AOS
Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.
Research, not advice.
À propos
A. O. Smith Corporation
- Nom
- A. O. Smith Corporation
- Secteur
- Industrials
- Industrie
- Industrial - Machinery
- Bourse
- NYSE
- Capitalisation
- $8.4B
- Employés
- 11,500
- PDG
- Stephen Shafer
- Site web
- https://www.aosmith.com
- Marché
- FELEPNRWTSXYLZWS
A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
Decouvert par les declarations du Congres
- Insiders
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- Total bought
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Avg buy (VWAP, 90d window) —
- Total sold
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Avg sell (VWAP, 90d window) —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
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- Last synced
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2026-10-06 10:56:08
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Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
No Form 4 filings for this company in this window.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
| Date | Member | Side | Amount range | Filing |
|---|---|---|---|---|
| 2025-09-23 | Julie Johnson | Buy | $1,001 - $15,000 | Filing |
| 2025-09-23 | Julie Johnson | Buy | $1,001 - $15,000 | Filing |
| 2025-09-22 | Julie Johnson | Buy | $1,001 - $15,000 | Filing |
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2025-09-25 | Julie Johnson | Sale (Full) | $1,001 - $15,000 |
| 2025-09-23 | Julie Johnson | Sale (Full) | $1,001 - $15,000 |
| 2025-09-23 | Julie Johnson | Purchase | $1,001 - $15,000 |
| 2025-04-16 | April McClain Delaney | Sale (Full) | $1,001 - $15,000 |
| 2025-04-10 | April McClain Delaney | Sale (Partial) | $1,001 - $15,000 |
| 2025-03-06 | April McClain Delaney | Sale | $1,001 - $15,000 |
| 2025-02-25 | Robert P. Bresnahan | Sale (Full) | $1,001 - $15,000 |
| 2025-02-18 | April McClain Delaney | Sale | $15,001 - $50,000 |
| 2024-11-15 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-11-08 | Jared Moskowitz | Sale (Full) | $1,001 - $15,000 |
| 2023-09-08 | Lois Frankel | Sale (Full) | $1,001 - $15,000 |
| 2023-07-14 | Jared Moskowitz | Purchase | $1,001 - $15,000 |
| 2022-02-14 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-02-07 | Lois Frankel | Sale (Partial) | $1,001 - $15,000 |
| 2022-02-02 | Michael T. McCaul | Sale | $15,001 - $50,000 |
| 2022-02-02 | Michael T. McCaul | Sale | $50,001 - $100,000 |
| 2021-12-14 | Michael T. McCaul | Sale | $1,001 - $15,000 |
| 2020-02-28 | Dean Phillips | Sale (Full) | $1,001 - $15,000 |
| 2019-08-13 | Dean Phillips | Purchase | $1,001 - $15,000 |
| 2019-06-24 | Donna Shalala | Sale (Full) | $1,001 - $15,000 |
| 2019-06-12 | Greg Gianforte | Purchase | $100,001 - $250,000 |
| 2019-06-12 | Lois Frankel | Purchase | $1,001 - $15,000 |
| 2019-03-06 | Donna Shalala | Purchase | $1,001 - $15,000 |
| 2019-02-20 | Donna Shalala | Purchase | $1,001 - $15,000 |
| 2019-02-05 | Lois Frankel | Purchase | $1,001 - $15,000 |
| 2018-12-24 | Greg Gianforte | Purchase | $50,001 - $100,000 |
| 2018-11-21 | Greg Gianforte | Sale (Full) | $50,001 - $100,000 |
Signal
Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.
AOS exhibits genuinely strong financial fundamentals — high ROE/ROIC, conservative leverage, and solid cash flow — but the near-total absence of a near-term catalyst (score: 25, type: NONE) severely limits the…
The first sentence of the analysis written for AOS on 2026-10-06 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Unavailable or mixed. No open-market purchase or sale value stored
- Congress Unavailable or mixed. 1 purchase disclosure year to date, a thin reading
- Narrative Unavailable or mixed. Stored narrative reading is in the neutral band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Supports a bullish reading. Current ratio 1.50 · operating margin 19%
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 38.8% | 38.1% | 38.5% | 35.4% | 37.0% | |
| Ebit Margin | 19.0% | 18.5% | 19.3% | 6.2% | 17.8% | |
| Ebitda Margin | 20.7% | 20.6% | 21.4% | 8.3% | 20.0% | |
| Operating Profit Margin | 19.0% | 18.8% | 19.7% | 17.5% | 17.2% | |
| Pretax Profit Margin | 18.7% | 18.4% | 19.0% | 6.0% | 17.7% | |
| Continuous Operations Profit Margin | 14.3% | 14.0% | 14.4% | 6.3% | 13.8% | |
| Net Profit Margin | 14.3% | 14.0% | 14.4% | 6.3% | 13.8% | |
| Bottom Line Profit Margin | 14.3% | 14.0% | 14.4% | 6.3% | 13.8% | |
| Current Ratio | 1.497 | 1.552 | 1.587 | 1.749 | 1.566 | |
| Quick Ratio | 0.942 | 0.959 | 1.061 | 1.196 | 1.166 | |
| Solvency Ratio | 0.474 | 0.451 | 0.464 | 0.197 | 0.344 | |
| Cash Ratio | 0.202 | 0.267 | 0.360 | 0.419 | 0.396 | |
| Price To Earnings Ratio | 17.326 | 18.688 | 22.221 | 37.658 | 28.148 | |
| Price To Earnings Growth Ratio | 3.011 | -11.555 | 0.154 | -0.751 | 0.662 | |
| Forward Price To Earnings Growth Ratio | 3.011 | -11.555 | 0.154 | -0.751 | 0.662 | |
| Price To Earnings Diluted Ratio | 17.326 | 18.791 | 22.341 | 37.907 | 28.427 | |
| Price To Earnings Diluted Growth Ratio | 2.735 | -11.556 | 0.155 | -0.758 | 0.670 | |
| Price To Book Ratio | 5.037 | 5.323 | 6.703 | 5.070 | 7.493 | |
| Price To Sales Ratio | 2.443 | 2.626 | 3.209 | 2.360 | 3.879 | |
| Price To Free Cash Flow Ratio | 17.141 | 21.162 | 20.683 | 27.593 | 24.254 | |
| Price To Operating Cash Flow Ratio | 15.173 | 17.234 | 18.443 | 22.637 | 21.413 | |
| Debt To Assets Ratio | 0.061 | 0.067 | 0.048 | 0.110 | 0.063 | |
| Debt To Equity Ratio | 0.103 | 0.115 | 0.084 | 0.210 | 0.120 | |
| Debt To Capital Ratio | 0.094 | 0.103 | 0.078 | 0.174 | 0.107 | |
| Long Term Debt To Capital Ratio | 0.057 | 0.089 | 0.060 | 0.161 | 0.094 | |
| Financial Leverage Ratio | 1.691 | 1.720 | 1.743 | 1.907 | 1.896 | |
| Working Capital Turnover Ratio | 8.284 | 7.268 | 6.142 | 5.631 | 5.183 | |
| Operating Cash Flow Ratio | 0.715 | 0.648 | 0.709 | 0.419 | 0.573 | |
| Operating Cash Flow Sales Ratio | 0.161 | 0.152 | 0.174 | 0.104 | 0.181 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.885 | 0.814 | 0.892 | 0.820 | 0.883 | |
| Debt Service Coverage Ratio | 11.170 | 37.072 | 29.405 | 16.598 | 51.288 | |
| Interest Coverage Ratio | 53.926 | 106.985 | 63.117 | 70.074 | 141.744 | |
| Short Term Operating Cash Flow Coverage Ratio | 14.582 | 58.180 | 67.030 | 39.140 | 94.279 | |
| Operating Cash Flow Coverage Ratio | 3.211 | 2.685 | 4.319 | 1.067 | 2.927 | |
| Capital Expenditure Coverage Ratio | 8.712 | 5.387 | 9.233 | 5.568 | 8.537 | |
| Dividend Paid And Capex Coverage Ratio | 2.314 | 1.950 | 2.617 | 1.581 | 2.615 | |
| Dividend Payout Ratio | 0.358 | 0.357 | 0.330 | 0.752 | 0.349 | |
| Enterprise Value Multiple | 11.836 | 12.719 | 14.782 | 28.502 | 19.078 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 38.8% | ▲0.7% | ▲1.2% |
| Ebit Margin | 19.0% | ▲0.5% | ▲2.9% |
| Ebitda Margin | 20.7% | ▲0.1% | ▲2.5% |
| Operating Profit Margin | 19.0% | ▲0.2% | ▲0.6% |
| Pretax Profit Margin | 18.7% | ▲0.3% | ▲2.7% |
| Continuous Operations Profit Margin | 14.3% | ▲0.3% | ▲1.7% |
| Net Profit Margin | 14.3% | ▲0.3% | ▲1.7% |
| Bottom Line Profit Margin | 14.3% | ▲0.3% | ▲1.7% |
| Current Ratio | 1.497 | ▼-0.055 | ▼-0.093 |
| Quick Ratio | 0.942 | ▼-0.018 | ▼-0.123 |
| Solvency Ratio | 0.474 | ▲0.022 | ▲0.088 |
| Cash Ratio | 0.202 | ▼-0.065 | ▼-0.127 |
| Price To Earnings Ratio | 17.326 | ▼-1.361 | ▼-7.482 |
| Price To Earnings Growth Ratio | 3.011 | ▲14.567 | ▲4.707 |
| Forward Price To Earnings Growth Ratio | 3.011 | ▲14.567 | ▲4.707 |
| Price To Earnings Diluted Ratio | 17.326 | ▼-1.464 | ▼-7.632 |
| Price To Earnings Diluted Growth Ratio | 2.735 | ▲14.291 | ▲4.486 |
| Price To Book Ratio | 5.037 | ▼-0.286 | ▼-0.888 |
| Price To Sales Ratio | 2.443 | ▼-0.183 | ▼-0.460 |
| Price To Free Cash Flow Ratio | 17.140 | ▼-4.022 | ▼-5.026 |
| Price To Operating Cash Flow Ratio | 15.173 | ▼-2.061 | ▼-3.807 |
| Debt To Assets Ratio | 0.061 | ▼-0.006 | ▼-0.009 |
| Debt To Equity Ratio | 0.103 | ▼-0.012 | ▼-0.023 |
| Debt To Capital Ratio | 0.094 | ▼-0.009 | ▼-0.017 |
| Long Term Debt To Capital Ratio | 0.057 | ▼-0.032 | ▼-0.035 |
| Financial Leverage Ratio | 1.692 | ▼-0.029 | ▼-0.100 |
| Working Capital Turnover Ratio | 8.284 | ▲1.016 | ▲1.782 |
| Operating Cash Flow Ratio | 0.715 | ▲0.067 | ▲0.102 |
| Operating Cash Flow Sales Ratio | 0.161 | ▲0.009 | ▲0.006 |
| Free Cash Flow Operating Cash Flow Ratio | 0.885 | ▲0.071 | ▲0.026 |
| Debt Service Coverage Ratio | 11.170 | ▼-25.902 | ▼-17.936 |
| Interest Coverage Ratio | 53.926 | ▼-53.059 | ▼-33.243 |
| Short Term Operating Cash Flow Coverage Ratio | 14.582 | ▼-43.598 | ▼-40.061 |
| Operating Cash Flow Coverage Ratio | 3.211 | ▲0.526 | ▲0.369 |
| Capital Expenditure Coverage Ratio | 8.712 | ▲3.325 | ▲1.225 |
| Dividend Paid And Capex Coverage Ratio | 2.314 | ▲0.365 | ▲0.099 |
| Dividend Payout Ratio | 0.358 | ▲0.002 | ▼-0.071 |
| Enterprise Value Multiple | 11.836 | ▼-0.883 | ▼-5.548 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $9.36B | $10.03B | $12.36B | $8.86B | $13.73B | |
| Enterprise value | $9.38B | $10.00B | $12.18B | $8.84B | $13.50B | |
| EV / Sales | 2.45x | 2.62x | 3.16x | 2.35x | 3.82x | |
| EV / Op. cash flow | 15.20x | 17.20x | 18.17x | 22.57x | 21.06x | |
| EV / Free cash flow | 17.17x | 21.11x | 20.37x | 27.52x | 23.86x | |
| EV / EBITDA | 11.84x | 12.72x | 14.78x | 28.50x | 19.08x | |
| Net debt / EBITDA | 0.02x | -0.03x | -0.22x | -0.08x | -0.32x | |
| Current ratio | 1.50x | 1.55x | 1.59x | 1.75x | 1.57x | |
| Income quality | 1.13x | 1.09x | 1.20x | 1.66x | 1.32x | |
| Graham number | $34 | $32 | $32 | $20 | $28 | |
| Graham net-net | -$3 | -$3 | -$2 | -$3 | -$2 | |
| Tax burden | 76.4% | 76.1% | 75.9% | 105.4% | 77.9% | |
| Interest burden | 98.0% | 99.1% | 98.4% | 96.0% | 99.3% | |
| Working capital | $429.0M | $495.7M | $555.0M | $699.5M | $633.8M | |
| Invested capital | $2.18B | $2.24B | $2.16B | $2.29B | $2.27B | |
| Return on assets | 17.4% | 16.5% | 17.3% | 7.1% | 14.0% | |
| Operating ROA | 22.8% | 22.2% | 23.1% | 19.4% | 18.4% | |
| Return on tangible assets | 26.4% | 24.7% | 24.8% | 10.0% | 19.6% | |
| Return on equity | 29.4% | 28.3% | 30.2% | 13.5% | 26.6% | |
| Return on invested capital | 23.9% | 23.2% | 25.2% | 27.4% | 20.1% | |
| Return on capital employed | 31.9% | 30.6% | 33.4% | 27.5% | 25.9% | |
| Earnings yield | 5.8% | 5.3% | 4.5% | 2.7% | 3.5% | |
| Free cash flow yield | 5.8% | 4.7% | 4.8% | 3.6% | 4.1% | |
| Capex / Op. cash flow | 11.5% | 18.6% | 10.8% | 18.0% | 11.7% | |
| Capex / Depreciation | 83.2% | 137.1% | 92.7% | 91.4% | 96.4% | |
| Capex / Sales | 1.8% | 2.8% | 1.9% | 1.9% | 2.1% | |
| SG&A / Sales | 19.8% | 19.8% | 18.9% | 17.9% | 19.8% | |
| R&D / Sales | 0.0% | 2.7% | 2.5% | 2.4% | 2.7% | |
| Stock comp / Sales | 0.4% | 0.4% | 0.3% | 0.3% | 0.3% | |
| Intangibles / Total assets | 34.1% | 33.4% | 30.2% | 29.0% | 28.6% | |
| Days sales outstanding | 55d | 52d | 56d | 57d | 65d | |
| Days payables outstanding | 79d | 91d | 93d | 94d | 122d | |
| Operating cycle | 130d | 134d | 133d | 134d | 139d | |
| Cash conversion cycle | 52d | 43d | 41d | 40d | 17d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-10-02 A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 2026 MILWAUKEE, Oct. 2, 2026 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS) will release its third quarter 2026 financial results before the market opens on Thursday, Oct. 29, and has scheduled an investor conference call to follow at 10:00 a.m.
- 2026-10-01 Head-To-Head Survey: JELD-WEN (NYSE:JELD) & A. O. Smith (NYSE:AOS) A. O. Smith (NYSE: AOS - Get Free Report) and JELD-WEN (NYSE: JELD - Get Free Report) are both industrials companies, but which is the better stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, earnings, valuation, risk and dividends. Valuation and Earnings This table compares A. O.
- 2026-09-26 A. O. Smith Corporation (NYSE:AOS) Stock Rated “Hold” by Wall Street Analysts Shares of A. O. Smith Corporation (NYSE: AOS - Get Free Report) have been given a consensus recommendation of "Hold" by the nine analysts that are covering the firm, Marketbeat.com reports. Two analysts have rated the stock with a sell recommendation, five have assigned a hold recommendation and two have issued a buy recommendation on the
- 2026-09-24 4 Manufacturing Electronics Stocks to Watch on Promising Industry Trends The Zacks Manufacturing - Electronics industry gains from solid momentum in the manufacturing sector and strength across major end markets. ETN, EMR, AOS and ENS are some notable stocks in the industry.
- 2026-09-01 A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside A. O. Smith is rated Buy due to resilient replacement demand, energy-efficiency tailwinds, and an attractive valuation. Approximately 80-85% of North American water heater demand is replacement-driven, providing downside protection and medium-term growth potential. Earnings are expected to recover from Q4 2026, driven by pricing realization, cost savings, and a favorable product mix shift.
- 2026-09-01 Here''s Why Investors Should Retain A. O. Smith Stock in Portfolio Now AOS benefits from strong North America boiler demand, acquisitions and shareholder returns, though China weakness and rising costs pose challenges.
- 2026-08-06 A. O. Smith Corporation $AOS Position Lessened by Amundi Amundi decreased its position in shares of A. O. Smith Corporation (NYSE: AOS) by 86.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 115,540 shares of the industrial products company''s stock after selling 733,620 shares during the period. Amundi
- 2026-08-02 4 Industrial Dividend Growers That Fly Under the Radar and Look Like Buys in August Industrial dividend growers rarely make headlines the way REITs or telecoms do, yet they quietly compound income year after year through cycles most investors ignore.
- 2026-07-31 Madison Mid Cap Fund Q2 2026 Portfolio Activity The top five contributors for the quarter were MKS, Amphenol, Arista Networks, Bio-Techne, and Waters. The bottom five detractors for the quarter were Ross Stores, Arch Capital, Copart, Gartner, and Brown & Brown. We purchased shares in Verisk Analytics, the dominant provider of data and analytics to property and casualty insurers in the U.S.
- 2026-07-30 A. O. Smith Corporation (AOS) Q2 2026 Earnings Call Transcript A. O. Smith Corporation (AOS) Q2 2026 Earnings Call Transcript