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AOS

A. O. Smith Corporation

AOS

NYSE·Industrials·Industrial - Machinery·Mkt cap $8.4B

$60.48

-0.08%

P/E

16.85

Mkt Cap

$8.4B

52-Wk Range

$54.16–$81.87

52-Week Range

$54.16 - $81.87

P/E

16.85

Fwd P/E

16.19

Beta

1.15

Div Yield

2.38%

Avg Vol

1.7M

Shares Out

139.7M

Mkt Cap

$8.4B

Price action

Price chart

Down 18.2% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive product portfolio
  • Global manufacturing and distribution network
  • Strong brand reputation
  • Technological innovation in water heating

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Increasing global demand for energy-efficient water solutions

Value

Attractively priced below Industrial Machinery peer average

Momentum

Strong

+5.5% over 3m

Quality

Stable

Strong fundamentals

Dividend

Solid

2.38% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 27, 2026

Q3 26 RECAP

JUL 30, 2026

Reported EPS of $1.03 vs $0.96 consensus (+7.6% surprise). Revenue of $1.0B vs $994.9M expected (+0.9%). Beat on both top and bottom lines.

EPS beat +7.6%
Rev beat +0.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+7.6%

Revenue trend · last 8Q

-8%

-2%

-1%

+4%

+0%

-2%

-1%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$902.6M

$912.4M

$963.9M

$1.0B

$942.5M

$912.5M

$945.6M

$1.0B

Margins · last 8Q

Gross

38.6%

Operating

16.7%

Profit

12.4%

Wall Street consensus

5 analysts · 20% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

20%

Hold

2

40%

Sell

2

40%

Median Price Target

Latest: JP Morgan · May 15, 2026

vs Industry

How AOS stacks vs Industrial - Machinery

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.