A. O. Smith Corporation

NYSE:AOS Stock Report

Market Cap: US$9.7b

A. O. Smith Future Growth

Future criteria checks 2/6

A. O. Smith is forecast to grow earnings and revenue by 4.3% and 3.7% per annum respectively. EPS is expected to grow by 5.9% per annum. Return on equity is forecast to be 27.9% in 3 years.

Key information

4.3%

Earnings growth rate

5.88%

EPS growth rate

Building earnings growth17.1%
Revenue growth rate3.7%
Future return on equity27.91%
Analyst coverage

Good

Last updated09 Mar 2026

Recent future growth updates

Analyst Estimates: Here's What Brokers Think Of A. O. Smith Corporation (NYSE:AOS) After Its Full-Year Report

Feb 14
Analyst Estimates: Here's What Brokers Think Of A. O. Smith Corporation (NYSE:AOS) After Its Full-Year Report

A. O. Smith Corporation (NYSE:AOS) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Oct 31
A. O. Smith Corporation (NYSE:AOS) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Recent updates

Analyst Estimates: Here's What Brokers Think Of A. O. Smith Corporation (NYSE:AOS) After Its Full-Year Report

Feb 14
Analyst Estimates: Here's What Brokers Think Of A. O. Smith Corporation (NYSE:AOS) After Its Full-Year Report

A. O. Smith (NYSE:AOS) Could Become A Multi-Bagger

Jan 02
A. O. Smith (NYSE:AOS) Could Become A Multi-Bagger

A. O. Smith: Growth Re-Acceleration Supported By Strong Execution And Macro Recovery

Dec 24

There's Reason For Concern Over A. O. Smith Corporation's (NYSE:AOS) Price

Dec 06
There's Reason For Concern Over A. O. Smith Corporation's (NYSE:AOS) Price

A. O. Smith Corporation (NYSE:AOS) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Oct 31
A. O. Smith Corporation (NYSE:AOS) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

A. O. Smith (NYSE:AOS) Has Announced That It Will Be Increasing Its Dividend To $0.36

Oct 17
A. O. Smith (NYSE:AOS) Has Announced That It Will Be Increasing Its Dividend To $0.36

Estimating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)

Sep 09
Estimating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)

Shareholders Should Be Pleased With A. O. Smith Corporation's (NYSE:AOS) Price

Aug 27
Shareholders Should Be Pleased With A. O. Smith Corporation's (NYSE:AOS) Price

Is Now An Opportune Moment To Examine A. O. Smith Corporation (NYSE:AOS)?

Jul 14
Is Now An Opportune Moment To Examine A. O. Smith Corporation (NYSE:AOS)?

Does A. O. Smith (NYSE:AOS) Have A Healthy Balance Sheet?

Jun 28
Does A. O. Smith (NYSE:AOS) Have A Healthy Balance Sheet?

Shareholders Would Enjoy A Repeat Of A. O. Smith's (NYSE:AOS) Recent Growth In Returns

Jun 12
Shareholders Would Enjoy A Repeat Of A. O. Smith's (NYSE:AOS) Recent Growth In Returns

An Intrinsic Calculation For A. O. Smith Corporation (NYSE:AOS) Suggests It's 22% Undervalued

May 28
An Intrinsic Calculation For A. O. Smith Corporation (NYSE:AOS) Suggests It's 22% Undervalued

Here's Why We Think A. O. Smith Corporation's (NYSE:AOS) CEO Compensation Looks Fair for the time being

Apr 02
Here's Why We Think A. O. Smith Corporation's (NYSE:AOS) CEO Compensation Looks Fair for the time being

Subdued Growth No Barrier To A. O. Smith Corporation's (NYSE:AOS) Price

Mar 23
Subdued Growth No Barrier To A. O. Smith Corporation's (NYSE:AOS) Price

A. O. Smith: Benefiting From The Twin Tailwinds Of Water And Efficiency

Mar 10

A.O. Smith: Investors Should Wait For Demand To Return And A Better Entry Point

Dec 19

Is A. O. Smith A Good Buy Ahead Of Its Q3 Results?

Oct 09
User avatar

Pureit 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.

A. O. Smith: Short-Term Volatility Could Be A Long-Term Opportunity

Jul 29

A. O. Smith: A Decent Boiler Play

Jul 18

Earnings and Revenue Growth Forecasts

NYSE:AOS - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20284,2846196387204
12/31/20274,11459159067013
12/31/20263,96955554662014
12/31/20253,830546546617N/A
9/30/20253,830531572656N/A
6/30/20253,790519495596N/A
3/31/20253,803523407514N/A
12/31/20243,818534474582N/A
9/30/20243,894561484591N/A
6/30/20243,929577481574N/A
3/31/20243,865577573657N/A
12/31/20233,853557598670N/A
9/30/20233,801299554616N/A
6/30/20233,738274533597N/A
3/31/20233,743243427495N/A
12/31/20223,754236321391N/A
9/30/20223,813495398479N/A
6/30/20223,854517424500N/A
3/31/20223,748509482553N/A
12/31/20213,539487566641N/A
9/30/20213,378468543609N/A
6/30/20213,223441516579N/A
3/31/20213,027391551612N/A
12/31/20202,895345505562N/A
9/30/20202,812316456507N/A
6/30/20202,780298439492N/A
3/31/20202,881332432489N/A
12/31/20192,993370392456N/A
9/30/20193,054405N/A440N/A
6/30/20193,080422N/A419N/A
3/31/20193,148435N/A427N/A
12/31/20183,188444N/A449N/A
9/30/20183,144341N/A465N/A
6/30/20183,140330N/A426N/A
3/31/20183,045308N/A381N/A
12/31/20172,997297N/A326N/A
9/30/20172,926357N/A333N/A
6/30/20172,860346N/A365N/A
3/31/20172,789341N/A409N/A
12/31/20162,686327N/A447N/A
9/30/20162,627324N/A378N/A
6/30/20162,568314N/A446N/A
3/31/20162,555298N/A379N/A
12/31/20152,537283N/A352N/A
9/30/20152,524256N/A337N/A
6/30/20152,480233N/A235N/A
3/31/20152,422220N/A252N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: AOS's forecast earnings growth (4.3% per year) is above the savings rate (3.4%).

Earnings vs Market: AOS's earnings (4.3% per year) are forecast to grow slower than the US market (15.7% per year).

High Growth Earnings: AOS's earnings are forecast to grow, but not significantly.

Revenue vs Market: AOS's revenue (3.7% per year) is forecast to grow slower than the US market (10.4% per year).

High Growth Revenue: AOS's revenue (3.7% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: AOS's Return on Equity is forecast to be high in 3 years time (27.9%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/11 07:03
End of Day Share Price 2026/03/11 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

A. O. Smith Corporation is covered by 30 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael HalloranBaird
Charles BradyBMO Capital Markets Equity Research
Martin MauroBofA Global Research