AOS

Oct 29, 2:40 PMA.O. Smith to sell 81% of China business for ~$400m, direct ~$350m to buybacks, raises dividend 6% with Q3 results

Peers: WTS PNR FELE XYL ZWS LII FBIN MWA MAS CARR

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Index	S&P 500
Market Cap	8.57B
Enterprise Value	9.05B
Income	494.60M
Sales	3.80B
Book/sh	13.31
Cash/sh	1.73
Dividend Est.	1.45 (2.31%)
Dividend TTM	1.82 (2.89%)
Dividend Ex-Date	Oct 30, 2026
Dividend Gr. 3/5Y	6.58% 7.09%
Payout	35.86%
Employees	11500
IPO	Sep 30, 1983

P/E	17.63
Forward P/E	16.41
PEG	6.19
P/S	2.25
P/B	4.74
P/C	36.55
P/FCF	15.26
EV/EBITDA	11.57
EV/Sales	2.38
Quick Ratio	1.05
Current Ratio	1.64
Debt/Eq	0.39
LT Debt/Eq	0.37
Option/Short	Yes / Yes

EPS (ttm)	3.58
EPS next Y	3.84
EPS next Q	0.88
EPS this Y	-7.16%
EPS next Y	7.54%
EPS next 5Y	2.65%
EPS past 3/5Y	36.51% 12.66%
Sales past 3/5Y	0.67% 5.76%
EPS Y/Y TTM	-3.46%
Sales Y/Y TTM	-0.71%
EPS Q/Q	-0.95%
Sales Q/Q	-0.21%
Earnings	Oct 29 BMO
EPS/Sales Surpr.	3.85% -2.05%

Insider Own	20.20%
Insider Trans	0.00%
Inst Own	95.13%
Inst Trans	4.51%
ROA	14.49%
ROE	26.97%
ROIC	19.81%
Gross Margin	38.52%
Oper. Margin	18.07%
Profit Margin	13.01%
SMA20	6.31%
SMA50	6.95%
SMA200	-0.57%
Trades

Shs Outstand	111.08M
Shs Float	108.46M
Short Float	10.13%
Short Ratio	7.21
Short Interest	10.99M
52W High	81.86 -22.96%
52W Low	54.16 16.45%
Volatility	3.08% 2.60%
ATR (14)	1.64
RSI (14)	64.87
Beta	1.02
Rel Volume	0.00
Avg Volume	1.52M
Volume	0

Perf Week	2.30%
Perf Month	11.29%
Perf Quarter	3.85%
Perf Half Y	4.51%
Perf YTD	-5.70%
Perf Year	-5.44%
Perf 3Y	-9.24%
Perf 5Y	-13.69%
Perf 10Y	40.19%
Recom	2.88
Target Price	65.67
Prev Close	63.07
Price	63.07
Change %	0.00%

Consensus

Hold

Avg. Price Target

$65.67

Implied Upside

+4.1%

Analysts12incl. previous ratings

Rating Distribution2 Buy · 9 Hold · 1 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Oct 19, 2026	Downgrade	SStifel	Buy → Hold	$59	-6.5%
Oct 19, 2026	Downgrade	LLongbow	Buy → Neutral
May 15, 2026	Downgrade	JJP Morgan	Neutral → Underweight	$60	-4.9%
Jan 09, 2026	Resumed	JJefferies	Hold	$75	+18.9%
Jun 24, 2025	Initiated	JJP Morgan	Neutral	$70	+11.0%
Jan 14, 2025	Upgrade	OOppenheimer	Perform → Outperform	$88	+39.5%
Oct 23, 2024	Upgrade	UUBS	Sell → Neutral	$75 → $80	+26.8%
Oct 23, 2024	Downgrade	DDA Davidson	Buy → Neutral	$80	+26.8%
Jul 24, 2024	Upgrade	SStifel	Hold → Buy	$97 → $98	+55.4%
Aug 07, 2023	Initiated	SSeaport Research Partners	Neutral
Jan 17, 2023	Downgrade	LLoop Capital	Buy → Hold	$67 → $65	+3.1%
Jan 10, 2023	Downgrade	UUBS	Neutral → Sell	$65 → $58	-8.0%
Jul 14, 2022	Downgrade	RRobert W. Baird	Outperform → Neutral	$60	-4.9%
Jul 06, 2022	Upgrade	LLongbow	Neutral → Buy	$71	+12.6%
Nov 23, 2021	Initiated	LLoop Capital	Buy	$100	+58.6%
Oct 05, 2021	Upgrade	RRobert W. Baird	Neutral → Outperform	$82 → $85	+34.8%
Apr 05, 2021	Downgrade	SStifel	Buy → Hold	$67	+6.2%
Oct 23, 2020	Initiated	CCitigroup	Neutral	$59	-6.5%
Oct 13, 2020	Downgrade	UUBS	Buy → Neutral	$54 → $60	-4.9%
Sep 17, 2020	Upgrade	RRosenblatt	Neutral → Buy	$47 → $62	-1.7%

Oct-29-26 02:17PM	A.O. Smith Edges Past EPS Estimates, But The China Exit Overshadows A Thin Beat And Rising Cost Pressure (Earnings Whispers)
07:05AM	A.O. Smith: Q3 Earnings Snapshot (Associated Press)
06:55AM	A. O. Smith Reports Third Quarter 2026 Results (PR Newswire)
Oct-27-26 08:55PM	A. O. Smith Announces Majority Interest of China Business Acquired by CPE; A. O. Smith to Retain 19% Stake and Long-Term Brand License (PR Newswire)
Oct-21-26 09:54AM	A.O. Smith Faces A Pivotal Quarter As China Decision And Steel Costs Converge (Earnings Whispers)
06:43PM	Loading…
Oct-12-26 06:43PM	A. O. Smith Increases Quarterly Dividend to $0.38 per Share (PR Newswire)
Oct-02-26 09:00AM	A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 2026 (PR Newswire)
Jul-31-26 07:10AM	A.O. Smith Corp's Dividend Analysis (GuruFocus.com)
Jul-30-26 05:06PM	A.O. Smith Corp (AOS) Q2 2026 Earnings Call Highlights: Strong Boiler Sales and Cash Flow Surge ... (GuruFocus.com)
07:06AM	A.O. Smith: Q2 Earnings Snapshot (Associated Press)
06:55AM	A. O. Smith Reports Second Quarter 2026 Results (PR Newswire)
Jul-13-26 04:54PM	A. O. Smith Reports Quarterly Dividend (PR Newswire)
Jul-02-26 09:00AM	A. O. Smith to Hold Second Quarter Conference Call on July 30, 2026 (PR Newswire)
Jun-29-26 04:30PM	ITT Announces Appointment of Bertrand Loy and Kevin Wheeler to Board of Directors (Business Wire)
Jun-22-26 07:06PM	Kevin Wheeler to Retire as Executive Chairman; President and CEO Stephen Shafer Named Chairman (PR Newswire)
04:15PM	Loading…
May-19-26 04:15PM	A. O. Smith Announces Retirement of Charles T. Lauber and Appointment of Carrie L. Anderson as Executive Vice President and Chief Financial Officer (PR Newswire)
May-15-26 09:45AM	Cisco upgraded, Doximity downgraded: Wall Street's top analyst calls (The Fly)
Apr-30-26 07:00AM	A.O. Smith: Q1 Earnings Snapshot (Associated Press)
06:55AM	A. O. Smith Reports First Quarter 2026 Results and Lowers Full Year 2026 Outlook (PR Newswire)
Apr-23-26 08:44AM	Buying the Dip in a Defensive Compounder (GuruFocus.com)
Apr-14-26 02:30AM	AI Is Rewriting Corporate Lingo. ChatGPT Is Leaving Its Mark. (Barrons.com)
Apr-13-26 06:10PM	A. O. Smith Reports Quarterly Dividend (PR Newswire)
Apr-02-26 10:53AM	A. O. Smith to Hold First Quarter Conference Call on April 30, 2026 (PR Newswire)
Mar-24-26 05:00PM	Most ethical companies in the world includes six Wisconsin firms (The Northwestern)
Mar-18-26 11:13AM	Ethisphere Names A. O. Smith Corporation One of the 2026 World's Most Ethical Companies for the Third Time (PR Newswire)
Mar-10-26 10:17AM	Here's Why Investors Should Retain A. O. Smith Stock in Portfolio Now (Zacks)
Mar-06-26 11:45AM	Why A.O. Smith (AOS) is a Great Dividend Stock Right Now (Zacks)
Feb-26-26 10:29PM	Goldman Sachs Raises its Price Target on A. O. Smith Corporation (AOS) to $69 from $63 (Insider Monkey)
Feb-25-26 09:59AM	1 S&P 500 Stock for Long-Term Investors and 2 We Ignore (StockStory)
Feb-19-26 08:25AM	Do Wall Street Analysts Like A. O. Smith Stock? (Barchart)
11:35PM	Loading…
Feb-10-26 11:35PM	3 Industrials Stocks Walking a Fine Line (StockStory)
Feb-05-26 12:43AM	5 Must-Read Analyst Questions From A. O. Smith's Q4 Earnings Call (StockStory)
Feb-03-26 11:08AM	Eaton's Q4 Earnings on Par With Estimates, Revenues Up Y/Y (Zacks)
08:52AM	Stifel Reviews A. O. Smith (AOS) After Q4 Beat and Mixed 2026 Outlook (Insider Monkey)
Jan-30-26 09:45AM	A.O. Smith (AOS) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
08:04AM	Company News for Jan 30, 2026 (Zacks)
12:34AM	AOS Q4 Deep Dive: Margin Expansion Amid Flat Sales and Strategic Portfolio Moves (StockStory)
Jan-29-26 05:10PM	A. O. Smith Q4 Earnings Call Highlights (MarketBeat) +5.30%
04:09PM	A.O. Smith Corp (AOS) Q4 2025 Earnings Call Highlights: Record EPS and Strategic Acquisitions ... (GuruFocus.com)
02:26PM	Why Is A. O. Smith (AOS) Stock Rocketing Higher Today (StockStory)
11:55AM	A. O. Smith Earnings Surpass Estimates in Q4, Sales Miss (Zacks)
09:30AM	Compared to Estimates, A.O. Smith (AOS) Q4 Earnings: A Look at Key Metrics (Zacks)
08:05AM	A.O. Smith (AOS) Q4 Earnings Beat Estimates (Zacks)
07:48AM	A. O. Smith (NYSE:AOS) Misses Q4 CY2025 Revenue Estimates (StockStory)
07:19AM	A.O. Smith: Q4 Earnings Snapshot (Associated Press Finance)
06:55AM	A. O. Smith Reports Record 2025 Diluted Earnings Per Share (EPS) of $3.85 and Introduces 2026 Guidance (PR Newswire)
Jan-28-26 10:53AM	A. O. Smith Gears Up to Report Q4 Earnings: What to Expect? (Zacks)
Jan-27-26 10:06PM	What To Expect From A. O. Smith's (AOS) Q4 Earnings (StockStory)
09:15AM	Exploring Analyst Estimates for A.O. Smith (AOS) Q4 Earnings, Beyond Revenue and EPS (Zacks)
Jan-25-26 11:38PM	1 Momentum Industrials Stock for Long-Term Investors and 2 Facing Challenges (StockStory)
Jan-22-26 10:36PM	A Look Back at HVAC and Water Systems Stocks' Q3 Earnings: A. O. Smith (NYSE:AOS) Vs The Rest Of The Pack (StockStory)
Jan-15-26 11:38PM	3 Profitable Stocks with Warning Signs (StockStory)
05:15PM	A. O. Smith Reports Quarterly Dividend (PR Newswire)
Jan-08-26 09:59AM	A. O. Smith Acquires Leonard Valve, Strengthens Product Offerings (Zacks)
Jan-07-26 09:00AM	A. O. Smith to Hold Fourth Quarter Conference Call on January 29, 2026 (PR Newswire)
Jan-06-26 04:30PM	Bessemer Investors Announces Sale of Leonard Valve Company to A. O. Smith Corporation (PR Newswire)
04:30PM	A. O. Smith Completes Acquisition of Leonard Valve Company (PR Newswire)
12:20PM	A. O. Smith Exhibits Strong Prospects Despite Persisting Headwinds (Zacks)
Dec-31-25 05:51AM	A.O. Smiths Quarterly Earnings Preview: What You Need to Know (Barchart)
Dec-29-25 10:53AM	A. O. Smith: Margin Stability and Water Technology Expansion in a Soft Demand Cycle (GuruFocus.com)
Dec-22-25 11:32PM	1 S&P 500 Stock with Exciting Potential and 2 Facing Headwinds (StockStory)
Dec-17-25 11:02PM	3 Reasons to Sell AOS and 1 Stock to Buy Instead (StockStory)
Dec-16-25 06:18AM	Is A. O. Smith Stock Underperforming the Dow? (Barchart)
Dec-11-25 10:07AM	Do Options Traders Know Something About A. O. Smith Stock We Don't? (Zacks)
Dec-05-25 11:30AM	Why Is Emerson Electric (EMR) Up 3.9% Since Last Earnings Report? (Zacks)
Dec-04-25 05:42PM	Small Industrials Are on Cusp of 'Supercycle.' Ten Stocks to Ride the Wave. (Barrons.com)
11:30AM	Why Is Eaton (ETN) Down 12.9% Since Last Earnings Report? (Zacks)
Dec-01-25 09:52AM	Why Investors Should Retain A. O. Smith Stock in Portfolio Now (Zacks)
Nov-21-25 06:50AM	A. O. Smith Stock Outlook: Is Wall Street Bullish or Bearish? (Barchart)
Nov-18-25 11:03AM	5 Dividend Aristocrats I Recommend Now (GuruFocus.com)
Nov-12-25 08:30AM	A. O. Smith to Acquire Leonard Valve Company, a Leader in Water Temperature and Flow Solutions (PR Newswire)
Nov-04-25 11:20AM	Eaton Q3 Earnings Beat Estimates, Organic Sales Boost Revenues (Zacks)
10:00AM	Implied Volatility Surging for A. O. Smith Stock Options (Zacks)
12:37AM	5 Revealing Analyst Questions From A. O. Smith's Q3 Earnings Call (StockStory)
12:09AM	Stifel Trims A.O. Smith (AOS) Price Target to $80; Maintains Buy Rating (Insider Monkey)
Nov-02-25 01:33PM	3 Dividend Champions That Could Double Their Dividends From Here (Motley Fool)
Oct-30-25 03:16PM	A.O. Smith Corp (AOS) Q3 2025 Earnings Call Highlights: Strong North America Growth Amid Global ... (GuruFocus.com)
Oct-28-25 01:10PM	A. O. Smith Q3 Earnings Surpass Estimates, Sales Increase Y/Y (Zacks)
09:30AM	A.O. Smith (AOS) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:05AM	A.O. Smith (AOS) Tops Q3 Earnings and Revenue Estimates (Zacks)
07:07AM	A. O. Smith's (NYSE:AOS) Q3 Earnings Results: Revenue In Line With Expectations (StockStory)
07:01AM	A.O. Smith: Q3 Earnings Snapshot (Associated Press Finance)
06:55AM	A. O. Smith Reports Third Quarter Earnings Per Share (EPS) of $0.94, a 15% Year-Over-Year Increase, and Updates Full Year Guidance (PR Newswire)
Oct-26-25 11:14PM	A. O. Smith (AOS) Q3 Earnings Report Preview: What To Look For (StockStory)
Oct-23-25 11:20AM	A. O. Smith Gears Up to Report Q3 Earnings: What to Expect? (Zacks)
Oct-21-25 12:54PM	Pentair Surpasses Q3 Earnings Estimates, Raises 2025 Guidance (Zacks)
10:00AM	A.O. Smith (AOS) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-17-25 03:08PM	Analyst Report: A. O. Smith Corporation (Morningstar Research)
Oct-16-25 11:40AM	AOS or KNYJY: Which Is the Better Value Stock Right Now? (Zacks)
Oct-15-25 08:38AM	3 Stocks in Focus on Recently Announced Dividend Hikes (Zacks)
Oct-14-25 02:19PM	A.O. Smith (AOS): A Reliable Dividend Stock Backed by Housing and Economic Growth (Insider Monkey)
10:28AM	A. O. Smith Rewards Shareholders With 6% Dividend Increase (Zacks)
09:35AM	Down 7.6% in 4 Weeks, Here's Why A.O. Smith (AOS) Looks Ripe for a Turnaround (Zacks)
Oct-13-25 05:54PM	A. O. Smith Increases Quarterly Dividend to $0.36 per Share (PR Newswire)
11:45AM	Why A.O. Smith (AOS) is a Top Dividend Stock for Your Portfolio (Zacks)
09:40AM	Why This 1 Value Stock Could Be a Great Addition to Your Portfolio (Zacks)
08:47AM	Century Aluminum Extends Power Deal, Plans $50M Reactivation (Zacks)
Oct-10-25 12:27PM	3 S&P 500 Stocks We're Skeptical Of (StockStory)
Oct-09-25 03:52AM	A. O. Smiths Q3 2025 Earnings: What to Expect (Barchart)
Oct-08-25 05:25PM	AZZ (AZZ) Misses Q2 Earnings and Revenue Estimates (Zacks)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DARRELL SCHUH	Officer	Mar 04 '26	Proposed Sale	74.39	1,104	82,126		Mar 04 04:14 PM
Schuh Darrell W.	SVP; President & GM Lochinvar	Mar 04 '26	Sale	74.39	1,104	82,126	2,201	Mar 04 03:30 PM
Wheeler Kevin J.	Executive Chairman	Feb 13 '26	Option Exercise	0.00	36,045	0	136,692	Feb 17 02:31 PM
STERN JAMES F	Exec VP, Corp Dev, Strat & Sec	Feb 13 '26	Option Exercise	0.00	6,850	0	103,134	Feb 17 02:29 PM
Schuh Darrell W.	SVP; President & GM Lochinvar	Feb 13 '26	Option Exercise	0.00	1,460	0	3,651	Feb 17 02:25 PM
Schuh Darrell W.	SVP; President & GM Lochinvar	Feb 13 '26	Sale	79.89	356	28,439	3,295	Feb 17 02:25 PM
Otchere Benjamin A	Vice President and Controller	Feb 13 '26	Option Exercise	0.00	1,460	0	2,693	Feb 17 02:20 PM
O'Brien Stephen D.	SVP; Pres & General Mngr NAWH	Feb 13 '26	Option Exercise	0.00	2,905	0	6,863	Feb 17 02:16 PM
Lauber Charles T	EVP & CFO	Feb 13 '26	Option Exercise	0.00	9,460	0	49,312	Feb 17 02:10 PM
Karge Douglas Samuel	SVP - President NA Water Treat	Feb 13 '26	Option Exercise	0.00	1,415	0	4,218	Feb 17 02:05 PM
Carver Samuel M.	SVP - Global Operations	Feb 13 '26	Option Exercise	0.00	2,605	0	4,174	Feb 17 02:01 PM

A. O. Smith Corp. manufactures residential and commercial gas and electric water heaters, boilers, tanks, and water treatment products. It operates through the North America and Rest of World segments. The North America segment manufactures and markets comprehensive lines of residential and commercial gas and electric water heaters, boilers, and tanks. The Rest of World segment markets water treatment products in China, Europe, and India. The company was founded by Charles Jeremiah Smith in 1874 and is headquartered in Milwaukee, WI.

PresidentMr. Stephen M. Shafer

Senior VP & CTOMr. Ming Cheng Ph.D.

Senior VP & Chief Digital Information OfficerMr. Christopher T. Howe

Executive VP of Corporate Development and Strategy & SecretaryMr. James F. Stern J.D.

Executive DirectorMr. Kevin J. Wheeler

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A.O. Smith Corp

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