SMITH A O CORP
AOSNYSE · SIC 3630
$58.85
↓ -2.8%Jul 17 close · end-of-day
Price
1Y↓ -11.7%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$8.2B
Enterprise Value
$8.6B
P/E
15.7
P/S
2.1
P/B
4.4
EV/EBITDA
10.8
PEG
0.4
FCF Yield
—
Dividend Yield
2.4%
Revenue (TTM)
$3.8B
Net Income (TTM)
$527.6M
Free Cash Flow (TTM)
—
Gross Margin
38.8%
Operating Margin
18.5%
Net Margin
13.8%
ROE
28.1%
ROIC
23.6%
Debt / Equity
0.3
Net Cash
-$411.9M
Return 1Y
-15.1%
Company profile
A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products. It operates through two segments, North America and Rest of World. It distributes its products through independent wholesale plumbing distributors, as well as retail channels.
- CEO
- Kevin J. Wheeler
- Sector
- Manufacturing
- Industry
- Consumer Goods
- Employees
- 12,000
- Headquarters
- Wisconsin
- Website
- aosmith.com
Management & directors
- Schuh Darrell W.SVP; President & GM Lochinvar
- Carver Samuel M.SVP - Global Operations
- Karge Douglas SamuelSVP - President NA Water Treat
- Lauber Charles TEVP & CFO
- O'Brien Stephen D.SVP; Pres & General Mngr NAWH
- Otchere Benjamin AVice President and Controller
- Stern James FExec VP, Corp Dev, Strat & Sec
- Wheeler Kevin J.Executive Chairman
Roles derived from SEC Form 4 filings.
Earnings
Next earnings · estimated2026-07-30
AOS Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$945.6M↓ -1.9%
Diluted EPS$0.85↓ -10.5%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $2.9B | $3.5B | $3.8B | $3.9B | $3.8B | $3.8B |
| Gross profit | $1.1B | $1.3B | $1.3B | $1.5B | $1.5B | $1.5B |
| Operating income | $503.2M | $682.0M | $362.0M | $745.5M | $707.7M | $728.6M |
| Net income | $344.9M | $487.1M | $235.7M | $556.6M | $533.6M | $546.2M |
| Diluted EPS | $2.12 | $3.02 | $1.51 | $3.69 | $3.63 | $3.85 |
| Operating cash flow | $562.1M | $641.1M | $391.4M | $670.3M | $581.8M | $616.8M |
| Free cash flow | — | — | — | — | — | — |
| Gross margin | 38.3% | 37.0% | 35.4% | 38.5% | 38.1% | 38.8% |
| Operating margin | 17.4% | 19.3% | 9.6% | 19.3% | 18.5% | 19.0% |
| Net margin | 11.9% | 13.8% | 6.3% | 14.4% | 14.0% | 14.3% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.0B | $902.6M | $912.4M | $963.9M | $1.0B | $942.5M | $912.5M | $945.6M |
| Gross profit | $396.0M | $337.3M | $338.1M | $375.4M | $397.1M | $364.5M | $350.4M | $365.7M |
| Operating income | $208.4M | $158.1M | $147.5M | $184.0M | $206.2M | $175.4M | $163.0M | $161.8M |
| Net income | $156.2M | $120.1M | $109.7M | $136.6M | $152.2M | $132.0M | $125.4M | $118.0M |
| Diluted EPS | $1.06 | $0.82 | $0.75 | $0.95 | $1.07 | $0.94 | $0.89 | $0.85 |
| Operating cash flow | $57.4M | $195.9M | $221.9M | $38.7M | $139.6M | $255.4M | $183.1M | $129.4M |
| Free cash flow | — | — | — | — | — | — | — | — |
| Gross margin | 38.7% | 37.4% | 37.1% | 38.9% | 39.3% | 38.7% | 38.4% | 38.7% |
| Operating margin | 20.3% | 17.5% | 16.2% | 19.1% | 20.4% | 18.6% | 17.9% | 17.1% |
| Net margin | 15.2% | 13.3% | 12.0% | 14.2% | 15.0% | 14.0% | 13.7% | 12.5% |
Company news
Jul 13, 2026
Jul 2, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-04-13 | SMITH MARK D | Award | 2,262 | $66.32 | $150,015.84 | filing |
| 2026-04-13 | MARTIN LOIS M | Award | 2,262 | $66.32 | $150,015.84 | filing |
| 2026-04-13 | MAPES CHRISTOPHER L | Award | 2,262 | $66.32 | $150,015.84 | filing |
| 2026-04-13 | Kadri Ilham | Award | 2,262 | $66.32 | $150,015.84 | filing |
| 2026-04-13 | Fister Todd W | Award | 2,262 | $66.32 | $150,015.84 | filing |
| 2026-03-04 | Schuh Darrell W.· SVP; President & GM Lochinvar | Sale | 1,104 | $74.39 | $82,126.34 | filing |
| 2026-02-23 | Carver Samuel M.· SVP - Global Operations | Gift | 1,144 | — | — | filing |
| 2026-02-13 | Wheeler Kevin J.· Executive Chairman | Tax withholding | 16,942 | $79.89 | $1.4M | filing |
| 2026-02-13 | Wheeler Kevin J.· Executive Chairman | Award | 8,598 | $79.89 | $686,851.23 | filing |
| 2026-02-13 | Lauber Charles T· EVP & CFO | Tax withholding | 4,447 | $79.89 | $355,248.60 | filing |
| 2026-02-13 | STERN JAMES F· Exec VP, Corp Dev, Strat & Sec | Tax withholding | 3,220 | $79.89 | $257,229.70 | filing |
| 2026-02-13 | Lauber Charles T· EVP & CFO | Award | 2,254 | $79.89 | $180,060.79 | filing |
| 2026-02-13 | STERN JAMES F· Exec VP, Corp Dev, Strat & Sec | Award | 1,633 | $79.89 | $130,452.21 | filing |
| 2026-02-13 | Carver Samuel M.· SVP - Global Operations | Tax withholding | 1,026 | $79.89 | $81,962.01 | filing |
| 2026-02-13 | Carver Samuel M.· SVP - Global Operations | Award | 709 | $79.89 | $56,638.47 | filing |
| 2026-02-13 | Karge Douglas Samuel· SVP - President NA Water Treat | Tax withholding | 666 | $79.89 | $53,203.41 | filing |
| 2026-02-13 | Otchere Benjamin A· Vice President and Controller | Tax withholding | 545 | $79.89 | $43,537.33 | filing |
| 2026-02-13 | Schuh Darrell W.· SVP; President & GM Lochinvar | Sale | 356 | $79.89 | $28,439.06 | filing |
| 2026-02-13 | Schuh Darrell W.· SVP; President & GM Lochinvar | Tax withholding | 356 | $79.89 | $28,439.06 | filing |
| 2026-02-13 | Karge Douglas Samuel· SVP - President NA Water Treat | Award | 338 | $79.89 | $27,001.13 | filing |
| 2026-02-13 | O'Brien Stephen D.· SVP; Pres & General Mngr NAWH | Award | 791 | $0.00 | $0.00 | filing |
| 2026-02-13 | Lauber Charles T· EVP & CFO | Option exercise | 9,460 | $0.00 | $0.00 | filing |
| 2026-02-13 | Schuh Darrell W.· SVP; President & GM Lochinvar | Option exercise | 1,460 | $0.00 | $0.00 | filing |
| 2026-02-13 | STERN JAMES F· Exec VP, Corp Dev, Strat & Sec | Option exercise | 6,850 | $0.00 | $0.00 | filing |
| 2026-02-13 | Karge Douglas Samuel· SVP - President NA Water Treat | Option exercise | 1,415 | $0.00 | $0.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.