AOS Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

929.74M

+1.9%

0.843

-0.8%

990.74M

+2.78%

0.992

+4.43%

1.04B

+2.82%

1.132

+5.77%

Estimates Revision

The market is revising Downward the revenue expectations for A. O. Smith Corporation (AOS) for FY2025, with the revenue forecasts being adjusted by -1.02% over the past three months. During the same period, the stock price has changed by 0.96%.

Revenue Estimates for FY2025

Revise Downward

-1.02%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-0.9%

In Past 3 Month

Stock Price

Go Up

+0.96%

In Past 3 Month

8 Analyst Rating

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 is 78.38 USD with a low forecast of 72.00 USD and a high forecast of 88.00 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

5 Hold

0 Sell

Moderate Buy

Current: 0.000

Low

72.00

Averages

78.38

High

88.00

Current: 0.000

Low

72.00

Averages

78.38

High

88.00

Stifel

Buy

downgrade

$89 -> $80

2025-10-29

Reason

Stifel

Price Target

$89 -> $80

2025-10-29

downgrade

Buy

Reason

Stifel lowered the firm's price target on A.O. Smith to $80 from $89 and keeps a Buy rating on the shares. A.O. Smith reported a Q3 EPS beat, but 2025 guidance was reduced slightly on continued headwinds in the China market and incrementally softer new residential construction activity impacting the water heater business, the analyst noted.

Citi

Neutral

downgrade

$77 -> $72

2025-10-29

Reason

Citi

Price Target

$77 -> $72

2025-10-29

downgrade

Neutral

Reason

Citi lowered the firm's price target on A.O. Smith to $72 from $77 and keeps a Neutral rating on the shares.

Baird

Neutral

downgrade

$82 -> $76

2025-10-29

Reason

Baird

Price Target

$82 -> $76

2025-10-29

downgrade

Neutral

Reason

Baird lowered the firm's price target on A.O. Smith to $76 from $82 and keeps a Neutral rating on the shares. The firm updated its model following unsurprising Q3 results ad where near-term catalysts remain limited.

Oppenheimer

Outperform

maintain

$82 -> $88

2025-07-28

Reason

Oppenheimer

Price Target

$82 -> $88

2025-07-28

maintain

Outperform

Reason

Oppenheimer raised the firm's price target on A.O. Smith to $88 from $82 and keeps an Outperform rating on the shares. The firm notes A.O. Smith reported Q2 adjusted EPS of $1.07, solidly above its/consensus of 98c/99c estimates on NA outperformance. Management raised 2025 revenue guidance to $3.85B-$3.93B from $3.8B-$3.9B with adjusted EPS now projected in a range of $3.70-$3.90 from $3.60-$3.90. Notably, A.O. Smith also announced a formal assessment of its China business, including a broad range of potential outcomes, Oppenheimer adds.

UBS

Damian Karas

Neutral

maintain

$74 -> $76

2025-07-28

Reason

UBS

Damian Karas

Price Target

$74 -> $76

2025-07-28

maintain

Neutral

Reason

UBS analyst Damian Karas raised the firm's price target on A.O. Smith to $76 from $74 and keeps a Neutral rating on the shares. A.O. Smith posted better than expected Q2 results, a modest raise to 2025 guidance, and announced that a strategic review is underway for its China business, the analyst tells investors in a research note. UBS thinks there is potential value to unlock if A.O. Smith can divest the China business, but believes there would likely be some tax hurdles in doing this.

Goldman Sachs

Susan Maklari

Sell

maintain

$61 -> $65

2025-07-28

Reason

Goldman Sachs

Susan Maklari

Price Target

$61 -> $65

2025-07-28

maintain

Sell

Reason

Goldman Sachs analyst Susan Maklari raised the firm's price target on A.O. Smith to $65 from $61 and keeps a Sell rating on the shares. The firm says its expectation for greater volatility in A.O. Smith's near-term results, including pressure on second half margins as steel costs rise, leaves it cautious on the stock. On the call, management highlighted pull forward in demand following an announced 6%-9% price increase in early May on residential and commercial water heaters in response to tariffs. Although the impact was slightly muted vs last year given better order management efforts, demand has moderated into the summer as customers work through inventories, Goldman adds.

Valuation Metrics

The current forward P/E ratio for A O Smith Corp (AOS.N) is 17.12, compared to its 5-year average forward P/E of 19.79. 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.

5Y Average PE

19.79

Current PE

17.12

Overvalued PE

22.38

Undervalued PE

17.19

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.

5Y Average EV/EBITDA

13.13

Current EV/EBITDA

11.39

Overvalued EV/EBITDA

14.84

Undervalued EV/EBITDA

11.42

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.

5Y Average PS

2.76

Current PS

2.42

Overvalued PS

3.10

Undervalued PS

2.42

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

N/A

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

Bought

Congress Trading

Congress areSelling! The selling amount has increased100%over the last month.

Sold

Bought

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

AOS News & Events

Events Timeline

No data

News

9.5

01-07PRnewswire

PinnedA.O. Smith to Release Q4 2025 Financial Results on January 29

8.5

01-06PRnewswire

PinnedA. O. Smith Acquires Leonard Valve for $470 Million

8.5

01-06Newsfilter

Bessemer Completes Sale of Leonard Valve to A. O. Smith

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Frequently Asked Questions

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

The current price of AOS is 70.4 USD — it has increased 4.89 % in the last trading day.

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?

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

A O Smith Corp revenue for the last quarter amounts to 942.50M USD, increased 4.42 % YoY.

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 0.94 USD, increased 14.63 % YoY.

What changes have occurred in the market's expectations for A O Smith Corp (AOS)'s fundamentals?

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

A O Smith Corp (AOS) has 12700 emplpoyees as of January 09 2026.

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

Today AOS has the market capitalization of 9.80B USD.