A. O. Smith Corporation (AOS)Industrials | Specialty Industrial Machinery | Milwaukee, United States | NYSE
59.53 USD
-0.91
(-1.506%) ⇩
(July 13, 2026, 4 p.m.
EDT)
After hours: 59.00 -0.53 (-0.530%) ⇩ (July 13, 2026, 7:49 p.m. EDT) |
Hot Take ↕ | July 11, 2026, 2:57 a.m. EDT
A. O. Smith presents a classic case of a high-quality business currently punished by a deteriorating multi-year price trajectory. While the company boasts exceptional fundamentals—specifically a 28% return on equity and robust free cash flow—the market has clearly lost faith, pricing in a structural decline as evidenced by the single-digit consecutive negative annual returns ending recently. This disconnect creates a compelling long-term setup, though the immediate outlook remains murky. The heavy put writing by options traders confirms that the street expects further weakness, likely waiting for the latest quarterly results to see if the recent rebound was a dead cat bounce or a genuine reversal. For investors, the dividend yield offers a cushion, but the path to recovery requires patience as the market digests the recent earnings misses. |
| Model | MAE |
|---|---|
| AutoARIMA ✓ | 0.112338 |
| AutoETS | 0.112338 |
| AutoTheta | 0.112373 |
| MSTL | 0.116437 |
| MSTL_126 | 0.119211 |
| MSTL_84 | 0.127104 |
| MSTL_84_126 | 0.134410 |
Forecast horizon: 60 days | Selected: AutoARIMA
| Forecast Reliability | |
|---|---|
| Score | 49% |
| H-stat | 1.66 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.104 |
| Excess Kurtosis | -1.01 |
| Attribute | Value |
|---|---|
| Sector | Industrials |
| Ex Dividend Date | 2026-04-29 |
| Last Dividend Date | 2026-04-29 |
| Debt to Equity Ratio | 34.981 |
| Revenue per Share | 27.285 |
| Market Cap | 8,204,937,728 |
| Trailing P/E | 15.87 |
| Forward P/E | 14.30 |
| Beta | 1.15 |
| Profit Margins | 13.84% |
| Website | https://www.aosmith.com |
As of July 11, 2026, 2:57 a.m. EDT: Speculators are heavily positioning for downside protection, evidenced by massive out-of-the-money put open interest relative to calls across all expirations. The 'Top OI' strikes for puts are significantly lower than the current price, indicating a fear of a sharp decline. Conversely, call positioning is sparse and concentrated near the money, suggesting limited speculative appetite for a rapid rally despite the stock trading below its 200-day average.
| Last Yield | 1yr Yield | 3yr Avg | 5yr Avg |
|---|---|---|---|
| 0.58% | 2.10% | 1.86% | 1.83% |
| Date | Dividend | Yield % |
|---|---|---|
| 2026-04-30 | 0.360000 | 0.582147 |
| 2026-01-30 | 0.360000 | 0.489863 |
| 2025-10-31 | 0.360000 | 0.545537 |
| 2025-07-31 | 0.340000 | 0.480294 |
| 2025-04-30 | 0.340000 | 0.501032 |
| 2025-01-31 | 0.340000 | 0.505201 |
| 2024-10-31 | 0.340000 | 0.452730 |
| 2024-07-31 | 0.320000 | 0.376294 |
| 2024-04-29 | 0.320000 | 0.379552 |
| 2024-01-30 | 0.320000 | 0.401405 |
| 2023-10-30 | 0.320000 | 0.460498 |
| 2023-07-28 | 0.300000 | 0.415570 |
| 2023-04-27 | 0.300000 | 0.437573 |
| 2023-01-30 | 0.300000 | 0.503694 |
| 2022-10-28 | 0.300000 | 0.551673 |
| 2022-07-28 | 0.280000 | 0.459092 |
| 2022-04-28 | 0.280000 | 0.467680 |
| 2022-01-28 | 0.280000 | 0.370861 |
| 2021-10-28 | 0.280000 | 0.396096 |
| 2021-07-29 | 0.260000 | 0.369161 |
| 2021-04-29 | 0.260000 | 0.380061 |
| 2021-01-28 | 0.260000 | 0.456862 |
| 2020-10-29 | 0.260000 | 0.487074 |
| 2020-07-30 | 0.240000 | 0.495254 |
| 2020-04-29 | 0.240000 | 0.544712 |
| 2020-01-30 | 0.240000 | 0.552359 |
| 2019-10-30 | 0.240000 | 0.476380 |
| 2019-07-30 | 0.220000 | 0.485758 |
| 2019-04-29 | 0.220000 | 0.394195 |
| 2019-01-30 | 0.220000 | 0.460251 |
| 2018-10-30 | 0.220000 | 0.481190 |
| 2018-07-30 | 0.180000 | 0.306853 |
| 2018-04-27 | 0.180000 | 0.288600 |
| 2018-01-30 | 0.180000 | 0.271003 |
| 2017-10-30 | 0.140000 | 0.236566 |
| 2017-07-27 | 0.140000 | 0.259692 |
| 2017-04-26 | 0.140000 | 0.264301 |
| 2017-01-27 | 0.140000 | 0.288184 |
| 2016-10-27 | 0.120000 | 0.267261 |
| 2016-07-27 | 0.120000 | 0.256164 |
| 2016-04-27 | 0.120000 | 0.303222 |
| 2016-02-03 | 0.120000 | 0.353097 |
| 2015-10-28 | 0.095000 | 0.248626 |
| 2015-07-29 | 0.095000 | 0.267794 |
| 2015-04-28 | 0.095000 | 0.292308 |
| 2015-02-04 | 0.095000 | 0.310915 |
| 2014-10-29 | 0.075000 | 0.286424 |
| 2014-07-29 | 0.075000 | 0.316322 |
| 2014-04-28 | 0.075000 | 0.320924 |
| 2014-02-05 | 0.075000 | 0.325027 |
| 2013-10-29 | 0.060000 | 0.236546 |
| 2013-07-29 | 0.060000 | 0.296150 |
| 2013-04-25 | 0.060000 | 0.319361 |
| 2013-01-29 | 0.050000 | 0.284051 |
| 2012-10-31 | 0.050000 | 0.329110 |
| 2012-07-27 | 0.050000 | 0.393391 |
| 2012-04-26 | 0.040000 | 0.335711 |
| 2012-01-27 | 0.040000 | 0.378519 |
| 2011-10-27 | 0.040000 | 0.410151 |
| 2011-07-27 | 0.040000 | 0.382409 |
| 2011-04-27 | 0.035000 | 0.321987 |
| 2011-01-27 | 0.035000 | 0.321175 |
| 2010-10-27 | 0.035000 | 0.372340 |
| 2010-07-28 | 0.035000 | 0.382514 |
| 2010-04-28 | 0.032500 | 0.375289 |
| 2010-01-27 | 0.032500 | 0.445104 |
| 2009-10-28 | 0.032500 | 0.491060 |
| 2009-07-29 | 0.032500 | 0.498594 |
| 2009-04-28 | 0.031667 | 0.637377 |
| 2009-01-28 | 0.031667 | 0.634821 |
| 2008-10-29 | 0.031667 | 0.649357 |
| 2008-07-29 | 0.031667 | 0.489066 |
| 2008-04-28 | 0.030000 | 0.576369 |
| 2008-01-29 | 0.030000 | 0.528634 |
| 2007-10-29 | 0.030000 | 0.492341 |
| 2007-07-27 | 0.030000 | 0.378231 |
| 2007-04-26 | 0.028333 | 0.442358 |
| 2007-01-29 | 0.028333 | 0.444672 |
| 2006-10-27 | 0.028333 | 0.480356 |
| 2006-07-27 | 0.028333 | 0.401602 |
| 2006-04-26 | 0.026667 | 0.334173 |
| 2006-01-27 | 0.026667 | 0.375151 |
| 2005-10-27 | 0.026667 | 0.517806 |
| 2005-07-27 | 0.026667 | 0.587163 |
| 2005-04-27 | 0.026667 | 0.552684 |
| 2005-01-27 | 0.026667 | 0.595467 |
| 2004-10-27 | 0.026667 | 0.595911 |
| 2004-07-28 | 0.026667 | 0.555562 |
| 2004-04-28 | 0.025000 | 0.497512 |
| 2004-01-28 | 0.025000 | 0.473784 |
| 2003-10-29 | 0.025000 | 0.486224 |
| 2003-07-29 | 0.025000 | 0.465838 |
| 2003-04-28 | 0.023333 | 0.470740 |
| 2003-01-29 | 0.023333 | 0.549012 |
| 2002-10-29 | 0.023333 | 0.579702 |
| 2002-07-29 | 0.023333 | 0.457510 |
| 2002-04-26 | 0.021667 | 0.444451 |
| 2002-01-29 | 0.021667 | 0.578044 |
| 2001-10-29 | 0.021667 | 0.820202 |
| 2001-07-27 | 0.021667 | 0.720632 |
| 2001-04-26 | 0.021667 | 0.683861 |
| 2001-01-29 | 0.021667 | 0.790286 |
| 2000-10-27 | 0.021667 | 0.967457 |
| 2000-07-27 | 0.021667 | 0.818910 |
| 2000-04-26 | 0.020000 | 0.598131 |
| 2000-01-27 | 0.020000 | 0.590769 |
| 1999-10-27 | 0.020000 | 0.487310 |
| 1999-07-28 | 0.020000 | 0.412017 |
| 1999-04-28 | 0.020000 | 0.500000 |
| 1999-01-27 | 0.020000 | 0.510638 |
| 1998-10-28 | 0.020000 | 0.607595 |
| 1998-07-29 | 0.020000 | 0.440367 |
| 1998-04-28 | 0.018889 | 0.378305 |
| 1998-01-28 | 0.018889 | 0.404764 |
| 1997-10-29 | 0.018889 | 0.407188 |
| 1997-07-29 | 0.018889 | 0.478876 |
| 1997-04-28 | 0.018889 | 0.490978 |
| 1997-01-29 | 0.018889 | 0.521076 |
| 1996-10-29 | 0.018889 | 0.647623 |
| 1996-07-29 | 0.018889 | 0.772732 |
| 1996-04-26 | 0.018889 | 0.739135 |
| 1996-01-29 | 0.016667 | 0.609149 |
| 1995-10-27 | 0.016667 | 0.718577 |
| 1995-07-27 | 0.016667 | 0.553006 |
| 1995-04-24 | 0.016667 | 0.621774 |
| 1995-01-25 | 0.014444 | 0.565200 |
| 1994-10-25 | 0.014444 | 0.530596 |
| 1994-07-25 | 0.014444 | 0.479248 |
| 1994-04-25 | 0.014444 | 0.462208 |
| 1994-01-25 | 0.012222 | 0.325920 |
| 1993-10-25 | 0.012222 | 0.396389 |
| 1993-07-26 | 0.012222 | 0.431365 |
| 1993-04-26 | 0.011111 | 0.514464 |
| 1993-03-02 | 0.027778 | 1.315800 |
| 1993-01-25 | 0.011111 | 0.561398 |
| 1992-10-26 | 0.011111 | 0.658430 |
| 1992-07-27 | 0.011111 | 0.624994 |
| 1992-04-24 | 0.011111 | 0.650400 |
| 1992-01-27 | 0.011111 | 0.987644 |
| 1991-10-25 | 0.011111 | 1.111100 |
| 1991-07-25 | 0.011111 | 1.103438 |
| 1991-04-24 | 0.011111 | 1.081070 |
| 1991-01-25 | 0.011111 | 1.249987 |
| 1990-10-25 | 0.011111 | 1.300800 |
| 1990-07-25 | 0.011111 | 1.088425 |
| 1990-04-24 | 0.011111 | 1.249987 |
| 1990-01-25 | 0.011111 | 1.632636 |
| 1989-10-25 | 0.011111 | 1.311463 |
| 1989-07-25 | 0.011111 | 1.194017 |
| 1989-04-24 | 0.011111 | 1.111100 |
| 1989-01-25 | 0.011111 | 1.202996 |
| 1988-10-25 | 0.011111 | 1.259831 |
| 1988-07-25 | 0.011111 | 1.221362 |
| 1988-04-25 | 0.011111 | 1.403494 |
| 1988-01-25 | 0.011111 | 1.616145 |
| 1987-10-26 | 0.011111 | 1.523794 |
| 1987-07-27 | 0.011111 | 0.909082 |
| 1987-04-24 | 0.011111 | 0.888880 |
| 1987-01-26 | 0.011111 | 0.874308 |
| 1986-10-27 | 0.011111 | 0.893845 |
| 1986-07-25 | 0.011111 | 0.816318 |
| 1986-04-24 | 0.011111 | 0.720713 |
| 1986-01-27 | 0.011111 | 0.761897 |
| Attribute | Value |
|---|---|
| 52 Week Change | -0.12214959 |
| Address1 | 11,270 West Park Place |
| All Time High | 92.45 |
| All Time Low | 0.541667 |
| Ask | 59.43 |
| Ask Size | 100 |
| Audit Risk | 4 |
| Average Analyst Rating | 2.5 - Hold |
| Average Daily Volume10 Day | 1,753,860 |
| Average Daily Volume3 Month | 1,780,085 |
| Average Volume | 1,780,085 |
| Average Volume10Days | 1,753,860 |
| Beta | 1.153 |
| Bid | 59.52 |
| Bid Size | 200 |
| Board Risk | 10 |
| Book Value | 13.625 |
| City | Milwaukee |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 7 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 59.53 |
| Current Ratio | 1.558 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,782,777,600 |
| Day High | 60.82 |
| Day Low | 59.09 |
| Debt To Equity | 34.981 |
| Display Name | A. O. Smith |
| Dividend Date | 1,778,803,200 |
| Dividend Rate | 1.42 |
| Dividend Yield | 2.35 |
| Earnings Call Timestamp End | 1,785,441,600 |
| Earnings Call Timestamp Start | 1,785,441,600 |
| Earnings Growth | -0.105 |
| Earnings Quarterly Growth | -0.136 |
| Earnings Timestamp | 1,785,414,600 |
| Earnings Timestamp End | 1,785,414,600 |
| Earnings Timestamp Start | 1,785,414,600 |
| Ebitda | 795,299,968 |
| Ebitda Margins | 0.20864001 |
| Enterprise To Ebitda | 10.886 |
| Enterprise To Revenue | 2.271 |
| Enterprise Value | 8,657,938,432 |
| Eps Current Year | 3.77279 |
| Eps Forward | 4.16223 |
| Eps Trailing Twelve Months | 3.75 |
| Esg Populated | 0 |
| Ex Dividend Date | 1,777,507,200 |
| Exchange | NYQ |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 58.96 |
| Fifty Day Average Change | 0.5699997 |
| Fifty Day Average Change Percent | 0.009667566 |
| Fifty Two Week Change Percent | -12.214958 |
| Fifty Two Week High | 81.87 |
| Fifty Two Week High Change | -22.340004 |
| Fifty Two Week High Change Percent | -0.27287167 |
| Fifty Two Week Low | 54.16 |
| Fifty Two Week Low Change | 5.369999 |
| Fifty Two Week Low Change Percent | 0.09915064 |
| Fifty Two Week Range | 54.16 - 81.87 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 433,776,600,000 |
| Five Year Avg Dividend Yield | 1.79 |
| Float Shares | 109,781,877 |
| Forward Eps | 4.16223 |
| Forward P E | 14.302429 |
| Free Cashflow | 495,612,512 |
| Full Exchange Name | NYSE |
| Full Time Employees | 11,500 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,782,864,000 |
| Gross Margins | 0.38764998 |
| Gross Profits | 1,477,699,968 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.00454 |
| Held Percent Institutions | 1.10515 |
| Implied Shares Outstanding | 137,828,624 |
| Industry | Specialty Industrial Machinery |
| Industry Disp | Specialty Industrial Machinery |
| Industry Key | specialty-industrial-machinery |
| Ir Website | http://investor.shareholder.com/aosmith/ |
| Is Earnings Date Estimate | 0 |
| Language | en-US |
| Last Dividend Date | 1,777,507,200 |
| Last Dividend Value | 0.36 |
| Last Fiscal Year End | 1,767,139,200 |
| Last Split Date | 1,475,712,000 |
| Last Split Factor | 2:1 |
| Long Business Summary | A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, homes, apartments, and condominiums, and other large commercial buildings; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms, as well as offers Aquasana branded products directly to consumers through e-commerce channels; and A. O. Smith branded water treatment products through dealer network and Amazon. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin. |
| Long Name | A. O. Smith Corporation |
| Market | us_market |
| Market Cap | 8,204,937,728 |
| Market State | POSTPOST |
| Max Age | 86,400 |
| Message Board Id | finmb_997111 |
| Most Recent Quarter | 1,774,915,200 |
| Net Income To Common | 527,600,000 |
| Next Fiscal Year End | 1,798,675,200 |
| Non Diluted Market Cap | 8,330,362,033 |
| Number Of Analyst Opinions | 11 |
| Open | 60.44 |
| Operating Cashflow | 707,500,032 |
| Operating Margins | 0.17111 |
| Overall Risk | 10 |
| Payout Ratio | 0.37330002 |
| Peg Ratio | 1.59 |
| Phone | 414 359 4000 |
| Post Market Change | -0.5299988 |
| Post Market Change Percent | -0.8903054 |
| Post Market Price | 59.0 |
| Post Market Time | 1,783,986,564 |
| Previous Close | 60.44 |
| Price Eps Current Year | 15.778773 |
| Price Hint | 2 |
| Price To Book | 4.369174 |
| Price To Sales Trailing12 Months | 2.1524537 |
| Profit Margins | 0.13841 |
| Quick Ratio | 0.954 |
| Quote Source Name | Nasdaq Real Time Price |
| Quote Type | EQUITY |
| Recommendation Key | hold |
| Recommendation Mean | 2.53846 |
| Region | US |
| Regular Market Change | -0.91 |
| Regular Market Change Percent | -1.50563 |
| Regular Market Day High | 60.82 |
| Regular Market Day Low | 59.09 |
| Regular Market Day Range | 59.09 - 60.82 |
| Regular Market Open | 60.44 |
| Regular Market Previous Close | 60.44 |
| Regular Market Price | 59.53 |
| Regular Market Time | 1,783,972,802 |
| Regular Market Volume | 1,266,395 |
| Return On Assets | 0.12775 |
| Return On Equity | 0.28267 |
| Revenue Growth | -0.019 |
| Revenue Per Share | 27.285 |
| Sand P52 Week Change | 0.20847368 |
| Sector | Industrials |
| Sector Disp | Industrials |
| Sector Key | industrials |
| Share Holder Rights Risk | 10 |
| Shares Outstanding | 111,965,465 |
| Shares Percent Shares Out | 0.0758 |
| Shares Short | 10,441,385 |
| Shares Short Previous Month Date | 1,780,012,800 |
| Shares Short Prior Month | 7,406,165 |
| Short Name | A.O. Smith Corporation |
| Short Percent Of Float | 0.1075 |
| Short Ratio | 5.5 |
| Source Interval | 15 |
| State | WI |
| Symbol | AOS |
| Target High Price | 84.0 |
| Target Low Price | 59.0 |
| Target Mean Price | 70.45455 |
| Target Median Price | 70.0 |
| Total Cash | 203,900,000 |
| Total Cash Per Share | 1.479 |
| Total Debt | 656,899,968 |
| Total Revenue | 3,811,899,904 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 1.4 |
| Trailing Annual Dividend Yield | 0.023163468 |
| Trailing Eps | 3.75 |
| Trailing P E | 15.874666 |
| Trailing Peg Ratio | 1.5864 |
| Triggerable | 1 |
| Two Hundred Day Average | 66.7021 |
| Two Hundred Day Average Change | -7.172104 |
| Two Hundred Day Average Change Percent | -0.1075244 |
| Type Disp | Equity |
| Volume | 1,266,395 |
| Website | https://www.aosmith.com |
| Zip | 53,224 |