Val
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Gro
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Qua
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Mom
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Sta
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Cap—
P/S2.24
P/E—
Fwd P/E14.91
PEG1.64
52W— – —
RSI—
Target$70.55 (+13.7%)
Beta1.15
Div2.19%
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RSI (14)
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A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, homes, apartments, and condominiums, and other large commercial buildings; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms, as well as offers Aquasana branded products directly to consumers through e-commerce channels; and A. O. Smith branded water treatment products through dealer network and Amazon. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.
52-Week Range
52W Low
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52W High
Position in Range
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RSI (14)
0 · Oversold
RSI 56
Overbought · 100
Signal
Neutral
EMA Price Levels
Volume Analysis
Momentum Dashboard
Trend Strength
Detected Patterns
2Bullish
2Bearish
0Neutral
▲ Double Bottom — Two lows ~$56.28 — bullish reversal confirmed
▲ Double Bottom — Two lows ~$57.95 — bullish reversal confirmed
▼ Bear Flag — Breakdown after -10% pole — bearish continuation
▼ Bear Flag — Breakdown after -11% pole — bearish continuation
View overlays on the price chart via Chart tab → Pattern Overlays.
EPS — History & Forecast
Estimate
Beat
Miss
Forecast
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Revenue — History & Forecast
Revenue
Forecast
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EPS Beat Rate
75%
6/8 quarters
Wall Street Consensus
HOLD
BuyHoldSell
Price Target Range
$70.55
+13.7% upside
Low $59
—
High $84
Consensus
Current price
Wall Street Analyst Ratings
| Firm | Rating | Change | Action | Date |
|---|---|---|---|---|
| Stifel | Buy | — | ↔ Maintain | 2026-07-20 |
| Oppenheimer | Outperform | — | ↔ Maintain | 2026-06-10 |
| JP Morgan | Underweight | Neutral → Underweight | ▼ Downgrade | 2026-05-15 |
| Citigroup | Neutral | — | ↔ Maintain | 2026-05-04 |
| DA Davidson | Neutral | — | ↔ Maintain | 2026-05-04 |
| Baird | Neutral | — | ↔ Maintain | 2026-05-01 |
| Goldman Sachs | Sell | — | ↔ Maintain | 2026-04-13 |
Stifel
2026-07-20
Buy
↔ Maintain
Oppenheimer
2026-06-10
Outperform
↔ Maintain
JP Morgan
2026-05-15
Underweight
(from Neutral)
▼ Downgrade
Citigroup
2026-05-04
Neutral
↔ Maintain
DA Davidson
2026-05-04
Neutral
↔ Maintain
Baird
2026-05-01
Neutral
↔ Maintain
Goldman Sachs
2026-04-13
Sell
↔ Maintain
Profitability
Gross Margin
38.76%TTM
Op. Margin
17.11%TTM
ROE
28.27%TTM
Rev. Growth
-1.90%YoY
Free Cash Flow
495.61MTTM
FCF Yield
—TTM
Balance Sheet
Debt / Equity
34.98MRQ
Current Ratio
1.56MRQ
Cash
203.90MMRQ
Total Debt
656.90MMRQ
Net Debt
—MRQ
Income
Div. Yield
2.19%TTM
Annual Rate
1.44Fwd
Payout Ratio
37.33%TTM
Dividend History
Payout Ratio (TTM): 37.33%
| Date | Amount / Share | Yield at Payment |
|---|---|---|
| 2026-04-30 | $0.3600 | 0.58% |
| 2026-01-30 | $0.3600 | 0.49% |
| 2025-10-31 | $0.3600 | 0.55% |
| 2025-07-31 | $0.3400 | 0.49% |
| 2025-04-30 | $0.3400 | 0.51% |
| 2025-01-31 | $0.3400 | 0.52% |
| 2024-10-31 | $0.3400 | 0.47% |
| 2024-07-31 | $0.3200 | 0.39% |
| 2024-04-29 | $0.3200 | 0.40% |
| 2024-01-30 | $0.3200 | 0.42% |
| 2023-10-30 | $0.3200 | 0.48% |
| 2023-07-28 | $0.3000 | 0.44% |
| 2023-04-27 | $0.3000 | 0.46% |
| 2023-01-30 | $0.3000 | 0.54% |
| 2022-10-28 | $0.3000 | 0.59% |
| 2022-07-28 | $0.2800 | 0.49% |
| 2022-04-28 | $0.2800 | 0.50% |
| 2022-01-28 | $0.2800 | 0.40% |
| 2021-10-28 | $0.2800 | 0.43% |
| 2021-07-29 | $0.2600 | 0.40% |
| 2021-04-29 | $0.2600 | 0.42% |
| 2021-01-28 | $0.2600 | 0.50% |
| 2020-10-29 | $0.2600 | 0.54% |
| 2020-07-30 | $0.2400 | 0.55% |
| 2020-04-29 | $0.2400 | 0.61% |
| 2020-01-30 | $0.2400 | 0.62% |
| 2019-10-30 | $0.2400 | 0.54% |
| 2019-07-30 | $0.2200 | 0.55% |
| 2019-04-29 | $0.2200 | 0.45% |
| 2019-01-30 | $0.2200 | 0.53% |
| 2018-10-30 | $0.2200 | 0.55% |
| 2018-07-30 | $0.1800 | 0.35% |
| 2018-04-27 | $0.1800 | 0.34% |
| 2018-01-30 | $0.1800 | 0.32% |
| 2017-10-30 | $0.1400 | 0.28% |
| 2017-07-27 | $0.1400 | 0.30% |
| 2017-04-26 | $0.1400 | 0.31% |
| 2017-01-27 | $0.1400 | 0.34% |
| 2016-10-27 | $0.1200 | 0.32% |
| 2016-07-27 | $0.1200 | 0.30% |
How AOS Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | 8.55B |
| Enterprise Value | 9.00B |
| Trailing P/E | 16.54 |
| Forward P/E | 14.91 |
| PEG Ratio (5yr) | 1.64 |
| Price/Sales (ttm) | 2.24 |
| Price/Book (mrq) | 4.55 |
| EV/Revenue | 2.36 |
| EV/EBITDA | 11.32 |
Share Statistics
| Avg Vol (3m) | 1.80M |
| Shares Outstanding | 111.97M |
| Float | 109.77M |
| % Held by Insiders | 0.45% |
| % Held by Institutions | 111.61% |
| Short Ratio | 5.30 |
| Short % of Float | 10.23% |
Profitability
| Gross Margin | 38.76% |
| Operating Margin (ttm) | 17.11% |
| Profit Margin | 13.84% |
| Return on Assets (ttm) | 12.78% |
| Return on Equity (ttm) | 28.27% |
Income Statement
| Revenue (ttm) | 3.81B |
| Revenue Growth (yoy) | -1.90% |
| Gross Profit (ttm) | 1.48B |
| EBITDA | 795.30M |
| Net Income (ttm) | 527.60M |
| Diluted EPS (ttm) | 3.75 |
| EPS Growth (yoy) | -10.50% |
Balance Sheet
| Total Cash (mrq) | 203.90M |
| Total Debt (mrq) | 656.90M |
| Debt / Equity (mrq) | 34.98 |
| Current Ratio (mrq) | 1.56 |
| Book Value / Share | 13.62 |
| Operating CF (ttm) | 707.50M |
| Free Cash Flow (ttm) | 495.61M |
Trading & Dividends
| Beta (5Y) | 1.15 |
| 50-Day MA | 59.13 |
| 200-Day MA | 65.98 |
| Fwd Dividend Yield | 225.00% |
| Payout Ratio | 37.33% |
Ownership Breakdown
Institutional 111.61%
Insider 0.45%
Short Interest
10.23% of float
High
Institutional 13F Holdings
Famous investors who disclosed a position in AOS in their latest SEC 13F filing.
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Insider Transactions
| Date | Insider | Role | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-13 | MARTIN LOIS M | Director | Stock Award(Grant) at price 66.32 per share. | 2,262 | $150,016 |
| 2026-04-13 | SMITH MARK D | Director | Stock Award(Grant) at price 66.32 per share. | 2,262 | $150,016 |
| 2026-04-13 | MAPES CHRISTOPHER L | Director | Stock Award(Grant) at price 66.32 per share. | 2,262 | $150,016 |
| 2026-04-13 | KADRI ILHAM | Director | Stock Award(Grant) at price 66.32 per share. | 2,262 | $150,016 |
| 2026-04-13 | FISTER TODD W | Director | Stock Award(Grant) at price 66.32 per share. | 2,262 | $150,016 |
| 2026-03-04 | SCHUH DARRELL W | Officer | Sale at price 74.39 per share. | 1,104 | $82,126 |
| 2026-02-23 | CARVER SAMUEL M | Officer | Stock Gift at price 0.00 per share. | 1,144 | — |
| 2026-02-13 | STERN JAMES F | Officer | Stock Award(Grant) at price 79.88 per share. | 1,633 | $130,452 |
| 2026-02-13 | WHEELER KEVIN J. | Officer and Director | Stock Award(Grant) at price 79.88 per share. | 8,598 | $686,851 |
| 2026-02-13 | LAUBER CHARLES T. | Chief Financial Officer | Stock Award(Grant) at price 79.88 per share. | 2,254 | $180,061 |
| 2026-02-13 | KARGE DOUGLAS SAMUEL | Officer | Stock Award(Grant) at price 79.88 per share. | 338 | $27,001 |
| 2026-02-13 | CARVER SAMUEL M | Officer | Stock Award(Grant) at price 79.88 per share. | 709 | $56,638 |
| 2026-02-13 | O'BRIEN STEPHEN D | Officer | Stock Award(Grant) at price 0.00 per share. | 791 | — |
| 2026-02-13 | WHEELER KEVIN J. | Officer and Director | 36,045 | — | |
| 2026-02-13 | LAUBER CHARLES T. | Chief Financial Officer | 9,460 | — | |
| 2026-02-13 | KARGE DOUGLAS SAMUEL | Officer | 1,415 | — | |
| 2026-02-13 | QIU JACK | Officer | Conversion of Exercise of derivative security at price 80.46 per share. | 3,275 | $263,506 |
| 2026-02-13 | STERN JAMES F | Officer | 6,850 | — | |
| 2026-02-13 | CARVER SAMUEL M | Officer | 2,605 | — | |
| 2026-02-13 | OTCHERE BENJAMIN A | Officer | 1,460 | — | |
| 2026-02-13 | O'BRIEN STEPHEN D | Officer | 2,905 | — | |
| 2026-02-13 | KULKARNI PARAG | Officer | Conversion of Exercise of derivative security at price 80.46 per share. | 1,115 | $89,713 |
| 2026-02-13 | SCHUH DARRELL W | Officer | 1,460 | — | |
| 2026-02-13 | SCHUH DARRELL W | Officer | Sale at price 79.88 per share. | 356 | $28,439 |
| 2025-12-01 | STERN JAMES F | Officer | Stock Gift at price 0.00 per share. | 2,500 | — |
MARTIN LOIS M
Director
Stock Award(Grant) at price 66.32 per share.
2026-04-13
2,262 sh
$150,016
SMITH MARK D
Director
Stock Award(Grant) at price 66.32 per share.
2026-04-13
2,262 sh
$150,016
MAPES CHRISTOPHER L
Director
Stock Award(Grant) at price 66.32 per share.
2026-04-13
2,262 sh
$150,016
KADRI ILHAM
Director
Stock Award(Grant) at price 66.32 per share.
2026-04-13
2,262 sh
$150,016
FISTER TODD W
Director
Stock Award(Grant) at price 66.32 per share.
2026-04-13
2,262 sh
$150,016
SCHUH DARRELL W
Officer
Sale at price 74.39 per share.
2026-03-04
1,104 sh
$82,126
CARVER SAMUEL M
Officer
Stock Gift at price 0.00 per share.
2026-02-23
1,144 sh
—
STERN JAMES F
Officer
Stock Award(Grant) at price 79.88 per share.
2026-02-13
1,633 sh
$130,452
WHEELER KEVIN J.
Officer and Director
Stock Award(Grant) at price 79.88 per share.
2026-02-13
8,598 sh
$686,851
LAUBER CHARLES T.
Chief Financial Officer
Stock Award(Grant) at price 79.88 per share.
2026-02-13
2,254 sh
$180,061
KARGE DOUGLAS SAMUEL
Officer
Stock Award(Grant) at price 79.88 per share.
2026-02-13
338 sh
$27,001
CARVER SAMUEL M
Officer
Stock Award(Grant) at price 79.88 per share.
2026-02-13
709 sh
$56,638
O'BRIEN STEPHEN D
Officer
Stock Award(Grant) at price 0.00 per share.
2026-02-13
791 sh
—
WHEELER KEVIN J.
Officer and Director
2026-02-13
36,045 sh
—
LAUBER CHARLES T.
Chief Financial Officer
2026-02-13
9,460 sh
—
KARGE DOUGLAS SAMUEL
Officer
2026-02-13
1,415 sh
—
QIU JACK
Officer
Conversion of Exercise of derivative security at price 80.46 per share.
2026-02-13
3,275 sh
$263,506
STERN JAMES F
Officer
2026-02-13
6,850 sh
—
CARVER SAMUEL M
Officer
2026-02-13
2,605 sh
—
OTCHERE BENJAMIN A
Officer
2026-02-13
1,460 sh
—
O'BRIEN STEPHEN D
Officer
2026-02-13
2,905 sh
—
KULKARNI PARAG
Officer
Conversion of Exercise of derivative security at price 80.46 per share.
2026-02-13
1,115 sh
$89,713
SCHUH DARRELL W
Officer
2026-02-13
1,460 sh
—
SCHUH DARRELL W
Officer
Sale at price 79.88 per share.
2026-02-13
356 sh
$28,439
STERN JAMES F
Officer
Stock Gift at price 0.00 per share.
2025-12-01
2,500 sh
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