Key facts, as of
As of September 29, 2026, A.O. Smith (AOS) trades at $58.02, down 20.2% over the past year. Its 52-week range runs from $54.16 to $81.87; the price is 29.1% below that high. It sits 10.1% below its 200-day average of $64.54, the usual sign of a long-term downtrend. Its 30-day volatility is 20.0% annualized, which we rate medium risk. It has a trailing P/E of 16.2 and a dividend yield of 2.47%.
Cite: Portfolio Terminal, "A.O. Smith (AOS) stock analysis", 2026-09-29. https://portfolio-terminal.com/analyse/aos
Where it trades today
trading 14% of the way up its 52-week range
How the price has moved
What to weigh before acting
What Matters Now
- Order-book quality, backlog conversion, and operating leverage usually tell you more than a single quarter of revenue growth.
- AOS is valued near its sector range at 16.2x earnings versus 18.5x for peers, so the next move likely needs a real earnings or guidance catalyst.
- AOS carries a beta of 1.15, which means the stock should be judged on how it affects total portfolio swings, not just on standalone upside.
- Relative performance versus CAT, HON matters here because leadership inside industrials rarely stays static for long.
Portfolio Use Case
- AOS is more relevant for investors who want some income support alongside price appreciation, not just pure growth exposure.
- This name works better as a satellite or higher-conviction growth position because it can amplify market swings in both directions.
- This page is most useful for deciding whether the stock deserves a permanent slot in the portfolio or just a place on the watchlist.
What Would Change the View
- The view would need revisiting if peers such as CAT, HON start winning the marginal flow or posting cleaner operating momentum.
Methodology
- Price, market cap, beta, yield, and liquidity fields for AOS come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for Industrials so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as CAT, HON.
Sources
- Yahoo Finance quote dataopen →
Live quote, valuation, beta, yield, and volume fields used for AOS. Last refresh: Sep 29, 2026, 10:33 PM.
- Portfolio Terminal methodologyopen →
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
- Peer set and coverage context
Comparative context for this page is anchored around nearby tracked names such as CAT, HON.
What A.O. Smith does
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…
Employees
11,500
Industry
Specialty Industrial Machinery
Headquarters
Milwaukee, United States
What analysts expect
AOS carries a hold consensus from 11 analysts, with an average price target of $69.91 versus $58.02 today (+20.5%). Targets are estimates and can move quickly after earnings.
Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.
How the business is doing
AOS generated $3.80B in trailing revenue (-0.7% year over year), with a 13.1% net margin, and $484.61M of free cash flow, against $495.90M of net debt.
The numbers, year by year
| Fiscal year | Revenue | Gross profit | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|---|
| 2025 | $3.83B | $1.49B | $728.00M | $546.20M | $3.85 | $546.00M |
| 2024 | $3.82B | $1.46B | $716.80M | $533.60M | $3.63 | $473.80M |
| 2023 | $3.85B | $1.48B | $757.40M | $556.60M | $3.69 | $597.70M |
| 2022 | $3.75B | $1.33B | $658.70M | $235.70M | $1.56 | $321.10M |
When it reports next
Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.
How it sits in industrials
Manufacturing, aerospace, defense, and infrastructure companies.
The companies it competes with
AOS beside the industrials names it is usually measured against.
What the chart is saying
In a downtrend, with $56.71 the next floor.
downtrend- Price is 3.8% below its 50-day average and 10.1% below its 200-day.
- RSI at 45 is neither stretched nor washed out.
- The nearest ceiling is $58.54 (+0.9%), the nearest floor $56.71 (-2.3%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is AOS a good buy right now?
A.O. Smith trades at 16.2x earnings. This is near market average. Current risk level is Medium based on 20.0% volatility.
Does AOS pay dividends?
Yes, A.O. Smith offers a dividend yield of 2.47%. That is roughly $1.43 per share a year.
How volatile is AOS?
With 30-day annualized volatility of 20.0% and beta of 1.15, AOS is classified as Medium risk. Expect larger swings than the broader market during volatile periods.
What is the analyst price target for AOS?
The average analyst price target for A.O. Smith (AOS) is $69.91 based on 11 analyst estimates, about 20.5% above the current price of $58.02. The published range runs from $59.00 to $84.00.
How much revenue does AOS generate?
A.O. Smith reported $3.80B in trailing twelve-month revenue. Revenue growth is running at -0.7% year over year. Net margin sits at 13.1%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.
Compare AOS with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.