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AOS Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
57.718
Open
57.420
VWAP
57.26
Vol
1.37M
Mkt Cap
7.89B
Low
56.780
Amount
78.70M
EV/EBITDA(TTM)
10.45
Total Shares
137.83M
EV
8.31B
EV/OCF(TTM)
11.74
P/S(TTM)
2.11
A. O. Smith Corporation applies technologies and solutions to products manufactured and marketed worldwide. The Company operates through two segments: North America and Rest of World. Both the segments manufacture and market a comprehensive line of residential and commercial gas and electric water heaters, boilers, tanks, and water treatment products. Its Rest of World segment is primarily comprised of China, Europe, and India. The North America segment serves residential and commercial end markets with a range of products, including water heaters, boilers, water treatment products, and others. The Company also manufactures expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, related products and parts. Its Lochinvar brand is a residential and commercial boiler brand in the United States. Its water softener branded products and problem well water solutions include the Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands.
Show More

Events Timeline

(ET)
2026-05-19
16:20:00
A. O. Smith Appoints Carrie L. Anderson as CFO
select

News

seekingalpha
5.0
05-19seekingalpha
A.O. Smith Appoints New CFO Carrie Anderson
  • Executive Transition: A.O. Smith announced that Carrie Anderson will become the new Executive Vice President and Chief Financial Officer effective July 1, succeeding Charles Lauber, who will retire on September 30 after over 26 years, ensuring continuity during the transition.
  • Extensive Financial Background: Prior to joining A.O. Smith, Anderson served as Executive Vice President and CFO at Campbell's Company and held similar roles at Integra LifeSciences, showcasing her deep expertise in financial management.
  • Strategic Goals: A.O. Smith expects adjusted EPS to reach $3.70 to $4.00 by 2026, targeting 2% to 4% sales growth while undertaking a $20 million water treatment restructuring to address market challenges.
  • Industry Challenges: While the company maintains a cautiously optimistic outlook for the future, it still faces challenges, particularly in the context of market changes and internal restructuring, making the new financial leadership crucial for strategic direction.
PRnewswire
5.0
05-19PRnewswire
A.O. Smith Appoints New CFO Carrie L. Anderson
  • Executive Transition: A.O. Smith announced that Carrie L. Anderson will become the new CFO on July 1, succeeding Charles T. Lauber, who will retire on September 30 after over 26 years, ensuring continuity during the transition period.
  • Extensive Experience: Anderson previously served as CFO at Campbell's Company and held executive roles at Integra LifeSciences and other global industrial firms, bringing a wealth of financial management and strategic execution experience that is expected to drive the company's long-term growth objectives.
  • Leadership Role: As a key member of A.O. Smith's executive leadership team, Anderson will oversee the finance organization, including strategic financial planning, capital allocation, and investor relations, enhancing the company's competitiveness in the water heating and treatment sectors.
  • Gratitude and Best Wishes: CEO Steve Shafer expressed gratitude for Lauber's contributions over the past 26 years, highlighting his leadership during significant company changes, and wished him well in his retirement.
Newsfilter
5.0
05-19Newsfilter
A.O. Smith Appoints New CFO Carrie L. Anderson
  • Executive Transition: A.O. Smith Corporation announced that Carrie L. Anderson will become the new Chief Financial Officer on July 1, succeeding Charles T. Lauber, who will retire on September 30 after over 26 years of service, ensuring continuity during the transition.
  • Extensive Financial Background: Anderson, who previously served as CFO of Campbell's Company, brings a wealth of experience from global industrial, manufacturing, and technology sectors, and her appointment is expected to enhance the company's financial strategic planning and capital allocation capabilities.
  • Leadership Team Restructuring: As a key member of A.O. Smith's executive leadership team, Anderson will oversee the finance organization, including financial planning, treasury, and investor relations, driving the company's long-term growth and transformation objectives.
  • Acknowledgment of Former CFO: CEO Steve Shafer expressed gratitude for Lauber's contributions, highlighting his role in guiding the company through significant changes and strengthening its leadership position in water technology over the past 26 years.
seekingalpha
6.0
05-15seekingalpha
A.O. Smith Downgraded to Underweight by J.P. Morgan
  • Demand Decline Impact: J.P. Morgan downgraded A.O. Smith from Neutral to Underweight with a price target cut from $65 to $60, primarily due to deteriorating demand in China and residential markets, forecasting a ~15% sequential decline in Q2, indicating heightened short-term challenges for the company.
  • Market Outlook Shift: Analyst Tomohiko Sano noted that A.O. Smith's outlook has shifted from an anticipated H2 recovery to a more pessimistic view, reflecting significant residential exposure and lowered guidance, prompting investors to reassess the risk/reward profile of the stock.
  • Relative Opportunity Cost: Although Sano remains optimistic about A.O. Smith's long-term growth potential and sees a potential exit from China as a meaningful upside catalyst, near-term headwinds and relative opportunity costs led him to adopt a wait-and-see approach, shifting focus to more attractive investment opportunities in small-to-midcap industrials.
  • Competitor Performance: In contrast, Timken's rating was upgraded to Neutral with a $130 price target, demonstrating its robust execution exceeding near-term expectations, with its 80/20 strategy driving double-digit growth and significant margin expansion in the Industrial Motion segment, further highlighting the competitive pressures faced by A.O. Smith.
Fool
6.5
05-14Fool
A.O. Smith Market Trends Analysis
  • Market Insights: In the latest Motley Fool Scoreboard episode, analysts delve into A.O. Smith's market dynamics, offering unique insights into future investment opportunities that can help investors better navigate market trends.
  • Investment Opportunity Assessment: The market trends discussed in the episode may present potential returns for A.O. Smith shareholders, particularly in the current economic climate, with analysts expressing optimism about the company's outlook.
  • Stock Price Reference: As of March 11, 2026, A.O. Smith's stock price stood at 1.91%, providing investors with a benchmark for evaluating the company's performance and reflecting market expectations for its future growth.
  • Rich Video Content: The video, published on May 6, 2026, aims to provide viewers with comprehensive market analysis; although specific financial data is lacking, its content remains a valuable reference for investors.
seekingalpha
9.5
04-30seekingalpha
A. O. Smith Q1 2026 Earnings Call Insights
  • Sales Performance Overview: A. O. Smith reported total sales of $946 million in Q1, a 2% decline year-over-year, with North America sales increasing 1% to $753 million while Rest of World sales fell 11% to $201 million, indicating a trend of weakening market demand.
  • Profitability Decline: The earnings per share (EPS) stood at $0.85, down 11% year-over-year, primarily due to lower volumes and transaction-related expenses from the Leonard Valve acquisition, reflecting challenges faced during the integration of new business.
  • China Market Performance: Sales in China decreased by 17% in local currency, aligning with expectations, and management anticipates this softness to persist, indicating that the ongoing strategic assessment may lead to delayed investments and increased market uncertainty.
  • Revised Future Outlook: The company has adjusted its 2026 EPS outlook to a range of $3.70 to $4.00 and expects to implement price increases of 4% to 7% on water heater and boiler products starting in Q3 to address rising cost pressures.
Wall Street analysts forecast AOS stock price to rise
8 Analyst Rating
Wall Street analysts forecast AOS stock price to rise
2 Buy
6 Hold
0 Sell
Hold
Current: 0.000
sliders
Low
75.00
Averages
79.17
High
85.00
Current: 0.000
sliders
Low
75.00
Averages
79.17
High
85.00
JPMorgan
Tomohiko Sano
Neutral -> Underweight
downgrade
$65 -> $60
AI Analysis
2026-05-15
Reason
JPMorgan
Tomohiko Sano
Price Target
$65 -> $60
AI Analysis
2026-05-15
downgrade
Neutral -> Underweight
Reason
JPMorgan analyst Tomohiko Sano downgraded A.O. Smith to Underweight from Neutral with a price target of $60, down from $65. The firm is more cautious on the shares given the company's China and residential exposure. The downgrade reflects A.O. Smith's lowered guidance, its meaningful residential exposure, and a China outlook that has shifted from an anticipated second half of 2026 recovery to a 15% sequential decline in Q2, the analyst tells investors in a research note.
DA Davidson
Neutral
downgrade
$75 -> $67
2026-05-04
Reason
DA Davidson
Price Target
$75 -> $67
2026-05-04
downgrade
Neutral
Reason
DA Davidson lowered the firm's price target on A.O. Smith to $67 from $75 and keeps a Neutral rating on the shares after its Q1 earnings miss. Demand within North America continues to be sluggish within the residential market amid a stubborn housing environment, along with pressure within the WT - water technology - business, the analyst tells investors in a research note. In China, sell-through continues to be weak, with sales down a high teen's Y/Y in the absence of stimulus and soft consumer confidence, causing the company to attempt to rebalance inventory in Q2, the firm added.
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Valuation Metrics

The current forward P/E ratio for A O Smith Corp (AOS.N) is 15.08, compared to its 5-year average forward P/E of 19.33. For a more detailed relative valuation and DCF analysis to assess A O Smith Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
19.33
Current PE
15.08
Overvalued PE
21.99
Undervalued PE
16.66

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
12.85
Current EV/EBITDA
10.61
Overvalued EV/EBITDA
14.60
Undervalued EV/EBITDA
11.10

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.70
Current PS
1.93
Overvalued PS
3.07
Undervalued PS
2.34

Financials

AI Analysis
Annual
Quarterly

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Whales Holding AOS

R
Reinhart Partners, LLC
Holding
AOS
+18.19%
3M Return
T
The MassMutual Trust Company, F.S.B. , Trust Investments
Holding
AOS
+10.15%
3M Return
S
Sarasin & Partners LLP
Holding
AOS
+9.42%
3M Return
B
Berkshire Asset Management, LLC
Holding
AOS
+7.14%
3M Return
V
Vest Financial LLC
Holding
AOS
+6.00%
3M Return
M
Madison Investment Holdings, Inc
Holding
AOS
+2.43%
3M Return

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Frequently Asked Questions

What is A O Smith Corp (AOS) stock price today?

The current price of AOS is 57.28 USD — it has increased 0.19

What is A O Smith Corp (AOS)'s business?

A. O. Smith Corporation applies technologies and solutions to products manufactured and marketed worldwide. The Company operates through two segments: North America and Rest of World. Both the segments manufacture and market a comprehensive line of residential and commercial gas and electric water heaters, boilers, tanks, and water treatment products. Its Rest of World segment is primarily comprised of China, Europe, and India. The North America segment serves residential and commercial end markets with a range of products, including water heaters, boilers, water treatment products, and others. The Company also manufactures expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, related products and parts. Its Lochinvar brand is a residential and commercial boiler brand in the United States. Its water softener branded products and problem well water solutions include the Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands.

What is the price predicton of AOS Stock?

Wall Street analysts forecast AOS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AOS is79.17 USD with a low forecast of 75.00 USD and a high forecast of 85.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is A O Smith Corp (AOS)'s revenue for the last quarter?

A O Smith Corp revenue for the last quarter amounts to 945.60M USD, decreased -1.90

What is A O Smith Corp (AOS)'s earnings per share (EPS) for the last quarter?

A O Smith Corp. EPS for the last quarter amounts to 0.85 USD, decreased -10.53

How many employees does A O Smith Corp (AOS). have?

A O Smith Corp (AOS) has 11500 emplpoyees as of May 26 2026.

What is A O Smith Corp (AOS) market cap?

Today AOS has the market capitalization of 7.89B USD.