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AOS logo

A. O. Smith Corporation Stock Price

NYSE:AOS Community·US$7.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 69 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AOS Share Price Performance

US$56.71
-17.59 (-23.67%)
​
US$70.45
Fair Value
US$56.71
-17.59 (-23.67%)
19.5% undervalued intrinsic discount
US$70.45
Fair Value
Price US$56.71
AnalystConsensusTarget US$70.45
Brunhilde_Wagner US$55.00
AnalystLowTarget US$59.00
Tue, 23 Jun 26
Fair ValueUS$70.45
Share Pricen/a

AOS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$70.45 19.5% undervalued intrinsic discount

AOS: Digital Leadership Will Drive Long-Term Expansion And Shareholder Value

1users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
BR
Brunhilde_Wagner
Brunhilde_Wagner's
Fair Value
·
Fair Value US$55 3.1% overvalued intrinsic discount

Quick decision on China strategy needed

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$59 3.9% undervalued intrinsic discount

High Efficiency Demand And Operational Discipline Will Support Steady Performance Over Time

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AOS logo
A. O. Smith
3.1% overvalued intrinsic discount

Quick decision on China strategy needed

View narrative
BR
Brunhilde_Wagner
Brunhilde_Wagner
Published 2 Sep
Read Narrative
AOS logo
A. O. Smith
32.5% undervalued intrinsic discount

High-Efficiency Water Solutions And Emerging Market Demand Will Drive Powerful Long-Term Upside

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 21 Jul
Read Narrative
AOS logo
A. O. Smith
3.9% undervalued intrinsic discount

High Efficiency Demand And Operational Discipline Will Support Steady Performance Over Time

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Jul
Read Narrative
AOS logo
A. O. Smith
19.5% undervalued intrinsic discount

AOS: Digital Leadership Will Drive Long-Term Expansion And Shareholder Value

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 23 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

BR
Brunhilde_Wagner
AOS logo

Quick decision on China strategy needed

Fair Value: US$55 3.1% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
AOS logo

AOS: Replacement Demand And Cost Execution Will Drive Future Upside Potential

Fair Value: US$84 32.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
AOS logo

AOS: Leadership Shift And Execution Risks Will Shape Balanced Outlook

Fair Value: US$59 3.9% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Very undervalued with excellent balance sheet and pays a dividend.

0 Risks
5 Rewards
View Full Analysis

A. O. Smith Corporation Key Details

US$3.8b

Revenue

US$2.3b

Cost of Revenue

US$1.5b

Gross Profit

US$968.1m

Other Expenses

US$500.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.68
38.59%
13.15%
34.6%
View Full Analysis

About AOS

Founded
1874
Employees
11500
CEO
Stephen Shafer
WebsiteView website
www.aosmith.com

A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, homes, apartments, and condominiums, and other large commercial buildings; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms, as well as offers Aquasana branded products directly to consumers through e-commerce channels; and A. O. Smith branded water treatment products through dealer network and Amazon. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.

Recent AOS News & Updates

User avatar
New Narrative • Sep 02

Quick decision on China strategy needed

AOS manufactures water heaters and boilers in North America, with a secondary business in China that is in structural decline. The North American franchise is genuinely strong: three players control 90%+ of the market, the product is a non-discretionary emergency replacement in 80%+ of cases, and prices have risen above inflation for twelve consecutive years.
Seeking Alpha • Sep 01

A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside

Summary A. O. Smith is rated Buy due to resilient replacement demand, energy-efficiency tailwinds, and an attractive valuation. Approximately 80-85% of North American water heater demand is replacement-driven, providing downside protection and medium-term growth potential. Earnings are expected to recover from Q4 2026, driven by pricing realization, cost savings, and a favorable product mix shift. AOS trades at a 16% discount to its five-year average P/E, with a 2.3% dividend yield and double-digit total return potential. Read the full article on Seeking Alpha

Recent updates

No updates

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