A. O. Smith Corporation

AOS • Industrial - Machinery

$60.48

▼ -0.05 (-0.08%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL FAVORABLEAtractivaConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$8.38B

Crecimiento

4.4%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 14.3%Crecimiento positivo de ingresos · 5.5%Flujo de caja libre positivo · 3.9Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 17.13

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 5 ago 2026, 2:27 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$60.48

Change-0.08%

Shares Out138.51M

Market Cap$8.38B

Enterprise Value$8.87B

52W Range54.16 - 81.87

Beta1.15

P/E16.74

P/S2.20

P/B3.92

P/FCF13.10

EV/Sales2.33

Price$60.48

Change-0.08%

Shares Out138.51M

Market Cap$8.38B

Enterprise Value$8.87B

52W Range54.16 - 81.87

Beta1.15

P/E16.74

P/S2.20

P/B3.92

P/FCF13.10

EV/Sales2.33

EV/EBITDA12.09

EV/FCF13.88

Earnings Yield5.97%

FCF Yield7.63%

Dividend Yield2.34%

Gross Margin38.83%

Oper. Margin19.01%

Profit Margin14.26%

Debt/Eq0.10

Current Ratio1.50

Quick Ratio0.94

Revenue 5Y4.41%

Target$70.50

Target Upside16.57%

Target Median$70.00

Target Range67.00 - 75.00

Volume2.62M

Avg Volume1.76M

EPS Surprise-0.09

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

81/100

Fortaleza financiera

Deuda, caja, estabilidad

82/100

Potencial de crecimiento

Ingresos y expansión

62/100

Atractivo del precio

Barata o cara hoy

74/100

Por qué este puntaje▼

Márgenes estables o en mejora · 14.3%Crecimiento positivo de ingresos · 5.5%Flujo de caja libre positivo · 3.9Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 17.13Nivel de deuda manejable · 0.1

Analyst view

Analyst sentiment and price target

AOS

Analyst sentiment

Based on 30 analyst votes · 2026-09-05

63/100

Neutral

Bullish

Hold

Bearish

Precio objetivo

2026-07-31

Bajo

$67.00

Promedio

$71.40

Mediana

$70.00

Alto

$76.00

Resumen de la compañía

IPO: 9/30/1983

Industria: Industrial - Machinery

P/B i: 3.92

Deuda / Patrimonio i: 0.10

Margen operativo: 19.01%

Margen neto: 14.26%

ROE i: -

ROIC: -

Salud financiera

Puntaje16 / 20

Deuda / Patrimonio: 0.10

Ratio corriente: 1.50

Ratio rápido: 0.94

Estado: Strong

Transacciones internas

Actividad reciente de ejecutivos e insiders

Anderson Carrie L

Transacción: 07/01/2026

OTRO

Cambio

Precio

Not reported

Presentación

07/02/2026

Tipo

OTRO

Anderson Carrie L

Transacción: 07/01/2026

COMPRA

Cambio

+32,060

Precio

Not reported

Presentación

07/02/2026

Tipo

COMPRA

Saak Aaron W

Transacción: 04/23/2026

COMPRA

Cambio

+2,296

Precio

Not reported

Presentación

05/01/2026

Tipo

COMPRA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Anderson Carrie L	OTRO	0	Not reported	07/01/2026	07/02/2026
Anderson Carrie L	COMPRA	+32,060	Not reported	07/01/2026	07/02/2026
Saak Aaron W	COMPRA	+2,296	Not reported	04/23/2026	05/01/2026
Fister Todd W	COMPRA	+2,262	$66.32	04/13/2026	04/15/2026
HOLT VICTORIA M	COMPRA	+2,262	Not reported	04/13/2026	04/15/2026
Kadri Ilham	COMPRA	+2,262	$66.32	04/13/2026	04/15/2026
Larsen Michael M	COMPRA	+2,262	Not reported	04/13/2026	04/15/2026
MAPES CHRISTOPHER L	COMPRA	+2,262	$66.32	04/13/2026	04/15/2026
MARTIN LOIS M	COMPRA	+2,262	$66.32	04/13/2026	04/15/2026
SMITH MARK D	COMPRA	+2,262	$66.32	04/13/2026	04/15/2026
Saak Aaron W	OTRO	0	Not reported	04/13/2026	04/15/2026
Saak Aaron W	COMPRA	+2,262	Not reported	04/13/2026	04/15/2026
Schuh Darrell W.	VENTA	-1,104	$74.39	03/04/2026	03/04/2026
Schuh Darrell W.	VENTA	-356	$79.89	02/13/2026	03/04/2026
Carver Samuel M.	VENTA	-1,144	Not reported	02/23/2026	02/24/2026
Carver Samuel M.	VENTA	-2,605	Not reported	02/13/2026	02/17/2026
Carver Samuel M.	VENTA	-1,026	$79.89	02/13/2026	02/17/2026
Karge Douglas Samuel	VENTA	-1,415	Not reported	02/13/2026	02/17/2026
Karge Douglas Samuel	VENTA	-666	$79.89	02/13/2026	02/17/2026
Lauber Charles T	VENTA	-9,460	Not reported	02/13/2026	02/17/2026

Sobre la compañía

A. O. Smith Corporation

A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.

Fuente - Link

Competidores

AIT DCI FLS GNRC GTLS POOL PSN RRX SPXC WTS

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside

A. O. Smith is rated Buy due to resilient replacement demand, energy-efficiency tailwinds, and an attractive valuation. Approximately 80-85% of North American water heater demand is replacement-driven, providing downside protection and medium-term growth potential. Earnings are expected to recover from Q4 2026, driven by pricing realization, cost savings, and a favorable product mix shift.

Seeking Alpha

Here's Why Investors Should Retain A. O. Smith Stock in Portfolio Now

AOS benefits from strong North America boiler demand, acquisitions and shareholder returns, though China weakness and rising costs pose challenges.

Zacks Investment Research

A. O. Smith Corporation $AOS Position Lessened by Amundi

Amundi decreased its position in shares of A. O. Smith Corporation (NYSE: AOS) by 86.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 115,540 shares of the industrial products company's stock after selling 733,620 shares during the period. Amundi

Defense World

4 Industrial Dividend Growers That Fly Under the Radar and Look Like Buys in August

Industrial dividend growers rarely make headlines the way REITs or telecoms do, yet they quietly compound income year after year through cycles most investors ignore.

24/7 Wall Street

Madison Mid Cap Fund Q2 2026 Portfolio Activity

The top five contributors for the quarter were MKS, Amphenol, Arista Networks, Bio-Techne, and Waters. The bottom five detractors for the quarter were Ross Stores, Arch Capital, Copart, Gartner, and Brown & Brown. We purchased shares in Verisk Analytics, the dominant provider of data and analytics to property and casualty insurers in the U.S.

Seeking Alpha

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-04-30	0.94	0.85	-0.09
2026-01-29	0.84	0.9	0.06
2025-10-28	0.907	0.94	0.033
2025-07-24	0.97	1.07	0.1
2025-04-29	0.911	0.95	0.039
2025-01-30	0.9	0.85	-0.05
2024-10-22	0.83	0.82	-0.01
2024-07-23	1.06	1.06	0
2024-04-25	0.98	1	0.02
2024-01-30	0.96	0.97	0.01
2023-10-26	0.8	0.9	0.1
2023-07-27	0.91	1.01	0.1