A.O. Smith/$AOS

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About A.O. Smith

A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (75% of sales) and rest of world (25% of sales). A.O. Smith is the leading manufacturer of water heaters in North America for the residential and commercial markets, with approximately 37% and 54% market share, respectively. Residential water heaters account for most of North American sales and are distributed equally through wholesale and retail channels. Most of A.O. Smith's international revenue is from China, a market the company entered during the mid-1990s. However, the firm announced a strategic review of its China operations.

Ticker

$AOS

Primary listing

NYSE

Employees

12,700

A.O. Smith Metrics

BasicAdvanced
$10B
20.56
$3.58
1.20
$1.36
1.85%

What the Analysts think about A.O. Smith

Analyst ratings (Buy, Hold, Sell) for A.O. Smith stock.

Bulls say / Bears say

North America segment operating margin expanded 30 basis points to 25.4% in Q2, driven by favorable product mix in water treatment and high-efficiency heaters (PRNewswire 07/24/2025)).
Organic sales in India grew 19% in local currency during Q2, and the Pureit acquisition contributed $16 million to quarterly revenue, strengthening the company’s international diversification (PRNewswire 07/24/2025)).
Management raised full-year 2025 guidance, forecasting consolidated sales growth of 1%–3% and adjusted EPS of $3.70–$3.90, demonstrating confidence in operational resilience (PRNewswire 07/24/2025)).
Q2 net sales fell 1% year-over-year to $1.01 billion, reflecting top-line pressure in the company’s core markets (PRNewswire 07/24/2025)).
China third-party sales dropped 11% in local currency in Q2, underscoring persistent demand weakness and strategic uncertainty in a key international market (PRNewswire 07/24/2025)).
North America water heater volumes were lower in Q2, contributing to a 1% segment sales decline and suggesting potential housing market softness (PRNewswire 07/24/2025)).
Data summarised monthly by Lightyear AI. Last updated on 5 Sept 2025.

A.O. Smith Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

A.O. Smith Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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