A. O. Smith (AOS)
Industrials · Building Products / HVAC equipment · NYSE
A. O. Smith is a global leader in high-efficiency residential and commercial water heating and water treatment solutions.
What A. O. Smith does
A. O. Smith Corporation is a leading global manufacturer of residential and commercial water heating and water treatment equipment. The company's products are designed for the production and storage of hot water for residential and commercial applications, as well as water filtration and purification systems.
Themes: water heating technology, water treatment and purification, building efficiency solutions, residential and commercial construction supply
Fundamentals
- Price$63.08 as of 2026-08-21 close
- Market cap$8.5B as of 2026-08-24
- 1-year return-12.1% 2025-08-21 close $71.75 → 2026-08-21 close $63.08
- P/E16.98 as of 2026-08-24
- Net margin+13.2% as of 2026-08-24
- Gross margin+38.6% as of 2026-08-24
- ROE+27.0% as of 2026-08-24
- Debt / equity0.35 as of 2026-08-24
- Revenue growth (YoY)+0.4% as of 2026-08-24
- Revenue CAGR (3y)+0.7% SEC XBRL
- Beta1.11 as of 2026-08-24
- Last reported earnings2026-07-30 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +1.7%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How AOS compares in its sector
- price-to-earnings ratiobottom 25% 357 covered Industrials peers, as of 2026-08-24
- net profit margintop 25% 457 covered Industrials peers, as of 2026-08-24
- operating margintop 25% 457 covered Industrials peers, as of 2026-08-24
- gross marginmiddle range 455 covered Industrials peers, as of 2026-08-24
- return on equitytop 25% 460 covered Industrials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 426 covered Industrials peers
- indicated dividend yieldmiddle range 267 covered Industrials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)top 25% 414 covered Industrials peers, as of FY2025
Position among covered Industrials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
AOS is not currently in any published Top 10 list. Its scores are below.
Long-term score
49.4 #517 of 987 scored · #95 of 197 in Industrials
Financial health 73rd (free cash flow margin 19.4%, debt to equity 0.3) and capital return 71st (consecutive years of dividend increases 5 years); weakest is growth (22nd, revenue growth year over year 0.4%, 3-year revenue CAGR 0.7%).
Short-term score
51.0 #712 of 1,704 scored · #104 of 283 in Industrials
Setup 79th: no fresh 20-day breakout up or down; trend 52nd: the price is 2% above the average price paid over the period covered, so the typical buyer over that stretch is showing a gain; weakest is volume and participation 34th: trading volume is about normal versus its 30-day average.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, AOS's dividend was covered by reported results (earnings payout 36%, free-cash-flow payout 36%). This describes past coverage, not a forecast.
- Earnings payout36% dividends / net income
- Free-cash-flow payout36% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How A. O. Smith looks technically
A. O. Smith (AOS) is trading 4.4% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 75 trading days ago — a "death cross", a bearish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 15, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 54, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 5 trading days ago (its momentum flipped negative). It made a new 20-day high about 19 trading days ago. It is 23.0% below its highest point of the past year.
Trend
8
| Distance from the 200-day | it is trading 4.4% below its 200-day average, the long-term trend line — a long-term downtrend | -4.4% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $61.00 | $61.00 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $65.96 | $65.96 |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing high 22 calendar days ago — the swings before that are what the structure reading is measured on | 22 sessions |
| Wave structure | its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in the fourth leg, a pullback against that upward direction; the labelling fails if price closes below 63.05. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a completed three-part correction. | possible upward five-wave sequence, in wave 4 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 75 trading days ago — a "death cross", a bearish long-term signal | 75 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 15, below the 25 that marks a real trend) | 15.2 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 54, neither overbought (above 70) nor oversold (below 30) | 54.3 |
|---|---|---|
| Position in its 14-day range | it is trading in the upper half of its 14-day range ($60.21 to $64.32) — its "stochastic" reading is 70 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 69.8 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 5 trading days ago (its momentum flipped negative) | 5 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $81.87 | $81.87 |
|---|---|---|
| From the 52-week high | it is 23.0% below its 52-week high (its highest price of the past year) | -22.9% |
| Above the 52-week low | it is 16.3% above its 52-week low (its lowest price of the past year) | +16.3% |
| Below the 52-week high | it is 23.0% below its highest point of the past year | 22.9% |
| Since a 20-day breakout | it made a new 20-day high about 19 trading days ago | 19 sessions |
| Since a 55-day breakout | it made a new 55-day low about 56 trading days ago | 56 sessions |
| All-time high | its highest closing price on record is $92.44 (set on 2024-07-18) | $92.44 |
| Given back of the 52-week move | over the past year its closes ranged ($55.95 to $80.47), and it has recovered roughly a quarter of its fall from last year’s high — 29% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $71.10 to $71.89. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 29.1% |
| From the all-time high | it is 31.8% below its all-time high | -31.8% |
| Nearest price level | it is sitting right on a resistance level at $63.17 — a price it turned at four times since 2025-11-18, most recently on 2026-06-30. Since 2024-08-21 it has 3 such levels below the current price and 8 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +0.1% |
| All-time low | its lowest closing price on record is $3.49 (set on 2009-03-12) | $3.49 |
| Above the all-time low | it is 1706.6% above its all-time low | +1,707% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 86% of it) | 14th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $1.68 between its high and its low — about 2.7% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $1.68 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $59.86 and $64.86 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $59.86 – $62.36 – $64.86 |
| Typical daily range (% of price) | its price moves about 2.7% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 2.7% |
| Stretch from the 200-day average | it is trading 1.7 daily ranges below its 200-day average price (4.4% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 1.7 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.73× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Price gaps
2
| Gap at the open | it opened on 2026-08-21 0.5% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +0.5% |
|---|---|---|
| Gap filled | a 3.2% gap up opened on 2026-07-30 has been "filled" 16 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 16 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 5.0 percentage points (the stock gained 7.4% while the market gained 2.3%) | +5.0% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 7.2 percentage points (the stock gained 10.3% while the market gained 3.1%) | +7.2% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 30.0 percentage points (the stock lost 18.9% while the market gained 11.1%) | -30.0% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 32.6 percentage points (the stock lost 12.1% while the market gained 20.5%) | -32.6% |
Signal agreement
2
| Bullish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bullish state: trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 1 of 9 |
|---|---|---|
| Bearish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, MACD momentum is negative, lagging the market over 6 months — these describe past price behaviour, not a forecast | 4 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 4.4% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is thin, spanning 0.2% of the share price, which is taken to mean a barrier that gives way easily. | +4.4% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 3% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $65.12 — a volume-weighted average of daily closes over 150 sessions, not a true tick-by-tick VWAP. | -3.1% |
|---|---|---|
| Vs the average paid since it last reported | the price is 2% above the average price paid since it last reported on 2026-07-30 (its 10-Q), so the typical buyer over that stretch is showing a gain. That average is $61.98 — a volume-weighted average of daily closes over 17 sessions, not a true tick-by-tick VWAP. | +1.8% |
Price levels it has turned at before
AOS last closed at $63.08 on 2026-08-21. Since 2024-08-21 it has turned at 3 prices below its last close and 8 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $63.17 | Resistance | 0.1% above the last close | turned there four times · 2025-11-18 to 2026-06-30 |
| $61.87 | Support | 1.9% below the last close | turned there six times · 2025-04-21 to 2026-07-16 |
| $64.84 | Resistance | 2.8% above the last close | turned there 7 times · 2025-02-12 to 2026-08-07 |
| $67.21 | Resistance | 6.5% above the last close | turned there 10 times · 2025-01-03 to 2026-04-09 |
| $58.80 | Support | 6.8% below the last close | turned there twice · 2025-04-09 to 2026-07-09 |
| $57.58 | Support | 8.7% below the last close | turned there twice · 2026-06-23 to 2026-07-20 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 4 of five, a pullback against that direction.
This labelling fails — stops being a possible reading at all — if it closes below $63.05.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $62.87 and $63.05 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a completed three-part correction, which fails on a close above $64.38.
This reading has stood for 1 trading day, since 2026-08-21.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Pulled back from the 12-month high · MACD just crossed bearish (12/26/9) · trendless / choppy (low ADX) · lagging the market · Trading above the Ichimoku cloud | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingHold (2.54 mean, 1=Strong Buy…5=Strong Sell) — 11 analysts
- Mean price target$69.91 range $59.00 – $84.00; median $70.00
Analyst estimates, as of 2026-08-17. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for AOS
- Consensus EPS estimate$0.8991 next reporting period, as of 2026-08-17
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Product warranty obligations and related liabilities","Foreign currency exchange rate fluctuations impacting international operations","Dependence on raw material costs and global supply chain stability"]
What changed in the latest 10-Q
AI-assisted comparison of AOS's 10-Q filed 2026-04-30 against the prior one filed 2025-10-28.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (2026-04-30) includes reference to ASU 2025-11 issued in December 2025 regarding Interim Reporting Topic 270 narrow-scope improvements
- Newer filing includes 'Acquisition of business' line item of $470.0 million in investing activities for three months ended March 31, 2026
- Removed:
- Older filing (2025-10-28) presented nine-month comparative data; newer filing presents only three-month data
- Older filing presented comparative 2024 data; newer filing presents only 2025 comparative data
- Older filing included footnote (1) on earnings per share calculation methodology
- Older filing line item 'Long-term debt incurred' in financing activities removed; replaced with 'Proceeds from debt' and 'Repayments of debt' in newer filing
- Older filing line item 'Net proceeds from stock option activity' replaced with 'Net payments from stock option activity' in newer filing
- Reworded:
- Item 2 page range changed from '20-25' (older) to '18-23' (newer)
- Item 3 page changed from '25' (older) to '23' (newer)
- Item 4 page changed from '26' (older) to '24' (newer)
- All Item 1, Item 2, Item 5, Item 6 pages in Part II shifted from '26' (older) to '24' (newer)
- Index to Exhibits page changed from '27' (older) to '25' (newer)
- Signatures page changed from '28' (older) to '26' (newer)
- Balance sheet date changed from 'September 30, 2025 and December 31, 2024' to 'March 31, 2026 and December 31, 2025'
- Cash flows statement header changed from 'Nine Months Ended September 30, 2025 2024' to 'Three Months Ended March 31, 2026 2025'
- Stockholders' equity statement header changed from 'Three Months Ended September 30, Nine Months Ended September 30' to 'Three Months Ended March 31'
- Notes:
- The older filing text appears truncated at the end of the Notes section; full comparison of notes may not be complete
- These are different interim periods (Q1 2026 vs Q3 2025) so numerical comparisons reflect different time periods and are not directly comparable performance metrics
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
No open-market insider purchases or sales are on record for AOS — recent Form 4 activity was compensation-related (awards, option exercises, or tax withholding), not open-market buying or selling.
View full insider trading history → View SEC Form 3/4/5 filingsOnly open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 6 matched disclosures for AOS from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
5 institutional 13F filers reported holding AOS as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 22,125,243
- Reported value $1,458,938,531
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 4 increased, 1 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
AOS had 10,605,640 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for AOS because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 10,605,640
- Prior settlement (shares) 9,937,296
- Reported change 6.73%
- Days to cover (reported) 5.37
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Rheem Manufacturing Company
- Bradford White Corporation
- Noritz Corporation
- Watts Water Technologies (WTS)
- Pentair (PNR)
- Carrier Global (CARR)
- Trane Technologies (TT)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare AOS vs…
Frequently asked questions
What does A. O. Smith (AOS) do?
A. O. Smith Corporation is a leading global manufacturer of residential and commercial water heating and water treatment equipment. The company's products are designed for the production and storage of hot water for residential and commercial applications, as well as water filtration and purification systems.
What sector is A. O. Smith (AOS) in?
A. O. Smith (AOS) is classified in the Industrials sector. Its industry is Building Products / HVAC equipment. It trades on NYSE.
Does AOS pay a dividend?
Yes — A. O. Smith (AOS) pays a dividend, with an indicated yield of about 1.68% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are A. O. Smith's (AOS) competitors?
Notable peers of A. O. Smith (AOS) include Rheem Manufacturing Company, Bradford White Corporation, Noritz Corporation, Watts Water Technologies and Pentair. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in AOS?
Yes — we hold 6 matched STOCK Act disclosures for AOS from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is A. O. Smith (AOS) overbought or oversold right now?
A. O. Smith (AOS) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 54, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on AOS come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.