs US$0.74 in 2Q 2021)Second quarter 2022 results: EPS: US$0.81 (up from US$0.74 in 2Q 2021). Revenue: US$965.9m (up 12% from 2Q 2021). Net income: US$126.2m (up 6.8% from 2Q 2021). Profit margin: 13% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 5.2%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.Upcoming Dividend • Jul 21Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 15 August 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (2.3%).Recent Insider Transactions • May 04Key Executive recently sold €113k worth of stockOn the 3rd of May, Samuel Carver sold around 2k shares on-market at roughly €56.50 per share. This was the largest sale by an insider in the last 3 months. This was Samuel's only on-market trade for the last 12 months.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.76 (vs US$0.60 in 1Q 2021)First quarter 2022 results: EPS: US$0.76 (up from US$0.60 in 1Q 2021). Revenue: US$977.7m (up 27% from 1Q 2021). Net income: US$119.8m (up 23% from 1Q 2021). Profit margin: 12% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.Upcoming Dividend • Apr 21Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (2.8%).Buying Opportunity • Feb 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be US$75.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.6% per annum over the last 3 years.Recent Insider Transactions • Feb 23Independent Director recently bought €242k worth of stockOn the 22nd of February, Michael Larsen bought around 4k shares on-market at roughly €61.61 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €4.3m more in shares than they bought in the last 12 months.Reported Earnings • Jan 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3.06 (up from US$2.14 in FY 2020). Revenue: US$3.54b (up 22% from FY 2020). Net income: US$487.1m (up 41% from FY 2020). Profit margin: 14% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Dec 11Insider recently sold €140k worth of stockOn the 7th of December, Benjamin Otchere sold around 2k shares on-market at roughly €73.74 per share. In the last 3 months, there was an even bigger sale from another insider worth €963k. Insiders have been net sellers, collectively disposing of €4.6m more than they bought in the last 12 months.Recent Insider Transactions • Nov 13Independent Director recently sold €82k worth of stockOn the 12th of November, Idelle Wolf sold around 1k shares on-market at roughly €70.96 per share. In the last 3 months, there was an even bigger sale from another insider worth €963k. Insiders have been net sellers, collectively disposing of €4.7m more than they bought in the last 12 months.Recent Insider Transactions • Nov 02Independent Lead Director recently sold €963k worth of stockOn the 1st of November, Ronald Brown sold around 15k shares on-market at roughly €64.21 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.8m more than they bought in the last 12 months.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS US$0.82 (vs US$0.65 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$914.6m (up 20% from 3Q 2020). Net income: US$131.6m (up 25% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Oct 21Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 15 November 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.4%).Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS US$0.73 (vs US$0.42 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$859.8m (up 30% from 2Q 2020). Net income: US$118.2m (up 74% from 2Q 2020). Profit margin: 14% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Jul 22Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 16 August 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (1.5%).Recent Insider Transactions • Jun 04Independent Director recently sold €116k worth of stockOn the 2nd of June, Idelle Wolf sold around 2k shares on-market at roughly €58.41 per share. In the last 3 months, there was an even bigger sale from another insider worth €893k. Insiders have been net sellers, collectively disposing of €6.5m more than they bought in the last 12 months.株主還元3SMDE BuildingDE 市場7D-0.4%-0.9%3.2%1Y-17.7%-5.1%2.5%株主還元を見る業界別リターン: 3SM過去 1 年間で-5.1 % の収益を上げたGerman Building業界を下回りました。リターン対市場: 3SMは、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is 3SM's price volatile compared to industry and market?3SM volatility3SM Average Weekly Movement4.1%Building Industry Average Movement3.9%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: 3SM 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3SMの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト187411,500Steve Shaferwww.aosmith.comA.は、北米、中国、ヨーロッパ、インドで、家庭用および業務用のガス・電気温水器、ボイラー、ヒートポンプ、タンク、水処理製品を製造・販売している。同社は、住宅、レストラン、ホテル、オフィスビル、コインランドリー、洗車場、中小企業向けの給湯器、病院、学校、ホテル、その他の大型商業施設、一般家庭、アパート、マンション向けのボイラー、住宅、レストラン、ホテル、オフィス向けのポイントオブエントリー軟水器、井戸水ソリューション、全家庭用浄水器、ポイントオブユースカーボン、逆浸透膜製品からなる水処理製品を提供している。また、業務用水処理・ろ過製品、膨張タンク、業務用太陽熱温水システム、プール・スパ用ヒーター、関連製品・部品、電気壁掛け、ガスタンクレス、コンビボイラー、ヒートポンプ・太陽熱温水器も提供している。同社は、A. O. Smith、State、Lochinvar、Hague、Water-Right、Master Water、Atlantic Filter、Water Tecのブランドで製品を提供している。同社は、独立系配管卸売業者や、ハードウェア、ホームセンターチェーン、メーカー代理店からなる小売チャネルを通じて製品を販売し、アクアサナブランドの製品をeコマースチャネルを通じて消費者に直接提供している。A O.スミス・コーポレーションは1874年に設立され、ウィスコンシン州ミルウォーキーに本社を置いている。もっと見るA. O. Smith Corporation 基礎のまとめA. O. Smith の収益と売上を時価総額と比較するとどうか。3SM 基礎統計学時価総額€6.80b収益（TTM）€454.58m売上高(TTM)€3.28b15.0xPER（株価収益率2.1xP/Sレシオ3SM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計3SM 損益計算書（TTM）収益US$3.81b売上原価US$2.33b売上総利益US$1.48bその他の費用US$950.10m収益US$527.60m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）3.83グロス・マージン38.77%純利益率13.84%有利子負債／自己資本比率32.8%3SM の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.5%現在の配当利回り37%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 16:11終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋A. O. Smith Corporation 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30 アナリスト機関Michael HalloranBairdCharles BradyBMO Capital Markets Equity ResearchMartin MauroBofA Global Research27 その他のアナリストを表示
お知らせ • May 22A. O. Smith Corporation Announces CFO ChangesA. O. Smith Corporation announced that Carrie L. Anderson will become the company's next chief financial officer on July 1, 2026. She succeeds Charles T. Lauber, who will retire from the company after serving in different senior leadership capacities for over 26 years and will remain at the company through September 30, 2026 to ensure continuity during the transition. Anderson brings extensive experience across global industrial, manufacturing and technology companies. She most recently served as executive vice president and chief financial officer of The Campbell's Company. Prior to Campbell, she served as executive vice president and chief financial officer at Integra LifeSciences, a leading global medical technology company. She previously held senior finance leadership roles at Dover Corporation and Delphi Corporation. Anderson began her career as an engineer with General Motors. Anderson earned her Bachelor of Science in Chemical Engineering from Purdue University and a Master of Business Administration from Ball State University. She serves on the board of directors of Embecta Corp. and is a member of its Audit and Nominating & Governance committees. Lauber was named executive vice president and chief financial officer of the company in May 2019. He joined A. O. Smith as corporate director of tax and audit in December 1999. He was named vice president and controller of the former Electrical Products Company division in 2001 and was named vice president, global finance for Electrical Products in 2004. In 2006, he was promoted to senior vice president and group chief financial officer for the former Water Products Company division. Prior to his current role as executive vice president and chief financial officer, Lauber served as senior vice president, strategy and corporate development for six years. He serves on the board of directors of the National Association of Manufacturers (NAM) and H.B. Fuller.
お知らせ • May 03A. O. Smith Corporation Revises Earnings Guidance for the Full Year 2026A. O. Smith Corporation revised earnings guidance for the full year 2026. For the year, the company expected Diluted earnings per share to be between $3.60 and $3.90. Net sales expected to be between $3,900 million to $4,000 million. Sales growth outlook to a range of 2% to 4%, lowering the high end compared to the previous range of 2% to 5%. The revised full year 2026 guidance is primarily due to continued challenging conditions in China.
お知らせ • Apr 14A. O. Smith Corporation Declares A Regular Quarterly Cash Dividend on the Company's Common Stock and Class A Common Stock, Payable on May 15 , 2026Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.36 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on May 15, 2026 to shareholders of record April 30, 2026.
お知らせ • Apr 02A. O. Smith Corporation to Report Q1, 2026 Results on Apr 30, 2026A. O. Smith Corporation announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
お知らせ • Mar 05A. O. Smith Corporation, Annual General Meeting, Apr 13, 2026A. O. Smith Corporation, Annual General Meeting, Apr 13, 2026. Location: ritz-carlton, charlotte, 201 east trade street, charlotte, north carolina., United States
お知らせ • Jan 29A. O. Smith Corporation Provides Earnings Guidance for the Year 2026A. O. Smith Corporation provided earnings guidance for the year 2026. For the year, company expected Net sales to be in range of $3,900 million to $4,020 million and diluted earnings per share to be in range of $3.85 to $4.15.
お知らせ • May 22A. O. Smith Corporation Announces CFO ChangesA. O. Smith Corporation announced that Carrie L. Anderson will become the company's next chief financial officer on July 1, 2026. She succeeds Charles T. Lauber, who will retire from the company after serving in different senior leadership capacities for over 26 years and will remain at the company through September 30, 2026 to ensure continuity during the transition. Anderson brings extensive experience across global industrial, manufacturing and technology companies. She most recently served as executive vice president and chief financial officer of The Campbell's Company. Prior to Campbell, she served as executive vice president and chief financial officer at Integra LifeSciences, a leading global medical technology company. She previously held senior finance leadership roles at Dover Corporation and Delphi Corporation. Anderson began her career as an engineer with General Motors. Anderson earned her Bachelor of Science in Chemical Engineering from Purdue University and a Master of Business Administration from Ball State University. She serves on the board of directors of Embecta Corp. and is a member of its Audit and Nominating & Governance committees. Lauber was named executive vice president and chief financial officer of the company in May 2019. He joined A. O. Smith as corporate director of tax and audit in December 1999. He was named vice president and controller of the former Electrical Products Company division in 2001 and was named vice president, global finance for Electrical Products in 2004. In 2006, he was promoted to senior vice president and group chief financial officer for the former Water Products Company division. Prior to his current role as executive vice president and chief financial officer, Lauber served as senior vice president, strategy and corporate development for six years. He serves on the board of directors of the National Association of Manufacturers (NAM) and H.B. Fuller.
お知らせ • May 03A. O. Smith Corporation Revises Earnings Guidance for the Full Year 2026A. O. Smith Corporation revised earnings guidance for the full year 2026. For the year, the company expected Diluted earnings per share to be between $3.60 and $3.90. Net sales expected to be between $3,900 million to $4,000 million. Sales growth outlook to a range of 2% to 4%, lowering the high end compared to the previous range of 2% to 5%. The revised full year 2026 guidance is primarily due to continued challenging conditions in China.
お知らせ • Apr 14A. O. Smith Corporation Declares A Regular Quarterly Cash Dividend on the Company's Common Stock and Class A Common Stock, Payable on May 15 , 2026Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.36 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on May 15, 2026 to shareholders of record April 30, 2026.
お知らせ • Apr 02A. O. Smith Corporation to Report Q1, 2026 Results on Apr 30, 2026A. O. Smith Corporation announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
お知らせ • Mar 05A. O. Smith Corporation, Annual General Meeting, Apr 13, 2026A. O. Smith Corporation, Annual General Meeting, Apr 13, 2026. Location: ritz-carlton, charlotte, 201 east trade street, charlotte, north carolina., United States
お知らせ • Jan 29A. O. Smith Corporation Provides Earnings Guidance for the Year 2026A. O. Smith Corporation provided earnings guidance for the year 2026. For the year, company expected Net sales to be in range of $3,900 million to $4,020 million and diluted earnings per share to be in range of $3.85 to $4.15.
お知らせ • Jan 16A. O. Smith Corporation Announces Quarterly Dividend, Payable on February 17, 2026A. O. Smith Corporation declared a regular quarterly cash dividend of $0.36 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on February 17 to shareholders of record January 30, 2026.
お知らせ • Jan 07+ 1 more updateA. O. Smith Corporation to Report Q4, 2025 Results on Jan 29, 2026A. O. Smith Corporation announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026
お知らせ • Nov 12A. O. Smith Corporation (NYSE:AOS) entered into a definitive agreement to acquire Leonard Valve Company, LLC for $470 million.A. O. Smith Corporation (NYSE:AOS) entered into a definitive agreement to acquire Leonard Valve Company, LLC for $470 million on November 12, 2025. The purchase price is subject to customary adjustments. The all-cash transaction is valued at approximately $412 million after adjusting for estimated tax benefits and is expected to be funded through a combination of cash on hand and committed debt financing. A. O. Smith expects the transaction to be accretive to A. O. Smith's earnings per share in 2026. The transaction is expected to close in the first quarter of 2026 and is subject to the satisfaction of customary closing conditions and receipt of regulatory approvals. BofA Securities, Inc. acted as financial advisor and Foley & Lardner LLP acted as legal advisor for A. O. Smith Corporation.
お知らせ • Oct 28A. O. Smith Corporation Updates Earnings Guidance for the Year 2025A. O. Smith Corporation Updated earnings guidance for the year 2025. For the year, company expected Net sales to be in range of $3,800 million to $3,850 million and diluted earnings per share to be in range of $3.70 to $3.85.
お知らせ • Oct 14A. O. Smith Corporation Increases Quarterly Cash Dividend, Payable on November 17, 2025On October 13, 2025, the board of directors of A. O. Smith Corporation approved a 6% increase in the company's quarterly cash dividend rate to $0.36 per share. The dividend increase affects the company's Common Stock and Class A Common Stock. The dividend is payable on November 17 to shareholders of record October 31, 2025.
お知らせ • Oct 03A. O. Smith Corporation Announces Executive ChangesA. O. Smith Corporation has hired Chris Howe as the company's new senior vice president and chief digital information officer (CDIO) to replace Melissa Scheppele, chief information officer (CIO). Howe was most recently the chief executive officer and co-founder of Rise and Shift, a boutique cloud transformation and Generative AI consulting firm. Prior to starting Rise and Shift, he worked at 3M in multiple leadership roles. This role will encompass all traditional CIO responsibilities while emphasizing the development of new digital strategies to support the business. As CDIO, Howe will lead organization-wide digital transformation initiatives, drive digital innovation and emerging technology adoption, and implement advanced data analytics and AI capabilities, while fostering digital culture and organizational change. Since starting Rise and Shift in 2023, Howe and his team have been at the forefront of Generative AI solutions, commercializing a new widget-based, GenAI platform to reduce compliance burden and time-to-market in regulated industries and partnering with clients to deliver Agentic AI transformation solutions. Through strong collaboration with Amazon Web Services and global technology partners, Howe and team have delivered on numerous cloud transformation initiatives with targeted clients across the globe, including a cloud-native digital manufacturing solution for a global food company. Before that, he worked at 3M for 25 years, most recently as senior vice president of business transformation, vice president of global IT applications and director of global supply chain IT applications. Howe is a veteran of the United States Marine Corps, serving in Operations Desert Shield and Desert Storm, as well as Operation "Sea Angel," bringing critical humanitarian aid to Bangladesh following a devastating cyclone that struck the southeastern coast of the country.
お知らせ • Oct 02A. O. Smith Corporation to Report Q3, 2025 Results on Oct 28, 2025A. O. Smith Corporation announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 28, 2025
お知らせ • Aug 29A. O. Smith Corporation Appoints Paul Jones as Senior Vice President, General Counsel and Chief Compliance Officer, Effective October 1, 2025A. O. Smith Corporation announced the appointment of Paul Jones to the role of senior vice president, general counsel and chief compliance officer, effective October 1, 2025. Jim Stern, A. O. Smith's executive vice president, general counsel and secretary, will transition to executive vice president corporate development, strategy and secretary. Jones and Stern will both report to CEO Steve Shafer. Jones will oversee the company's legal, compliance and intellectual property activities globally. He moves to this role after joining A. O. Smith in 2023 as vice president of corporate development and strategy. Stern will focus on corporate development and strategy, while also maintaining responsibility for government, industry and regulatory affairs. He will also continue his role as secretary for a period of time to ensure a smooth transition of this responsibility. Stern and Jones were both partners at Foley & Lardner in Milwaukee earlier in their careers. After leaving the firm, Jones went on to lead the legal teams at Regal-Beloit Corp., Harley-Davidson Inc., and Marquette University before joining A. O. Smith. Stern has been general counsel at A. O. Smith since joining in 2007.
お知らせ • Jul 24A. O. Smith Corporation Raises Earnings Guidance for the Year 2025A. O. Smith Corporation raised earnings guidance for the year 2025. For the year, company expected Net sales to be in range of $3,850 to $3,930 and diluted earnings per share to be in range of $3.70 to $3.90 .
お知らせ • Jul 08A. O. Smith Reports Quarterly Dividend, Payable on August 15, 2025Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.34 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on August 15 to shareholders of record July 31, 2025.
お知らせ • Jul 02+ 1 more updateA. O. Smith Corporation to Report Q2, 2025 Results on Jul 24, 2025A. O. Smith Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025
お知らせ • Apr 29A. O. Smith Corporation Provides Earnings Guidance for the Year 2025A. O. Smith Corporation provided earnings guidance for the year 2025. For the year, company expected Net sales to be in range of $3,800 to $3,900 and diluted earnings per share to be in range of $3.60 to $3.90 .
お知らせ • Apr 25+ 1 more updateA. O. Smith Corporation Announces Board Changes, Effective July 1, 2025The A. O. Smith Corporation Board of Directors announced that Kevin Wheeler will transition from chairman and chief executive officer to executive chairman of the corporation, effective July 1, 2025. At that time, Stephen Shafer will be appointed to the Board of Directors and will assume the role of president and chief executive officer. As executive chairman, Wheeler will continue to lead the company's Board of Directors and remain actively involved in strategic development, mergers and acquisitions, investor relations and executive talent development. Shafer becomes the 11th chief executive officer in the company's 151-year history. He will have responsibility for the company's global operations, as well as strategy development and implementation, profitability and shareholder return. Shafer joined A. O. Smith as president and chief operating officer in March 2024 to lead the company's global business units, including operations, supply chain, corporate technology and information technology. Wheeler joined A. O. Smith in 1994 as a regional sales manager for the former Water Products Company. Over the course of his 31-year career with A. O. Smith, he has held numerous senior leadership roles, including vice president – international, overseeing all European and Asian water heating operations; senior vice president and general manager of the U.S. retail water heater business; and senior vice president and president for the North America, India and Europe water heating businesses. Prior to becoming chairman and chief executive officer, Wheeler was chairman, president and chief executive officer from April 2020 to March 2024, and was president and chief executive officer from September 2018 to April 2020. He was named president and chief operating officer in June 2017 and elected to the A. O. Smith Board of Directors in July 2017. Before A. O. Smith, Shafer worked at 3M Company from 2010-2024 and held several positions with increasing levels of responsibility in multiple business units in the U.S. and China. His most recent role at 3M was president of the Automotive and Aerospace Solutions Division. Prior to 3M, he worked for McKinsey & Company and Ford Motor Company, holding various roles focusing on manufacturing, supply chain and operational improvement. He is a member of the Executive Advisory Board for WorkBoard Inc., a former board member of Shanghai American Chamber of Commerce and served as a Big Brother Big Sister mentor.
お知らせ • Apr 08A. O. Smith Corporation Declares Quarterly Cash Dividend, Payable on May 15, 2025The Directors of A. O. Smith Corporation, on April 7, 2025 declared a regular quarterly cash dividend of $0.34 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on Thursday, May 15 to shareholders of record Wednesday, April 30, 2025.
お知らせ • Apr 02A. O. Smith Corporation to Report Q1, 2025 Results on Apr 29, 2025A. O. Smith Corporation announced that they will report Q1, 2025 results Pre-Market on Apr 29, 2025
お知らせ • Feb 28A. O. Smith Corporation, Annual General Meeting, Apr 08, 2025A. O. Smith Corporation, Annual General Meeting, Apr 08, 2025. Location: national association of manufacturers, 733 10th street nw, suite 700, washington, d.c, United States
お知らせ • Jan 30A. O. Smith Corporation Provides Earnings Guidance for the Year 2025A. O. Smith Corporation provided earnings guidance for the year 2025. For the year, the company expects net sales to be $3,800 million to $3,900 million. Diluted earnings per share (GAAP) to be $3.60 to $3.90.
お知らせ • Jan 17A. O. Smith Corporation Declares Quarterly Cash Dividend, Payable on February 18, 2025The Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.34 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on February 18, 2025 to shareholders of record January 31, 2025.
お知らせ • Jan 03A. O. Smith Corporation to Report Q4, 2024 Results on Jan 30, 2025A. O. Smith Corporation announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025
Upcoming Dividend • Oct 24Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 31 October 2024. Payment date: 15 November 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.0%).
Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: US$0.82 (vs US$0.90 in 3Q 2023)Third quarter 2024 results: EPS: US$0.82 (down from US$0.90 in 3Q 2023). Revenue: US$902.6m (down 3.7% from 3Q 2023). Net income: US$120.1m (down 11% from 3Q 2023). Profit margin: 13% (down from 14% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.
Buy Or Sell Opportunity • Oct 14Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to €73.80. The fair value is estimated to be €95.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 4.5% per annum over the same time period.
お知らせ • Oct 11A. O. Smith Corporation Revises Earnings Guidance for the Full Year 2024A. O. Smith Corporation revised earnings guidance for the full year 2024. For the year, the company expected EPS to be between $3.70 and $3.85 compared to prior guidance of $3.95 to $4.10. Net sales expected to be between $3,800 million to $3,900 million.
Declared Dividend • Oct 10Second quarter dividend of US$0.34 announcedShareholders will receive a dividend of US$0.34. Ex-date: 31st October 2024 Payment date: 15th November 2024 Dividend yield will be 1.6%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 08A. O. Smith Corporation Increases Quarterly Cash Dividend, Payable on November 15, 2024On October 7, 2024, the board of directors of A. O. Smith Corporation approved a 6% increase in the company's quarterly cash dividend rate to $0.34 per share. The dividend increase affects the company's Common Stock and Class A Common Stock. The dividend is payable on November 15 to shareholders of record October 31, 2024.
お知らせ • Oct 02A. O. Smith Corporation to Report Q3, 2024 Results on Oct 22, 2024A. O. Smith Corporation announced that they will report Q3, 2024 results Pre-Market on Oct 22, 2024
Upcoming Dividend • Jul 26Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 31 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.1%).
Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$1.06 (vs US$1.04 in 2Q 2023)Second quarter 2024 results: EPS: US$1.06. Revenue: US$1.02b (up 6.6% from 2Q 2023). Net income: US$156.2m (flat on 2Q 2023). Profit margin: 15% (down from 16% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Building industry in Europe.
Buy Or Sell Opportunity • Jul 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.0% to €81.26. The fair value is estimated to be €102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
お知らせ • Jul 23A. O. Smith Corporation Reaffirms Earnings Guidance for the Year 2024A. O. Smith Corporation reaffirmed earnings guidance for the year 2024. For the year, company expects net sales to be in range of $3,970 Million to $4,050 Million, diluted earnings per share to be in range of $3.95 to $4.10.
Declared Dividend • Jul 11First quarter dividend of US$0.32 announcedShareholders will receive a dividend of US$0.32. Ex-date: 31st July 2024 Payment date: 15th August 2024 Dividend yield will be 1.6%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 09A. O. Smith Corporation Declares Regular Quarterly Cash Dividend on Common Stock and Class A Common Stock, Payable on August 15, 2024Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.32 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on August 15 to shareholders of record July 31, 2024.
お知らせ • Jul 04A. O. Smith Corporation to Report Q2, 2024 Results on Jul 23, 2024A. O. Smith Corporation announced that they will report Q2, 2024 results Pre-Market on Jul 23, 2024
Buy Or Sell Opportunity • Jul 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to €76.14. The fair value is estimated to be €95.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 5.3% per annum over the same time period.
お知らせ • May 11A. O. Smith Corporation Announces Executive ChangesA. O. Smith Corporation announced that Mark Petrarca, senior vice president of human resources and public affairs will retire effective August 1. Curt Selby, who previously worked for A. O. Smith'sElectrical Products Company, has been named Petrarca's successor. Petrarca was named senior vice president of human resources and public affairs in 2005. He joined the organization in June 1999 as vice president of human resources for A. O. Smith'sWater Products Company. In his current role, he oversees all domestic and international human resources activities, including policy and strategy development, employment, compensation, employee relations, performance management, organizational development and succession planning. He was actively involved in several key acquisitions and divestures during his tenure that helped shape A. O. Smith into the company it is today. Additionally, Petrarca manages all aspects of public affairs for the company and has served as a Board member for the A. O. Smith Foundation. Succeeding Petrarca will be Curt Selby, who rejoins A. O. Smith on May 16 to allow for a smooth transition. Selby previously served as vice president of global human resources for A. O. Smith'sElectrical Products Company from 2005 to 2011, and as director of human resources from 2001 to 2005. When Regal Beloit Corporation acquired the Electrical Products Company in 2011, he was appointed to the position of vice president of international human resources and served in that role with Regal Beloit for three years. Most recently, Selby partnered with his wife at Board & Brush Creative Studio. He served as Chief Operating Officer and helped grow the business from one location in 2015 to over 200 franchised locations today. Curt earned his Bachelor of Arts degree in psychology from Wabash College.
お知らせ • Apr 27A. O. Smith Corporation Re-Affirms Earnings Guidance for the Year 2024A. O. Smith Corporation reaffirmed earnings guidance for the year 2024. For the year, company expects net sales to be in range of $3,970 Million to $4,050 Million against $3,853 for the previous period, Diluted earnings per share to be in range of $3.90 to $4.15 against Diluted earnings per share $3.69 for the previous period.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$0.99 (vs US$0.84 in 1Q 2023)First quarter 2024 results: EPS: US$0.99 (up from US$0.84 in 1Q 2023). Revenue: US$978.8m (up 1.3% from 1Q 2023). Net income: US$147.6m (up 16% from 1Q 2023). Profit margin: 15% (up from 13% in 1Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Apr 25Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.8%).
Declared Dividend • Apr 15Fourth quarter dividend of US$0.32 announcedShareholders will receive a dividend of US$0.32. Ex-date: 29th April 2024 Payment date: 15th May 2024 Dividend yield will be 1.5%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 10A. O. Smith Declares Regular Quarterly Cash Dividend, Payable on May 15 2024A. O. Smith Corporation declared a regular quarterly cash dividend of $0.32 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on May 15 to shareholders of record, April 30, 2024.
お知らせ • Apr 04A. O. Smith Corporation to Report Q1, 2024 Results on Apr 25, 2024A. O. Smith Corporation announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Apr 25, 2024
お知らせ • Mar 19A. O. Smith Corporation Appoints Stephen Shafer as President and Chief Operating OfficerA. O. Smith Corporation announced the appointment of Stephen Shafer as president and chief operating officer, effective March 18, 2024. In this role, Shafer will lead the company's global business units, including operations, engineering and IT. Shafer is an accomplished business leader with deep global experience in manufacturing and leading highly innovative businesses. He joined 3M Company in 2010 and has held several positions with increasing levels of responsibility in multiple 3M business units in both the U.S. and China. Most recently, he served as president of the Automotive and Aerospace Solutions Division for 3M Company. Prior to 3M, Steve worked for McKinsey & Company and Ford Motor Company holding various roles focusing on manufacturing, supply chain and operational improvement. Shafer earned his MBA from Harvard Business School and his Bachelor of Science degree in Industrial Engineering from Northwestern University. He resides in Minneapolis, MN and will be relocating to the Milwaukee area.
お知らせ • Mar 13NorthStar Asset Management, Inc Files a Notice of Exempt Solicitation to A. O. Smith CorporationOn March 13, 2024, NorthStar Asset Management, Inc announced it has filed a notice of exempt solicitation and urged the shareholders of A. O. Smith Corporation to vote for the proposal regarding eliminating discrimination through Inclusive Hiring at A. O. Smith Corporation shareholder meeting on April 9, 2024.
お知らせ • Mar 08A. O. Smith Corporation (NYSE:AOS) acquired Impact Water Products Inc.A. O. Smith Corporation (NYSE:AOS) acquired Impact Water Products Inc. on March 6, 2024. The current management team consisting of Judy Guan, Allan Horner, Jerry Horner and Victor Chu will remain with the organization and continue operating out of the Ontario, California office.A. O. Smith Corporation (NYSE:AOS) completed the acquisition of Impact Water Products Inc. on March 6, 2024.
お知らせ • Mar 01A. O. Smith Corporation, Annual General Meeting, Apr 09, 2024A. O. Smith Corporation, Annual General Meeting, Apr 09, 2024, at 08:00 US Eastern Standard Time. Location: Carnegie Hotel, 1216 W. State of Franklin Road Johnson City Tennessee United States Agenda: To elect Board of Directors; to approve, by advisory vote, the compensation of named executive officers; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024; to consider a stockholder proposal, if properly presented at the meeting, requesting a Board report on hiring practices with respect to formerly incarcerated people; and to consider and act upon such other business as may properly come before the Annual Meeting.
Reported Earnings • Jan 31Full year 2023 earnings released: EPS: US$3.69 (vs US$1.52 in FY 2022)Full year 2023 results: EPS: US$3.69 (up from US$1.52 in FY 2022). Revenue: US$3.85b (up 2.6% from FY 2022). Net income: US$556.6m (up 136% from FY 2022). Profit margin: 14% (up from 6.3% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Jan 30A. O. Smith Provides Earnings Guidance for the Year 2024A. O. Smith provided earnings guidance for the year 2024. For the year, the company expects net sales to be $3,970 million to $4,050 million. Diluted earnings per share to be $3.90 to $4.15.
Upcoming Dividend • Jan 23Upcoming dividend of US$0.32 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 January 2024. Payment date: 15 February 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.0%).
お知らせ • Jan 17A. O. Smith Declares Quarterly Cash Dividend, Payable on February 15, 2024On January 16, 2024, the board of directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.32 per share. The dividend increase affects the company's Common Stock and Class A Common Stock. The dividend is payable on February 15 to shareholders of record January 31, 2024.
お知らせ • Jan 05A. O. Smith Corporation Announces Retirement of David R. Warren as Senior Vice President of the Company, and President of the Company’s North American Water Heating Business UnitOn January 2, 2024, David R. Warren, Senior Vice President of A. O. Smith Corporation, and President of the Company’s North American Water Heating Business Unit, informed the Company that he will retire from the Company effective April 1, 2024. Mr. Warren has nearly 35 years of service with the Company in a variety of roles.
Buying Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €91.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has declined by 7.0%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Recent Insider Transactions • Nov 14Executive VP recently sold €1.1m worth of stockOn the 13th of November, James Stern sold around 16k shares on-market at roughly €67.78 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$0.90 (vs US$0.71 in 3Q 2022)Third quarter 2023 results: EPS: US$0.90 (up from US$0.71 in 3Q 2022). Revenue: US$937.5m (up 7.2% from 3Q 2022). Net income: US$135.4m (up 23% from 3Q 2022). Profit margin: 14% (up from 13% in 3Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Upcoming Dividend • Oct 23Upcoming dividend of US$0.32 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.9%).
お知らせ • Oct 10A. O. Smith Increases Quarterly Dividend, Payable on November 15, 2023On October 9, 2023, the board of directors of A. O. Smith Corporation approved a 7% increase in the company's quarterly cash dividend rate to $0.32 per share. The dividend increase affects the company's Common Stock and Class A Common Stock. The dividend is payable on November 15 to shareholders of record October 31, 2023.
お知らせ • Oct 05A. O. Smith Corporation to Report Q3, 2023 Results on Oct 26, 2023A. O. Smith Corporation announced that they will report Q3, 2023 results Pre-Market on Oct 26, 2023
Buying Opportunity • Sep 14Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €79.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$1.04 (vs US$0.81 in 2Q 2022)Second quarter 2023 results: EPS: US$1.04 (up from US$0.81 in 2Q 2022). Revenue: US$960.8m (flat on 2Q 2022). Net income: US$157.0m (up 24% from 2Q 2022). Profit margin: 16% (up from 13% in 2Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 21Upcoming dividend of US$0.30 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 15 August 2023. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.7%).
お知らせ • Jul 13A. O. Smith Corporation to Report Q2, 2023 Results on Jul 27, 2023A. O. Smith Corporation announced that they will report Q2, 2023 results Pre-Market on Jul 27, 2023
お知らせ • Jul 12A. O. Smith Corporation Declares Regular Quarterly Cash Dividend, Payable on August 15, 2023Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.30 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on August 15 to shareholders of record July 31, 2023.
Recent Insider Transactions • May 04Independent Director recently sold €93k worth of stockOn the 1st of May, Mark Smith sold around 1k shares on-market at roughly €63.57 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €343k more than they bought in the last 12 months.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.83 (vs US$0.76 in 1Q 2022)First quarter 2023 results: EPS: US$0.83 (up from US$0.76 in 1Q 2022). Revenue: US$966.4m (down 1.2% from 1Q 2022). Net income: US$126.9m (up 5.9% from 1Q 2022). Profit margin: 13% (in line with 1Q 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Apr 20Upcoming dividend of US$0.30 per share at 1.8% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).
Recent Insider Transactions • Feb 07Key Executive recently sold €257k worth of stockOn the 3rd of February, Samuel Carver sold around 4k shares on-market at roughly €64.18 per share. This transaction amounted to 78% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Samuel has been a net seller over the last 12 months, reducing personal holdings by €370k.
Reported Earnings • Feb 01Full year 2022 earnings released: EPS: US$1.51 (vs US$3.05 in FY 2021)Full year 2022 results: EPS: US$1.51 (down from US$3.05 in FY 2021). Revenue: US$3.75b (up 6.1% from FY 2021). Net income: US$235.7m (down 52% from FY 2021). Profit margin: 6.3% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Feb 01A. O. Smith Corporation Provides Earnings Guidance for the Fiscal Year 2023A. O. Smith Corporation provided earnings guidance for the fiscal year 2023. For the year, the company expects net sales to be in the range of $3,640 million to $3,865 million and diluted earnings per share to be in the range of $3.15 to $3.45.
Upcoming Dividend • Jan 23Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 30 January 2023. Payment date: 15 February 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (2.1%).
お知らせ • Jan 18A. O. Smith Declares Quarterly Dividend, Payable on February 15, 2023Directors of A. O. Smith Corporation declared a regular quarterly cash dividend of $0.30 per share on the company's Common Stock and Class A Common Stock. The dividend is payable on February 15, 2023 to shareholders of record January 31, 2023.
お知らせ • Jan 04A. O. Smith Corporation to Report Q4, 2022 Results on Jan 31, 2023A. O. Smith Corporation announced that they will report Q4, 2022 results Pre-Market on Jan 31, 2023
Recent Insider Transactions • Nov 16Independent Lead Director recently sold €244k worth of stockOn the 11th of November, Ronald Brown sold around 4k shares on-market at roughly €58.56 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €256k more than they bought in the last 12 months.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.71 (vs US$0.83 in 3Q 2021)Third quarter 2022 results: EPS: US$0.71 (down from US$0.83 in 3Q 2021). Revenue: US$874.2m (down 4.4% from 3Q 2021). Net income: US$109.8m (down 17% from 3Q 2021). Profit margin: 13% (down from 14% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.9% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Oct 21Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 15 November 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (2.5%).
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$0.81 (vs US$0.74 in 2Q 2021)Second quarter 2022 results: EPS: US$0.81 (up from US$0.74 in 2Q 2021). Revenue: US$965.9m (up 12% from 2Q 2021). Net income: US$126.2m (up 6.8% from 2Q 2021). Profit margin: 13% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 5.2%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.
Upcoming Dividend • Jul 21Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 15 August 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (2.3%).
Recent Insider Transactions • May 04Key Executive recently sold €113k worth of stockOn the 3rd of May, Samuel Carver sold around 2k shares on-market at roughly €56.50 per share. This was the largest sale by an insider in the last 3 months. This was Samuel's only on-market trade for the last 12 months.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.76 (vs US$0.60 in 1Q 2021)First quarter 2022 results: EPS: US$0.76 (up from US$0.60 in 1Q 2021). Revenue: US$977.7m (up 27% from 1Q 2021). Net income: US$119.8m (up 23% from 1Q 2021). Profit margin: 12% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
Upcoming Dividend • Apr 21Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (2.8%).
Buying Opportunity • Feb 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be US$75.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.6% per annum over the last 3 years.
Recent Insider Transactions • Feb 23Independent Director recently bought €242k worth of stockOn the 22nd of February, Michael Larsen bought around 4k shares on-market at roughly €61.61 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €4.3m more in shares than they bought in the last 12 months.
Reported Earnings • Jan 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3.06 (up from US$2.14 in FY 2020). Revenue: US$3.54b (up 22% from FY 2020). Net income: US$487.1m (up 41% from FY 2020). Profit margin: 14% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Dec 11Insider recently sold €140k worth of stockOn the 7th of December, Benjamin Otchere sold around 2k shares on-market at roughly €73.74 per share. In the last 3 months, there was an even bigger sale from another insider worth €963k. Insiders have been net sellers, collectively disposing of €4.6m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 13Independent Director recently sold €82k worth of stockOn the 12th of November, Idelle Wolf sold around 1k shares on-market at roughly €70.96 per share. In the last 3 months, there was an even bigger sale from another insider worth €963k. Insiders have been net sellers, collectively disposing of €4.7m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 02Independent Lead Director recently sold €963k worth of stockOn the 1st of November, Ronald Brown sold around 15k shares on-market at roughly €64.21 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.8m more than they bought in the last 12 months.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS US$0.82 (vs US$0.65 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$914.6m (up 20% from 3Q 2020). Net income: US$131.6m (up 25% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Oct 21Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 15 November 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.4%).
Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS US$0.73 (vs US$0.42 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$859.8m (up 30% from 2Q 2020). Net income: US$118.2m (up 74% from 2Q 2020). Profit margin: 14% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Jul 22Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 16 August 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (1.5%).
Recent Insider Transactions • Jun 04Independent Director recently sold €116k worth of stockOn the 2nd of June, Idelle Wolf sold around 2k shares on-market at roughly €58.41 per share. In the last 3 months, there was an even bigger sale from another insider worth €893k. Insiders have been net sellers, collectively disposing of €6.5m more than they bought in the last 12 months.
