Smith AO Corporation (AOS)

Currency in USD
60.35
-1.49(-2.41%)
Closed·
60.83+0.48(+0.80%)
·
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Fair Value
Day's Range
60.0262.23
52 wk Range
59.8381.86
Key Statistics
Prev. Close
61.84
Open
62
Day's Range
60.02-62.23
52 wk Range
59.83-81.86
Volume
2.37M
Average Volume (3m)
1.5M
1-Year Change
-11.8335%
Book Value / Share
13.58
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
74.80
Upside
+23.94%
Members' Sentiments
Bearish
Bullish
ProTips
Has raised its dividend for 17 consecutive years

Smith AO Corporation News & Analysis

Show more

Technical Analysis

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

Analyst Ratings

4 Buy
7 Hold
1 Sell
Ratings:
12 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 74.80
(+23.94% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Oppenheimer
Buy80.00+32.56%85.00MaintainMay 01, 2026
Baird
Hold70.00+15.99%75.00MaintainMay 01, 2026
JPMorgan
Hold65.00+7.71%75.00MaintainMay 01, 2026
Stifel
Buy75.00+24.28%78.00MaintainMay 01, 2026
Citi
Hold65.00+7.71%74.00MaintainMay 01, 2026

Smith AO Corporation Earnings Call Summary for Q1/2026

  • Q1 2026 EPS of $0.85 missed forecast of $0.95 by 10.53%; revenue fell 2% YoY to $946M vs. expected $975.73M, triggering 2.37% stock decline.
  • Leonard Valve acquisition contributed $66M in sales; North America sales up 1% driven by boiler segment growth despite weather disruptions.
  • China market weakness persisted with 17% local currency sales decline; water treatment restructuring expected to yield savings starting 2027.
  • Company projects Q2 2026 EPS of $1.09 and full-year EPS of $3.99, anticipating gradual recovery despite regulatory uncertainties and rising input costs.
  • Free cash flow increased to $119M with $204M cash balance; company maintained 17-year dividend growth streak amid operational challenges.
Last Updated: 30/04/2026, 17:00
Read Full Transcript

Earnings

Latest Release
Apr 30, 2026
EPS / Forecast
0.85 / 0.95
Revenue / Forecast
946M / 975.73M
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 3.75%
Dividend Yield
2.33%
Industry Median 1.48%
Annualised payout
1.44
Paid quarterly
5-Years Growth
+0.79%
Growth Streak

AOS Income Statement

Compare AOS to Peers and Sector

Metrics to compare
AOS
Peers
Sector
Relationship
P/E Ratio
15.8x34.2x12.8x
PEG Ratio
3.251.070.03
Price/Book
4.4x4.2x1.4x
Price / LTM Sales
2.2x2.8x1.3x
Upside (Analyst Target)
24.3%10.3%20.1%
Fair Value Upside
Unlock−4.8%5.5%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
71.50M51.72%4.32B
Other Institutional Investors
72.41M48.28%4.37B
Public Companies & Retail Investors
0.000.00%0.00
Total
143.91M100.00%8.68B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Smith Family Voting Trust18.63%25,749,2631,553,968
The Vanguard Group, Inc.10.92%15,096,018911,045

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FAQ

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

The AO Smith stock price today is 60.35 USD.

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."

What Is the AO Smith (AOS) Afterhours Price Today? (Afterhours variable test: 60.83) Current Date: May 04, 2026

After hours price: 60.83. After hours price change (units): 0.48. Price change percentage: 0.80%

What Is the AO Smith Market Cap?

As of today, AO Smith market cap is 8.32B USD.

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

The AO Smith EPS (TTM) is 3.75.

When Is the Next AO Smith Earnings Date?

AO Smith will release its next earnings report on Jul 23, 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 Sell.

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 current trading status of AO Smith (AOS)?

As of May 04, 2026, AO Smith (AOS) is trading at a price of 60.35 USD, with a previous close of 61.84 USD. The stock has fluctuated within a day range of 60.02 USD to 62.23 USD, while its 52-week range spans from 59.83 USD to 81.86 USD.

What Is AO Smith (AOS) Price Target According to Analysts?

The average 12-month price target for AO Smith is 74.80 USD, with a high estimate of 84 USD and a low estimate of 59 USD. 4 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Buy. The stock has an +23.94% Upside potential.

What Is the AOS Premarket Price?

AOS's last pre-market stock price is 61.88 USD. The pre-market share volume is 100.00, and the stock has decreased by 0.04, or 0.06%.

What Is the AOS After Hours Price?

AOS's last after hours stock price is 60.83 USD, the stock has decreased by 0.48, or 0.80%.
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