A. O. Smith Corporation logo AOS - A. O. Smith Corporation

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 10
HOLD 18
SELL 2
STRONG
SELL
0
| PRICE TARGET: $72.67 DETAILS
HIGH: $80.00
LOW: $67.00
MEDIAN: $72.50
CONSENSUS: $72.67
UPSIDE: 26.87%
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993
Revenue
Revenue 3,830.2 3,818.1 3,852.8 3,753.9 3,538.9 2,895.3 2,992.7 3,187.9 2,996.7 2,685.9 2,536.5 2,356 2,153.8 1,939.3 1,710.5 1,489.3 1,375 2,304.9 2,312.1 2,161.3 1,689.2 1,653.1 1,530.7 1,469.1 1,151.2 1,247.9 1,070.3 800.8 678.2 781.2 696.7 648.0 1,193.9
Cost of Revenue 2,342.8 2,362 2,368 2,424.3 2,228 1,787.1 1,812 1,882.4 1,758 1,566.6 1,526.7 1,496.7 1,380 1,287.3 1,197.9 1,043.3 1,490.8 1,807.4 1,798.7 1,697.4 1,337.2 1,355.1 1,232 1,169.3 948.8 999.8 832.4 730.5 662.2 614.2 1,321.6 1,162.1 1,015.4
Gross Profit 1,487.4 1,456.1 1,484.8 1,329.6 1,310.9 1,108.2 1,180.7 1,305.5 1,238.7 1,119.3 1,009.8 859.3 773.8 652 512.6 446 500.7 497.5 513.4 463.9 352 298 298.7 299.8 202.3 248.1 206.9 187.0 170.7 167.0 223.2 211.4 178.5
Operating Expenses
R&D Expenses 0 101.7 97.5 89 94.2 80.7 87.9 94 86.4 80.1 73.7 67.9 57.8 51.7 0 0 52.6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
SG&A Expenses 759.4 757.4 727.4 670.9 701.4 660.3 715.6 753.8 722.8 658.9 610.7 572.1 524.5 450.5 372.8 364.1 314 357.4 363 324 251.8 235.8 206.2 206.2 145.7 153.7 110.6 106.6 107.0 107.3 113.0 108.9 96.3
Other Expenses 0 (119.8) (97.5) (89) (94.2) (80.7) (87.9) (94) (91) (80.1) (73.7) (67.9) (57.8) (51.7) 0 0 0 0 0 0 0 0 0.2 0.3 7.0 6.9 0 0 0 0 0 0 0
Operating Expenses 759.4 739.3 727.4 670.9 701.4 660.3 715.6 753.8 718.2 658.9 610.7 572.1 524.5 450.5 372.8 364.1 366.6 357.4 363 324 251.8 235.8 206.4 206.5 152.7 160.6 110.6 106.6 107.0 107.3 113.0 108.9 96.3
Operating Income
Operating Income 728 716.8 757.4 658.7 609.5 446.2 466.8 551.7 520.5 460.4 399.1 287.2 249.3 201.5 139.8 57.1 89.6 140.1 150.4 139.9 100.2 62.2 92.3 93.3 49.6 87.5 96.3 80.4 63.7 59.6 110.2 102.6 82.1
Interest Expense 13.5 6.7 12 9.4 4.3 7.3 11 8.4 10.1 7.3 7.4 5.7 5.7 9.2 9.3 6.9 10.7 19.2 26.7 0 0 0 12.2 0 0 0 0 0 0 0 0 0 0
Interest Income 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Profitability
EBITDA 792.2 786.5 823.8 310 707.8 531.2 561.4 638.1 601 534.9 472.9 352.2 301.8 297.6 217.8 121 197.8 195.6 194.1 190.6 134.5 114.9 144.4 144.0 96.7 132.6 126.6 96.4 75.5 83.2 71.9 60.6 124.7
EBIT 729.4 707.7 745.5 233.1 629.9 451.2 483.1 566.2 530.9 469.8 409.9 292.4 242.1 243 170.8 80.2 130.3 129.3 126.6 129.7 81.7 61 92.3 93.3 49.6 87.5 89.3 69.9 53.9 59.6 49.7 38.9 82.1
Income Before Tax 715.1 701 733.5 223.7 625.6 443.9 472.1 557.8 520.8 462.5 402.5 286.7 236.4 233.8 161.5 74.4 119.6 110.1 99.9 104.8 68.7 47.5 79 78.4 22.5 65.1 77.1 63.8 50.4 42.3 37.4 26.7 70.8
Income Tax Expense 168.9 167.4 176.9 (12) 138.5 99 102.1 113.6 224.3 136 119.6 78.9 66.7 71.2 50.3 17.3 29.6 27.9 11.7 28.6 22.2 12.1 26.8 27.0 8.0 23.4 26.8 23.2 18.4 17.1 13.4 9.6 28.1
Net Income 546.2 533.6 556.6 235.7 487.1 344.9 370 444.2 296.5 326.5 282.9 207.8 169.7 162.6 305.7 111.7 81.3 81.9 88.2 76.5 46.5 35.4 52.2 51.3 14.5 29.8 42.4 44.5 153.8 65.4 61.4 57.3 42.7
Per Share Data
EPS (Basic) 3.86 3.65 3.71 1.52 3.05 2.14 2.24 2.60 1.72 1.87 1.59 1.15 0.93 0.88 1.67 0.61 0.57 0.45 0.48 0.42 0.26 0.20 0.30 0.32 0.10 0.21 0.31 0.32 0.62 0.39 0.37 0.34 0.25
EPS (Diluted) 3.86 3.63 3.69 1.51 3.02 2.12 2.22 2.58 1.70 1.85 1.58 1.14 0.91 0.87 0.83 0.60 0.57 0.45 0.47 0.41 0.26 0.20 0.29 0.31 0.10 0.21 0.30 0.31 0.92 0.39 0.37 0.34 0.25
Shares Outstanding 139.9 147.0 150.0 154.8 159.9 161.5 165.5 168.2 171.7 173.4 175.9 178.8 182.5 184.9 183.3 183.3 130.0 180.3 183.4 182.4 178.2 175.7 174.2 162.0 141.9 140.4 139.1 141.2 167.5 167.5 167.5 167.5 167.5
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2009 2008 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993
Current Assets
Cash & Cash Equivalents 174.5 239.6 339.9 391.2 443.3 573.1 374 259.7 346.6 330.4 76.3 29.4 25.1 18.7 32.8 20.8 15.3 14.8 37.7 145.9 6.4 5.7 8.5 11.9
Short-Term Investments 18.7 36.5 23.5 90.6 188.1 116.5 177.4 385.3 473.4 424.2 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Net Receivables 582.3 541.4 596 581.2 634.4 585 589.5 647.3 598.4 518.7 373.6 363.5 281.6 236.7 215.5 209.9 169.1 179.4 113.1 126.2 121.6 135.5 149.0 146.1
Inventory 479.3 532.1 497.4 516.4 447.7 300.1 303 304.7 291.2 251.1 215.1 282 233.5 247 200.4 194.7 169.6 163.4 100.0 79.0 80.4 103.5 110.9 89.8
Other Current Assets 36.7 43.3 43.5 54.3 39.1 43.3 56.5 41.5 57.2 37.6 75 106.4 46 45.3 39.6 52.2 43.3 31.0 17.1 14.6 17.0 107.7 61.2 56.1
Total Current Assets 1,291.5 1,392.9 1,500.3 1,633.7 1,752.6 1,618 1,500.4 1,638.5 1,766.8 1,562 740 781.3 585 547.7 488.3 477.6 406.1 388.6 287.4 365.7 239.2 352.5 329.5 303.9
Non-Current Assets
Property, Plant & Equipment 681.4 661.5 634.8 620.5 639.2 582.9 592.3 540 528.9 461.9 412.3 418.9 358.8 358.7 362.7 355.3 282.8 283.5 248.8 207.8 182.6 447.4 401.8 375.0
Goodwill 710.6 761.7 633.4 619.7 627.8 546.8 546 513 516.7 491.5 567.8 505.1 0 303.8 0 0 0 0 146.9 51.8 0 0 0 0
Intangible Assets 362.3 321.1 336.7 347.9 364.8 323.9 338.4 293.1 308.7 308.3 119.5 78.3 313.2 7.1 309.2 301.9 244.8 251.1 0 0 0 0 0 0
Long-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 (14.3) 0 0 0 0 0 0 0 0 0 0
Other Non-Current Assets 97 102.8 108.7 110.5 90 89.1 80.9 92 76.2 67.3 32.5 50.5 55.8 62.6 64.7 159.1 125.4 140.8 84.4 91.2 463.2 153.1 116.6 144.2
Total Non-Current Assets 1,851.3 1,847.1 1,713.6 1,698.6 1,721.8 1,542.7 1,557.6 1,433 1,430.5 1,329 1,161.3 1,102.6 727.8 732.2 736.6 816.3 653.1 675.4 480.0 350.8 645.8 600.4 518.3 519.2
Total Assets 3,142.8 3,240 3,213.9 3,332.3 3,474.4 3,160.7 3,058 3,071.5 3,197.3 2,891 1,901.3 1,883.9 1,312.8 1,279.9 1,224.9 1,293.9 1,059.2 1,064.0 767.4 716.5 885.0 952.9 847.9 823.1
Current Liabilities
Account Payables 504.1 588.7 600.4 625.8 745.9 595.2 509.6 543.8 535 528.6 236.8 274.7 158.8 144.5 131.4 131.1 91.8 81.2 51.1 61.3 66.5 71.6 112.9 99.3
Short-Term Debt 42.3 10 10 10 6.8 6.8 6.8 0 7.5 7.2 21.1 17.5 8.6 105.4 11.7 16.6 11.1 9.6 4.6 5.6 11.9 4.9 7.3 14.4
Deferred Revenue 0 0 0 0 0 0 0 0 0 0 117 99.6 59.2 14.3 0 0 0 0 0 40.0 34.6 0 0 0
Other Current Liabilities 75 67 65.3 63.6 70.9 47.8 41.8 162.1 155.2 145.5 58.3 13.6 (9.7) 6.2 21.3 20.4 13.3 18.0 33.1 (18.9) (9.2) 102.7 11.6 11.7
Total Current Liabilities 862.5 897.2 945.3 934.2 1,118.8 886.3 766.5 785.3 788.5 765.6 491.3 505 245.2 338.6 261.7 255.9 170.4 168.4 132.2 127.9 138.4 213.6 215.9 223.2
Non-Current Liabilities
Long-Term Debt 112.7 183.2 117.3 334.5 189.9 106.4 277.2 221.4 402.9 316.4 232.1 317.3 272.5 170.1 239.1 390.4 316.4 351.3 131.2 101.0 238.4 190.9 166.1 190.6
Deferred Tax Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 13.8 27.9 7.5 62.2 62.1 48.7 42.3 28.4 31.3 63.2 54.4 41.3
Other Non-Current Liabilities 272.5 252.6 279 293.5 311.2 285.3 308.8 347.8 357.1 293.7 388.1 420.5 190.7 167.1 205.5 133.6 61.9 64.5 60.6 59.5 52.2 106.8 98.6 98.4
Total Non-Current Liabilities 422.3 459.3 424.2 650.4 523.4 426.1 624.7 569.2 760 610.1 620.2 737.8 477 365.1 452.1 586.1 440.4 464.5 234.2 188.9 322.0 360.9 319.2 330.3
Total Liabilities 1,284.8 1,356.5 1,369.5 1,584.6 1,642.2 1,312.4 1,391.2 1,354.5 1,548.5 1,375.7 1,111.5 1,242.8 722.2 703.7 713.8 842.0 610.8 632.9 366.3 316.8 460.3 574.6 535.1 553.5
Stockholders' Equity
Common Stock 294.7 294.8 294.8 294.9 295.2 295.4 295.4 295.5 295.7 296 53.4 65.7 66.6 66.7 66.9 67.3 67.4 67.4 67.5 45.1 45.1 45.3 45.8 46.0
Retained Earnings 3,951.8 3,601.3 3,258.1 2,885 2,826.6 2,509.6 2,323.4 2,102.8 1,792.6 1,593 365.4 858.7 648.4 623.9 588.5 551.4 549.2 531.2 500.0 466.5 325.4 273.8 224.5 177.5
Accumulated Other Comprehensive Income (98.6) (111.9) (84.2) (82.4) (331.4) (321.2) (348.3) (350.8) (299.5) (363.2) (230.9) (281.8) (115.7) (97.2) (121.9) (6.9) (5.4) (3.2) (1.5) (1.6) (7.4) (7.5) (17.7) (10.0)
Total Stockholders' Equity 1,858 1,883.5 1,844.4 1,747.7 1,832.2 1,848.3 1,666.8 1,717 1,648.8 1,515.3 789.8 641.1 590.6 576.2 511.1 451.9 448.4 431.1 401.1 399.7 424.6 372.4 312.7 269.6
Total Liabilities & Equity 3,142.8 3,240 3,213.9 3,332.3 3,474.4 3,160.7 3,058 3,071.5 3,197.3 2,891 1,901.3 1,883.9 1,312.8 1,279.9 1,224.9 1,293.9 1,059.2 1,064.0 767.4 716.5 885.0 952.9 847.9 823.1
Debt Metrics
Total Debt 192.1 216.7 155.2 366.9 219 147.6 322.7 221.4 410.4 323.6 253.2 334.8 281.1 275.5 250.8 406.9 327.5 360.9 135.8 106.6 250.4 195.9 173.4 205.0
Net Debt 17.6 (22.9) (184.7) (24.3) (224.3) (425.5) (51.3) (38.3) 63.8 (6.8) 176.9 305.4 256 256.8 217.9 386.2 312.2 346.1 98.2 (39.3) 244.0 190.2 164.9 193.1
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993
Operating Activities
Net Income 546.2 533.6 556.6 235.7 487.1 344.9 370 444.2 296.5 326.5 46.5 35.4 52.2 51.3 14.5 41.7 50.3 44.5 9.7 65.4 61.4 57.3 42.7
Depreciation & Amortization 85.1 78.8 78.3 76.9 77.9 80 78.3 71.9 70.1 65.1 52.8 53.9 52.1 50.7 47.1 45.1 37.3 31.2 21.6 23.6 55.7 49.2 42.6
Stock-Based Compensation 13.8 14.9 11.5 11.1 11.9 12.7 13.3 10.1 9.9 9.4 0 0 0 0 0 0 0 0 0 0 0 0 0
Change in Working Capital (37.2) (45.6) 12.8 (181.9) 64.2 124.5 (5.4) (77.3) (50.1) 46.8 85.5 (24.9) (79.7) 10.5 (11.5) (11.8) (40.7) (1.8) 14.4 27.1 (23.5) (5.4) 3.3
Other Non-Cash Items 0 4.7 14.7 417.3 159.8 79.7 136.6 0 (81.8) (8.1) 1.9 2.2 0.6 2.6 (0.3) 11.8 1.1 0.8 (69.4) 81.3 6.9 3.1 14.9
Operating Cash Flow 616.8 581.8 670.3 391.4 641.1 562.1 456.2 448.9 326.4 446.6 186.7 66.6 25.2 115.2 49.8 86.8 48.0 74.7 (25.9) 194.1 115.5 119.5 115.4
Investing Activities
Capital Expenditure (70.8) (108) (72.6) (70.3) (75.1) (56.8) (64.4) (85.2) (94.2) (80.7) (50.6) (48.4) (44.9) (42.5) (35.3) (40.5) (32.8) (27.8) (44.9) (37.8) (91.0) (76.1) (54.7)
Acquisitions 0 (145.9) (16.8) (8) (207.6) 56.8 (107) 85.2 (43.1) (90.8) (14.8) (2.3) (4.8) (23.4) (118.0) 0 (244.6) (126.3) (60.9) (1.1) (18) 0 0
Purchases of Investments (42.7) (73.7) (63.1) (91.6) (185.4) (157.4) (272.7) (523.4) (583.5) (563.8) 0 0 0 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 60.5 60.5 128.4 178 118.2 226 478 595.9 562.7 435.1 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities 0 0 0 0 0 (56.8) 0 (85.2) 0 0 (4.5) 0 0 0 0 (1.4) (7.6) (9.3) 599.6 (194.8) (20.4) (8.6) (2.1)
Investing Cash Flow (53) (267.1) (24.1) 8.1 (349.9) 11.8 33.9 (12.7) (158.1) (300.2) (69.9) (50.7) (49.7) (65.9) (153.3) (42.0) (285.0) (163.4) 493.8 (233.7) (129.4) (84.8) (56.9)
Financing Activities
Net Debt Issuance (37.6) 69.7 (218.1) 150.6 83.5 (170.8) 62.6 (189) 86.5 74.1 (111.8) 5.7 24.6 (156.2) 79.4 (33.4) 225.0 24.4 (143.8) 54.5 22.5 (31.6) (44.4)
Stock Repurchased (400.8) (305.8) (306.5) (403.5) (366.5) (56.7) (287.7) (202.6) (139.1) (135.2) 0 0 0 0 0 0 (2.8) (33.2) (176.6) 0 0 (0.1) (1.4)
Dividends Paid (195.7) (190.4) (183.5) (177.2) (170.1) (158.7) (149.2) (130.1) (96.9) (84.2) (19) (18.2) (16.8) (14.3) (12.3) (11.7) (11.2) (11.1) (12.7) (13.8) (12.1) (10.4) (12.2)
Other Financing Activities 0 18.1 23.4 (0.7) 32.1 11.4 (1.5) (1.4) (2.6) 5.7 0 0 0 0 0 0 1.8 0.2 0.9 0.0 0.6 2.1 2.2
Financing Cash Flow (633.1) (408.4) (684.7) (430.8) (421) (374.8) (375.8) (523.1) (152.1) (139.6) (117.9) (9.5) 10.4 (37.2) 68.5 (44.3) 214.0 (19.5) (328.4) 41.3 11.1 (38.1) (52.6)
Cash Position
Net Change in Cash (65.1) (100.3) (51.3) (52.1) (129.8) 199.1 114.3 (86.9) 16.2 6.8 (1.1) 6.4 (14.1) 12.1 (35.0) 0.5 (22.9) (108.2) 139.5 1.6 (2.8) (3.4) 5.9
Cash at Beginning 239.6 339.9 391.2 443.3 573.1 374 259.7 346.6 330.4 323.6 25.1 18.7 32.8 20.8 55.7 14.8 37.7 145.9 6.4 4.8 8.5 11.9 6.0
Cash at End 174.5 239.6 339.9 391.2 443.3 573.1 374 259.7 346.6 330.4 24 25.1 18.7 32.8 20.8 15.3 14.8 37.7 145.9 6.4 5.7 8.5 11.9
Free Cash Flow 546 473.8 597.7 321.1 566 505.3 391.8 363.7 232.2 365.9 136.1 18.2 (19.7) 72.7 14.5 46.2 15.2 46.8 (70.8) 156.3 24.5 43.3 60.6
Key Metrics 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993
Income Statement
Revenue 3,830.2 3,818.1 3,852.8 3,753.9 3,538.9 2,895.3 2,992.7 3,187.9 2,996.7 2,685.9 2,536.5 2,356 2,153.8 1,939.3 1,710.5 1,489.3 1,375 2,304.9 2,312.1 2,161.3 1,689.2 1,653.1 1,530.7 1,469.1 1,151.2 1,247.9 1,070.3 800.8 678.2 781.2 696.7 648.0 1,193.9
Gross Profit 1,487.4 1,456.1 1,484.8 1,329.6 1,310.9 1,108.2 1,180.7 1,305.5 1,238.7 1,119.3 1,009.8 859.3 773.8 652 512.6 446 500.7 497.5 513.4 463.9 352 298 298.7 299.8 202.3 248.1 206.9 187.0 170.7 167.0 223.2 211.4 178.5
Operating Income 728 716.8 757.4 658.7 609.5 446.2 466.8 551.7 520.5 460.4 399.1 287.2 249.3 201.5 139.8 57.1 89.6 140.1 150.4 139.9 100.2 62.2 92.3 93.3 49.6 87.5 96.3 80.4 63.7 59.6 110.2 102.6 82.1
Net Income 546.2 533.6 556.6 235.7 487.1 344.9 370 444.2 296.5 326.5 282.9 207.8 169.7 162.6 305.7 111.7 81.3 81.9 88.2 76.5 46.5 35.4 52.2 51.3 14.5 29.8 42.4 44.5 153.8 65.4 61.4 57.3 42.7
EPS (Diluted) 3.86 3.63 3.69 1.51 3.02 2.12 2.22 2.58 1.70 1.85 1.58 1.14 0.91 0.87 0.83 0.60 0.57 0.45 0.47 0.41 0.26 0.20 0.29 0.31 0.10 0.21 0.30 0.31 0.92 0.39 0.37 0.34 0.25
Balance Sheet
Cash & Equivalents 174.5 239.6 339.9 391.2 443.3 573.1 374 259.7 346.6 330.4 76.3 29.4 25.1 18.7 32.8 20.8 15.3 14.8 37.7 145.9 6.4 5.7 8.5 11.9
Total Assets 3,142.8 3,240 3,213.9 3,332.3 3,474.4 3,160.7 3,058 3,071.5 3,197.3 2,891 1,901.3 1,883.9 1,312.8 1,279.9 1,224.9 1,293.9 1,059.2 1,064.0 767.4 716.5 885.0 952.9 847.9 823.1
Total Debt 192.1 216.7 155.2 366.9 219 147.6 322.7 221.4 410.4 323.6 253.2 334.8 281.1 275.5 250.8 406.9 327.5 360.9 135.8 106.6 250.4 195.9 173.4 205.0
Stockholders' Equity 1,858 1,883.5 1,844.4 1,747.7 1,832.2 1,848.3 1,666.8 1,717 1,648.8 1,515.3 789.8 641.1 590.6 576.2 511.1 451.9 448.4 431.1 401.1 399.7 424.6 372.4 312.7 269.6
Cash Flow
Operating Cash Flow 616.8 581.8 670.3 391.4 641.1 562.1 456.2 448.9 326.4 446.6 186.7 66.6 25.2 115.2 49.8 86.8 48.0 74.7 (25.9) 194.1 115.5 119.5 115.4
Capital Expenditure (70.8) (108) (72.6) (70.3) (75.1) (56.8) (64.4) (85.2) (94.2) (80.7) (50.6) (48.4) (44.9) (42.5) (35.3) (40.5) (32.8) (27.8) (44.9) (37.8) (91.0) (76.1) (54.7)
Free Cash Flow 546 473.8 597.7 321.1 566 505.3 391.8 363.7 232.2 365.9 136.1 18.2 (19.7) 72.7 14.5 46.2 15.2 46.8 (70.8) 156.3 24.5 43.3 60.6