Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$8.5B
136M shares
52-week range
$54.16 – $81.87
30% from low
Sector
HOUSEHOLD APPLIANCES
Exchange
NYSE
CS
A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (80% of sales) and rest of world (20% of sales). A.O. Smith is the leading manufacturer of water heaters in North America for the residential and commercial markets, with approximately 36% and 52% 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 in the mid-1990s.
www.aosmith.comNo one on the platform currently holds AOS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 744,400 | $49.1M |
| Bridgewater Associatesas of 2025-12-31 | 198,793 | $13.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-31 | $0.3600 | 2026-08-17 |
| 2026-04-30 | $0.3600 | 2026-05-15 |
| 2026-01-30 | $0.3600 | 2026-02-17 |
| 2025-10-31 | $0.3600 | 2025-11-17 |
| 2025-07-31 | $0.3400 | 2025-08-15 |
| 2025-04-30 | $0.3400 | 2025-05-15 |
| 2025-01-31 | $0.3400 | 2025-02-18 |
| 2024-10-31 | $0.3400 | 2024-11-15 |
| 2024-07-31 | $0.3200 | 2024-08-15 |
| 2024-04-29 | $0.3200 | 2024-05-15 |
No one on the platform has traded AOS yet.
| 2024-01-30 | $0.3200 | 2024-02-15 |
| 2023-10-30 | $0.3200 | 2023-11-15 |
| Execution date | Ratio |
|---|---|
| 2016-10-06 | 2-for-1 |
| 2013-05-16 | 2-for-1 |
| 2010-11-16 | 3-for-2 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $3.9B | +1.3% | $3.74 | $3.66–$3.80 | 16.7× | 8 |
| 2027 | $4.1B | +4.0% | $4.09 | $3.94–$4.19 | 15.3× | 9 |
| 2028 | $4.2B | +4.3% | $4.44 | $4.32–$4.67 | 14.1× | 3 |
| 2029 | $4.3B | +2.5% | $4.68 | $4.60–$4.75 | 13.4× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | $0.96 | $1.03 | +7.6% |
| 2026-04-30 | $0.94 | $0.85 | -9.8% |
| 2026-01-29 | $0.84 | $0.90 | +7.1% |
| 2025-10-28 | $0.91 | $0.94 | +3.6% |
| 2025-07-24 | $0.97 | $1.07 | +10.3% |
| 2025-04-29 | $0.91 | $0.95 | +4.3% |
| 2025-01-30 | $0.90 | $0.85 | -5.6% |
| 2024-10-22 | $0.83 |
| $0.82 |
| -1.2% |
| $12.8B |
| — |
| GTLSChart Industries, Inc. | $209.90 | -0.00% | $10.0B | — |
| POOLPool Corporation | $200.57 | +1.24% | $7.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
$AOS give us that 72 back i saw 8n the pre market!!
View on StockTwits ↗$AOS give us good forward guidance in china kevin! Thanks
View on StockTwits ↗$AOS Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.91 down -14.95% YoY • Reported revenue of $1B down -0.69% YoY • A. O. Smith Corporation updated its 2026 full-year outlook to sales growth of 2% to 3%, diluted EPS of $3.60 to $3.75, and adjusted EPS of $3.70 to $3.85 per share.
View on StockTwits ↗$AOS $SPYM $O Small adds to the mix Nothing fancy
View on StockTwits ↗$AOS A.O. Smith (AOS) Stock Analysis AOS has paid a dividend every year since 1940 and increased its dividend for 33 consecutive years. Its focus on energy-efficient and water-saving technologies aligns with global trends toward sustainability, offering long-term growth potential. For investors seeking a stable industrial company with defensive characteristics and a commitment to capital returns, AOS may be a compelling choice. Is the stock price a buy, sell or hold? What is the Intrinsic Value of A.O. Smith (AOS)? https://dividendvaluebuilder.com/ao-smith-aos-dividend-stock-analysis/
View on StockTwits ↗Wall St is expecting 0.97 EPS for $AOS Q2 [Reporting 07/23 BMO] http://www.estimize.com/intro/aos?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗$AOS this is acting like a hedge on the ai market
View on StockTwits ↗Wall St is expecting 0.97 EPS for $AOS Q2 [Reporting 07/23 BMO] http://www.estimize.com/intro/aos?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗$AOS - looks like a market reversal is approaching. Adding more here for safe harbor for what appears to be undervalued as is. Will add more if there is a dip. Always nice having dry powder for days like this and for what’s upcoming.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.