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
20.21
$3.58
1.30
$1.36
1.88%

What the Analysts think about A.O. Smith

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

Bulls say / Bears say

North America operating margin widened by 30 basis points to 25.4% in Q2 2025, supported by favorable product mix and productivity gains (PRNewswire)
Full-year 2025 North America boiler sales are expected to increase 3%–5% as commercial and residential customers transition to high-efficiency boilers (SEC EDGAR)
Rest of World organic sales in India rose 19% in local currency and the Pureit acquisition contributed $16 million in Q2 2025, expanding international revenue sources beyond China (PRNewswire)
North America water heater volumes declined in Q1 2025 as customers bought early before March 2024 price increases, signaling demand is normalizing after pre-buy activity (SEC EDGAR)
Additional increases in steel and tariff-related input costs in early 2025 led to price hikes, indicating potential margin pressure if costs rise faster than price can be increased (SEC EDGAR)
Q2 2025 sales in China fell 11% year-over-year in local currency due to ongoing economic challenges and irregular government subsidy programs in lower-tier cities (PRNewswire)
Data summarised monthly by Lightyear AI. Last updated on 6 Oct 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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