AOS RSI Chart
Last 7 days
0.6%
Last 30 days
-1.2%
Last 90 days
7.0%
Trailing 12 Months
27.4%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 3.7B | 3.7B | 3.8B | 3.9B |
2022 | 3.7B | 3.9B | 3.8B | 3.8B |
2021 | 3.0B | 3.2B | 3.4B | 3.5B |
2020 | 2.9B | 2.8B | 2.8B | 2.9B |
2019 | 3.1B | 3.1B | 3.1B | 3.0B |
2018 | 3.0B | 3.1B | 3.1B | 3.2B |
2017 | 2.8B | 2.9B | 2.9B | 3.0B |
2016 | 2.6B | 2.6B | 2.6B | 2.7B |
2015 | 2.4B | 2.5B | 2.5B | 2.5B |
2014 | 2.2B | 2.2B | 2.3B | 2.4B |
2013 | 2.0B | 2.0B | 2.1B | 2.2B |
2012 | 1.8B | 1.8B | 1.9B | 1.9B |
2011 | 1.5B | 1.6B | 1.6B | 1.7B |
2010 | 1.4B | 1.4B | 1.5B | 1.5B |
2009 | 0 | 1.4B | 1.4B | 1.4B |
2008 | 0 | 0 | 0 | 1.5B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index
Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.
Returns of $10,000 invested in:
Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022
Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 09, 2024 | martin lois m | acquired | 140,064 | 86.14 | 1,626 | - |
Apr 09, 2024 | kadri ilham | acquired | 140,064 | 86.14 | 1,626 | - |
Apr 09, 2024 | fister todd w | acquired | 140,064 | 86.14 | 1,626 | - |
Apr 09, 2024 | mapes christopher l | acquired | 140,064 | 86.14 | 1,626 | - |
Apr 09, 2024 | smith mark d | acquired | 140,064 | 86.14 | 1,626 | - |
Apr 09, 2024 | rajendra ajita g | acquired | 140,064 | 86.14 | 1,626 | - |
Mar 05, 2024 | heideman robert j | acquired | 601,510 | 60.82 | 9,890 | senior vp, cto |
Mar 05, 2024 | heideman robert j | sold | -837,039 | 84.6349 | -9,890 | senior vp, cto |
Mar 04, 2024 | rajendra ajita g | sold | -5,092,110 | 84.5051 | -60,258 | - |
Mar 04, 2024 | rajendra ajita g | acquired | 2,554,340 | 42.39 | 60,258 | - |
Which funds bought or sold AOS recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 23, 2024 | United Asset Strategies, Inc. | added | 1.52 | 83,815 | 908,521 | 0.09% |
Apr 23, 2024 | Louisiana State Employees Retirement System | reduced | -2.7 | 34,056 | 644,112 | 0.01% |
Apr 23, 2024 | Venturi Wealth Management, LLC | added | 139 | 13,798 | 22,455 | -% |
Apr 23, 2024 | Hunter Perkins Capital Management, LLC | reduced | -7.18 | 74,000 | 10,317,000 | 2.11% |
Apr 23, 2024 | AMALGAMATED BANK | reduced | -40.5 | -1,253,000 | 2,283,000 | 0.02% |
Apr 23, 2024 | WASHINGTON TRUST Co | added | 2.47 | 689 | 7,395 | -% |
Apr 23, 2024 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD | reduced | -4.65 | 18,000 | 550,000 | 0.02% |
Apr 23, 2024 | Gradient Investments LLC | sold off | -100 | -35,614 | - | -% |
Apr 23, 2024 | Global Retirement Partners, LLC | added | 0.07 | 12,810 | 134,803 | -% |
Apr 23, 2024 | Livforsakringsbolaget Skandia, Omsesidigt | unchanged | - | 92,568 | 1,189,020 | 0.10% |
Unveiling AO Smith Corp's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
AO Smith Corp News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | 5.4% | 988 | 938 | 961 | 966 | 936 | 874 | 966 | 978 | 996 | 915 | 860 | 769 | 835 | 760 | 664 | 637 | 751 | 728 | 765 | 748 | 813 |
Gross Profit | 3.8% | 370 | 356 | 385 | 374 | 349 | 305 | 334 | 342 | 361 | 340 | 321 | 289 | 324 | 297 | 248 | 240 | 295 | 284 | 309 | 293 | 337 |
S&GA Expenses | 5.8% | 185 | 175 | 180 | 187 | 169 | 156 | 167 | 180 | 184 | 178 | 173 | 167 | 171 | 159 | 156 | 174 | 180 | 172 | 179 | 185 | 186 |
EBITDA Margin | 100.2% | 0.21* | 0.11* | 0.10* | 0.09* | 0.08* | 0.19* | 0.20* | 0.20* | 0.20* | 0.20* | 0.20* | 0.19* | 0.18* | - | - | - | - | - | - | - | - |
Interest Expenses | -54.2% | 1.00 | 2.00 | 5.00 | 4.00 | 3.00 | 2.00 | 2.00 | 2.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 |
Income Taxes | -3.4% | 40.00 | 41.00 | 52.00 | 44.00 | -122 | 35.00 | 39.00 | 37.00 | 42.00 | 35.00 | 33.00 | 28.00 | 32.00 | 32.00 | 19.00 | 16.00 | 24.00 | 26.00 | 30.00 | 22.00 | 29.00 |
Earnings Before Taxes | 0.3% | 177 | 176 | 209 | 171 | -242 | 145 | 165 | 157 | 182 | 166 | 151 | 126 | 152 | 137 | 87.00 | 68.00 | 116 | 113 | 132 | 112 | 155 |
EBT Margin | 130.7% | 0.19* | 0.08* | 0.08* | 0.06* | 0.06* | 0.17* | 0.17* | 0.18* | 0.18* | 0.18* | 0.18* | 0.17* | 0.15* | - | - | - | - | - | - | - | - |
Net Income | 1.4% | 137 | 135 | 157 | 127 | -120 | 110 | 126 | 120 | 140 | 132 | 118 | 98.00 | 120 | 105 | 68.00 | 52.00 | 91.00 | 87.00 | 102 | 89.00 | 126 |
Net Income Margin | 83.5% | 0.14* | 0.08* | 0.07* | 0.06* | 0.06* | 0.13* | 0.13* | 0.14* | 0.14* | 0.14* | 0.14* | 0.13* | 0.12* | - | - | - | - | - | - | - | - |
Free Cashflow | 29.4% | 231 | 179 | 140 | 120 | 177 | 160 | 38.00 | 17.00 | 264 | 181 | 92.00 | 104 | 232 | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 0.4% | 3,214 | 3,200 | 3,249 | 3,336 | 3,332 | 3,232 | 3,321 | 3,435 | 3,474 | 3,300 | 3,140 | 3,107 | 3,161 | 2,971 | 2,984 | 2,983 | 3,058 | 3,068 | 3,176 | 3,144 | 3,072 |
Current Assets | -0.3% | 1,500 | 1,505 | 1,561 | 1,644 | 1,634 | 1,570 | 1,631 | 1,721 | 1,753 | 1,738 | 1,586 | 1,558 | 1,618 | 1,430 | 1,444 | 1,443 | 1,500 | 1,504 | 1,597 | 1,658 | 1,639 |
Cash Equivalents | 21.0% | 340 | 281 | 379 | 406 | 391 | 359 | 359 | 406 | 443 | 486 | 445 | 579 | 573 | 378 | 443 | 416 | 374 | 219 | 282 | 338 | 260 |
Inventory | -4.2% | 497 | 519 | 509 | 504 | 516 | 526 | 493 | 489 | 448 | 358 | 330 | 313 | 300 | 303 | 306 | 312 | 303 | 310 | 323 | 320 | 305 |
Net PPE | 2.8% | 598 | 581 | 577 | 586 | 591 | 584 | 593 | 603 | 607 | 540 | 540 | 539 | 541 | 537 | 534 | 537 | 545 | 544 | 554 | 550 | 540 |
Goodwill | 0.5% | 633 | 631 | 622 | 620 | 620 | 619 | 627 | 629 | 628 | 552 | 548 | 547 | 547 | 545 | 544 | 543 | 546 | 547 | 548 | 31.00 | 513 |
Liabilities | 3.9% | 1,370 | 1,318 | 1,360 | 1,546 | 1,585 | 1,484 | 1,529 | 1,626 | 1,642 | 1,404 | 1,324 | 1,258 | 1,312 | 1,224 | 1,326 | 1,367 | 1,391 | 1,412 | 1,451 | 1,394 | 1,355 |
Current Liabilities | 5.5% | 945 | 896 | 861 | 896 | 934 | 901 | 928 | 1,002 | 1,119 | 983 | 907 | 836 | 886 | 806 | 735 | 699 | 767 | 730 | 731 | 737 | 785 |
Long Term Debt | -1.9% | 117 | 120 | 196 | 331 | 335 | 281 | 292 | 289 | 190 | 100 | 100 | 100 | 106 | 107 | 274 | 336 | 277 | 312 | 352 | 278 | 221 |
LT Debt, Current | 0% | 10.00 | 10.00 | 10.00 | 10.00 | 10.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | 7.00 | - |
LT Debt, Non Current | -1.9% | 117 | 120 | 196 | 331 | 335 | 281 | 292 | 289 | 190 | 100 | 100 | 100 | 106 | 107 | 274 | 336 | 277 | 312 | 352 | 278 | 221 |
Shareholder's Equity | -2.0% | 1,844 | 1,882 | 568 | 1,790 | 1,748 | 1,748 | 553 | 1,809 | 1,832 | 1,897 | 1,816 | 1,849 | 520 | 1,747 | 1,658 | 1,616 | 2,323 | 1,656 | 1,725 | 1,749 | 1,717 |
Retained Earnings | 2.8% | 3,258 | 3,169 | 3,078 | 2,967 | 2,885 | 3,051 | 2,985 | 2,902 | 2,827 | 2,732 | 2,642 | 2,565 | 2,510 | 2,432 | 2,365 | 2,336 | 2,323 | 2,272 | 2,220 | 2,155 | 2,103 |
Additional Paid-In Capital | 1.3% | 578 | 571 | 568 | 564 | 556 | 555 | 553 | 551 | 545 | 537 | 535 | 529 | 520 | 519 | 517 | 516 | 509 | 507 | 507 | 504 | 497 |
Accumulated Depreciation | -100.0% | - | 801 | 795 | 790 | 774 | 756 | 754 | 751 | 737 | 721 | 706 | 688 | 681 | 659 | 637 | 622 | 612 | 594 | 584 | 572 | 557 |
Float | - | - | - | 8,916 | - | - | - | 6,733 | - | - | - | 61.00 | - | - | - | 42.00 | - | - | - | 6,433 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | 29.4% | 231,300 | 178,800 | 140,300 | 119,900 | 176,700 | 160,300 | 37,900 | 16,500 | 264,300 | 180,800 | 91,600 | 104,400 | 231,700 | 151,100 | 125,200 | 54,100 | 176,200 | 136,300 | 122,100 | 21,600 | 159,700 |
Share Based Compensation | -6.7% | 1,400 | 1,500 | 1,600 | 7,000 | 700 | 1,400 | 1,400 | 7,600 | 1,600 | 1,400 | 1,500 | 7,400 | 1,200 | 1,100 | 1,400 | 9,000 | 1,000 | 1,500 | 2,100 | 8,700 | 400 |
Cashflow From Investing | 110.4% | 6,700 | -64,600 | 43,600 | -9,800 | -50,200 | 17,400 | 38,800 | 2,100 | -214,600 | -85,300 | -62,500 | 12,500 | -600 | -11,800 | -2,200 | 26,400 | 109,700 | -23,800 | -129,800 | 77,800 | -27,100 |
Cashflow From Financing | 12.2% | -184,000 | -209,500 | -193,700 | -97,500 | -110,700 | -140,900 | -123,100 | -56,100 | -92,500 | -54,200 | -162,800 | -111,500 | -35,900 | -204,100 | -96,400 | -38,400 | -131,300 | -174,700 | -48,500 | -21,300 | -105,900 |
Dividend Payments | 6.0% | 47,800 | 45,100 | 45,200 | 45,400 | 46,100 | 43,200 | 43,700 | 44,200 | 44,700 | 41,500 | 41,700 | 42,200 | 42,200 | 38,700 | 38,800 | 39,000 | 39,200 | 36,000 | 36,900 | 37,100 | 37,600 |
Buy Backs | 58.1% | 145,100 | 91,800 | 16,500 | 53,100 | 121,500 | 91,600 | 82,500 | 107,900 | 154,500 | 13,900 | 131,100 | 67,000 | - | - | - | 56,700 | 57,700 | 97,400 | 87,000 | 45,600 | 96,600 |
CONSOLIDATED STATEMENT OF EARNINGS - USD ($) $ in Millions | 12 Months Ended | ||||
---|---|---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |||
Income Statement [Abstract] | |||||
Net sales | $ 3,852.8 | $ 3,753.9 | $ 3,538.9 | ||
Cost of products sold | 2,368.0 | 2,424.3 | 2,228.0 | ||
Gross profit | 1,484.8 | 1,329.6 | 1,310.9 | ||
Selling, general and administrative expenses | 727.4 | 670.9 | 701.4 | ||
Restructuring and impairment expenses | 18.8 | 0.0 | 0.0 | ||
Interest expense | 12.0 | 9.4 | 4.3 | ||
Other (income) expense, net | (6.9) | 425.6 | (20.4) | ||
Earnings before provision for income taxes | 733.5 | 223.7 | 625.6 | ||
Provision for (benefit from) income taxes | 176.9 | (12.0) | 138.5 | ||
Net Earnings | $ 556.6 | $ 235.7 | $ 487.1 | ||
Net Earnings Per Share of Common Stock (in dollars per share) | [1] | $ 3.71 | $ 1.52 | $ 3.05 | |
Diluted Net Earnings Per Share of Common Stock (in dollars per share) | [1] | $ 3.69 | $ 1.51 | $ 3.02 | |
|
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Millions | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Current Assets | ||
Cash and cash equivalents | $ 339.9 | $ 391.2 |
Marketable securities | 23.5 | 90.6 |
Receivables | 596.0 | 581.2 |
Inventories | 497.4 | 516.4 |
Other current assets | 43.5 | 54.3 |
Total Current Assets | 1,500.3 | 1,633.7 |
Net property, plant and equipment | 597.5 | 590.7 |
Goodwill | 633.4 | 619.7 |
Other intangibles | 336.7 | 347.9 |
Operating lease assets | 37.3 | 29.8 |
Other assets | 108.7 | 110.5 |
Total Assets | 3,213.9 | 3,332.3 |
Current Liabilities | ||
Trade payables | 600.4 | 625.8 |
Accrued payroll and benefits | 92.2 | 75.7 |
Accrued liabilities | 177.4 | 159.1 |
Product warranties | 65.3 | 63.6 |
Long-term debt due within one year | 10.0 | 10.0 |
Total Current Liabilities | 945.3 | 934.2 |
Long-term debt | 117.3 | 334.5 |
Product warranties | 122.8 | 118.9 |
Pension liabilities | 10.5 | 9.9 |
Long-term operating lease liabilities | 27.9 | 22.4 |
Other liabilities | 145.7 | 164.7 |
Total Liabilities | 1,369.5 | 1,584.6 |
Commitments and contingencies | 0.0 | 0.0 |
Stockholders’ Equity | ||
Preferred Stock | 0.0 | 0.0 |
Capital in excess of par value | 578.2 | 555.9 |
Retained earnings | 3,258.1 | 2,885.0 |
Accumulated other comprehensive loss | (84.2) | (82.4) |
Treasury stock at cost | (2,202.5) | (1,905.7) |
Total Stockholders’ Equity | 1,844.4 | 1,747.7 |
Total Liabilities and Stockholders’ Equity | 3,213.9 | 3,332.3 |
Class A Common Stock | ||
Stockholders’ Equity | ||
Common Stock, value | 130.1 | 130.2 |
Common Stock | ||
Stockholders’ Equity | ||
Common Stock, value | $ 164.7 | $ 164.7 |
 | Mr. Kevin J. Wheeler |
---|---|
 | aosmith.com |
 | Apparel Manufacturing |
 | 12000 |