View ValuationA. O. Smith 향후 성장Future 기준 점검 2/6A. O. Smith (는) 각각 연간 5.8% 및 4.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 27.9% 로 예상됩니다.핵심 정보5.8%이익 성장률7.77%EPS 성장률Building 이익 성장20.7%매출 성장률4.3%향후 자기자본이익률27.87%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트Price Target Changed • May 04Price target decreased by 7.9% to US$72.10Down from US$78.30, the current price target is an average from 10 analysts. New target price is 19% above last closing price of US$60.35. Stock is down 12% over the past year. The company is forecast to post earnings per share of US$3.72 for next year compared to US$3.87 last year.공시 • 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.분석 기사 • Feb 14Analyst Estimates: Here's What Brokers Think Of A. O. Smith Corporation (NYSE:AOS) After Its Full-Year ReportA. O. Smith Corporation ( NYSE:AOS ) last week reported its latest annual results, which makes it a good time for...공시 • 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.분석 기사 • Oct 31A. O. Smith Corporation (NYSE:AOS) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkA. O. Smith Corporation ( NYSE:AOS ) shareholders are probably feeling a little disappointed, since its shares fell...공시 • 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.모든 업데이트 보기Recent updates공시 • 3hA. 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.속보 • May 16JPMorgan Downgrades AO Smith on Weaker China Outlook and Lowered GuidanceJPMorgan downgraded A. O. Smith from Neutral to Underweight, citing lowered guidance and a weaker outlook tied to its China operations. The bank now expects A. O. Smith’s China business to see a 15% sequential decline in Q2, after previously anticipating a second-half recovery. Analysts pointed to ongoing risks in China’s residential market and suggested that a potential exit from China could eventually act as a positive catalyst. The key issue right now is the reset in expectations around China, which shifts the near-term narrative toward earnings risk and away from any quick rebound in that market. If you follow A. O. Smith, it is worth paying close attention to management’s comments on China exposure, contingency plans for that business, and how any change in footprint might affect margins and growth priorities over time.내러티브 업데이트 • May 05AOS: Share Repurchases And Incremental Guidance Will Support Future Upside PotentialAnalysts reduced the consolidated price target on A. O.Price Target Changed • May 04Price target decreased by 7.9% to US$72.10Down from US$78.30, the current price target is an average from 10 analysts. New target price is 19% above last closing price of US$60.35. Stock is down 12% over the past year. The company is forecast to post earnings per share of US$3.72 for next year compared to US$3.87 last year.공시 • 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.Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.85 (down from US$0.95 in 1Q 2025). Revenue: US$945.6m (down 1.9% from 1Q 2025). Net income: US$118.0m (down 14% from 1Q 2025). Profit margin: 13% (down from 14% in 1Q 2025). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.내러티브 업데이트 • Apr 17AOS: Share Repurchases Will Support Upside Despite Mixed Street SentimentNarrative Update on A. O.Declared Dividend • Apr 16Fourth quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 30th April 2026 Payment date: 15th May 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% 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 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.공시 • 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, 2026Buy Or Sell Opportunity • Mar 09Now 20% undervaluedOver the last 90 days, the stock has risen 6.1% to US$70.46. The fair value is estimated to be US$88.25, 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 26%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.공시 • 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 StatesRecent Insider Transactions Derivative • Feb 18Executive Chairman of the Board exercised options and sold US$1.4m worth of stockOn the 13th of February, Kevin Wheeler exercised options to acquire 17k shares at no cost and sold these for an average price of US$79.88 per share. This trade did not impact their existing holding. Since September 2025, Kevin's direct individual holding has increased from 100.65k shares to 128.35k. Company insiders have collectively sold US$4.8m more than they bought, via options and on-market transactions in the last 12 months.분석 기사 • Feb 14Analyst Estimates: Here's What Brokers Think Of A. O. Smith Corporation (NYSE:AOS) After Its Full-Year ReportA. O. Smith Corporation ( NYSE:AOS ) last week reported its latest annual results, which makes it a good time for...Reported Earnings • Jan 30Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$3.85 (up from US$3.66 in FY 2024). Revenue: US$3.83b (flat on FY 2024). Net income: US$546.2m (up 2.4% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • 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.내러티브 업데이트 • Jan 22AOS: Capital Returns And M&A Will Offset Softer Unit ShipmentsNarrative Update on A. O.Declared Dividend • Jan 19Third quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 30th January 2026 Payment date: 17th February 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 14% 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 16% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.Buy Or Sell Opportunity • Jan 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to US$67.12. The fair value is estimated to be US$85.78, 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 22%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.내러티브 업데이트 • Jan 07AOS: Capital Returns And Acquisitions Will Drive Next Phase Of Shareholder ValueAnalysts kept their price target for A. O.공시 • 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, 2026분석 기사 • Jan 02A. O. Smith (NYSE:AOS) Could Become A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Dec 24A. O. Smith: Growth Re-Acceleration Supported By Strong Execution And Macro RecoverySummary A. O. Smith is rated Buy, with risk/reward attractive as growth and margins are set to accelerate from FY26. North America drives ~75% of revenue; interest rate cuts and housing recovery should fuel market share gains and sales growth. Margin expansion is supported by pricing, cost control, mix shift to high-efficiency products, and accretive acquisitions like Leonard Valve. Valuation at ~16.4x FY26 EPS is a 20% discount to historical averages, with China weakness offset by strength elsewhere. Read the full article on Seeking Alpha내러티브 업데이트 • Dec 15AOS: Digital Leadership And Capital Returns Will Drive Next Phase Of Shareholder ValueAnalysts have raised their price target on A. O.분석 기사 • Dec 06There's Reason For Concern Over A. O. Smith Corporation's (NYSE:AOS) PriceWith a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...내러티브 업데이트 • Nov 30AOS: Digital Transformation Initiatives Will Unlock Next Phase Of Shareholder ValueAnalysts have slightly raised their price target for A. O.내러티브 업데이트 • Nov 16AOS: Digital Leadership and Share Buybacks Will Drive Upside MomentumAnalysts have raised their price target for A. O.공시 • 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.내러티브 업데이트 • Nov 01AOS: Digital Leadership Will Drive Long-Term Expansion And Shareholder ValueNarrative Update on A. O.분석 기사 • Oct 31A. O. Smith Corporation (NYSE:AOS) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkA. O. Smith Corporation ( NYSE:AOS ) shareholders are probably feeling a little disappointed, since its shares fell...Reported Earnings • Oct 29Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$0.94 (up from US$0.82 in 3Q 2024). Revenue: US$942.5m (up 4.4% from 3Q 2024). Net income: US$132.0m (up 9.9% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • 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.분석 기사 • Oct 17A. O. Smith (NYSE:AOS) Has Announced That It Will Be Increasing Its Dividend To $0.36The board of A. O. Smith Corporation ( NYSE:AOS ) has announced that it will be increasing its dividend by 5.9% on the...Declared Dividend • Oct 16Second quarter dividend increased to US$0.36Dividend of US$0.36 is 5.9% higher than last year. Ex-date: 31st October 2025 Payment date: 17th November 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 14% 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 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.Buy Or Sell Opportunity • Oct 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to US$67.75. The fair value is estimated to be US$84.76, 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 18%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period.공시 • 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.공시 • 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, 2025분석 기사 • Sep 09Estimating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)Key Insights A. O. Smith's estimated fair value is US$84.93 based on 2 Stage Free Cash Flow to Equity With US$73.96...공시 • 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.분석 기사 • Aug 27Shareholders Should Be Pleased With A. O. Smith Corporation's (NYSE:AOS) PriceIt's not a stretch to say that A. O. Smith Corporation's ( NYSE:AOS ) price-to-earnings (or "P/E") ratio of 19.6x right...Recent Insider Transactions • Aug 08Executive VP recently sold US$1.2m worth of stockOn the 7th of August, James Stern sold around 17k shares on-market at roughly US$71.24 per share. This transaction amounted to 15% 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 US$1.6m more than they bought in the last 12 months.Reported Earnings • Jul 25Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.07. Revenue: US$1.01b (down 1.3% from 2Q 2024). Net income: US$152.2m (down 2.6% from 2Q 2024). Profit margin: 15% (in line with 2Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in the US.Upcoming Dividend • Jul 24Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 31 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.1%).공시 • 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 .분석 기사 • Jul 14Is Now An Opportune Moment To Examine A. O. Smith Corporation (NYSE:AOS)?A. O. Smith Corporation ( NYSE:AOS ), is not the largest company out there, but it saw a decent share price growth of...Declared Dividend • Jul 10First quarter dividend of US$0.34 announcedShareholders will receive a dividend of US$0.34. Ex-date: 31st July 2025 Payment date: 15th August 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (48% 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 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.공시 • 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, 2025분석 기사 • Jun 28Does A. O. Smith (NYSE:AOS) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jun 12Shareholders Would Enjoy A Repeat Of A. O. Smith's (NYSE:AOS) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...분석 기사 • May 28An Intrinsic Calculation For A. O. Smith Corporation (NYSE:AOS) Suggests It's 22% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, A. O. Smith fair value estimate is US$88.40 A. O. Smith's...Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.95 (down from US$1.00 in 1Q 2024). Revenue: US$963.9m (down 1.5% from 1Q 2024). Net income: US$136.6m (down 7.5% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • 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 .공시 • 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.Upcoming Dividend • Apr 24Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (5.0%). Higher than average of industry peers (1.4%).Declared Dividend • Apr 10Fourth quarter dividend of US$0.34 announcedShareholders will receive a dividend of US$0.34. Ex-date: 30th April 2025 Payment date: 15th May 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (41% 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 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.공시 • 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, 2025Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to US$67.11. The fair value is estimated to be US$85.11, 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 12%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.Seeking Alpha • Mar 10A. O. Smith: Benefiting From The Twin Tailwinds Of Water And EfficiencySummary A. O. Smith Corp., manufacturer of a broad range of residential and commercial water heaters and boilers, along with water and air purification systems, is now an $8 billion (by market cap) water technology leader. To date, AOS increased its dividend for 31 consecutive years, with a 10-year dividend growth rate of 15.8%. A. O. Smith moved its revenue from $2.5 billion in FY 2015 to $3.8 billion in FY 2024, a compound annual growth rate of 4.8%. AOS is benefiting from the twin tailwinds of water and efficiency. Read the full article on Seeking Alpha공시 • 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 StatesRecent Insider Transactions Derivative • Feb 12Chairman & CEO exercised options and sold US$634k worth of stockOn the 7th of February, Kevin Wheeler exercised options to acquire 10k shares at no cost and sold these for an average price of US$65.65 per share. This trade did not impact their existing holding. For the year to December 2018, Kevin's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Kevin has owned 89.87k shares directly. Company insiders have collectively sold US$9.3m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Feb 02Price target decreased by 7.1% to US$75.24Down from US$80.99, the current price target is an average from 12 analysts. New target price is 12% above last closing price of US$67.30. Stock is down 14% over the past year. The company is forecast to post earnings per share of US$3.77 for next year compared to US$3.63 last year.Reported Earnings • Jan 30Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$3.63 (down from US$3.71 in FY 2023). Revenue: US$3.82b (flat on FY 2023). Net income: US$533.6m (down 4.1% from FY 2023). Profit margin: 14% (in line with FY 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 3.7%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • 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.Declared Dividend • Jan 20Third quarter dividend of US$0.34 announcedShareholders will receive a dividend of US$0.34. Ex-date: 31st January 2025 Payment date: 18th February 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (41% 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.공시 • 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.공시 • 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, 2025Seeking Alpha • Dec 19A.O. Smith: Investors Should Wait For Demand To Return And A Better Entry PointSummary A.O. Smith has a market cap of more than $10 billion and an annual CAGR of more than 18% since 2010. The Company is a Dividend Aristocrat and Champion, but the dividend growth has slowed in recent years. My current valuation suggests AOS is trading for a slightly premium, and thus, investors may need to wait for decent pullback before adding to or initiating a position. Read the full article on Seeking AlphaUpcoming 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 American dividend payers (4.5%). Higher than average of industry peers (1.0%).Reported Earnings • Oct 22Third quarter 2024 earnings: EPS in line with expectations, revenues disappointThird 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 missed analyst estimates by 5.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Building industry in the US. 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 6% per year.Buy Or Sell Opportunity • Oct 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to US$78.75. The fair value is estimated to be US$99.46, 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 4.6% per annum over the same time period.공시 • 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 increased to US$0.34Dividend of US$0.34 is 6.3% higher than last year. Ex-date: 31st October 2024 Payment date: 15th November 2024 Dividend yield will be 1.5%, which is higher than the industry average of 1.4%. 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.Seeking Alpha • Oct 09Is A. O. Smith A Good Buy Ahead Of Its Q3 Results?Summary A. O. Smith has underperformed other industrial stocks this year, generating only returns of 8%. A. O. Smith's Q3-24 results are expected to be weak, with revenue growth slowing to 2% from the 7% levels seen in Q2. Although the situation isn't alarming, we do have some concerns about the company's dwindling cash position and highlight why its net cash stance could shift to a net debt stance. Despite being a Dividend Aristocrat, AOS' forward yield is below par, and it does not offer a great deal of earnings growth for the P/E multiply it commands. The risk-reward on the long-term chart does not look too appealing. Read the full article on Seeking Alpha공시 • 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.공시 • 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, 2024Buy Or Sell Opportunity • Sep 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to US$82.89. The fair value is estimated to be US$105, 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 3.4% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.새로운 내러티브 • Aug 22Pureit Acquisition And Innovation Propel Global Water Purification Leadership Expansion into South Asia with Pureit acquisition and gas tankless products in North America highlights growth in water treatment and energy-efficient solutions. Recent Insider Transactions Derivative • Aug 09Senior VP of Global Operations exercised options and sold US$661k worth of stockOn the 7th of August, Samuel Carver exercised 15k options at a strike price of around US$30.77 and sold these shares for an average price of US$75.70 per share. This trade did not impact their existing holding. Since March 2024, Samuel has owned 2.40k shares directly. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.이익 및 매출 성장 예측NYSE:AOS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,254600617703512/31/20274,0855635706511312/31/20263,917518535611133/31/20263,812528648708N/A12/31/20253,830546546617N/A9/30/20253,830531572656N/A6/30/20253,790519495596N/A3/31/20253,803523407514N/A12/31/20243,818534474582N/A9/30/20243,894561484591N/A6/30/20243,929577481574N/A3/31/20243,865577573657N/A12/31/20233,853557598670N/A9/30/20233,801299554616N/A6/30/20233,738274533597N/A3/31/20233,743243427495N/A12/31/20223,754236321391N/A9/30/20223,813495398479N/A6/30/20223,854517424500N/A3/31/20223,748509482553N/A12/31/20213,539487566641N/A9/30/20213,378468543609N/A6/30/20213,223441516579N/A3/31/20213,027391551612N/A12/31/20202,895345505562N/A9/30/20202,812316456507N/A6/30/20202,780298439492N/A3/31/20202,881332432489N/A12/31/20192,993370N/A456N/A9/30/20193,054405N/A440N/A6/30/20193,080422N/A419N/A3/31/20193,148435N/A427N/A12/31/20183,188444N/A449N/A9/30/20183,144341N/A465N/A6/30/20183,140330N/A426N/A3/31/20183,045308N/A381N/A12/31/20172,997297N/A326N/A9/30/20172,926357N/A333N/A6/30/20172,860346N/A365N/A3/31/20172,789341N/A409N/A12/31/20162,686327N/A447N/A9/30/20162,627324N/A378N/A6/30/20162,568314N/A446N/A3/31/20162,555298N/A379N/A12/31/20152,537283N/A352N/A9/30/20152,524256N/A337N/A6/30/20152,480233N/A235N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: AOS 의 연간 예상 수익 증가율(5.8%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: AOS 의 연간 수익(5.8%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: AOS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: AOS 의 수익(연간 4.3%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: AOS 의 수익(연간 4.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AOS의 자본 수익률은 3년 후 27.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 14:01종가2026/05/21 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스A. O. Smith Corporation는 30명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michael HalloranBairdCharles BradyBMO Capital Markets Equity ResearchMartin MauroBofA Global Research27명의 분석가 더 보기
Price Target Changed • May 04Price target decreased by 7.9% to US$72.10Down from US$78.30, the current price target is an average from 10 analysts. New target price is 19% above last closing price of US$60.35. Stock is down 12% over the past year. The company is forecast to post earnings per share of US$3.72 for next year compared to US$3.87 last year.
공시 • 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.
분석 기사 • Feb 14Analyst Estimates: Here's What Brokers Think Of A. O. Smith Corporation (NYSE:AOS) After Its Full-Year ReportA. O. Smith Corporation ( NYSE:AOS ) last week reported its latest annual results, which makes it a good time for...
공시 • 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.
분석 기사 • Oct 31A. O. Smith Corporation (NYSE:AOS) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkA. O. Smith Corporation ( NYSE:AOS ) shareholders are probably feeling a little disappointed, since its shares fell...
공시 • 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.
공시 • 3hA. 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.
속보 • May 16JPMorgan Downgrades AO Smith on Weaker China Outlook and Lowered GuidanceJPMorgan downgraded A. O. Smith from Neutral to Underweight, citing lowered guidance and a weaker outlook tied to its China operations. The bank now expects A. O. Smith’s China business to see a 15% sequential decline in Q2, after previously anticipating a second-half recovery. Analysts pointed to ongoing risks in China’s residential market and suggested that a potential exit from China could eventually act as a positive catalyst. The key issue right now is the reset in expectations around China, which shifts the near-term narrative toward earnings risk and away from any quick rebound in that market. If you follow A. O. Smith, it is worth paying close attention to management’s comments on China exposure, contingency plans for that business, and how any change in footprint might affect margins and growth priorities over time.
내러티브 업데이트 • May 05AOS: Share Repurchases And Incremental Guidance Will Support Future Upside PotentialAnalysts reduced the consolidated price target on A. O.
Price Target Changed • May 04Price target decreased by 7.9% to US$72.10Down from US$78.30, the current price target is an average from 10 analysts. New target price is 19% above last closing price of US$60.35. Stock is down 12% over the past year. The company is forecast to post earnings per share of US$3.72 for next year compared to US$3.87 last year.
공시 • 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.
Reported Earnings • May 01First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.85 (down from US$0.95 in 1Q 2025). Revenue: US$945.6m (down 1.9% from 1Q 2025). Net income: US$118.0m (down 14% from 1Q 2025). Profit margin: 13% (down from 14% in 1Q 2025). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
내러티브 업데이트 • Apr 17AOS: Share Repurchases Will Support Upside Despite Mixed Street SentimentNarrative Update on A. O.
Declared Dividend • Apr 16Fourth quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 30th April 2026 Payment date: 15th May 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% 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 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
공시 • 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
Buy Or Sell Opportunity • Mar 09Now 20% undervaluedOver the last 90 days, the stock has risen 6.1% to US$70.46. The fair value is estimated to be US$88.25, 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 26%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.
공시 • 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
Recent Insider Transactions Derivative • Feb 18Executive Chairman of the Board exercised options and sold US$1.4m worth of stockOn the 13th of February, Kevin Wheeler exercised options to acquire 17k shares at no cost and sold these for an average price of US$79.88 per share. This trade did not impact their existing holding. Since September 2025, Kevin's direct individual holding has increased from 100.65k shares to 128.35k. Company insiders have collectively sold US$4.8m more than they bought, via options and on-market transactions in the last 12 months.
분석 기사 • Feb 14Analyst Estimates: Here's What Brokers Think Of A. O. Smith Corporation (NYSE:AOS) After Its Full-Year ReportA. O. Smith Corporation ( NYSE:AOS ) last week reported its latest annual results, which makes it a good time for...
Reported Earnings • Jan 30Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$3.85 (up from US$3.66 in FY 2024). Revenue: US$3.83b (flat on FY 2024). Net income: US$546.2m (up 2.4% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • 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.
내러티브 업데이트 • Jan 22AOS: Capital Returns And M&A Will Offset Softer Unit ShipmentsNarrative Update on A. O.
Declared Dividend • Jan 19Third quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 30th January 2026 Payment date: 17th February 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 14% 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 16% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
Buy Or Sell Opportunity • Jan 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to US$67.12. The fair value is estimated to be US$85.78, 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 22%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
내러티브 업데이트 • Jan 07AOS: Capital Returns And Acquisitions Will Drive Next Phase Of Shareholder ValueAnalysts kept their price target for A. O.
공시 • 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
분석 기사 • Jan 02A. O. Smith (NYSE:AOS) Could Become A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha • Dec 24A. O. Smith: Growth Re-Acceleration Supported By Strong Execution And Macro RecoverySummary A. O. Smith is rated Buy, with risk/reward attractive as growth and margins are set to accelerate from FY26. North America drives ~75% of revenue; interest rate cuts and housing recovery should fuel market share gains and sales growth. Margin expansion is supported by pricing, cost control, mix shift to high-efficiency products, and accretive acquisitions like Leonard Valve. Valuation at ~16.4x FY26 EPS is a 20% discount to historical averages, with China weakness offset by strength elsewhere. Read the full article on Seeking Alpha
내러티브 업데이트 • Dec 15AOS: Digital Leadership And Capital Returns Will Drive Next Phase Of Shareholder ValueAnalysts have raised their price target on A. O.
분석 기사 • Dec 06There's Reason For Concern Over A. O. Smith Corporation's (NYSE:AOS) PriceWith a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
내러티브 업데이트 • Nov 30AOS: Digital Transformation Initiatives Will Unlock Next Phase Of Shareholder ValueAnalysts have slightly raised their price target for A. O.
내러티브 업데이트 • Nov 16AOS: Digital Leadership and Share Buybacks Will Drive Upside MomentumAnalysts have raised their price target for A. O.
공시 • 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.
내러티브 업데이트 • Nov 01AOS: Digital Leadership Will Drive Long-Term Expansion And Shareholder ValueNarrative Update on A. O.
분석 기사 • Oct 31A. O. Smith Corporation (NYSE:AOS) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkA. O. Smith Corporation ( NYSE:AOS ) shareholders are probably feeling a little disappointed, since its shares fell...
Reported Earnings • Oct 29Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$0.94 (up from US$0.82 in 3Q 2024). Revenue: US$942.5m (up 4.4% from 3Q 2024). Net income: US$132.0m (up 9.9% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • 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.
분석 기사 • Oct 17A. O. Smith (NYSE:AOS) Has Announced That It Will Be Increasing Its Dividend To $0.36The board of A. O. Smith Corporation ( NYSE:AOS ) has announced that it will be increasing its dividend by 5.9% on the...
Declared Dividend • Oct 16Second quarter dividend increased to US$0.36Dividend of US$0.36 is 5.9% higher than last year. Ex-date: 31st October 2025 Payment date: 17th November 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 14% 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 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
Buy Or Sell Opportunity • Oct 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to US$67.75. The fair value is estimated to be US$84.76, 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 18%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period.
공시 • 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.
공시 • 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
분석 기사 • Sep 09Estimating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)Key Insights A. O. Smith's estimated fair value is US$84.93 based on 2 Stage Free Cash Flow to Equity With US$73.96...
공시 • 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.
분석 기사 • Aug 27Shareholders Should Be Pleased With A. O. Smith Corporation's (NYSE:AOS) PriceIt's not a stretch to say that A. O. Smith Corporation's ( NYSE:AOS ) price-to-earnings (or "P/E") ratio of 19.6x right...
Recent Insider Transactions • Aug 08Executive VP recently sold US$1.2m worth of stockOn the 7th of August, James Stern sold around 17k shares on-market at roughly US$71.24 per share. This transaction amounted to 15% 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 US$1.6m more than they bought in the last 12 months.
Reported Earnings • Jul 25Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.07. Revenue: US$1.01b (down 1.3% from 2Q 2024). Net income: US$152.2m (down 2.6% from 2Q 2024). Profit margin: 15% (in line with 2Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in the US.
Upcoming Dividend • Jul 24Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 31 July 2025. Payment date: 15 August 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.1%).
공시 • 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 .
분석 기사 • Jul 14Is Now An Opportune Moment To Examine A. O. Smith Corporation (NYSE:AOS)?A. O. Smith Corporation ( NYSE:AOS ), is not the largest company out there, but it saw a decent share price growth of...
Declared Dividend • Jul 10First quarter dividend of US$0.34 announcedShareholders will receive a dividend of US$0.34. Ex-date: 31st July 2025 Payment date: 15th August 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (48% 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 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
공시 • 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
분석 기사 • Jun 28Does A. O. Smith (NYSE:AOS) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Jun 12Shareholders Would Enjoy A Repeat Of A. O. Smith's (NYSE:AOS) Recent Growth In ReturnsThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
분석 기사 • May 28An Intrinsic Calculation For A. O. Smith Corporation (NYSE:AOS) Suggests It's 22% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, A. O. Smith fair value estimate is US$88.40 A. O. Smith's...
Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.95 (down from US$1.00 in 1Q 2024). Revenue: US$963.9m (down 1.5% from 1Q 2024). Net income: US$136.6m (down 7.5% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • 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 .
공시 • 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.
Upcoming Dividend • Apr 24Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (5.0%). Higher than average of industry peers (1.4%).
Declared Dividend • Apr 10Fourth quarter dividend of US$0.34 announcedShareholders will receive a dividend of US$0.34. Ex-date: 30th April 2025 Payment date: 15th May 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (41% 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 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
공시 • 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
Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.9% to US$67.11. The fair value is estimated to be US$85.11, 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 12%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.
Seeking Alpha • Mar 10A. O. Smith: Benefiting From The Twin Tailwinds Of Water And EfficiencySummary A. O. Smith Corp., manufacturer of a broad range of residential and commercial water heaters and boilers, along with water and air purification systems, is now an $8 billion (by market cap) water technology leader. To date, AOS increased its dividend for 31 consecutive years, with a 10-year dividend growth rate of 15.8%. A. O. Smith moved its revenue from $2.5 billion in FY 2015 to $3.8 billion in FY 2024, a compound annual growth rate of 4.8%. AOS is benefiting from the twin tailwinds of water and efficiency. Read the full article on Seeking Alpha
공시 • 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
Recent Insider Transactions Derivative • Feb 12Chairman & CEO exercised options and sold US$634k worth of stockOn the 7th of February, Kevin Wheeler exercised options to acquire 10k shares at no cost and sold these for an average price of US$65.65 per share. This trade did not impact their existing holding. For the year to December 2018, Kevin's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Kevin has owned 89.87k shares directly. Company insiders have collectively sold US$9.3m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Feb 02Price target decreased by 7.1% to US$75.24Down from US$80.99, the current price target is an average from 12 analysts. New target price is 12% above last closing price of US$67.30. Stock is down 14% over the past year. The company is forecast to post earnings per share of US$3.77 for next year compared to US$3.63 last year.
Reported Earnings • Jan 30Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$3.63 (down from US$3.71 in FY 2023). Revenue: US$3.82b (flat on FY 2023). Net income: US$533.6m (down 4.1% from FY 2023). Profit margin: 14% (in line with FY 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 3.7%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • 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.
Declared Dividend • Jan 20Third quarter dividend of US$0.34 announcedShareholders will receive a dividend of US$0.34. Ex-date: 31st January 2025 Payment date: 18th February 2025 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (41% 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.
공시 • 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.
공시 • 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
Seeking Alpha • Dec 19A.O. Smith: Investors Should Wait For Demand To Return And A Better Entry PointSummary A.O. Smith has a market cap of more than $10 billion and an annual CAGR of more than 18% since 2010. The Company is a Dividend Aristocrat and Champion, but the dividend growth has slowed in recent years. My current valuation suggests AOS is trading for a slightly premium, and thus, investors may need to wait for decent pullback before adding to or initiating a position. Read the full article on Seeking Alpha
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 American dividend payers (4.5%). Higher than average of industry peers (1.0%).
Reported Earnings • Oct 22Third quarter 2024 earnings: EPS in line with expectations, revenues disappointThird 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 missed analyst estimates by 5.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Building industry in the US. 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 6% per year.
Buy Or Sell Opportunity • Oct 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to US$78.75. The fair value is estimated to be US$99.46, 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 4.6% per annum over the same time period.
공시 • 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 increased to US$0.34Dividend of US$0.34 is 6.3% higher than last year. Ex-date: 31st October 2024 Payment date: 15th November 2024 Dividend yield will be 1.5%, which is higher than the industry average of 1.4%. 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.
Seeking Alpha • Oct 09Is A. O. Smith A Good Buy Ahead Of Its Q3 Results?Summary A. O. Smith has underperformed other industrial stocks this year, generating only returns of 8%. A. O. Smith's Q3-24 results are expected to be weak, with revenue growth slowing to 2% from the 7% levels seen in Q2. Although the situation isn't alarming, we do have some concerns about the company's dwindling cash position and highlight why its net cash stance could shift to a net debt stance. Despite being a Dividend Aristocrat, AOS' forward yield is below par, and it does not offer a great deal of earnings growth for the P/E multiply it commands. The risk-reward on the long-term chart does not look too appealing. Read the full article on Seeking Alpha
공시 • 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.
공시 • 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
Buy Or Sell Opportunity • Sep 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to US$82.89. The fair value is estimated to be US$105, 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 3.4% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.
새로운 내러티브 • Aug 22Pureit Acquisition And Innovation Propel Global Water Purification Leadership Expansion into South Asia with Pureit acquisition and gas tankless products in North America highlights growth in water treatment and energy-efficient solutions.
Recent Insider Transactions Derivative • Aug 09Senior VP of Global Operations exercised options and sold US$661k worth of stockOn the 7th of August, Samuel Carver exercised 15k options at a strike price of around US$30.77 and sold these shares for an average price of US$75.70 per share. This trade did not impact their existing holding. Since March 2024, Samuel has owned 2.40k shares directly. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
