Company research

AOS · NYSE

Smith A O Corp

Industrials · Specialty Industrial Machinery

$63.49

+4.32%

Close on Oct 29, 2026

Research data through 2026-10-28

Long-term research evidence only. No price targets, no trading signals, no recommendations.

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Pro Investor Academy research

Research data through Oct 28, 2026. Research is updated periodically, not in real time.

Quality

72

of 100 · stored research reading

Stored Quality research reads 72 of 100, an above-average reading in the covered universe. Some underlying measurements are stronger than others.

Quality research measures durability of the business itself from stored fundamentals: balance-sheet strength, profitability consistency and cash generation. It is a research reading, not a prediction of future returns.

How this is measured

Fundamental Momentum

Deteriorating

36

of 100 · stored research reading

Stored Fundamental Momentum research reads 36 of 100. Stored measurements classify recent reported fundamentals as deteriorating. This describes reported financial change already disclosed, with no forward-looking claim.

Fundamental Momentum research measures the direction of recently reported company fundamentals compared with the company's own history. It describes reported change, not future price movement.

How this is measured

Capital Returns

Strong

77

of 100 · stored research reading

Stored Capital Returns research reads 77 of 100, recorded as strong. Stored records show 13 consecutive years of dividend payments. Share count has been reduced at about 3.1% a year in the stored window.

Capital Returns research measures how a company has actually returned cash to shareholders: dividend record, buyback effectiveness, dilution control and how those payments were funded.

How this is measured

Valuation context

Price / earnings
16.5

Stored ratios recorded at the last research date (2026-10-28). Valuation Intelligence remains research context and is not a validated allocation signal.

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Plain-English definitions, with the formula and the limitations of each measure.

In the company’s own words

What this company does

As used in this annual report on Form 10-K, references to the "Company," "A. O. Smith," "AOS," "we," "us," and "our" refer to A. O. Smith and its consolidated subsidiaries. The following discussion should be read in conjunction with our consolidated financial statements and notes thereto under "Item 8 Financial Statements and Supplementary Data" in this annual report on Form 10-K. Our company is comprised of two reporting segments: North America and Rest of World. Both segments manufacture and market comprehensive lines of residential and commercial gas and electric water heaters, boilers, heat pumps, tanks and water treatment products. Both segments primarily manufacture and market in their respective regions of the world. Our Rest of World segment is primarily comprised of China, India, and Europe.

Sales in our North America segment accounted for approximately 78 percent of our total sales in 2025. This segment serves residential and commercial end markets with a broad range of products including:

Water heaters . Our residential and commercial water heaters primarily come in sizes ranging from 40 to 80 gallon models. However, we also offer sizes as low as 2.5 gallon (point-of-use) and as high as 2,500 gallon products with varying efficiency ranges. We offer electric, natural gas and liquid propane tank-type models as well as tankless (gas and electric), heat pump and solar tank units. Typical applications for our water heaters include residences, restaurants, hotels, office buildings, laundries, car washes, schools and small businesses.

Boilers. Our residential and commercial boilers range in size from 45,000 British Thermal Units (BTUs) to 6.0 million BTUs. Boilers are closed loop water heating systems used primarily for space heating or hydronic heating. Our boilers are primarily used in applications in commercial settings for hospitals, schools, hotels and other large commercial buildings while residential boilers are used in homes, apartments and condominiums.

Quoted from the business section of this company’s 10-K filed February 10, 2026. Read the filing

General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.