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Company Profile: A. O. Smith Corporation (AOS)

AOS insider trades (13 months) →

$63.84 −2.42% vs. previous close · Market cap $8.58B

Today's multi-factor rank: 393 of 461 · see the ranking

Quant500 Scores
Momentum
3.6/10
Value
4.8/10
Growth
4.1/10
Quality
5.3/10
Multifactor
4.4/10

Market and Valuation

Price & Market

Prev Close Price:$65.42
Open:$65.04
Day's Low:$63.51
Day's High:$65.21
Bid / Ask:-
Market Cap:8.58B
Enterprise Value:9.27B

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:$59.02
200-Day Avg:$63.40

Volume

Volume Today:1,597,426
Avg Volume (3m):1,494,400
Avg Volume (10d):1,863,290
52-Week Change:+0.41%
vs S&P 500, 52 weeks:-
Beta:1.04

Valuation Multiples

P/E (trailing):17.78

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.

P/E (forward):16.87
PEG Ratio:1.56
Price / Book:4.70
Price / Sales (TTM):2.26
EV / Revenue:2.44
EV / EBITDA:11.80

Dividends

Current yield:2.32%
Annual Dividend Rate:$1.52
Dividend Trailing:$1.44
Yield Trailing:2.20%
5-Year Avg Yield:1.79%
Payout Ratio:40.22%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):3.80B
Gross Profit:1.47B
EBITDA:785.70M
Net Income (TTM):494.60M
Rev Growth (YoY):-0.20%
Earnings Growth (YoY):-1.10%
Quarterly earnings growth (YoY):-4.30%

Margins

Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-

Per Share

EPS Trailing (TTM):$3.59

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$3.78
Revenue Per Share:$27.67
Cash Per Share:-
Book Value:$13.57
Last Dividend:-
Ex-Dividend Date:-
Last Split:-

Balance Sheet & Liquidity

Total cash:234.50M
Total Debt:715.00M
Net Debt (Debt - Cash):480.50M
Debt / Equity:39.22%
Current Ratio:1.64
Quick Ratio:0.98

Cash Flows

Operating Cash Flow:612.50M
Free Cash Flow (FCF):430.50M
FCF Yield (FCF / Market Cap):-
Enterprise Value:9.27B
EV / Revenue:2.44
EV / EBITDA:11.80

Profitability

ROE (Return on Equity):26.97%
ROA (Return on Assets):12.65%
P/E (trailing):17.78
P/E (forward):16.87
Price / Book:4.70
PEG Ratio:1.56
52-Week Change:+0.41%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$3.59

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$3.78
P/E (forward):16.87
PEG Ratio:1.56

Growth and Margins

Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-

Per Share

Revenue Per Share:$27.67
Cash Per Share:-
Book Value:$13.57

Cash Flows (TTM)

Free Cash Flow:430.50M
Operating Cash Flow:612.50M
EBITDA:785.70M
Total Revenue (TTM):3.80B
Net Income (TTM):494.60M
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:108,468,717
Float (free shares):106,674,654
Short interest (shares):10,985,132
Short % of float:-
Short Ratio (days to cover):6.99
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

CALLS

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.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
10-Q2026-10-29View filing ↗
8-K2026-10-28View filing ↗
8-K2026-07-30View filing ↗
11-K2026-06-26View filing ↗
8-K2026-06-22View filing ↗
SD2026-05-21View filing ↗
8-K2026-05-19View filing ↗
10-Q2026-04-30View filing ↗
CORRESP2026-04-29View filing ↗
8-K2026-04-17View 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

NameTitleAgeTotal pay
Mr. Stephen M. ShaferPresident, CEO & Chairman492.28M
Mr. Ming Cheng Ph.D.Senior VP & CTO51722,080
Mr. Christopher T. HoweSenior VP & Chief Digital Information Officer54551,953
Mr. James F. Stern J.D.Executive VP of Corporate Development and Strategy & Secretary621.64M
Mr. Kevin J. WheelerExecutive Director654.81M
Ms. Carrie L. AndersonExecutive VP & CFO56-
Ms. Helen E. GurholtVP of Investor Relations, Financial Planning and Analysis & Treasurer50-
Mr. Paul J. JonesSenior VP, General Counsel, Assistant Secretary & Chief Compliance Officer54-

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

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 −2.4% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

AOS ranks 393 of 461 on today's multifactor score, and 59 of the 69 Industrials companies that score. Its strongest factor is quality (Z 0.16, ranked 152 of 468); its weakest is momentum (Z -0.83, ranked 394 of 494). 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.

FactorZ-ScoreRank
Multifactor-0.332393 of 461
Momentum-0.833394 of 494 ↑9
Value-0.106234 of 489
Quality0.155152 of 468 ↓1
Growth-0.544431 of 489

Market data

MetricValue
Price$63.84
Market Cap8.58B
P/E17.78
Revenue (last 12 months)3.80B
Price / book4.70
Book value per share$13.57
52-week range$54.16 – $81.87
Dividend yield2.32%
Beta1.04
Average volume1,494,400
Shares outstanding108.47M
Short interest (% of float)11.23% (as of Oct 15, 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 →

AOS latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All AOS filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about A. O. Smith (AOS)

When does A. O. Smith report earnings?

A. O. Smith has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Oct 29, 2026). AOS earnings dates and times, quarter by quarter →

What is A. O. Smith's P/E ratio?

A. O. Smith's P/E (price over earnings per share for the last twelve months) is 17.8 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 74 Industrials companies with a P/E is 26.4, and the S&P 500's, 23.5: A. O. Smith is below its sector median. Industrials stocks, company by company →

Where does A. O. Smith rank on Quant500?

In the Nov 3, 2026 multi-factor ranking, A. O. Smith ranks 393 of 461, and 59 of the 69 Industrials companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking → How it is calculated →

Have A. O. Smith insiders bought or sold shares?

SEC Form 4 shows no open-market purchase of A. O. Smith shares from August 2025 through Nov 3, 2026. The latest sale was on Mar 4, 2026, by an officer, for $82k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 2 sales by directors, officers and large shareholders. All AOS insider trades →

Does A. O. Smith pay a dividend?

Yes. Its dividend yield is 2.32% at the Nov 3, 2026 close (annual dividend of $1.52 per share). The latest recorded ex-dividend date is Oct 30, 2026.

What sector is A. O. Smith in, and which index?

A. O. Smith is classified in the Industrials sector (industry: Specialty Industrial Machinery), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 76 S&P 500 companies in that sector. Industrials stocks →

What is behind these numbers

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Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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