Why did A. O. Smith (AOS) stock move recently?

On 8/4/2026, A. O. Smith moved +4.3% — AOS rose today following its Q2 earnings beat (strong North America/boiler sales and higher buybacks) reported July 30, with positive analyst commentary on margins and valuation, after an initial post-earnings dip; no single new catalyst identified for the Aug 4 move. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is A. O. Smith (AOS) overvalued or fairly valued?

MarketChacha shows A. O. Smith's valuation in context — a trailing P/E of about 15.7, a forward P/E of about 14.6, a price-to-book of about 4.4 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does A. O. Smith's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.14×) from reported figures — education, not a rating.

What is A. O. Smith's revenue?

A. O. Smith reported revenue of $3.8B for FY2025, with net profit of $546.2M, per official filings.

What is the share price of A. O. Smith (AOS)?

A. O. Smith last traded at $59.34 (+1.1% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

A. O. Smith

AOS · NYSE · Industrials · United States

Snapshot

TickerAOS

ExchangeNYSE

SectorIndustrials

IndustrySpecialty Industrial Machinery

CountryUnited States

Employees11,500

HeadquartersMilwaukee, United States

Websitewww.aosmith.com

Filings tracked14

About A. O. Smith

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 also provides commercial water treatment and filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms, as well as offers Aquasana branded products directly to consumers through e-commerce channels; and A. O. Smith branded water treatment products through dealer network and Amazon. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.

Who owns it

Insiders0.5%
Institutions99.5%
Public & other0.0%

880 institutional holders

Ownership breakdown from public market data.

Top holders

FMR, LLC9.47%
Blackrock Inc.7.32%
Vanguard Capital Management LLC6.62%
Vanguard Portfolio Management LLC6.41%
State Street Corporation5.98%
Invesco Ltd.5.03%
American Century Companies Inc4.29%
Geode Capital Management, LLC3.39%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.14×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend14.4% → 14.3%

Margin has held broadly steady over the period — stable profitability.

Return on equity29.4%

Latest ROE of 29.4% — capital is generating a healthy return.

Growth qualityrev -0% · PAT -1%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $974.7M · EPS 0.95

Est. earnings growth +5.1%

Next fiscal year

Rev $4.0B · EPS 4.04

Est. earnings growth +8.5%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$3.8B

Net margin

14.3%

ROE

29.4%

Revenue CAGR (2y)

-0.3%

Profit CAGR (2y)

-0.9%

EPS (FY2025)

3.85

Net profit (FY2025)

$546.2M

Ask MarketChacha about AOS

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 4, 2026
AOS rose today following its Q2 earnings beat (strong North America/boiler sales and higher buybacks) reported July 30, with positive analyst commentary on margins and valuation, after an initial post-earnings dip; no single new catalyst identified for the Aug 4 move.
source 1 ↗source 2 ↗source 3 ↗· confidence: medium
Jul 27, 2026
No specific company news, filing, or analyst action today explains the move; AOS moved with the broader market or sector ahead of its July 30 earnings report.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$3.8B	$546.2M	3.85	14.3%	29.4%
FY2024	$3.8B	$533.6M	3.63	14.0%	28.3%
FY2023	$3.9B	$556.6M	3.69	14.4%	30.2%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$1.0B	$124.9M	0.91	12.4%
2026Q1	$945.6M	$118.0M	0.85	12.5%
2025Q3	$942.5M	$132.0M	0.94	14.0%
2025Q2	$1.0B	$152.2M	1.07	15.0%
2025Q1	$963.9M	$136.6M	0.95	14.2%
2024Q3	$902.6M	$120.1M	0.82	13.3%
2024Q2	$1.0B	$156.2M	1.06	15.2%
2024Q1	$978.8M	$147.6M	1.00	15.1%
2023Q3	$937.5M	$135.4M	0.90	14.4%
2023Q2	$960.8M	$157.0M	1.04	16.3%
2023Q1	$966.4M	$126.9M	0.84	13.1%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC7/30/2026
8-K — Results of operations, Exhibits
SEC7/30/2026material
8-K — Executive/director change, Exhibits
SEC6/22/2026material
8-K — Executive/director change, Exhibits
SEC5/19/2026material
8-K — Results of operations, Exhibits
SEC4/30/2026material
10-Q filing
SEC4/30/2026
8-K — Shareholder vote results, Other events
SEC4/17/2026material
10-K filing
SEC2/10/2026
8-K — Results of operations, Exhibits
SEC1/29/2026material
8-K — Material financial obligation, Other events, Exhibits
SEC1/6/2026material

2025

8-K — Other events, Exhibits
SEC11/12/2025material
8-K — Results of operations, Exhibits
SEC10/28/2025material
10-Q filing
SEC10/28/2025
8-K — Executive/director change, Exhibits
SEC8/28/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.