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AOS · Smith A O Corp

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$63.80 +2.94 (+4.83%) At close · Aug 19
Market Cap
$8.27B
Shares
135.91M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$63.80 Open$61.77 Day$61.48–63.86 52W close$55.78–80.47 Avg vol 30d1.7M Short int10.6M · 7.8% float · 5.4d Short vol74% Last earningsJul 30, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 30, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Neutral Momentum Weak Sentiment Bearish Fundamentals Excellent Quant / Vol Moderate
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg −3%
      below
      Price vs 50-day avg +5%
      above
      RSI (14) 58
      neutral
      MACD trend Negative
      52-week position 32%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return +8%
      trailing
      6-month return −17%
      trailing
      YTD return −5%
      this year
      Relative strength −29%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bearish
      Trend (MA cross) No cross
      50d $61 › 200d $65 — 200d above 50d
      Institutional flow Distributing
      -5% holders QoQ · +73 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      7.80% of float · ▲ +6.7% MoM · 5.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      606 holders — mid 3-yr range
      Squeeze score 73
      high risk · 0–100
      Fundamentals
      Excellent
      Revenue growth +0%
      Y/Y
      Gross margin 39%
      expanding
      EPS growth +6%
      Y/Y
      Valuation P/E 17
      below peers
      Balance sheet $19.5M
      net cash
      Quant / Vol
      risk profile
      Moderate
      Volatility 27%
      annualized · 1-yr
      Max drawdown −31%
      past year
      ATR 2.7%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Beat or met 1 of last 2
      Latest guidance · from the 8-K filed Jul 30, 2026
      Diluted earnings per share · 2026 full year Initiated $3.60 – $3.75
      prior FY $3.85 midpoint −4.5% Y/Y
      Adjusted earnings per share · 2026 full year Initiated $3.70 – $3.85
      Sales growth · 2026 full year Initiated 2% – 3%
      Prior guidance period ended · from the 8-K filed Oct 28, 2025
      Diluted earnings per share · 2025 $3.70 – $3.85
      Guided vs delivered · last 2 settled
      Diluted earnings per share 2025
      guided $3.70 – $3.85
      $3.85 In line
      EPS 2024
      guided $3.90 – $4.15
      $3.63 Miss −9.8%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Neutral
      1 · 4 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −3% Neutral
      Price vs 50-day avg
      +5% Bullish
      RSI (14)
      58 Neutral
      MACD trend
      Negative Bearish
      52-week position
      32% Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $61 › 200d $65 — 200d above 50d
      Institutional flow Distributing
      -5% holders QoQ · +73 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      7.80% of float · ▲ +6.7% MoM · 5.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      606 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $56 Now $64 · 32% Range high $80
      vs 200-day avg -3% vs 50-day avg +5%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted Earnings (non-GAAP) non-GAAP $260M Six Months Ended June 30, 2026
      Adjusted Earnings Per Share (non-GAAP) non-GAAP $1.87 Six Months Ended June 30, 2026
      Adjusted North America Segment Earnings (non-GAAP) non-GAAP $375.2M Six Months Ended June 30, 2026
      Adjusted segment earnings non-GAAP $199.8M second quarter of 2026
      Adjusted segment margin non-GAAP 24.4% second quarter of 2026
      Free cash flow non-GAAP $233.3M first half of 2026
      Organic Sales Growth (Decline) (non-GAAP) non-GAAP -4% Six Months Ended June 30, 2026
      Total Segment Earnings (non-GAAP) non-GAAP $375.2M Six Months Ended June 30, 2026
      Segment margin 24.4% Full Year 2025

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Specialty Industrial Machinery — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      AOS
      Smith A O Corp
      this stock
      $8.27B -4.6% +0.3% 17.0 7.8%
      GEV
      GE Vernova Inc.
      $262.99B +51.1% +9.0% 28.4 3.2%
      ETN
      Eaton Corp plc
      $164.37B +33.3% +10.3% 43.1 1.8%
      SMERY
      Siemens Energy AG/ADR
      $152.17B 0.0%
      PH
      Parker-Hannifin Corp
      $130.80B +16.4% +18.9% 38.3 1.2%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      606
      % held
      93.3%
      Net QoQ
      +8.1M sh
      Top holder
      FMR LLC
      Held Float
      View
      Held by Funds
      Fund positions
      643
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      10.6M
      Days to cover
      5.4d
      Change
      +668.3K sh
      View
      Short Volume
      Short vol %
      74%
      As of
      Aug 19, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      1.1K
      Value
      $67.5K
      As of
      Jul 31, 2026
      View
      Off-Exchange
      Off-exchange %
      43.5%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Julie Johnson
      Amount
      $1.0K–$15.0K
      Traded
      Sep 25, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $3.8B
      Net income (FY)
      $546.2M
      EPS diluted
      $3.85
      View
      Buybacks
      Authorized
      shares 5.0M
      Remaining
      shares 803.5K
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 30, 2026
      This year
      11
      View
      Proposed Sales
      Value
      $82.1K
      Shares
      1.1K
      Filed
      Mar 4, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 30, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      AOS +1.9% +7.5% -17.3% +6.1% -4.6%
      SPY -0.4% +2.9% +11.6% +3.0% +12.8%
      vs SPY +2.4% +4.6% -28.9% +3.2% -17.4%

      Capital returns

      Latest dividend
      $0.36 / share · ex Jul 31, 2026
      Raised 5.9%
      Paid (TTM)
      $1.44 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.26%
      Buyback program · as of Dec 31, 2025
      Authorized
      shares 5.00M
      Spent (derived)
      shares 4.20M
      Remaining
      shares 803,524
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 91142 CUSIP 831865209 13F (30d) 549 filings 518 filers Visit website Investor relations