A. O. Smith Corporation(AOS)Earnings, Financials & Key RatiosA. O. Smith Corporation (AOS) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company maintains a solid 38.7% gross margin, the -10.5% EPS growth in 2026Q1 and the significant $470 million acquisition spend suggest that organic growth remains under pressure.
A. O. Smith Corporation (AOS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
A. O. Smith Corporation (AOS) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.85vs $0.94-9.8% | $946Mvs $974M-2.9% |
| Q1 2026 | Jan 29, 2026 | $0.90vs $0.84+7.1% | $913Mvs $928M-1.7% |
| Q4 2025 | Oct 28, 2025 | $0.94vs $0.91+3.6% | $943Mvs $948M-0.6% |
| Q3 2025 | Jul 24, 2025 | $1.07vs $0.97+10.3% | $1.0Bvs $937M+7.9% |
Recent stock market news and headlines for A. O. Smith Corporation (AOS)
MILWAUKEE, June 22, 2026 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS), a global leader in water technology, announced today that Executive Chairman Kevin Wheeler will retire effective July 1.
AOS, ARIS and BMRC have been added to the Zacks Rank #5 (Strong Sell) List on June 18, 2026.
On June 17, 2026, A.O. Smith Corp (AOS) shares fell by 3.9%, bringing the current price to $57.88. The stock has traded within a 52-week range of $54.16 to $81.
Investors need to pay close attention to AOS stock based on the movements in the options market lately.
Key metrics vs top competitors for A. O. Smith Corporation (AOS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $62.45 | $8.73B | 16.18 | 0.32% | 14.26% | 29.2% | 2.24% | |
| $568.00 | $19.77B | 25.56 | -2.73% | 14.89% | 72.05% | — | |
| $399.06 | $16.22B | 32.58 | -4.98% | 6.85% | 15.31% | — | |
| $109.35 | $8.96B | 84.77 | 20.11% | 7.3% | 13.4% | — | |
| $25.35 | $3.96B | 20.78 | 8.75% | 14.17% | 20.74% | — | |
| $369.56 | $12.34B | 36.34 | 8.27% | 14.32% | 18.38% | — |
A. O. Smith Corporation (AOS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
A. O. Smith Corporation (AOS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 30, 2026·SEC
Apr 17, 2026·SEC
Jan 29, 2026·SEC
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A. O. Smith Corporation (AOS) stock FAQ — growth, dividends, profitability & financials explained
A. O. Smith Corporation (AOS) reported $3.81B in revenue for fiscal year 2025. This represents a 388% increase from $781.2M in 1996.
A. O. Smith Corporation (AOS) grew revenue by 0.3% over the past year. Growth has been modest.
Yes, A. O. Smith Corporation (AOS) is profitable, generating $527.6M in net income for fiscal year 2025 (14.3% net margin).
Yes, A. O. Smith Corporation (AOS) pays a dividend with a yield of 2.24%. This makes it attractive for income-focused investors.
A. O. Smith Corporation (AOS) has a return on equity (ROE) of 29.2%. This is excellent, indicating efficient use of shareholder capital.
A. O. Smith Corporation (AOS) generated $647.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
