A. O. Smith Future Growth
Future criteria checks 2/6
A. O. Smith is forecast to grow earnings and revenue by 5.4% and 3.2% per annum respectively. EPS is expected to grow by 7% per annum. Return on equity is forecast to be 28.7% in 3 years.
Key information
5.4%
Earnings growth rate
7.0%
EPS growth rate
| Building earnings growth | 12.8% |
| Revenue growth rate | 3.2% |
| Future return on equity | 28.7% |
| Analyst coverage | Good |
| Last updated | 15 Dec 2024 |
Recent future growth updates
Recent updates
Getting In Cheap On A. O. Smith Corporation (NYSE:AOS) Is Unlikely
Dec 20
A.O. Smith: Investors Should Wait For Demand To Return And A Better Entry Point
Dec 19We Think A. O. Smith (NYSE:AOS) Can Stay On Top Of Its Debt
Dec 05A. O. Smith (NYSE:AOS) Is Very Good At Capital Allocation
Nov 19Is A. O. Smith Corporation (NYSE:AOS) Potentially Undervalued?
Nov 04An Intrinsic Calculation For A. O. Smith Corporation (NYSE:AOS) Suggests It's 22% Undervalued
Oct 23A. O. Smith's (NYSE:AOS) Upcoming Dividend Will Be Larger Than Last Year's
Oct 11Is A. O. Smith A Good Buy Ahead Of Its Q3 Results?
Oct 09We Ran A Stock Scan For Earnings Growth And A. O. Smith (NYSE:AOS) Passed With Ease
Sep 01A. O. Smith (NYSE:AOS) Has A Rock Solid Balance Sheet
Aug 20A. O. Smith (NYSE:AOS) Is Very Good At Capital Allocation
Aug 08A. O. Smith: Short-Term Volatility Could Be A Long-Term Opportunity
Jul 29Earnings Update: A. O. Smith Corporation (NYSE:AOS) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
Jul 26A. O. Smith Corporation (NYSE:AOS) Investors Are Less Pessimistic Than Expected
Jul 19A. O. Smith: A Decent Boiler Play
Jul 18Calculating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)
Jul 05Is A. O. Smith Corporation (NYSE:AOS) Potentially Undervalued?
Jun 07A. O. Smith: Robust Water Heater Business But Lacks Margin Of Safety
May 14Investor Optimism Abounds A. O. Smith Corporation (NYSE:AOS) But Growth Is Lacking
Apr 17The Compensation For A. O. Smith Corporation's (NYSE:AOS) CEO Looks Deserved And Here's Why
Apr 04Shareholders Would Enjoy A Repeat Of A. O. Smith's (NYSE:AOS) Recent Growth In Returns
Mar 28Calculating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)
Mar 14A. O. Smith: A High-Quality Dividend Growth Compounder To Put On Your Watchlist
Mar 11A. O. Smith (NYSE:AOS) Has A Rock Solid Balance Sheet
Feb 29A. O. Smith: Buy This Excellent Dividend Aristocrat On The Next Dip
Feb 01Should You Investigate A. O. Smith Corporation (NYSE:AOS) At US$82.12?
Jan 23Shareholders Should Be Pleased With A. O. Smith Corporation's (NYSE:AOS) Price
Dec 25A. O. Smith: Good Outlook But Expensive Price Tag
Dec 14Dividend Aristocrat A. O. Smith Continues Its Solid Performance
Nov 08A. O. Smith: A Decent Buying Opportunity For This SWAN Stock
Oct 03A. O. Smith: There Is An Alternative
Jul 27A. O. Smith: China Reopening Could Reignite Growth
May 25Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 4,178 | 638 | 610 | 696 | 10 |
| 12/31/2025 | 3,991 | 593 | 558 | 648 | 13 |
| 12/31/2024 | 3,861 | 556 | 420 | 541 | 13 |
| 9/30/2024 | 3,894 | 561 | 484 | 591 | N/A |
| 6/30/2024 | 3,929 | 577 | 481 | 574 | N/A |
| 3/31/2024 | 3,865 | 577 | 573 | 657 | N/A |
| 12/31/2023 | 3,853 | 557 | 598 | 670 | N/A |
| 9/30/2023 | 3,801 | 299 | 554 | 616 | N/A |
| 6/30/2023 | 3,738 | 274 | 533 | 597 | N/A |
| 3/31/2023 | 3,743 | 243 | 427 | 495 | N/A |
| 12/31/2022 | 3,754 | 236 | 321 | 391 | N/A |
| 9/30/2022 | 3,813 | 495 | 398 | 479 | N/A |
| 6/30/2022 | 3,854 | 517 | 424 | 500 | N/A |
| 3/31/2022 | 3,748 | 509 | 482 | 553 | N/A |
| 12/31/2021 | 3,539 | 487 | 566 | 641 | N/A |
| 9/30/2021 | 3,378 | 468 | 543 | 609 | N/A |
| 6/30/2021 | 3,223 | 441 | 516 | 579 | N/A |
| 3/31/2021 | 3,027 | 391 | 551 | 612 | N/A |
| 12/31/2020 | 2,895 | 345 | 505 | 562 | N/A |
| 9/30/2020 | 2,812 | 316 | 456 | 507 | N/A |
| 6/30/2020 | 2,780 | 298 | 439 | 492 | N/A |
| 3/31/2020 | 2,881 | 332 | 432 | 489 | N/A |
| 12/31/2019 | 2,993 | 370 | 392 | 456 | N/A |
| 9/30/2019 | 3,054 | 405 | 363 | 440 | N/A |
| 6/30/2019 | 3,080 | 422 | 337 | 419 | N/A |
| 3/31/2019 | 3,148 | 435 | 339 | 427 | N/A |
| 12/31/2018 | 3,188 | 444 | 364 | 449 | N/A |
| 9/30/2018 | 3,144 | 341 | 379 | 465 | N/A |
| 6/30/2018 | 3,140 | 330 | N/A | 426 | N/A |
| 3/31/2018 | 3,045 | 308 | N/A | 381 | N/A |
| 12/31/2017 | 2,997 | 297 | N/A | 326 | N/A |
| 9/30/2017 | 2,926 | 357 | N/A | 333 | N/A |
| 6/30/2017 | 2,860 | 346 | N/A | 365 | N/A |
| 3/31/2017 | 2,789 | 341 | N/A | 409 | N/A |
| 12/31/2016 | 2,686 | 327 | N/A | 447 | N/A |
| 9/30/2016 | 2,627 | 324 | N/A | 378 | N/A |
| 6/30/2016 | 2,568 | 314 | N/A | 446 | N/A |
| 3/31/2016 | 2,555 | 298 | N/A | 379 | N/A |
| 12/31/2015 | 2,537 | 283 | N/A | 352 | N/A |
| 9/30/2015 | 2,524 | 256 | N/A | 337 | N/A |
| 6/30/2015 | 2,480 | 233 | N/A | 235 | N/A |
| 3/31/2015 | 2,422 | 220 | N/A | 252 | N/A |
| 12/31/2014 | 2,356 | 208 | N/A | 264 | N/A |
| 9/30/2014 | 2,288 | 197 | N/A | 255 | N/A |
| 6/30/2014 | 2,243 | 193 | N/A | 264 | N/A |
| 3/31/2014 | 2,196 | 177 | N/A | 258 | N/A |
| 12/31/2013 | 2,154 | 170 | N/A | 280 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: AOS's forecast earnings growth (5.4% per year) is above the savings rate (2.6%).
Earnings vs Market: AOS's earnings (5.4% per year) are forecast to grow slower than the US market (15.2% per year).
High Growth Earnings: AOS's earnings are forecast to grow, but not significantly.
Revenue vs Market: AOS's revenue (3.2% per year) is forecast to grow slower than the US market (9.1% per year).
High Growth Revenue: AOS's revenue (3.2% 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 (28.7%)
Discover growth companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/22 01:59 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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 here.
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 .
Analyst Sources
A. O. Smith Corporation is covered by 38 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Halloran | Baird |
| Charles Brady | BMO Capital Markets Equity Research |
| Charles Brady | BMO Capital Markets U.S. (Historical) |