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AOS

Smith A O Corp
$59.47 -1.84 (-3.00%) At close · Jul 8
Market Cap
$8.20B
Shares
137,828,624

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$59.47 Open$60.27 Day$58.91–60.56 52W$54.16–81.87 Avg vol 30d1.8M Short int9.0M · 6.5% float · 5.3d Short vol80% Last earningsApr 30, 2026 DataJan 2020–Jul 2026 Filing10-Q · Apr 30
Equibles Rating blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 16.9 · calm Equity put/call 0.86
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −11%
below
Price vs 50-day avg +1%
above
RSI (14) 47
neutral
MACD trend Positive
52-week position 19%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return +4%
trailing
6-month return −15%
trailing
YTD return −11%
this year
Relative strength −23%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $59 › 200d $67 — 200d above 50d
Institutional flow Accumulating
21 of 635 funds reported for Jun 30 · net +382.1K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
6.51% of float · ▲ +21.1% MoM · 5.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
635 holders — mid 3-yr range
Squeeze score 81
high risk · 0–100
Fundamentals
Excellent
Revenue growth +0%
Y/Y
Gross margin 39%
expanding
EPS growth +6%
Y/Y
Valuation P/E 15.9
below peers
Balance sheet $19.5M
net cash
Quant / Vol
risk profile
Moderate
Volatility 26%
annualized · 1-yr
Max drawdown −31%
past year
ATR 2.8%
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.

Up next
Next earnings call
Jul 31, 2026 Est · unconfirmed · in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Apr 30, 2026
Guidance & track record
Latest guidance · from the 8-K filed Apr 30, 2026
Net sales · 2026 full year Initiated $3.9B – $4B
prior FY $3.83B midpoint +3.1% Y/Y
Diluted earnings per share · 2026 full year Initiated $3.60 – $3.90
prior FY $3.85 midpoint −2.6% Y/Y
Adjusted earnings per share · 2026 full year Initiated $3.70 – $4.00
Sales growth · 2026 full year Initiated 2% – 4%
Share repurchases · 2026 full year Maintained $200M

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 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−11% Bearish
Price vs 50-day avg
+1% Bullish
RSI (14)
47 Neutral
MACD trend
Positive Bullish
52-week position
19% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $59 › 200d $67 — 200d above 50d
Institutional flow Accumulating
21 of 635 funds reported for Jun 30 · net +382.1K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
6.51% of float · ▲ +21.1% MoM · 5.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
635 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $54 Now $59 · 19% 52-wk high $82
vs 200-day avg -11% vs 50-day avg +1%

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

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings
Metric Latest Period YoY
North America segment margin 23.3% first quarter of 2026
North America segment sales $753.4M first quarter of 2026
Rest of World segment margin 6.2% first quarter of 2026
Rest of World segment sales $200.7M first quarter of 2026
free cash flow non-GAAP $119M Q1 2026 call
leverage ratio 24.7% Q1 2026 call
quarterly dividend per share $0.36 Q1 2026 call
shares repurchased 700K Q1 2026 call
Adjusted segment earnings non-GAAP $713.8M Full Year 2024

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

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
$8.20B -10.6% 15.9 6.5%
GEV
GE Vernova Inc.
$287.80B +64.1% +12.1% 31.3 3.9%
ETN
Eaton Corp plc
$153.64B +24.6% +11.8% 38.7 2.4%
SMERY
Siemens Energy AG/ADR
$148.90B +25.4% 0.0%
PH
Parker-Hannifin Corp
$118.41B +7.0% +18.9% 34.6 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
633
% held
81.3%
Reported
21 of 635
Top holder
FMR LLC
Held Float
View
Held by Funds
Fund positions
597
View
Short & Settlement
Short Interest Rising
Shares short
9.0M
Days to cover
5.3d
Change
+1.6M sh
View
Short Volume
Short vol %
80%
As of
Jul 8, 2026
Short Total
View
Fails to Deliver
FTD shares
88
Value
$5.2K
As of
Jun 10, 2026
View
Off-Exchange
Off-exchange %
33.5%
Week of
Jun 15, 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
Jun 22, 2026
This year
9
View
Proposed Sales
Value
$82.1K
Shares
1.1K
Filed
Mar 4, 2026
View
Earnings & Events
Earnings Calls
Last call
Apr 30, 2026
View
Investor Relations
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
AOS -5.2% +3.7% -15.3% -5.2% -10.6%
SPY -0.2% +0.8% +7.4% -0.2% +9.3%
vs SPY -5.0% +2.9% -22.8% -5.0% -20.0%

Capital returns

Latest dividend
$0.36 / share · ex Apr 30, 2026
Raised 5.9%
Paid (TTM)
$1.42 / share · 4 payouts
Dividend yield (TTM, derived)
2.39%
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) 43 filings 23 filers Visit website Investor relations