AOS · Smith A O Corp
Price & Indicators
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AI Brief
TL;DR.
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 adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative 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 | — |
| North America segment earnings | $177.2M | second quarter of 2026 | — |
| North America segment margin | 21.6% | second quarter of 2026 | — |
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| Organic Sales Growth (Decline) (non-GAAP) non-GAAP | -4% | Six Months Ended June 30, 2026 | — |
| Rest of World segment earnings | $10.2M | second quarter of 2026 | — |
| Rest of World segment margin | 5.2% | second quarter of 2026 | — |
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| Total Segment Earnings (non-GAAP) non-GAAP | $375.2M | Six Months Ended June 30, 2026 | — |
| Leverage ratio | 24.7% | As of March 31, 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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AOS
this stock
Smith A O Corp
|
$8.49B | -7.4% | +0.3% | 17.4 | 7.9% |
|
GEV
GE Vernova Inc.
|
$254.04B | +45.9% | +9.0% | 27.4 | 3.0% |
|
ETN
Eaton Corp plc
|
$161.59B | +30.6% | +10.3% | 42.4 | 1.6% |
|
SMERY
Siemens Energy AG/ADR
|
$149.79B | — | — | — | 0.0% |
|
PH
Parker-Hannifin Corp
|
$131.03B | +15.0% | +18.9% | 36.5 | 1.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AOS | -0.8% | +3.6% | -12.8% | +3.0% | -7.4% |
| SPY | +1.1% | +4.0% | +14.7% | +3.2% | +13.1% |
| vs SPY | -1.9% | -0.4% | -27.4% | -0.2% | -20.5% |
Capital returns
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.