Skip to main content
    S

    Smith AO Corporation (AOS)

    Official site

    INDUSTRIALS • SPECIALTY INDUSTRIAL MACHINERY • NYSE

    $59.45
    +1.63 (+2.81%)

    Market Cap: $8.05B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    82%(32/39)
    Avg Surprise
    +5.00%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.90
    Range$0.87 - $0.93
    11 analysts
    EPS RevisionsNo revisions (7d)
    0
    1
    30d
    EPS Estimate DriftChange to current
    90d ago$1.00-9.9%
    60d ago$0.90-0.2%
    30d ago$0.90-0.2%
    7d ago$0.900.0%
    Current$0.90
    Revenue Consensus
    $963M
    Range$934M - $980M
    12 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.97
    Range$0.93 - $1.01
    12 analysts
    Revenue Consensus
    $958M
    Range$911M - $979M
    13 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.97---
    Sep 26EST
    		-$0.90---
    Jun 26
    Reported Jul 30
    		$1.03$0.96+7.29%Beat-3.7%
    Mar 26
    Reported Apr 30
    		$0.85$0.94-9.57%Miss-10.5%
    Dec 25
    Reported Jan 29
    		$0.90$0.84+7.14%Beat+5.9%
    Sep 25
    Reported Oct 28
    		$0.94$0.91+3.30%Beat+14.6%
    Jun 25
    Reported Jul 24
    		$1.07$0.99+8.08%Beat+0.9%
    Mar 25
    Reported Apr 29
    		$0.95$0.91+4.40%Beat-5.0%
    Dec 24
    Reported Jan 30
    		$0.85$0.89-4.49%Miss-12.4%
    Sep 24
    Reported Oct 22
    		$0.82$0.82+0.00%Beat-8.9%
    Jun 24
    Reported Jul 23
    		$1.06$1.06+0.00%Beat+5.0%
    Mar 24
    Reported Apr 25
    		$1.00$0.99+1.01%Beat+6.4%
    Dec 23
    Reported Jan 30
    		$0.97$0.96+1.04%Beat+12.8%
    Sep 23
    Reported Oct 26
    		$0.90$0.79+13.92%Beat+30.4%
    Jun 23
    Reported Jul 27
    		$1.01$0.90+12.22%Beat+23.2%
    Mar 23
    Reported Apr 27
    		$0.94$0.78+20.51%Beat+22.1%
    Dec 22
    Reported Jan 31
    		$0.86$0.79+8.86%Beat-1.1%
    Sep 22
    Reported Oct 27
    		$0.69$0.69+0.00%Beat-15.9%
    Jun 22
    Reported Jul 28
    		$0.82$0.81+1.23%Beat+12.3%
    Mar 22
    Reported Apr 28
    		$0.77$0.75+2.67%Beat+28.3%
    Dec 21
    Reported Jan 27
    		$0.87$0.77+12.99%Beat+17.6%
    Sep 21
    Reported Oct 28
    		$0.82$0.68+20.59%Beat+24.2%
    Jun 21
    Reported Jul 29
    		$0.73$0.65+12.31%Beat+62.2%
    Mar 21
    Reported Apr 29
    		$0.60$0.57+5.26%Beat+87.5%
    Dec 20
    Reported Jan 28
    		$0.74$0.58+27.59%Beat+32.1%
    Sep 20
    Reported Oct 29
    		$0.66$0.52+26.92%Beat+24.5%
    Jun 20
    Reported Jul 30
    		$0.45$0.42+7.14%Beat-26.2%
    Mar 20
    Reported May 5
    		$0.32$0.35-8.57%Miss-39.6%
    Dec 19
    Reported Jan 28
    		$0.56$0.59-5.08%Miss-24.3%
    Sep 19
    Reported Oct 29
    		$0.53$0.53+0.00%Beat-13.1%
    Jun 19
    Reported Jul 30
    		$0.61$0.63-3.17%Miss-7.6%
    Mar 19
    Reported Apr 30
    		$0.53$0.57-7.02%Miss-11.7%
    Dec 18
    Reported Jan 29
    		$0.74$0.71+4.23%Beat+23.3%
    Sep 18
    Reported Oct 30
    		$0.61$0.63-3.17%Miss+13.0%
    Jun 18
    Reported Jul 25
    		$0.66$0.62+6.45%Beat+24.5%
    Mar 18
    Reported Apr 25
    		$0.60$0.58+3.45%Beat+20.0%
    Dec 17
    Reported Jan 30
    		$0.60$0.56+7.14%Beat+27.7%
    Sep 17
    Reported Oct 25
    		$0.54$0.53+1.89%Beat-
    Jun 17
    Reported Jul 26
    		$0.53$0.53+0.00%Beat-
    Mar 17
    Reported Apr 27
    		$0.50$0.47+6.38%Beat-
    Dec 16
    Reported Feb 2
    		$0.47$0.46+2.17%Beat-

    Dividends

    Dividend Metrics

    Forward Yield2.42%
    Forward Annual Dividend$1.44
    Payout Ratio28.27%
    FrequencyQuarterly
    Pay MonthsFeb, May, Aug, Nov

    Growth

    3Y CAGR+6.58%
    5Y CAGR+7.09%
    AOS dividend history and ex-dividend datesRun AOS in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio15.98EV/EBITDA11.25x
    Price/FCF12.64xFCF Yield7.91%
    Profitability
    Profit Margin13.20%Operating Margin18.90%
    ROE27.10%ROIC20.84%
    Financial Health
    Debt/Equity0.35xInterest Coverage31.43x
    Current Ratio1.59xQuick Ratio1.04x
    Trading Statistics
    Beta1.11Avg Volume1.59M
    52-Week High$80.9252-Week Low$53.83

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$57.07
    SMA 20$57.31
    SMA 50$59.30
    SMA 200$63.49
    EMA 10$57.52
    EMA 20$57.57
    EMA 50$58.53
    EMA 200$61.92

    MACD

    Line: -0.29Signal: -0.64Hist: 0.35

    ADX

    ADX: 19.9+DI: 27.0-DI: 23.6

    Aroon & PSAR

    Aroon Up100.0
    Aroon Down76.0
    PSAR$54.68

    Bollinger Bands

    Upper Band$59.24
    Lower Band$55.39
    %B Position673%(Upper)
    Band Width1.06

    RSI (14-Day)

    Neutral
    59.5

    Momentum Oscillators

    Stoch %K81.1
    Stoch %D67.2
    Williams %R-7.5
    ROC (10d)4.9%
    Momentum2.79
    CCI (20d)184.5
    MFI (14d)43.8

    Volatility Measures

    ATR (14d)$1.40(2.3%)
    StdDev (20d)0.96
    Hist Vol23.5%(Moderate)

    Volume Flow

    VWAP$59.35
    OBV-21.5M
    AD Line-418.9M
    CMF (20d)0.060

    Volume Metrics

    Avg Vol (20d)1.6M
    Vol Ratio1.1x
    VWMA (20d)$57.25

    Pivot Points

    R3$59.12
    R2$58.50
    R1$58.16
    Pivot Point$57.54
    S1$57.20
    S2$56.58
    S3$56.24

    Advanced Oscillators

    TSI-7.10
    Ultimate Osc62.0
    KST-33.94

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$1.00B$945.60M$912.50M$942.50M$1.01B$963.90M$912.40M$902.60M$1.02B$978.80M$988.10M$937.50M
    Cost of Revenue$616.50M$579.90M$562.10M$578.00M$614.20M$588.50M$574.30M$565.30M$628.30M$594.10M$618.30M$581.30M
    Gross Profit$387.80M$365.70M$350.40M$364.50M$397.10M$375.40M$338.10M$337.30M$396.00M$384.70M$369.80M$356.20M
    Operating Expenses$220.30M$203.90M$186.60M$188.90M$191.30M$192.60M$199.60M$176.60M$188.50M$192.20M$188.20M$174.90M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$197.70M$203.90M$186.60M$188.90M$191.30M$192.60M$182.00M$176.60M$188.50M$192.20M$185.00M$174.90M
    Operating Income$167.50M$161.80M$163.80M$175.60M$205.80M$182.80M$138.50M$160.70M$207.50M$192.50M$181.60M$181.30M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$8.10M$7.10M$2.40M$3.60M$4.60M$2.90M$2.40M$1.50M$1.80M$1.00M$1.10M$2.40M
    Income Before Tax$158.00M$154.70M$160.60M$171.80M$201.60M$181.10M$145.10M$156.60M$206.60M$192.70M$176.90M$176.40M
    Income Tax Expense$33.10M$36.70M$35.20M$39.80M$49.40M$44.50M$35.40M$36.50M$50.40M$45.10M$39.60M$41.00M
    Net Income$124.90M$118.00M$125.40M$132.00M$152.20M$136.60M$109.70M$120.10M$156.20M$147.60M$137.30M$135.40M
    EBITDA$190.70M$185.70M$185.30M$197.00M$226.70M$204.70M$166.80M$178.40M$228.00M$213.30M$198.80M$198.20M
    EBIT$166.10M$161.80M$163.00M$175.40M$206.20M$184.00M$147.50M$158.10M$208.40M$193.70M$178.00M$178.80M
    * Some calculated fields are derived from available data when not provided by source

    Related GNG Research

    No research available

    Be the first to write about AOS

    News

    Allegion plc (ALLE) Stock forecasts

    Argus has lowered its target price for Allegion plc (ALLE) to $168.00, while the current stock price is $155.75. Allegion is described as a global security products company with major brands like Schlage, Von Duprin...

    Yahoo Finance Australia•10/15/26•Somewhat-Bullish

    Stifel sets USD 70.00 target for A.O. Smith stock on October 12, 2026

    Stifel Nicolaus has set a USD 70.00 price target for A. O. Smith stock, maintaining a Buy rating. The company's second-quarter revenue was USD 1,004.30 million, a slight decrease year-over-year...

    ad-hoc-news.de•10/15/26•Somewhat-Bullish

    A.O. Smith Corp. stock outperforms competitors on strong trading day

    A.O. Smith Corp. (AOS) shares rose 2.28% to $57.89 on Tuesday, contrasting with a general market decline where the S&P 500 and Dow Jones Industrial Average both fell. This marks the second consecutive day of gains...

    MarketWatch•10/13/26•Bullish

    A. O. Smith Corporation Approves Quarterly Cash Dividend on Common Stock and Class A Common Stock, Payable on November 16, 2026

    A. O. Smith Corporation's board of directors has approved a 6% increase in its quarterly cash dividend rate, raising it to $0.38 per share. This dividend increase applies to both the company's Common Stock and Class...

    marketscreener.com•10/12/26•Somewhat-Bullish

    A. O. Smith Increases Quarterly Dividend to $0.38 per Share

    A. O. Smith Corporation's board of directors approved a 6% increase in its quarterly cash dividend rate, raising it to $0.38 per share. This dividend is payable on November 16 to shareholders of record on October 30...

    thejewishnews.com•10/12/26•Bullish

    AOS Valuation and Fair Value

    P/E
    16.0x
    Forward P/E
    13.8x
    EV/EBITDA
    11.3x
    P/FCF
    12.6x
    PEG
    1.4x
    P/B
    4.4x
    See GNG's fair value

    AOS Profitability: Margins, ROIC and FCF

    Gross margin
    38.6%
    Operating margin
    18.9%
    Net margin
    13.2%
    ROIC
    20.8%
    ROE
    27.1%
    FCF margin
    16.8%
    FCF yield
    7.9%

    AOS Competitors

    CompanyTicker
    SPX CorpSPXC
    American Airlines GroupAAL
    Pentair PLCPNR
    Oshkosh CorporationOSK
    Valmont Industries IncVMI
    Timken CompanyTKR
    Tetra Tech IncTTEK
    Stantec IncSTN

    Sector: Industrials

    AOS Analyst Ratings

    Consensus
    Hold
    Analysts
    13
    Strong Buy
    1
    Buy
    4
    Hold
    6
    Sell
    1
    Strong Sell
    1

    AOS Bull Case vs Bear Case

    Bull case

    • AOS earns a 20.8% return on invested capital.
    • AOS converts 16.8% of revenue into free cash flow.

    Bear case

    • AOS's quarterly revenue changed -0.7% year over year.

    AOS Earnings: Beat Rate and Next Report

    Beat rate
    5 of 8 quarters (62.5%)
    Average surprise
    2.0%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.90
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    0 up, 1 down

    AOS Dividend

    Forward yield
    2.4%
    Payout ratio
    28.3%
    3Y DPS growth
    6.6%
    5Y DPS growth
    7.1%
    Pay months
    Feb, May, Aug, Nov
    AOS dividend history

    Frequently Asked Questions About AOS

    What is AOS's current dividend yield?

    Smith AO Corporation (AOS) has a forward dividend yield of 2.42%.

    Does AOS pay dividends?

    Yes, Smith AO Corporation pays dividends with a forward dividend yield of 2.42%.

    What is AOS's P/E ratio?

    Smith AO Corporation has a price-to-earnings (P/E) ratio of 15.98.

    What is AOS's market cap?

    Smith AO Corporation (AOS) has a market capitalization of $8.05B with a current stock price of $59.45.

    Related stocks

    Sector: Industrials

    All stocks starting with A

    Get full access to GNG Research

    Create a free account to access portfolio tracking, advanced tools, and more.

    Create Free AccountLog In