S

    Smith AO Corporation (AOS)

    Official site

    INDUSTRIALS • SPECIALTY INDUSTRIAL MACHINERY • NYSE

    $59.14
    -1.24 (-2.05%)

    Market Cap: $8.04B

    Last updated: Sep 01, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    83%(33/40)
    Avg Surprise
    +4.99%
    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
    11
    30d
    EPS Estimate Drift
    90d ago$1.00+10.8%
    60d ago$1.00+10.8%
    30d ago$1.00+10.9%
    7d ago$0.90+0.0%
    Current$0.90
    Revenue Consensus
    $963M
    Range$934M - $980M
    12 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.98
    Range$0.92 - $1.00
    12 analysts
    Revenue Consensus
    $960M
    Range$910M - $983M
    13 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.98---
    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+14.9%
    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-
    Sep 16
    Reported Oct 26
    		$0.47$0.45+4.44%Beat-

    Dividends

    Dividend Metrics

    Yield2.43%
    Annual/Share$1.44
    Payout Ratio28.27%
    Frequency4
    Pay MonthsFeb, May, Aug, Nov

    Growth

    3Y CAGR+6.58%
    5Y CAGR+7.09%
    View AOS's full dividend history

    Key Metrics

    Valuation
    P/E Ratio15.90EV/EBITDA11.75x
    Price/FCF12.57xFCF Yield7.96%
    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
    Beta1.16Avg Volume1.36M
    52-Week High$80.9252-Week Low$53.83

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$61.90
    SMA 20$62.36
    SMA 50$61.10
    SMA 200$64.84
    EMA 10$61.48
    EMA 20$61.70
    EMA 50$61.28
    EMA 200$63.57

    MACD

    Line: -0.02Signal: 0.38Hist: -0.41

    ADX

    ADX: 16.3+DI: 16.5-DI: 23.2

    Aroon & PSAR

    Aroon Up12.0
    Aroon Down16.0
    PSAR$64.22

    Bollinger Bands

    Upper Band$64.74
    Lower Band$59.98
    %B Position764%(Upper)
    Band Width-0.18

    RSI (14-Day)

    Neutral
    40.1

    Momentum Oscillators

    Stoch %K20.1
    Stoch %D33.6
    Williams %R-98.2
    ROC (10d)-3.7%
    Momentum-2.26
    CCI (20d)-268.2
    MFI (14d)28.8

    Volatility Measures

    ATR (14d)$1.74(2.9%)
    StdDev (20d)1.19
    Hist Vol32.3%(Moderate)

    Volume Flow

    VWAP$59.50
    OBV-23.0M
    AD Line-480.5M
    CMF (20d)-0.065

    Volume Metrics

    Avg Vol (20d)1.3M
    Vol Ratio1.6x(High)
    VWMA (20d)$62.30

    Pivot Points

    R3$65.90
    R2$64.45
    R1$62.41
    Pivot Point$60.96
    S1$58.92
    S2$57.47
    S3$55.43

    Advanced Oscillators

    TSI-0.06
    Ultimate Osc36.6
    KST16.74

    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

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    News

    A.O. Smith stock trades below its 2026 high as consensus stays cautious

    A.O. Smith (AOS) stock is trading below its early 2026 peak, with analysts maintaining a cautious "hold" recommendation despite a 9.8% year-to-date decline to $60.31. The company offers a competitive 2.4% dividend yield, which helps frame the investment case as one of moderate income and stability. The stock's performance reflects re-evaluated expectations amidst broader market volatility, but its established market position and strong balance sheet continue to be recognized by investors.

    AD HOC NEWS•9/1/26•
    Somewhat-Bearish

    A.O. Smith stock holds steady as water heater demand supports recent earnings

    A.O. Smith stock is trading stably, supported by ongoing demand for residential and commercial water heaters, as evidenced in its latest earnings report. The company shows mid-single to low-double-digit revenue growth year-over-year, driven by North American residential demand, and management expects continued revenue and earnings expansion for the current fiscal year. Its core water heater business, including products like the Polaris Power Direct Tall Residential Water Heater, remains central to its financial stability and investor appeal, leading to a valuation premium compared to some peers.

    AD HOC NEWS•8/31/26•
    Bullish

    A.O. Smith Corp. stock underperforms Monday when compared to competitors

    Shares of A.O. Smith Corp. (AOS) fell 2.07% on Monday, closing at $59.13. This underperformance occurred on a broadly negative day for the stock market, with both the S&P 500 Index and Dow Jones Industrial Average also declining. This marks the third consecutive day of losses for A.O. Smith Corp. stock.

    MarketWatch•8/31/26•
    Bearish

    A.O. Smith stock holds steady as sales top $1.1 billion

    A.O. Smith Corp. (AOS) stock maintained a steady price of $61.13, with second-quarter 2026 sales reaching $1.1 billion and adjusted EPS at $0.98. This performance indicates constructive operating conditions and stable demand for its water-heating and water-treatment products. The company's valuation ratios and consistent product line underscore its earnings stability and provide a clear picture for investors.

    AD HOC NEWS•8/29/26•
    Neutral

    A.O. Smith Corp. stock underperforms Friday when compared to competitors

    A.O. Smith Corp. (AOS) stock declined by 2.53% on Friday, closing at $60.38, in a session where the broader market indices also saw slight dips. This marks the second consecutive day of losses for the company's shares. The underperformance was noted against the backdrop of the S&P 500 Index falling 0.25% and the Dow Jones Industrial Average falling 0.02%.

    MarketWatch•8/28/26•
    Somewhat-Bearish

    Frequently Asked Questions About AOS

    What is AOS's current dividend yield?
    Smith AO Corporation (AOS) has a current dividend yield of 2.43%.
    Does AOS pay dividends?
    Yes, Smith AO Corporation pays dividends with a current yield of 2.43%.
    What is AOS's P/E ratio?
    Smith AO Corporation has a price-to-earnings (P/E) ratio of 15.90.
    What is AOS's market cap?
    Smith AO Corporation (AOS) has a market capitalization of $8.04B with a current stock price of $59.14.

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