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AOS · Smith A O Corp

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$64.24 +0.26 (+0.41%) At close · Nov 13
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$8.63B
Shares
134.33M
Volume · Nov 13 996.72K Avg daily vol (3M) 1.54M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$64.24 Open$64.36 Day$63.94–64.63 52W close$55.34–80.47 Avg vol 30d1.7M Short int11.5M · 8.6% of shares · 6.4d Short vol80% Last earningsOct 29, 2026 DataJan 2020–Nov 2026 Filing10-Q · Oct 29

Up next

Next earnings call
Jan 28, 2027 Est · unconfirmed · in 11 wks
Q3 2026 earnings call transcript
call held Oct 29, 2026
Play latest call

Latest documents

2026
Oct 29
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3

A. O. Smith Corporation agreed to sell 81% of its China business to CPE, valuing it at approximately $400 million and retaining 19%; third-quarter net sales were $940.5 million and net earnings were $126.3 million.

Revenue $940.5M ▼ 0.2% Net income $126.3M ▼ 4.3% Diluted EPS $0.93 ▼ 1.1%
Read from the MD&A section
Oct 29
Earnings call
Q3 2026 earnings call

A.O. Smith reported Q3 sales of $941 million; CPE will acquire 81% of its China business, valued at approximately $400 million. Full-year sales excluding China are expected to grow approximately 4%, with adjusted EPS between $3.42 and $3.52 per share.

Oct 29
Current report 8-K
Financial results

A. O. Smith reported third-quarter sales of $941 million, net earnings of $126 million and diluted EPS of $0.93, and agreed to sell 81% of its China business to CPE, retaining 19% and a brand license. 2026 guidance excludes China.

Oct 28
Current report 8-K Events of Oct 27
Regulation FD disclosure

A. O. Smith agreed to sell CPE an 81% interest in its China business, retaining 19% and a brand license. The transaction values the business at approximately $400 million and is expected to close in the first half of 2027.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$3.80B
Trailing 12 months
Net income (TTM)
$494.60M
Trailing 12 months
Revenue growth YoY
-0.2%
Year over year
Operating margin
17.5%
Trailing 12 months
P / E (TTM)
17.9
Trailing earnings · reciprocal yield 5.6%
FCF yield
6.5%
TTM · current market cap
Return on invested capital
22.7%
Trailing 12 months
Net cash
−$438.60M
Latest balance sheet
Dividend yield
2.3%
Trailing 12 months
Shares change YoY
-3.4%
Year over year · fewer shares
Price change (1Y)
-2.8%
Trailing year
Short interest
8.6%
Latest settlement · 6.4 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▼7.7% $912.40M $109.70M '24 Q4* ▼1.5% $963.90M $136.60M '25 Q1 ▼1.3% $1.01B $152.20M '25 Q2 ▲4.4% $942.50M $132.00M '25 Q3 ▲0% $912.50M $125.40M '25 Q4* ▼1.9% $945.60M $118.00M '26 Q1 ▼0.7% $1.00B $124.90M '26 Q2 LATEST ▼0.2% $940.50M $126.30M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q2 FY26 earnings call · Jul 30, 2026
Q2 FY26

TL;DR. A.O. Smith narrowed 2026 guidance lower on continued residential water heater softness (sales growth 2-3%, adj. EPS $3.70-$3.85), while boosting share repurchases 50% to $300M and posting 67% YTD free cash flow growth; North America grew 5% led by 21% boiler growth, but China sales fell 28% in local currency and adj. North America margin slipped 100 bps on steel/tariff costs.

Bullish
  • + North America segment sales rose 5% to $820.5M with organic growth of 3% and a $16M contribution from Leonard Valve
  • + YTD free cash flow increased 67% to $233M and the 2026 share repurchase target was raised 50% to $300M
  • + North America water treatment restructuring expected to deliver $6-8M in annual savings beginning 2027
Bearish
  • − Full-year sales growth guidance narrowed to 2-3% and adj. EPS guidance narrowed to $3.70-$3.85 from prior $3.70-$4.00
  • − Adjusted North America segment margin declined 100 bps to 24.4% as steel costs rose ~20% YoY and tariffs/input costs offset pricing
  • − Q3 EPS is expected to be lower than both Q2 and Q4 as pre-buy pull-forward, higher steel costs, and tariff headwinds weigh on margins

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

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +2%
above
Price vs 50-day avg +7%
above
RSI (14) 57
neutral
MACD trend Negative
52-week position 35%
mid-range
Momentum
relative strength
Strong
1-month return +8%
trailing
6-month return +10%
trailing
YTD return −4%
this year
Relative strength +10%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $60 › 200d $63 — 200d above 50d
Institutional flow Accumulating
584 of 618 funds reported for Sep 30 · net +505.5K sh shares · +79 new
Insider flow Distributing
Net -$963.3K over 90 days · 100% sells
Short interest Rising
8.57% of shares out · ▲ +4.8% MoM · 6.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
618 holders — mid 3-yr range
Squeeze score 80
high risk · 0–100
Fundamentals
Excellent
Revenue growth +0%
Y/Y
Gross margin 39%
expanding
EPS growth +6%
Y/Y
Valuation P/E 17.9
below peers
Balance sheet $19.5M
net cash
Quant / Vol
risk profile
Moderate
Volatility 28%
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.

Guidance & track record

Beat or met 4 of last 5
Latest guidance · from the 8-K filed Oct 29, 2026
2026 full year guidance
Net sales growth, excluding China Non-GAAP Initiated 4%
2026 Outlook
Adjusted EPS excluding China Non-GAAP Initiated $3.42 – $3.52
full-year 2026
Share repurchases Raised $300M
Mar 31, 2026 $200M changed to Oct 29, 2026 $300M
Previous outlook earlier release · from the 8-K filed Jul 30, 2026

Still-open targets the latest release did not restate under the same label.

Diluted earnings per share · 2026 Outlook $3.60 – $3.75
Adjusted earnings per share · 2026 Outlook $3.70 – $3.85
Sales growth · 2026 full year 2% – 3%
Guided vs delivered · last 5 settled
EPS 2025
guided $3.70 – $3.85
$3.85 In line
Diluted earnings per share 2024
guided $3.95 – $4.10
$3.63 Miss −9.8%
Diluted earnings per share full year 2023
guided $3.63 – $3.73
$3.69 In line
Diluted earnings per share 2022
guided $1.29 – $1.39
$1.51 Beat +12.7%

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

Technicals

trend & momentum for long-term holders Buy
1 · 3 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+2% Bullish
Price vs 50-day avg
+7% Bullish
RSI (14)
57 Neutral
MACD trend
Negative Bearish
52-week position
35% Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $60 › 200d $63 — 200d above 50d
Institutional flow Accumulating
584 of 618 funds reported for Sep 30 · net +505.5K sh shares · +79 new
Insider flow Distributing
Net -$963.3K over 90 days · 100% sells
Short interest Rising
8.57% of shares out · ▲ +4.8% MoM · 6.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
618 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $55 Now $64 · 35% Range high $80
vs 200-day avg +2% vs 50-day avg +7%

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 —
Adjusted Earnings Per Share (non-GAAP) non-GAAP $1.87 Six Months Ended June 30 —
Adjusted North America Segment Earnings (non-GAAP) non-GAAP $375.2M Six Months Ended June 30 —
Adjusted segment earnings non-GAAP $199.8M second quarter of 2026 —
Adjusted segment margin non-GAAP 24.4% second quarter of 2026 —
Average price paid per share $58.93 second quarter of 2026 filing —
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 —
Remaining share repurchase authorization 3.2M as of June 30, 2026 —
Share repurchases (dollar value) $162.4M first half of 2026 —
Shares repurchased 2.6M first half of 2026 —
Total Segment Earnings (non-GAAP) non-GAAP $375.2M Six Months Ended June 30 —

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
$8.63B -3.9% +0.3% 17.9 8.6%
GEV
GE Vernova Inc.
 $212.57B +22.9% +9.0% 21.1 2.8%
ETN
Eaton Corp plc
 $137.13B +10.8% +10.3% 35.3 1.8%
SMERY
Siemens Energy AG
 $123.80B — — — 0.0%
PH
Parker-Hannifin Corp
 $120.51B +8.7% +18.9% 32.8 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
641
% held
94.9%
Reported
584 of 618
Top holder
FMR LLC
Held Float
View
Held by Funds
Fund positions
657
View
Short & Settlement
Short Interest Rising
Shares short
11.5M
Days to cover
6.4d
Change
+527.9K sh
View
Short Volume
Short vol %
80%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
1.6K
Value
$92.2K
As of
Oct 14, 2026
View
Off-Exchange
Off-exchange %
48.6%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$963.3K
Buyers / Sellers
0 / 1
Buyers Sellers
View
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
10-Q
Filed
Oct 29, 2026
This year
15

A. O. Smith Corporation agreed to sell 81% of its China business to CPE, valuing it at approximately $400 million and retaining 19%; third-quarter net sales were $940.5 million and net earnings were $126.3 million.

View
Proposed Sales
Value
$963.3K
Shares
14.7K
Filed
Nov 5, 2026
View
Earnings & Events
Webcasts
Last webcast
Oct 29, 2026
View
Investor Relations
Latest news
A. O. Smith Reports Third Quarter…
Published
Oct 29, 2026
View

Performance

5D 20D 120D MTD YTD
AOS -0.5% +8.5% +10.1% +1.9% -4.0%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY -3.1% +9.6% +9.6% +2.0% -14.6%

Capital returns

Latest dividend
$0.38 / share · ex Oct 30, 2026
Raised 5.6%
Paid (TTM)
$1.46 / share · 4 payouts
Dividend yield (TTM, derived)
2.27%
Full dividend history
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) 508 filings 464 filers Visit website Investor relations