Smith AO Corporation (AOS)

Currency in USD
63.98
+0.99(+1.57%)
Closed·
64.30+0.32(+0.50%)
·
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Fair Value
Day's Range
62.5964.32
52 wk Range
54.1681.86
Key Statistics
Prev. Close
63.98
Open
63
Day's Range
62.59-64.32
52 wk Range
54.16-81.86
Volume
1.28M
Average Volume (3m)
1.78M
1-Year Change
-9.671%
Book Value / Share
13.36
Fair Value
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Fair Value Upside
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AOS Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
69.91
Upside
+9.27%
Members' Sentiments
Bearish
Bullish
ProTips
11 analysts have revised their earnings downwards for the upcoming period

Smith AO Corporation News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Analyst Ratings

5 Buy
6 Hold
2 Sell
Ratings:
13 analysts
Overall Consensus
Neutral

Analysts 12-Month Price Target:

Average 69.91
(+9.27% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
DA Davidson
Hold67.00+4.72%67.00Maintain03-08-2026
Stifel
Buy70.00+9.41%76.00Maintain31-07-2026
Stifel
Buy76.00+18.79%75.00Maintain20-07-2026
Oppenheimer
Buy75.00+17.22%80.00Maintain10-06-2026
Stifel
Buy75.00+17.22%-Maintain04-06-2026

Smith AO Corporation Earnings Call Summary for Q2/2026

  • A. O. Smith Q2 adjusted EPS of $1.03 beat estimates by 5.1%; revenue of $1B topped forecasts, but shares fell 3.39% on weaker outlook.
  • North America sales rose 5% to $821M driven by organic growth and Leonard Valve acquisition; China sales plunged 28% in local currency.
  • Full-year guidance narrowed to 2-3% sales growth and $3.70-$3.85 EPS; Q3 earnings expected lower than Q2 and Q4 due to cost pressures.
  • Free cash flow surged 67% to $233M in H1 2026; company raised share buyback target by 50% to $300M, maintaining $0.36 quarterly dividend.
  • Management reviewing strategic options for China business including partnership or sale; pricing increases of 4-7% expected to benefit margins in Q4.
Last Updated: 30-07-2026, 09:08 pm
Read Full Transcript

Earnings

Latest Release
30-07-2026
EPS / Forecast
1.03 / 0.98
Revenue / Forecast
1B / 997.6M
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 3.59%
Dividend Yield
2.29%
Industry Median 1.43%
Annualised payout
1.44
Paid quarterly
5-Years Growth
+6.84%
Growth Streak

AOS Income Statement

Compare AOS to Peers and Sector

Metrics to compare
AOS
Peers
Sector
Relationship
P/E Ratio
17.4x35.4x12.2x
PEG Ratio
-1.780.03
Price/Book
4.7x5.0x1.4x
Price / LTM Sales
2.3x3.2x1.2x
Upside (Analyst Target)
9.4%10.9%25.2%
Fair Value Upside
Unlock−4.0%7.0%Unlock

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.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
75.39M55.47%4.82B
Other Institutional Investors
75.96M44.53%4.86B
Public Companies & Retail Investors
0.000.00%0.00
Total
151.35M100.00%9.68B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Smith Family Voting Trust18.95%2,57,49,26316,47,438
FMR LLC6.02%81,85,5895,23,714

FAQ

What Is the AO Smith (AOS) Share Price Today?

The AO Smith share price today is 63.98.

What is the current AO Smith (AOS) share price and day range?

As of 10-08-2026, the AO Smith share price is 63.98, with a previous close of 63.98. The share price has ranged from 62.59 to 64.32 today, while the 52-week range spans from 54.16 to 81.86.

What Is the AO Smith Market Cap?

As of today, AO Smith market cap is 8.70B.

Does AO Smith Pay Dividends? What's The Current Dividend Yield?

The AO Smith dividend yield is 2.29%.

What Is the AO Smith (AOS) Share Price Target?

The average 12-month share price target for AO Smith is 69.91, with a high estimate of 84 and a low estimate of 59. 5 analysts recommend buying, while 2 suggest selling, with an overall rating of Neutral and +9.27% Upside potential.

What Is AO Smith's Earnings Per Share (TTM)?

The AO Smith EPS (TTM) is 3.59.

When Is the Next AO Smith Earnings Date?

AO Smith will release its next earnings report on 22-10-2026.

From a Technical Analysis Perspective, Is AOS a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

What Stock Exchange Does AO Smith Trade On?

AO Smith is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for AO Smith?

The stock symbol for AO Smith is "AOS."

How Many Times Has AO Smith Stock Split?

AO Smith has split 5 times.

How Many Employees Does AO Smith Have?

AO Smith has 11500 employees.

What Is the AOS Premarket Price?

AOS's last pre-market stock price is 64.30. The pre-market share volume is 20.00, and the stock has changed by 0.32, or 0.50%.
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