A.O. Smith Corporation

A.O. Smith Corporation

289.24
BRL
+11.48
(+4.13%)
17.86EPS
16.79P/E
43.18BMarket Cap
Oct 29Next Earn
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
11.37
12.69
13.89
14.91
16.81
18.26
17.75
17.24
21.62
23.91
24.57
25
25.99
26.27
Basic EPS, GAAP
0.9
1.12
1.55
1.81
1.66
2.54
2.19
2.05
2.98
1.5
3.55
3.49
3.71
3.45
Free Cash Flow per Basic Share
1.48
1.42
1.93
2.48
1.83
2.57
2.71
3.35
3.92
2.49
4.27
3.81
4.19
4.78
Dividend per Share
0.22
0.29
0.37
0.47
0.54
0.75
0.88
0.94
1.04
1.13
1.17
1.25
1.33
1.37
Book Value per Share
7.01
7.44
7.9
8.41
9.23
9.83
9.89
11
11.19
11.13
12.04
12.57
12.91
12.79
Tangible Book Value per Share
3.01
3.47
4
3.97
4.6
5.22
4.64
5.82
5.13
4.97
5.71
5.34
5.46
2.35
Basic Weighted Avg Shares
189
186
183
180
178
175
169
168
164
157
157
153
147
145
Sales/Revenue/Turnover
2,154
2,356
2,537
2,686
2,997
3,188
2,993
2,895
3,539
3,754
3,853
3,818
3,830
3,805
Operating Margin (%)
11.57
12.19
15.73
16.82
17.01
17.31
15.54
15.47
17.22
17.55
19.66
18.77
19.01
18.17
Depreciation Expense
60
60
63
65
70
72
78
80
78
77
78
79
85
92
Net Income, GAAP
170
208
283
327
297
444
370
345
487
236
557
534
546
500
Effective Tax Rate (%)
28.21
27.52
29.71
29.41
43.07
20.37
21.63
22.3
22.14
- -
24.12
23.88
23.62
22.45
Profit Margin (%)
7.88
8.82
11.15
12.16
9.89
13.93
12.36
11.91
13.76
6.28
14.45
13.98
14.26
13.15
Working Capital
615
714
750
796
973
853
734
732
634
700
555
496
429
518
LT Debt
178
210
236
316
403
221
316
141
212
357
145
207
150
637
Total Equity
1,329
1,381
1,442
1,515
1,645
1,717
1,667
1,848
1,832
1,748
1,844
1,884
1,858
1,842
Return on Invested Capital (%)
11.56
13.32
17.02
18.07
14.9
21.77
18.62
17.19
23.51
- -
27.38
26.11
26.97
22.23
Return on Capital (%)
11.75
13.56
17.48
18.79
15.52
22.58
19.28
17.59
24.24
- -
27.5
26.28
26.82
22.01
Return on Common Equity (%)
13.45
15.34
20.04
22.08
18.76
26.43
21.87
19.62
26.47
13.17
30.99
28.63
29.2
27.13

Capital Structure

USD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
42
42
40
LT Borrowings
113
574
598
LT Finance Leases
37
41
39
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
144
144
144
Market Capitalization
- -
- -
8,353

Working Capital

USD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
1,292
1,368
1,389
Cash, Cash Equivalents & STI
193
204
181
Accounts Receivable, Net
582
634
670
Inventories
479
489
483
Total Current Liabilities
863
878
872
Payables & Accruals
745
763
761
ST Debt
42
42
40
Deferred Revenue
- -
- -
- -

Growth Rates

USD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
2.68%
0.16%
-1.35%
Free Cash Flow
10.16%
7.84%
6.02%
Net Income, GAAP
15.66%
24.8%
2.36%
Sales/Revenue/Turnover
4.48%
6.07%
0.32%
Total Cash Common Dividend
11.6%
4.29%
2.78%

Quarterly Revenue

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
979
1,024
903
912
3,818
2025
964
1,011
943
913
3,830
2026
946
1,004
- -
- -
- -

Quarterly Earnings Per Share

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.96
1.02
0.79
0.72
3.49
2025
0.91
1.03
0.9
0.86
3.71
2026
0.82
0.87
- -
- -
- -

Quarterly Dividends Per Share

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.31
0.31
0.31
0.33
1.25
2025
0.33
0.33
0.33
0.35
1.33
2026
0.35
0.35
- -
- -
- -

Company Description

CEO
Stephen M. Shafer
Full Time Employees
11,500
Sector
Producer manufacturing
Industry
Building products
Address
11270 West Park Place Milwaukee WI United States 53224
IPO Date
Sep 30, 1983
Business
A. O. Smith Corporation manufactures and markets residential and commercial gas, electric, tankless, heat pump and solar water heaters; boilers; storage tanks; expansion tanks; swimming pool and spa heaters; and water treatment products including point-of-entry softeners, whole-home filtration systems, well water solutions, point-of-use reverse osmosis and carbon filters, and commercial filtration worldwide. The company offers products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter and Water Tec brands; it distributes through wholesale plumbing distributors, retail hardware chains, manufacturer representatives and direct e-commerce channels targeting homeowners, restaurants, hotels, offices, laundries, hospitals, schools, multi-family housing and small businesses. Founded in 1874 and headquartered in Milwaukee, Wisconsin, A. O. Smith operates manufacturing and sales facilities in the United States, Canada, Mexico, China, India, the United Kingdom, the Netherlands, France and the United Arab Emirates, with distribution in over 60 countries. In November 2025, the company signed a definitive agreement to acquire Leonard Valve Company for $470 million in an all-cash transaction expected to close in the first quarter of 2026, expanding its water management and digital mixing capabilities to complement core water heating and boiler offerings. Recent leadership changes include Stephen Shafer assuming the role of president and chief executive officer effective July 1, 2025, with Kevin Wheeler transitioning to executive chairman; the appointment of Ming Cheng as chief technology officer in July 2025; and the hiring of Chris Howe as senior vice president and chief digital information officer in October 2025.

Company News

  • These 3 Industrial Dividend Stocks Have a Habit of Paying Investors More

  • Dividend Announcements: October 10-16, 2026

  • Dividend Champion, Contender, And Challenger Highlights: Week Of October 18

  • 5 Dividend-Paying Stocks to Watch as Market Volatility Rises

  • A. O. Smith Rewards Shareholders With 6% Hike in Dividend

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

  • 10 Dividend Growth Stocks: October 2026

  • Here's Why Investors Should Consider Retaining A. O. Smith Stock Now

  • A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 2026

  • Head-To-Head Survey: JELD-WEN (NYSE:JELD) & A. O. Smith (NYSE:AOS)

  • A. O. Smith Corporation (NYSE:AOS) Stock Rated “Hold” by Wall Street Analysts

  • 4 Manufacturing Electronics Stocks to Watch on Promising Industry Trends

  • A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside

  • Here's Why Investors Should Retain A. O. Smith Stock in Portfolio Now

  • A. O. Smith Corporation $AOS Position Lessened by Amundi

  • 4 Industrial Dividend Growers That Fly Under the Radar and Look Like Buys in August

  • Madison Mid Cap Fund Q2 2026 Portfolio Activity

  • A. O. Smith Corporation (AOS) Q2 2026 Earnings Call Transcript

  • A. O. Smith Q2 Earnings Beat Estimates on Boiler Growth, Pricing

  • A.O. Smith (AOS) Reports Q2 Earnings: What Key Metrics Have to Say