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AOS US​

Smith A O Corp(AOS US)

$61.65-0.821.31%Ext:$62.82+1.171.89%(Market Closed · 00:00:02 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Smith A O Corp — Company Profile

A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.

Sector
Industrials
Industry
Industrial - Machinery
Exchange
UN
CEO
Stephen Shafer
Headquarters
Milwaukee, WI, US
IPO Date
Sep 30, 1983
Employees
11,500
Website
www.aosmith.com

Key Metrics

Price
$56.75
Market Cap
$7.86B
Revenue (TTM)
$945.60M
Net Income (TTM)
$118.00M
EPS (TTM)
0.85
P/E (TTM)
14.91
P/B (TTM)
4.19
Dividend Yield
2.30%
ROE (TTM)
6.28%
ROA (TTM)
3.23%
Operating Margin
17.11%
Beta
0.70

Dividends

Last Dividend
$0.36
Last Yield
0.02%

Summary

A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.

Website
www.aosmith.com
Location
Milwaukee, WI, US
Phone414 359 4000
Employees11,500
CEOStephen Shafer
Sector
Industrials
IndustryIndustrial - Machinery
IPO DateSep 30, 1983

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Latest Documents

SEC Filings(2K)

Expand
  • SC 13G/ASMITH A O CORP7 Aug
  • SC 13G/ASMITH A O CORP6 Aug
  • 10-QQ2ended 30 Jun 202630 Jul
  • 8-KResults of Operations and Financial Condition30 Jul
  • 4Statement of changes in beneficial ownership2 Jul
  • 3Initial statement of beneficial ownership2 Jul
  • 11-KAnnual report (employee stock purchase/savings/profit sharing plans)26 Jun
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers22 Jun
  • SDSD21 May
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers19 May
  • SC 13G/ASMITH A O CORP6 May
  • 4/AStatement of changes in beneficial ownership (amendment)1 May
  • 10-QQ1ended 31 Mar 202630 Apr
  • 8-KResults of Operations and Financial Condition30 Apr
  • CORRESPFiling review correspondence29 Apr
  • SC 13GSMITH A O CORP29 Apr
  • SC 13GSMITH A O CORP28 Apr
  • 8-KSubmission of Matters to a Vote of Security Holders17 Apr
  • 4Statement of changes in beneficial ownership15 Apr
  • 3Initial statement of beneficial ownership15 Apr

News

  • Dividend Champion, Contender, And Challenger Highlights: Week October 2523 Oct
  • The Dividend Aristocrats Ranked By Quality Scores (October 2026)23 Oct
  • These 3 Industrial Dividend Stocks Have a Habit of Paying Investors More19 Oct
  • Dividend Announcements: October 10-16, 202618 Oct
  • Dividend Champion, Contender, And Challenger Highlights: Week Of October 1816 Oct
  • 5 Dividend-Paying Stocks to Watch as Market Volatility Rises15 Oct
  • A. O. Smith Rewards Shareholders With 6% Hike in Dividend14 Oct
  • A. O. Smith Increases Quarterly Dividend to $0.38 per Share12 Oct
  • 10 Dividend Growth Stocks: October 202611 Oct
  • Here's Why Investors Should Consider Retaining A. O. Smith Stock Now6 Oct
  • A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 20262 Oct
  • Head-To-Head Survey: JELD-WEN (NYSE:JELD) & A. O. Smith (NYSE:AOS)1 Oct
  • A. O. Smith Corporation (NYSE:AOS) Stock Rated “Hold” by Wall Street Analysts26 Sep
  • 4 Manufacturing Electronics Stocks to Watch on Promising Industry Trends24 Sep
  • A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside1 Sep
  • Here's Why Investors Should Retain A. O. Smith Stock in Portfolio Now1 Sep
  • A. O. Smith Corporation $AOS Position Lessened by Amundi6 Aug
  • 4 Industrial Dividend Growers That Fly Under the Radar and Look Like Buys in August2 Aug
  • Madison Mid Cap Fund Q2 2026 Portfolio Activity31 Jul
  • A. O. Smith Corporation (AOS) Q2 2026 Earnings Call Transcript30 Jul

Mentions in Filings

  • … 2001 to 2008 and President and Chief Operating Officer of Milacron Inc. from 1999 through 2001. Milacron is a supplier of plastic processing and metalworking fluid technologies. Mr. Brown served as a director of <strong>A. O. Smith Corporation</strong> (NYSE) from 2001 until his retirement in April of 2026. A. O. Smith manufactures and markets comprehensive lines of water heaters and water treatment products. He also joined the James Advantage Funds Trust in 201 …
    LSI INDUSTRIES INCSmith A O Corp·DEF 14A - Definitive proxy statement·Q2 27·9 Oct
  • … strategy, mergers and acquisitions, investor relations, capital allocation, and global operations. Prior to his retirement earlier this year, Mr. Lauber served as Executive Vice President and Chief Financial Officer of <strong>A. O. Smith</strong> from 2019 to 2026, overseeing the company's global financial operations and helping shape its long-term growth strategy during a distinguished 27- year career with the company. Before joining A. O. Smith in 1999, Mr. La …
    ENERPAC TOOL GROUP CORPSmith A O Corp·EX-99.1 - 8-K - Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers·Q1 27·9 Oct
  • … | | | | | | | | --- | --- | --- | --- | --- | --- | | **Trust Portfolio** | | | | | | | **Guggenheim Defined Portfolios, Series 2633** | | | | | | | **S&P Dividend Aristocrats Select 25 Strategy Portfolio, Series 45** | | | | | | | **The Trust Portfolio as of the Inception Date, October 20, 2026** | | | | | | | | | **Percentage** | | | | | | | **of Aggregate** | **Initial** | **Per Share** | **Cost To** | | **Ticker** | **Company Name (1)** | **O …
    GUGGENHEIM DEFINED PORTFOLIOS, SERIES 2633Smith A O Corp·497 - GUGGENHEIM DEFINED PORTFOLIOS, SERIES 2633·Q4 26·21 Oct
  • … | | | | | | | | --- | --- | --- | --- | --- | --- | | **Trust Portfolio** | | | | | | | **Guggenheim Defined Portfolios, Series 2633** | | | | | | | **S&P Dividend Aristocrats Select 25 Strategy Portfolio, Series 45** | | | | | | | **The Trust Portfolio as of the Inception Date, October 20, 2026** | | | | | | | | | **Percentage** | | | | | | | **of Aggregate** | **Initial** | **Per Share** | **Cost To** | | **Ticker** | **Company Name (1)** | **O …
    GUGGENHEIM DEFINED PORTFOLIOS, SERIES 2633Smith A O Corp·487 - GUGGENHEIM DEFINED PORTFOLIOS, SERIES 2633·Q4 26·20 Oct
  • … | | | | | | | | --- | --- | --- | --- | --- | --- | | COMMON STOCKS – (50.3)% | Shares | | Value | | | | Aerospace & Defense – (0.8)% | | | | | | | Curtiss-Wright Corp. | (558 | ) | $ | (401,871 | ) | | Woodward, Inc. | (2,319 | ) | | (841,774 | ) | | | | | | (1,243,645 | ) | | Air Freight & Logistics – (1.2)% | | | | | | | United Parcel Service, Inc. – Class B | (17,519 | ) | | (1,906,067 | ) | | Automobiles – (1.5)% | | | | | | | Ferrari NV (It …
    SEG Partners Long/Short Equity FundSmith A O Corp·486BPOS - Post-effective amendment (closed-end investment companies)·Q4 26·16 Oct
  • … | | | | | | --- | --- | --- | --- | | | Peer Group | | | | AOS | <strong>A. O. Smith Corporation</strong> | LECO | Lincoln Electric Holdings, Inc. | | AME | AMETEK, Inc. | NDSN | Nordson Corporation | | CXT | Crane Company | PNR | Pentair plc | | ESAB | ESAB Corporation | RRX | Regal Rexnord Corporation | | FLS | Flowserve Corporation | SNA | Snap-On Inc. | | GGG | Graco Inc. | SPXC | SPX Corporation | | HUBB | Hubbell Inc. | TKR | The Timken Company | | IDEX | I …
    DONALDSON Co INCSmith A O Corp·DEF 14A - Definitive proxy statement·Q1 27·6 Oct

Key Stats

Trading

Px/Chg 1D$56.75 / +0.14%
Prev Close$60.48
% of 52Wk H71.85%
Avg Volume1.62M
Beta0.70
Mkt Cap7.86B
FD Mkt Cap8.15B

Float

Shrs Out/Float138.59M / 110.38M
Short Float0.08%
Days to Cover4.93
Stock Repurchased$51.30M

Current Valuation

EV8.34B
EV/EBITDA10.49
EV/Sales2.19
P/B4.19
P/S2.06
FCF Yield1.51%
ROE6.28%
ROA3.23%
Current Ratio1.56

Dividend

Cash$0.36
Yield2.30%
Yield (TTM)2.30%

Estimates

P/E14.91
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgApr '23Apr '24Apr '25Apr '26Oct '26
PRICE-BASED RATIOS
Price / Earnings44.3945.0222.3117.8571.0665.71
Price / Sales5.302.833.222.499.778.20
Price / Book Value5.366.076.735.064.804.13
Price / Free Cash Flow38.6033.0520.7820.1053.8465.21
ENTERPRISE VALUE METRICS
Enterprise Value9,895.110,587.912,234.49,499.68,928.58,225.2
Enterprise Value / Sales5.392.823.182.499.788.70
Enterprise Value / EBITDA30.7134.1514.8512.0848.1844.29
Enterprise Value / EBIT36.1245.4216.4113.4254.5150.84

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue2%3,538.93,753.93,852.83,818.13,830.2
Gross Income3.2%1,310.91,329.61,484.81,456.11,487.4
EBITDA2.9%707.8310.0823.8786.5792.2
EBIT3.7%629.9233.1745.5707.7729.4
Net Income2.9%487.1235.7556.6533.6546.2
EPS (Diluted)6.3%3.021.513.693.633.86
BALANCE SHEET
Cash & ST Inv-25.6%631.4481.8363.4276.1193.2
Total Assets-2.5%3,474.43,332.33,213.93,240.03,142.8
Total Liabilities-6%1,642.21,584.61,369.51,356.51,284.8
Total Shareholder Equity35%1,832.21,747.71,844.41,883.51,858.0
CASH FLOW
Net Operating Cash Flow-96.1%641.1391.4670.3581.8616.8
Cap Ex-1.5%-75.1-70.3-72.6-108.0-70.8
Free Cash Flow-89.5%566.0321.1597.7473.8546.0

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)61.60
Basic Shares138.59
Market Cap8,536.9
Diluted Shares139.17
Fully Diluted Shares Outstanding139.17
Fully Diluted Market Cap8,572.7
+Consolidated Debt656.5
−In-the-Money Convertible Debt—
+Capital Leases40.7
+Operating Leases—
−Cash & Equivalents-185.2
−Short-term Investments-18.7
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value9,008.2

Segment data

Revenue

by Products and services

  • Reportable Segments100%

Revenue

by Geography

  • North America Segment68%
  • Rest Of World32%

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