AO Smith Corp

Market Summary

USD78.14+0.13

Delayedas of 08 Dec 2023, 03:28 pm

0.17%

AOS Alerts

5 major insider sales recently.

AOS Stock Price

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AOS RSI Chart

AOS Alerts

5 major insider sales recently.

AOS Valuation

AOS Price/Sales (Trailing)

AOS Profitability

EBT Margin

8.25%

Return on Equity

15.89%

Return on Assets

9.35%

AOS Fundamentals

AOS Revenue

Revenue (TTM)

3.8B

Revenue Y/Y

7.24%

Revenue Q/Q

-2.43%

AOS Earnings

Earnings (TTM)

299.2M

Earnings Y/Y

23.32%

Earnings Q/Q

-13.76%

Price Action

52 Week Range

55.4179.29

(Low)(High)

Last 7 days

3.5%

Last 30 days

10.4%

Last 90 days

11.1%

Trailing 12 Months

31.6%

How does AOS drawdown profile look like?

AOS Financial Health

Current Ratio

1.68

AOS Investor Care

Dividend Yield

1.64%

Diluted EPS (TTM)

2.02

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs

Net sales

Year	Q1	Q2	Q3	Q4
2023	3.7B	3.7B	3.8B	0
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	1.4B	1.4B	1.4B	1.4B
2008	0	0	0	1.5B

Get all data in R, Python etc through our Historical Stock Data APIs

Latest Insider Trading transactions for AOS

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Nov 22, 2023	smith mark d	sold	-205,227	76.01	-2,700	-
Nov 17, 2023	wolf idelle k	sold	-76,156	76.1562	-1,000	-
Nov 17, 2023	wolf idelle k	gifted	-	-	-1,000	-
Nov 14, 2023	heideman robert j	acquired	228,419	49.42	4,622	senior vp, cto
Nov 14, 2023	petrarca mark a	sold	-605,586	75.6982	-8,000	senior vice pres. - h.r. & p.a
Nov 14, 2023	heideman robert j	sold	-349,821	75.686	-4,622	senior vp, cto
Nov 13, 2023	stern james f	sold	-592,623	73.0011	-8,118	exec vp, general counsel & sec
Nov 13, 2023	petrarca mark a	acquired	552,011	50.16	11,005	senior vice pres. - h.r. & p.a
Nov 13, 2023	petrarca mark a	sold	-805,596	73.2027	-11,005	senior vice pres. - h.r. & p.a
Nov 10, 2023	stern james f	sold	-584,496	72.00	-8,118	exec vp, general counsel & sec

Which funds bought or sold AOS recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
Dec 06, 2023	CITIGROUP INC	reduced	-20.79	-3,218,360	8,265,520	0.01%
Dec 01, 2023	B. Riley Wealth Advisors, Inc.	added	12.31	5,256	262,494	0.01%
Nov 24, 2023	DEUTSCHE BANK AG\	added	1.32	-2,347,050	27,218,400	0.02%
Nov 22, 2023	Public Sector Pension Investment Board	added	12.19	16,845	884,819	0.01%
Nov 22, 2023	KBC Group NV	unchanged	-	-	49,886,000	0.21%
Nov 22, 2023	Graham Capital Management, L.P.	reduced	-81.27	-3,710,560	760,825	0.02%
Nov 21, 2023	COMERICA BANK	reduced	-69.98	2,228,240	2,332,240	0.01%
Nov 21, 2023	Spears Abacus Advisors LLC	unchanged	-	-22,624	224,974	0.02%
Nov 17, 2023	TimesSquare Capital Management, LLC	sold off	-100	-59,919,000	-	-%
Nov 17, 2023	Diversified Trust Co	new	-	434,606	434,606	0.02%

Latest Funds Activity

Are funds buying AOS calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own AOS

No. of Funds

Schedule 13G FIlings of AO Smith Corp

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 09, 2023	vanguard group inc	11.56%	14,669,923	SC 13G/A
Feb 08, 2023	state street corp	7.38%	9,368,072	SC 13G/A
Feb 03, 2023	blackrock inc.	7.9%	10,027,115	SC 13G/A
Feb 10, 2022	state street corp	6.69%	8,910,863	SC 13G/A
Feb 09, 2022	vanguard group inc	11.33%	15,095,155	SC 13G/A
Feb 01, 2022	blackrock inc.	7.4%	9,806,373	SC 13G/A
Feb 10, 2021	vanguard group inc	11.14%	15,088,262	SC 13G/A
Feb 05, 2021	state street corp	6.26%	8,472,899	SC 13G
Jan 29, 2021	blackrock inc.	8.4%	11,308,265	SC 13G/A
Feb 13, 2020	state street corp	6.77%	9,276,979	SC 13G

Recent SEC filings of AO Smith Corp

View All Filings

Date Filed	Form Type	Document
Nov 27, 2023	4	Insider Trading
Nov 17, 2023	144	Notice of Insider Sale Intent
Nov 17, 2023	4	Insider Trading
Nov 14, 2023	144	Notice of Insider Sale Intent
Nov 14, 2023	144	Notice of Insider Sale Intent
Nov 14, 2023	4	Insider Trading
Nov 14, 2023	4	Insider Trading
Nov 13, 2023	4	Insider Trading
Nov 13, 2023	144	Notice of Insider Sale Intent
Nov 13, 2023	144	Notice of Insider Sale Intent

AO Smith Corp News

Latest updates

Knox Daily • 04 Dec 2023 • 09:09 pm • 3 days ago

A.O. Smith Corp. (AOS) rating initates by Seaport Research Partners ...

Stocks Register • 02 Dec 2023 • 03:33 pm • 6 days ago

Thinking About Buying A.O. Smith Corp. Stock? Here's What You ...

Nasdaq • 30 Nov 2023 • 09:00 pm • 7 days ago

Guru Fundamental Report for AOS

Stockhouse Publishing • 06 Nov 2023 • 08:00 am • 32 days ago

2023-11-06 | NYSE:AOS | Press Release | A O Smith Corp

Huron Daily Tribune • 26 Oct 2023 • 11:17 am • 43 days ago

A.O. Smith: Q3 Earnings Snapshot

Bankrate.com • 26 Oct 2023 • 07:00 am • 43 days ago

Best S&P 500 Stocks For Dividend Growth

Dividend Earner • 18 Oct 2023 • 07:00 am • 51 days ago

S&P Dividend Aristocrats: 25+ years of dividend increases

Dividend Earner • 14 Oct 2023 • 07:00 am • 55 days ago

Best Dividend Growth Stocks For November 2023

Yahoo Finance • 13 Oct 2023 • 07:00 am • 56 days ago

The Zacks Analyst Blog Highlights Bank OZK, McDonald's, RPM ...

Yahoo Finance • 12 Oct 2023 • 07:00 am • 57 days ago

5 Stocks in Focus on Their Recent Dividend Hike

Seeking Alpha • 02 Oct 2023 • 07:00 am • 2 months ago

My Dividend Growth Portfolio September Update - Fall Bargains Are ...

Yahoo Finance • 26 Sep 2023 • 07:00 am • 2 months ago

Unveiling A.O. Smith (AOS)'s Value: Is It Really Priced Right? A ...

Yahoo Finance • 12 Sep 2023 • 07:00 am • 2 months ago

General Electric (GE) Signs MOU to Explore CCUS Value Chain

Yahoo Finance • 08 Sep 2023 • 07:00 am • 3 months ago

Honeywell (HON) Secures Utilities' Data With Quantum Encryption

Yahoo Finance • 08 Sep 2023 • 07:00 am • 3 months ago

Here's Why You Should Avoid Zebra Technologies (ZBRA) Now

Financials for AO Smith Corp

Income Statement (Last 12 Months)
(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																					(In Millions)
Description	(%) Q/Q	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2018Q4	2018Q3
Revenue	-2.4%	938	961	966	936	874	966	978	996	915	860	769	835	760	664	637	751	728	765	748	813	754
Gross Profit	-7.4%	356	385	374	349	305	334	342	361	340	321	289	324	297	248	240	295	284	309	293	337	306
S&GA Expenses	-3.0%	175	180	187	169	156	167	180	184	178	173	167	171	159	156	174	180	172	179	185	186	178
EBITDA Margin	7.0%	0.11*	0.10*	0.09*	0.08*	0.19*	0.20*	0.20*	0.20*	0.20*	0.20*	0.19*	0.18*	0.18*	0.17*	0.18*	0.19*	0.20*	0.20*	0.20*	0.20*	0.20*
Interest Expenses	-46.7%	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	2.00
Income Taxes	-21.0%	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	27.00
Earnings Before Taxes	-15.6%	176	209	171	-242	145	165	157	182	166	151	126	152	137	87.00	68.00	116	113	132	112	155	132
EBT Margin	9.4%	0.08*	0.08*	0.06*	0.06*	0.17*	0.17*	0.18*	0.18*	0.18*	0.18*	0.17*	0.15*	0.14*	0.14*	0.15*	0.16*	0.17*	0.17*	0.17*	0.17*	0.17*
Net Income	-13.8%	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	105
Net Income Margin	7.5%	0.08*	0.07*	0.06*	0.06*	0.13*	0.13*	0.14*	0.14*	0.14*	0.14*	0.13*	0.12*	0.11*	0.11*	0.12*	0.12*	0.13*	0.14*	0.14*	0.14*	0.11*
Free Cashflow	27.4%	179	140	120	177	160	38.00	17.00	264	181	92.00	104	232	151	125	54.00	176	136	122	22.00	160	116

Balance Sheet
(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2018Q4	2018Q3
Assets	-1.5%	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	3,025
Current Assets	-3.6%	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	1,599
Cash Equivalents	-25.8%	281	379	406	391	359	359	406	443	486	445	579	573	378	443	416	374	219	282	338	260	233
Inventory	2.1%	519	509	504	516	526	493	489	448	358	330	313	300	303	306	312	303	310	323	320	305	308
Net PPE	0.7%	581	577	586	591	584	593	603	607	540	540	539	541	537	534	537	545	544	554	550	540	526
Goodwill	1.4%	631	622	620	620	619	627	629	628	552	548	547	547	545	544	543	546	547	548	31.00	513	515
Liabilities	-3.1%	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	1,269
Current Liabilities	4.1%	896	861	896	934	901	928	1,002	1,119	983	907	836	886	806	735	699	767	730	731	737	785	739
LT Debt, Current	0%	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	-39.0%	120	196	331	335	281	292	289	190	100	100	100	106	107	274	336	277	312	352	278	221	193
Shareholder's Equity	-0.3%	1,882	1,888	1,790	1,748	1,748	1,793	1,809	1,832	1,897	1,816	1,849	1,848	1,747	1,658	1,616	1,667	1,656	1,725	1,749	1,717	1,756
Retained Earnings	2.9%	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	2,014
Additional Paid-In Capital	0.4%	571	568	564	556	555	553	551	545	537	535	529	520	519	517	516	509	507	507	504	497	496
Accumulated Depreciation	0.8%	801	795	790	774	756	754	751	737	721	706	688	681	659	637	622	612	594	584	572	557	545

Cashflow (Last 12 Months)
(In Millions)

(*) denotes actual numbers (not divided by Thousands)
Cashflow (Quarterly)																					(In Thousands)
Description	(%) Q/Q	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1	2018Q4	2018Q3
Cashflow From Operations	27.4%	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	116,000
Share Based Compensation	-6.2%	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	1,800
Cashflow From Investing	-248.2%	-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	-19,700
Cashflow From Financing	-8.2%	-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	-123,300
Dividend Payments	-0.2%	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	30,700
Buy Backs	456.4%	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	36,300

AOS Income Statement

2023-09-30

CONDENSED CONSOLIDATED STATEMENTS OF EARNINGS - USD ($)
$ in Millions

3 Months Ended

9 Months Ended

Sep. 30, 2023

Sep. 30, 2022

Sep. 30, 2023

Sep. 30, 2022

Income Statement [Abstract]

Net sales

$ 937.5

$ 874.2

$ 2,864.7

$ 2,817.8

Cost of products sold

581.3

569.2

1,749.7

1,836.8

Gross profit

356.2

305.0

1,115.0

981.0

Selling, general and administrative expenses

174.9

155.5

542.4

502.0

Impairment expense

0.0

15.6

0.0

Interest expense

2.4

10.9

6.0

Other expense (income), net

2.5

2.4

(10.5)

6.4

Earnings before provision for income taxes

176.4

144.7

556.6

466.6

Provision for income taxes

41.0

34.9

137.3

110.8

Net Earnings

$ 135.4

$ 109.8

$ 419.3

$ 355.8

Basic Net Earnings Per Share of Common Stock (in USD per share)

^[1]

$ 0.90

$ 0.71

$ 2.79

$ 2.29

Diluted Net Earnings Per Share of Common Stock (in USD per share)

^[1]

0.90

0.71

2.77

2.27

Dividends Per Share of Common Stock (in USD per share)

$ 0.30

$ 0.28

$ 0.90

$ 0.84

[1]	Earnings per share amounts are calculated discretely and, therefore, may not add up to the total due to rounding.

AOS Balance Sheet

2023-09-30

CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Millions	Sep. 30, 2023	Dec. 31, 2022
Current Assets
Cash and cash equivalents	$ 281.0	$ 391.2
Marketable securities	60.8	90.6
Receivables	587.4	581.2
Inventories	519.0	516.4
Other current assets	56.3	54.3
Total Current Assets	1,504.5	1,633.7
Property, plant and equipment	1,382.1	1,364.8
Less accumulated depreciation	(801.0)	(774.1)
Net property, plant and equipment	581.1	590.7
Goodwill	630.5	619.7
Other intangibles	338.6	347.9
Operating lease assets	33.3	29.8
Other assets	112.1	110.5
Total Assets	3,200.1	3,332.3
Current Liabilities
Trade payables	561.8	625.8
Accrued payroll and benefits	86.7	75.7
Accrued liabilities	175.2	159.1
Product warranties	61.9	63.6
Debt due within one year	10.0	10.0
Total Current Liabilities	895.6	934.2
Long-term debt	119.6	334.5
Product warranties	119.8	118.9
Long-term operating lease liabilities	26.0	22.4
Other liabilities	156.7	174.6
Total Liabilities	1,317.7	1,584.6
Stockholders’ Equity
Capital in excess of par value	570.8	555.9
Retained earnings	3,168.5	2,885.0
Accumulated other comprehensive loss	(90.1)	(82.4)
Treasury stock at cost	(2,061.7)	(1,905.7)
Total Stockholders’ Equity	1,882.4	1,747.7
Total Liabilities and Stockholders’ Equity	3,200.1	3,332.3
Class A Common Stock
Stockholders’ Equity
Common Stock, value	130.2	130.2
Common Stock
Stockholders’ Equity
Common Stock, value	$ 164.7	$ 164.7

About AO Smith Corp

A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. It operates through two segments, North America and Rest of World. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; commercial boilers for hospitals, schools, hotels, and other large commercial buildings, as well as residential boilers for homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, on-the-go filtration bottles, point-of-use carbon, and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration product; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products primarily under the A. O. Smith, State, Lochinvar, and water softener brands. It distributes its products through independent wholesale plumbing distributors, as well as through retail channels consisting of hardware and home center chains, and manufacturer representative firms; and offers Aquasana branded products directly to consumers through e-commerce. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.

CEO	Mr. Kevin J. Wheeler
WEBSITE	www.aosmith.com
EMPLOYEES	12000

AO Smith Corp Frequently Asked Questions

What is the ticker symbol for AO Smith Corp? What does AOS stand for in stocks?

AOS is the stock ticker symbol of AO Smith Corp. Every public company that trades on a stock exchange gets a ticker symbol.

What is the fair value of AOS stock?

You can check AOS's fair value in chart. The fair value of AO Smith Corp is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of AO Smith Corp is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for AOS so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is AO Smith Corp a good stock to buy?

The fair value guage provides a quick view whether AOS is over valued or under valued. Whether AO Smith Corp is cheap or expensive depends on the assumptions which impact AO Smith Corp's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for AOS.

What is 5 year return on AO Smith Corp's stock?

In the past 10 years, AO Smith Corp has provided 0.129 (multiply by 100 for percentage) rate of return.

Market Summary

AOS Alerts

AOS Stock Price

AOS RSI Chart

AOS Alerts

AOS Valuation

AOS Price/Sales (Trailing)

AOS Profitability

AOS Fundamentals

AOS Revenue

AOS Earnings

Price Action

52 Week Range

How does AOS drawdown profile look like?

AOS Financial Health

AOS Investor Care

Historical Charts for Stock Metrics

Latest Insider Trading transactions for AOS

Which funds bought or sold AOS recently?

Latest Funds Activity

Schedule 13G FIlings of AO Smith Corp

Recent SEC filings of AO Smith Corp

AO Smith Corp News

Financials for AO Smith Corp

Income Statement (Last 12 Months).css-zgnqz2{margin:0;font-family:"Roboto","Helvetica","Arial",sans-serif;font-weight:400;font-size:0.75rem;line-height:1.66;letter-spacing:0.03333em;color:#595959;}(In Millions)

Balance Sheet(In Millions)

Cashflow (Last 12 Months)(In Millions)

AOS Income Statement

AOS Balance Sheet

About AO Smith Corp

AO Smith Corp Frequently Asked Questions

What is the ticker symbol for AO Smith Corp? What does AOS stand for in stocks?

What is the fair value of AOS stock?

Is AO Smith Corp a good stock to buy?

What is 5 year return on AO Smith Corp's stock?

Income Statement (Last 12 Months)
(In Millions)

Balance Sheet
(In Millions)

Cashflow (Last 12 Months)
(In Millions)