Company Profile

AOS insider trades (13 months) →

Today's multi-factor rank: 383 of 466 · see the ranking

Quant500 Scores

Momentum

3.5/10

Value

5.0/10

Growth

4.2/10

Quality

5.3/10

Multifactor

4.5/10

Market and Valuation

Price & Market

Prev Close Price:$56.93

Open:$56.91

Day's Low:$56.49

Day's High:$57.23

Bid / Ask:-

Market Cap:7.74B

Enterprise Value:8.24B

52-Week Range

52-Week Low:$54.16

52-Week High:$81.87

Current position in 52-week range

52w Low-52w High

50-Day Avg:$60.58

200-Day Avg:$64.86

Volume

Volume Today:3,270,837

Avg Volume (3m):1,600,269

Avg Volume (10d):1,500,240

52-Week Change:-22.08%

vs S&P 500, 52 weeks:-

Beta:1.15

Valuation Multiples

PER Trailing:15.86

PER Forward:13.94

PEG Ratio:1.35

Price / Book:4.20

Price / Sales (TTM):2.03

EV / Revenue:2.17

EV / EBITDA:10.51

Dividends

Current yield:2.53%

Annual Dividend Rate:$1.44

Dividend Trailing:$1.42

Yield Trailing:2.49%

5-Year Avg Yield:1.82%

Payout Ratio:39.55%

Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-

Fiscal Year (Next):-

Date Filter (Month):

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):3.80B

Gross Profit:1.47B

EBITDA:783.70M

Net Income (TTM):500.30M

Rev Growth (YoY):-0.70%

Earnings Growth (YoY):-15.00%

Quarterly earnings growth (YoY):-17.90%

Margins

Gross Margin:-

EBITDA Margin:-

Operating Margin:-

Net Margin:-

Per Share

EPS Trailing (TTM):-

EPS Forward (Est.):$4.09

Revenue Per Share:$27.46

Cash Per Share:-

Book Value:$13.55

Last Dividend:-

Ex-Dividend Date:-

Last Split:-

Balance Sheet & Liquidity

Total cash:181.30M

Total Debt:677.20M

Net Debt (Debt - Cash):495.90M

Debt / Equity:36.77%

Current Ratio:1.59

Quick Ratio:0.98

Cash Flows

Operating Cash Flow:692.30M

Free Cash Flow (FCF):484.61M

FCF Yield (FCF / Market Cap):-

Enterprise Value:8.24B

EV / Revenue:2.17

EV / EBITDA:10.51

Profitability

ROE (Return on Equity):27.13%

ROA (Return on Assets):12.54%

PER Trailing:15.86

PER Forward:13.94

Price / Book:4.20

PEG Ratio:1.35

52-Week Change:-22.08%

S&P 500 change, 52 weeks:+14.80%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$3.59

EPS Forward (Est.):$4.09

PER Forward:-

PEG Ratio:1.35

Growth and Margins

Earnings Growth YoY:-

Quarterly Earnings Growth YoY:-

Rev Growth YoY:-

Net Margin:-

Gross Margin:-

EBITDA Margin:-

Per Share

Revenue Per Share:$27.46

Cash Per Share:-

Book Value:$13.55

Cash Flows (TTM)

Free Cash Flow:484.61M

Operating Cash Flow:692.30M

EBITDA:783.70M

Total Revenue (TTM):3.80B

Net Income (TTM):500.30M

Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter	Period	Actual EPS	Estimated EPS	Difference	Surprise %	Currency

Ownership Structure

Ownership Distribution

% Insiders:-

% Institutional:-

% Inst. (of Float):-

No. of Institutions:-

Visual distribution

InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:110,047,214

Float (free shares):107,876,071

Short interest (shares):10,484,081

Short % of float:-

Short Ratio (days to cover):7.32

Short interest, prior month:-

Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-

Audit Risk:-

Board risk:-

Compensation Risk:-

Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization	Report Date	% Shares	No. Shares	Value (USD)	Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund	Report Date	% Shares	No. Shares	Value (USD)	Change %

Recent Insider Trades

Executive / Insider	Title	Date	Action	Shares

Options Chain

Expiration Date:

CALLS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

PUTS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

A. O. Smith Corporation (AOS) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type	Date	Official link
8-K	2026-07-30	View filing ↗
11-K	2026-06-26	View filing ↗
8-K	2026-06-22	View filing ↗
SD	2026-05-21	View filing ↗
8-K	2026-05-19	View filing ↗
8-K	2026-04-30	View filing ↗
CORRESP	2026-04-29	View filing ↗
8-K	2026-04-17	View filing ↗
DEF 14A	2026-03-04	View filing ↗
10-K	2026-02-10	View filing ↗

Company and Executive Profile

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.

General Information

Headquarters:United States

City:Milwaukee

Employees:11,500

Sector:Industrials

Industry:Specialty Industrial Machinery

Website:-

Key Executives

Name	Title	Age	Total pay
Mr. Stephen M. Shafer	President, CEO & Chairman	49	2.28M
Mr. Ming Cheng Ph.D.	Senior VP & CTO	51	722,080
Mr. Christopher T. Howe	Senior VP & Chief Digital Information Officer	54	551,953
Mr. James F. Stern J.D.	Executive VP of Corporate Development and Strategy & Secretary	62	1.64M
Mr. Charles T. Lauber	Executive Vice President	62	1.88M
Mr. Kevin J. Wheeler	Executive Director	65	4.81M
Ms. Carrie L. Anderson	Executive VP & CFO	56	-
Ms. Helen E. Gurholt	VP of Investor Relations, Financial Planning and Analysis & Treasurer	50	-

You have seen the engine room

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A. O. Smith Corporation (AOS): Quantitative Analysis

Name: Factor scores for A. O. Smith Corporation (AOS)
Creator: Quant500
License: https://quant500.com/legal

A. O. Smith Corporation (AOS) — Industrials — Specialty Industrial Machinery. AOS is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, AOS has returned −13.2% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.

AOS ranks 383 of 466 on today's multifactor score, and 56 of the 70 Industrials companies that score. Its strongest factor is quality (Z 0.19, ranked 149 of 473); its weakest is momentum (Z -0.89, ranked 428 of 497). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

Factor	Z-Score	Rank
Multifactor	-0.289	383 of 466 ↑12
Momentum	-0.888	428 of 497 ↑20
Value	0.001	206 of 494 ↓6
Quality	0.190	149 of 473 =
Growth	-0.459	409 of 494 =

Market data

Metric	Value
Price	$56.95
Market Cap	7.74B
P/E	15.86
Revenue (last 12 months)	3.80B
Price / book	4.20
Book value per share	$13.55
52-week range	$54.16 – $81.87
Dividend yield	2.53%
Beta	1.15
Average volume	1,600,269
Shares outstanding	110.05M
Short interest (% of float)	11.01% (as of Aug 31, 2026)

When does AOS report earnings? 12 of its last 12, before the open →

What are AOS insiders doing? 30 transactions filed with the SEC, of them 2 sells, the last one on Apr 13, 2026 →

Data as of Sep 18, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

Company Profile

Market and Valuation

Price & Market

52-Week Range

Volume

Valuation Multiples

Dividends

Valuation Context

Financial Statements TTM (Trailing 12 Months)

Income Statement

Margins

Per Share

Balance Sheet & Liquidity

Cash Flows

Profitability

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

Growth and Margins

Per Share

Cash Flows (TTM)

EPS Surprise History - Last 4 Quarters

Ownership Structure

Ownership Distribution

Shares & Short Interest

Governance Score (1=Best, 10=Worst)

Top Institutional Holders

Top Mutual Funds

Recent Insider Trades

Options Chain

CALLS

PUTS

Sentiment Metrics

Expected move

A. O. Smith Corporation (AOS) SEC filings: 10-K, 10-Q and 8-K

Company and Executive Profile

General Information

Key Executives

You have seen the engine room

A. O. Smith Corporation (AOS): Quantitative Analysis

Factor scores

Market data