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AOS Overview

-
$
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

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High
59.245
Open
59.120
VWAP
58.74
Vol
858.02K
Mkt Cap
8.11B
Low
58.225
Amount
50.40M
EV/EBITDA(TTM)
10.73
Total Shares
137.83M
EV
8.52B
EV/OCF(TTM)
12.05
P/S(TTM)
2.17
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.
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Events Timeline

(ET)
2026-04-30
07:20:00
Company Narrows FY26 Revenue Outlook to $3.9B-$4B
select
2026-04-30
07:20:00
Company Reports Q1 Revenue of $946M, Below Expectations
select

News

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.
seekingalpha
9.5
04-30seekingalpha
A. O. Smith Q1 Earnings Miss Expectations
  • Disappointing Earnings: A. O. Smith reported Q1 GAAP EPS of $0.85, missing expectations by $0.10, indicating pressure on profitability that may affect investor confidence.
  • Revenue Decline: The company generated $946 million in revenue for Q1, a 1.9% year-over-year decrease that fell short of the $976 million consensus, reflecting weak market demand that could hinder future sales growth.
  • Sales Growth Outlook Downgrade: A. O. Smith revised its 2026 sales growth forecast to a range of 2% to 4%, tightening the upper end from the previous 2% to 5%, signaling a cautious stance on future market conditions.
  • Adjusted EPS Forecast Adjustment: The company lowered its adjusted EPS outlook for 2026 to between $3.70 and $4.00, below the consensus of $3.98, highlighting concerns over profitability that may impact shareholder returns.
seekingalpha
9.5
04-29seekingalpha
A. O. Smith Q1 Earnings Announcement Scheduled
  • Earnings Release Date: A. O. Smith Corporation is set to announce its Q1 earnings on April 30 before market open, with consensus EPS estimated at $0.94 and revenue expected to reach $976.03 million, reflecting a 1.2% year-over-year growth, which will provide investors with an updated view of the company's financial health.
  • Historical Performance Review: Over the past two years, A. O. Smith has beaten EPS estimates 75% of the time and revenue estimates 63% of the time, demonstrating stability and adaptability in financial performance, which may bolster investor confidence.
  • Expectation Revision Status: In the last three months, there have been no upward revisions to EPS estimates, with 7 downward revisions, and similarly, revenue estimates have seen no upward adjustments and 7 downward revisions, indicating a cautious market sentiment regarding the company's future performance that could influence investor decisions.
  • Market Reaction Analysis: Despite facing challenges, A. O. Smith's cautiously optimistic stance may not negatively impact its stock price, and the upgrade in ratings could reflect analysts' confidence in the company's long-term growth potential.
Yahoo Finance
9.5
04-24Yahoo Finance
A.O. Smith Q4 Earnings Report Analysis
  • A.O. Smith Earnings Performance: A.O. Smith reported Q4 revenues of $912.5 million, flat year-over-year and missing analysts' expectations by 1.5%, indicating sluggish growth in the current economic environment, which has led to a 12.9% decline in stock price since the report.
  • Industry-Wide Performance: The nine HVAC and water systems companies collectively exceeded analysts' revenue expectations by 0.6%, but overall performance was slower, highlighting cyclical challenges faced by the industry due to economic factors.
  • Competitor Performance: Northwest Pipe achieved revenues of $125.6 million in Q4, up 5% year-over-year and surpassing analysts' expectations by 2.8%, with a 12.9% increase in stock price, demonstrating strong performance in the water infrastructure market.
  • Market Sentiment Shift: Despite A.O. Smith's revenue miss, market confidence in its future has waned, reflecting investor concerns about the company's adaptability amid economic fluctuations.
Fool
8.5
04-23Fool
Netflix Authorizes $25 Billion Buyback Program to Boost Shareholder Confidence
  • Strategic Shift: Netflix has authorized a $25 billion share buyback program, marking a strategic pivot from mega-mergers to shareholder returns, aimed at boosting investor confidence in light of a tepid Q2 forecast.
  • Strong Cash Reserves: The company currently holds $12.3 billion in cash, bolstered by a $2.8 billion breakup fee from Paramount Skydance, providing robust funding for the buyback plan and reflecting management's belief that shares are undervalued.
  • Advertising Revenue Potential: Analysts expect Netflix's ad-supported segment to double revenue to $3 billion by 2026, effectively offsetting slowing subscriber growth in mature markets like the U.S. and Canada, thereby enhancing the company's long-term profitability.
  • Price Recovery Expectations: Following a 10% post-earnings dip, Netflix's stock price is around $94, and the management's buyback plan is seen as a strong signal for price recovery, likely attracting more investor interest.
NASDAQ.COM
4.5
04-15NASDAQ.COM
US Stocks Close: S&P 500 Hits All-Time High
  • Market Performance: On Wednesday, the S&P 500 rose by 0.80% and the Nasdaq 100 by 1.40%, reaching all-time highs, reflecting investor optimism regarding a potential peace deal in the Middle East, which may boost market confidence.
  • Economic Data: The April Empire Manufacturing Survey index increased by 11.2 to 11.0, surpassing expectations and indicating improved economic activity that could support the stock market, while the NAHB housing market index fell to a 7-month low, signaling weakness in the real estate sector.
  • Interest Rate Dynamics: The 10-year Treasury yield rose to 4.276% as optimism over the US-Iran ceasefire eased safe-haven demand for Treasuries, potentially leading investors to reassess future rate policies amid mixed economic signals.
  • Sector Volatility: Software stocks surged, with Atlassian up over 10%, while industrial stocks fell broadly due to concerns over US metals tariffs, exemplified by Carrier Global's decline of over 9%, highlighting significant sector divergence.
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
DA Davidson
Neutral
downgrade
$75 -> $67
AI Analysis
2026-05-04
New
Reason
DA Davidson
Price Target
$75 -> $67
AI Analysis
2026-05-04
New
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.
Citi
Neutral
to
Hold
downgrade
$74 -> $65
2026-05-04
New
Reason
Citi
Price Target
$74 -> $65
2026-05-04
New
downgrade
Neutral
to
Hold
Reason
Citi lowered the firm's price target on A.O. Smith to $65 from $74 and keeps a Neutral rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for AOS
Unlock Now

Valuation Metrics

The current forward P/E ratio for A O Smith Corp (AOS.N) is 15.27, compared to its 5-year average forward P/E of 19.43. 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
19.43
Current PE
15.27
Overvalued PE
22.12
Undervalued PE
16.74

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
12.91
Current EV/EBITDA
11.20
Overvalued EV/EBITDA
14.68
Undervalued EV/EBITDA
11.14

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
2.72
Current PS
2.04
Overvalued PS
3.08
Undervalued PS
2.36

Financials

AI Analysis
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Quarterly

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Whales Holding AOS

R
Reinhart Partners, LLC
Holding
AOS
+11.73%
3M Return
T
The MassMutual Trust Company, F.S.B. , Trust Investments
Holding
AOS
+4.36%
3M Return
V
Vest Financial LLC
Holding
AOS
+3.69%
3M Return
S
Sarasin & Partners LLP
Holding
AOS
+3.67%
3M Return
I
Impax Asset Management Group Plc
Holding
AOS
+2.77%
3M Return
M
Madison Investment Holdings, Inc
Holding
AOS
+0.56%
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 58.75 USD — it has decreased -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 06 2026.

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

Today AOS has the market capitalization of 8.11B USD.