A.O. Smith
About: 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.
Employees: 12,700
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
257% more call options, than puts
Call options by funds: $55.3M | Put options by funds: $15.5M
1.79% more ownership
Funds ownership: 90.35% [Q3] → 92.14% (+1.79%) [Q4]
3% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 95
2% less funds holding
Funds holding: 643 [Q3] → 629 (-14) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 240
23% less capital invested
Capital invested by funds: $9.73B [Q3] → $7.54B (-$2.19B) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$65
4%
downside
Avg. target
$73
8%
upside
High target
$78
15%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Stifel Nathan Jones 34% 1-year accuracy 25 / 73 met price target | 15%upside $78 | Buy Maintained | 30 Apr 2025 |
Baird Michael Halloran 10% 1-year accuracy 3 / 30 met price target | 12%upside $76 | Neutral Maintained | 30 Apr 2025 |
Citigroup Andrew Kaplowitz 36% 1-year accuracy 31 / 86 met price target | 4%downside $65 | Neutral Maintained | 14 Apr 2025 |
Financial journalist opinion
Based on 12 articles about AOS published over the past 30 days
Positive
Seeking Alpha
1 day ago
Best Dividend Aristocrats For May 2025
Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%.
Neutral
Seeking Alpha
1 day ago
A. O. Smith Corporation (AOS) Q1 2025 Earnings Call Transcript
A. O. Smith Corporation. (NYSE:AOS ) Q1 2025 Earnings Conference Call April 29, 2025 10:00 AM ET Company Participants Helen Gurholt - VP, IR and Financial Planning & Analysis Kevin Wheeler - Chairman & CEO Stephen Shafer - President and Chief Operating Officer Charles Lauber - CFO Conference Call Participants Jeff Hammond - Keybanc Capital Markets Mike Halloran - Baird Saree Boroditsky - Jefferies Bryan Blair - Oppenheimer Scott Graham - Seaport Research Partners Andrew Kaplowitz - Citi David MacGregor - Longbow Research Damian Karas - UBS Operator Thank you for standing by.
Neutral
Zacks Investment Research
1 day ago
A. O. Smith Q1 Earnings Beat Estimates, Sales Decline Y/Y
AOS' Q1 sales decline 1.5% due to lower water heater volumes and decreased sales in China.
Positive
Zacks Investment Research
1 day ago
A.O. Smith (AOS) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for A.O. Smith (AOS) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 day ago
A.O. Smith (AOS) Q1 Earnings and Revenues Beat Estimates
A.O. Smith (AOS) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $1 per share a year ago.
Neutral
PRNewsWire
1 day ago
A. O. Smith Reports First Quarter Sales of $964 million and Earnings Per Share (EPS) of $0.95
First Quarter 2025 Highlights (Comparisons are year-over-year ("YoY"), unless otherwise noted) Sales of $964 million, a decrease of 2% primarily due to lower water heater volumes in North America and lower sales in China North America sales decreased 2% against a difficult comparison. Sequential quarter-over-quarter improvement in segment sales was 9% Net earnings were $136.6 million and diluted EPS decreased 5% to $0.95 Rest of World operating margin improved 110 basis points on flat sales led by China operating margin expansion of 200 basis points Repurchased $121 million of shares and reaffirmed expected full year repurchases of $400 million 2025 Outlook maintained at: Consolidated sales to be flat to up 2% Diluted EPS with a range of $3.60 to $3.90 MILWAUKEE , April 29, 2025 /PRNewswire/ -- Global water technology company A.
Neutral
PRNewsWire
5 days ago
A. O. Smith Announces Kevin Wheeler to Become Executive Chairman, Stephen Shafer Named President and Chief Executive Officer
MILWAUKEE , April 25, 2025 /PRNewswire/ -- The A. O. Smith Corporation (NYSE: AOS) Board of Directors today announced that Kevin Wheeler will transition from chairman and chief executive officer to executive chairman of the corporation, effective July 1, 2025.
Positive
Zacks Investment Research
1 week ago
A. O. Smith Gears Up to Report Q1 Earnings: What to Expect?
AOS' first-quarter 2025 results are likely to reflect the impact of softness in the water heater industry in the United States and China. Strength in the commercial boilers business is likely to have been a tailwind.
Negative
Zacks Investment Research
1 week ago
Earnings Preview: A.O. Smith (AOS) Q1 Earnings Expected to Decline
A.O. Smith (AOS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
PRNewsWire
3 weeks ago
A. O. Smith Reports Quarterly Dividend
MILWAUKEE , April 7, 2025 /PRNewswire/ -- Directors of A. O. Smith Corporation (NYSE: AOS) today declared a regular quarterly cash dividend of $.34 per share on the company's Common Stock and Class A Common Stock.
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