A.O. Smith Corporation: stock overview

AOSNYSEConsumer cyclical · Household Appliances

Price

$64.24

November 13, 2026Market cap $9.1B

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  • The full history: 17 fiscal years, from 2009
  • The estimated fair value, with its range and its certainty
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  • More questions to the chat on its filings
  • Excel with every year
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In short

A.O. Smith had revenue of $3.8B over the last 12 months and net income of $495M, a net margin of 13.0%. Revenue grew by 5.8% a year on average over the last 5 years. At $64.24 the shares trade at a P/E of 18.3, against a median of 22.3 over the last 5 fiscal years. It has net debt of $439M. It pays a dividend yielding 2.27%.

From its SEC filings (latest fiscal year to December 31, 2025) and the price of November 13, 2026.

Its SEC filings
Market cap
$9.1B
141M shares
P/E
18.3
Today18.3
Median22.3
Revenue, 12 months
$3.8B
+5.8% a year over 5 years
Net margin
13.0%
2025: 14.3%, above 82% of its industry

Worth knowing

What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.

3 fiscal years in figures

Each fiscal year's figures as the company filed them, and the share price at its end.

2023–2025 fiscal years

-0.3% a year over 2 years

  • 202510-K
    Revenue$3.8B
  • 202410-K
    Revenue$3.8B
  • 202310-K
    Revenue$3.9B

Fiscal years in figures

AOS's revenue, profit, cash flow and dividend with each year-end price, from 2009 to 2022, 14 more fiscal years

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Key figures

The company's current figures in five groups. Each term is explained behind its ⓘ.

Valuation

Market cap 3-year median: $10.0B
$9.1B
Enterprise value 
$9.5B
P/E 3-year median: 18.8
18.3
EV / EBIT 
14.3
EV / Revenue 
2.5
P/B 3-year median: 5.3
5.0
FCF yield 3-year median: 4.8%
6.2%
Earnings yield 3-year median: 5.3%
5.5%

Profitability

Gross margin 
38.6%
Operating margin 
17.5%
Net margin 3-year median: 14.3%
13.0%
ROIC 
22.3%
ROIC, 5-year average 
25.1%
ROE 
26.8%

Growth

Revenue, yearly change 
+0.3%
EPS, yearly change 
+6.1%
FCF, yearly change 
+15.2%
Revenue, average a year 
+5.8%
EPS, average a year 
+12.7%

The yearly change compares FY2025 with FY2024.

Balance sheet

Cash 
$235M
Total debt 
$715M
Of which operating leases 
$42M
Net debt 
$439M
Net debt / EBITDA 
0.6x
Interest cover 
26.3x
Current ratio 
1.64

Balance sheet of September 30, 2026.

Returns to shareholders

Dividend yield 3-year median: 1.9%
2.27%
Buybacks 
4.42%
Total returned 
6.69%
Shares, yearly change 
-3.4%
Valuation against its own pastEach fiscal year's P/E, P/FCF and P/B beside today's, and the DCF calculator for the company.Valuation

Against its industry

Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 36).

Gross margin

38.8%

Above 57% of the 179 companies in its industry, and 54% of all.

Operating margin

19.0%

Above 87% of the 189 companies in its industry, and 81% of all.

Net margin

14.3%

Above 82% of the 193 companies in its industry, and 74% of all.

ROE

29.4%

Above 91% of the 176 companies in its industry, and 91% of all.

ROA

17.4%

Above 95% of the 194 companies in its industry, and 96% of all.

Revenue growth

0.3%

Above 29% of the 183 companies in its industry, and 29% of all.

From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.

The company at the SEC

How it is registered and when its fiscal year ends.

Name at the SEC
SMITH A O CORP
CIK
91142
Exchange
NYSE
Industry (SIC)
3630 · Household Appliances
Fiscal year ends
December 31
Latest annual report
December 31, 2025
Reporting currency
USD
Shares
141M

Other companies: Consumer cyclical

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The full analysis

What do A.O. Smith's filings show?

These are A.O. Smith's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

  • A fair value range built from the filings
  • Earnings quality, debt and red flags
  • Insider and institutional moves
  • The case for and the case against

Questions about AOS

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What is AOS's market cap?

A.O. Smith Corporation's market cap is $9.1B, at a price of $64.24 on November 13, 2026 and 141M shares.

What is AOS's P/E?

AOS's P/E is 18.3, on earnings per share of $3.59 over the last 12 months. The median over the last 5 fiscal years was 22.3.

How much revenue does AOS have?

A.O. Smith had revenue of $3.8B over the last 12 months. Over the last 5 years it changed by +5.8% a year on average.

Does AOS pay a dividend?

Yes. A.O. Smith paid $1.46 per share over the last 12 months, a yield of 2.27% at today's price. All the figures are in the Dividend section.

Where do the figures come from?

From A.O. Smith Corporation's SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

US stocksThe market today, the sectors, the largest companies and the week's results.The market's sectorsThe 11 sectors side by side: returns, share of the market, median P/E and dividend.Compare stocksTwo companies side by side: price over up to ten years, with and without dividends, and every figure.US dividend stocksEach dividend's yield next to whether the company's cash covers it and whether it was ever cut.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.