A. O. Smith Management
Management criteria checks 3/4
A. O. Smith's CEO is Kevin Wheeler, appointed in Sep 2018, has a tenure of 6.25 years. total yearly compensation is $8.76M, comprised of 12.3% salary and 87.7% bonuses, including company stock and options. directly owns 0.062% of the company’s shares, worth $6.15M. The average tenure of the management team and the board of directors is 5.6 years and 5.5 years respectively.
Key information
Kevin Wheeler
Chief executive officer
US$8.8m
Total compensation
| CEO salary percentage | 12.3% |
| CEO tenure | 6.3yrs |
| CEO ownership | 0.06% |
| Management average tenure | 5.6yrs |
| Board average tenure | 5.5yrs |
Recent management 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 23A. 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 25CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | US$561m |
| Jun 30 2024 | n/a | n/a | US$577m |
| Mar 31 2024 | n/a | n/a | US$577m |
| Dec 31 2023 | US$9m | US$1m | US$557m |
| Sep 30 2023 | n/a | n/a | US$299m |
| Jun 30 2023 | n/a | n/a | US$274m |
| Mar 31 2023 | n/a | n/a | US$243m |
| Dec 31 2022 | US$7m | US$1m | US$236m |
| Sep 30 2022 | n/a | n/a | US$495m |
| Jun 30 2022 | n/a | n/a | US$517m |
| Mar 31 2022 | n/a | n/a | US$509m |
| Dec 31 2021 | US$7m | US$1m | US$487m |
| Sep 30 2021 | n/a | n/a | US$468m |
| Jun 30 2021 | n/a | n/a | US$441m |
| Mar 31 2021 | n/a | n/a | US$391m |
| Dec 31 2020 | US$5m | US$869k | US$345m |
| Sep 30 2020 | n/a | n/a | US$316m |
| Jun 30 2020 | n/a | n/a | US$298m |
| Mar 31 2020 | n/a | n/a | US$332m |
| Dec 31 2019 | US$4m | US$930k | US$370m |
| Sep 30 2019 | n/a | n/a | US$405m |
| Jun 30 2019 | n/a | n/a | US$422m |
| Mar 31 2019 | n/a | n/a | US$435m |
| Dec 31 2018 | US$3m | US$700k | US$444m |
| Sep 30 2018 | n/a | n/a | US$341m |
| Jun 30 2018 | n/a | n/a | US$330m |
| Mar 31 2018 | n/a | n/a | US$308m |
| Dec 31 2017 | US$2m | US$522k | US$297m |
Compensation vs Market: Kevin's total compensation ($USD8.76M) is below average for companies of similar size in the US market ($USD12.85M).
Compensation vs Earnings: Kevin's compensation has increased by more than 20% in the past year.
CEO
Kevin Wheeler (64 yo)
6.3yrs
Tenure
US$8,756,656
Compensation
Mr. Kevin J. Wheeler has been Chief Executive Officer of A. O. Smith Corporation since September 1, 2018. Mr. Wheeler had been President of A. O. Smith Corporation since May 18, 2017 until 2024 and served...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 6.3yrs | US$8.76m | 0.062% $ 6.1m | |
| Executive VP & CFO | 5.6yrs | US$2.94m | 0.025% $ 2.5m | |
| Executive VP | 17.5yrs | US$2.99m | 0.080% $ 7.9m | |
| President & COO | less than a year | no data | no data | |
| Senior VP & CTO | 11.9yrs | no data | 0.0055% $ 544.7k | |
| Senior VP & Chief Information Officer | 4.3yrs | no data | 0.0017% $ 168.7k | |
| Vice President of Investor Relations and Financial Planning & Analysis | 5.6yrs | no data | no data | |
| Senior Vice President of Human Resources & Public Affairs | less than a year | no data | 0.00090% $ 89.3k | |
| Vice President of Corporate Development & Strategy | 1.1yrs | US$24.63k | no data | |
| Senior VP & President of North America Water Treatment | 6.3yrs | no data | 0.0016% $ 158.8k | |
| Senior VP & President of A. O. Smith China | 4.2yrs | no data | no data | |
| Senior VP of Global Operations | no data | no data | 0.00083% $ 82.4k |
5.6yrs
Average Tenure
57yo
Average Age
Experienced Management: AOS's management team is seasoned and experienced (5.6 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 7.4yrs | US$8.76m | 0.062% $ 6.1m | |
| Independent Presiding Director | 23.9yrs | US$258.52k | 0% $ 0 | |
| Independent Director | 13yrs | US$243.52k | 0.20% $ 19.8m | |
| Independent Director | 3.7yrs | US$258.52k | 0.000010% $ 992.2 | |
| Independent Director | 23.9yrs | US$243.52k | 0.28% $ 27.8m | |
| Independent Director | 1.7yrs | US$217.64k | 0.0095% $ 942.6k | |
| Independent Director | less than a year | no data | 0.0011% $ 111.1k | |
| Independent Director | 3.7yrs | US$243.52k | 0.0079% $ 781.9k | |
| Independent Director | 8yrs | US$243.52k | 0.013% $ 1.3m | |
| Independent Director | less than a year | no data | 0.0011% $ 111.1k |
5.5yrs
Average Tenure
62yo
Average Age
Experienced Board: AOS's board of directors are considered experienced (5.5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/30 04:10 |
| End of Day Share Price | 2024/12/30 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 |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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 37 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) |