AOS

A O Smith Corp

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Advanced Chart

73.940

+2.56(3.586%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

77.310

Open

73.540

VWAP

74.57

Vol

4.19M

Mkt Cap

10.51B

Low

72.550

Amount

312.54M

EV/EBITDA(TTM)

12.84

Total Shares

146.67M

10.21B

EV/OCF(TTM)

19.87

P/S(TTM)

2.74

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

957.54M

+4.95%

0.928

+9.12%

939.07M

+4.04%

0.911

+11.06%

1.00B

-2.31%

0.989

-6.66%

Estimates Revision

The market is revising Upward the revenue expectations for A. O. Smith Corporation (AOS) for FY2025, with the revenue forecasts being adjusted by 0.6% over the past three months. During the same period, the stock price has changed by 13.23%.

Revenue Estimates for FY2025

Revise Upward

+0.6%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+1.14%

In Past 3 Month

Stock Price

Go Up

+13.23%

In Past 3 Month

10 Analyst Rating

-2.62% Downside

Wall Street analysts forecast AOS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AOS is 72.00 USD with a low forecast of 59.00 USD and a high forecast of 82.00 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.

3 Buy

6 Hold

1 Sell

Hold

-2.62% Downside

Current: 73.940

Low

59.00

Averages

72.00

High

82.00

-2.62% Downside

Current: 73.940

Low

59.00

Averages

72.00

High

82.00

Stifel

Buy

maintain

$78 -> $81

2025-07-21

New

Reason

Stifel

Price Target

$78 -> $81

2025-07-21

New

maintain

Buy

Reason

Stifel raised the firm's price target on A.O. Smith to $81 from $78 and keeps a Buy rating on the shares. Management team meetings and commentary as well as the firm's channel checks indicate "solid, stable demand" and the firm expects this to lead to many companies being comfortable enough to raise guidance on Q2 earnings calls, the analyst tells investors in a preview for the Diversified Industrials group.

JPMorgan

Tomohiko Sano

Neutral

initiated

$70

2025-06-24

Reason

JPMorgan

Tomohiko Sano

Price Target

$70

2025-06-24

initiated

Neutral

Reason

JPMorgan analyst Tomohiko Sano initiated coverage of A.O. Smith with a Neutral rating and $70 price target. The firm says the company's recurring demand profile from replacement-driven demand is offset by a soft overall environment within the housing market. It believes A.O. will see stable margins from commercial water heating and boiler sales contributing positively to product mix, and its earnings growth will be slightly above revenue growth due to operational leverage and share repurchases.

Stifel

Nathan Jones

Strong Buy

Maintains

$84 → $75

2025-04-16

Reason

Stifel

Nathan Jones

Price Target

$84 → $75

2025-04-16

Maintains

Strong Buy

Reason

Citigroup

Andrew Kaplowitz

Hold

Maintains

$69 → $65

2025-04-14

Reason

Citigroup

Andrew Kaplowitz

Price Target

$69 → $65

2025-04-14

Maintains

Hold

Reason

Stifel

Nathan Jones

Strong Buy

Maintains

$90 → $84

2025-01-31

Reason

Stifel

Nathan Jones

Price Target

$90 → $84

2025-01-31

Maintains

Strong Buy

Reason

Oppenheimer

Bryan Blair

Buy

Maintains

$88 → $84

2025-01-31

Reason

Oppenheimer

Bryan Blair

Price Target

$88 → $84

2025-01-31

Maintains

Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for A O Smith Corp (AOS.N) is 19.85, compared to its 5-year average forward P/E of 20.33. 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.

Fair

5Y Average PE

20.33

Current PE

19.85

Overvalued PE

23.00

Undervalued PE

17.66

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.

N/A

5Y Average EV/EBITDA

13.40

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

15.09

Undervalued EV/EBITDA

11.71

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.

N/A

5Y Average PS

2.80

Current PS

0.00

Overvalued PS

3.13

Undervalued PS

2.47