AOSA. O. Smith

$58.83
On our screens:Stocks with no debt
A. O. Smith logo

Price

$58.83-17%1Y
1M-6.6%1Y-17%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Above average
8/10
Value88
Quality80
Momentum27
Growth10
Strongest Value, weakest Growth · ranked vs Industrials peers. The five questions below judge the company on its own terms.
What they do

Water heaters. Our residential and commercial water heaters primarily come in sizes ranging from 40 to 80 gallon models. However, we also offer sizes as low as 2.5 gallon (point-of-use) and as high as 2,500 gallon products with varying efficiency ranges. We offer electric, natural gas and liquid propane tank-type models as well as tankless (gas and electric), heat pump and solar tank units. Typical applications for our water heaters include residences, restaurants, hotels, office buildings, laundries, car washes, schools and small businesses.

In the company’s own words · 10-K filed Feb 10, 2026 · SEC EDGAR

P/E (TTM)15.6
Market Cap$8.02B
1Y Return-17%
5Y Return-11%

Business segments

Jun 2026 · $820.5M

The company’s own SEC segment disclosure.

  • Water Heaters And Related Parts$656.4M80%
  • Boilers Related Parts And Components$101.7M12%
  • Water Treatment Products And Related Parts$62.4M8%

A. O. Smith (AOS) reported revenue of $946M in Q1 2026 (quarter ended Mar 31, 2026), down 1.9% from the same quarter a year earlier. That came with a gross margin of 39% and net income of $118M (12% of revenue). For the full year FY2025, revenue was $3.83B (+0.3% year on year) and net income $546M. Its largest product in Jun 2026 was Water Heaters And Related Parts at $656M, 80% of the disclosed total, well ahead of Boilers Related Parts And Components at 12%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.