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A.O. Smith (NYSE:AOS) Stock, Rapport sur les intérêts à découvert

SMITH (A.O.) CORP

A.O. Smith

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. However, the firm announced a strategic review of its China operations.

A.O. Smith Corp

Alpha and Omega Semiconductor Limited - Common Shares

Alpha & Omega Semiconductor Ltd

Mark D Smith, Director at A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>), reported an insider sell on July 29, according to a new SEC filing. 
What Happened: Smith opted to sell 2,400 shares of A.O. Smith, according to a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000091142/000009114225000103//Archives/edgar/data/91142/000009114225000103/0000091142-25-000103-index.htm">U.S. Securities and Exchange Commission</a> on Tuesday. The transaction's total worth stands at $171,264.
During Wednesday's morning session, A.O. Smith shares down by 0.0%, currently priced at $71.64.
<h3>Unveiling the Story Behind A.O. Smith</h3>
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. However, the firm announced a strategic review of its China operations.
<h3>Financial Insights: A.O. Smith</h3>
Revenue Challenges: A.O. Smith's revenue growth over 3 months faced difficulties. As of 30 June, 2025, the company experienced a decline of approximately -1.27%. This indicates a decrease in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Industrials sector.
Evaluating Earnings Performance:
<ul>
<li>
Gross Margin: The company excels with a remarkable gross margin of 39.27%, indicating superior cost efficiency and profitability compared to its industry peers.
</li>
<li>
Earnings per Share (EPS): A.O. Smith's EPS reflects a decline, falling below the industry average with a current EPS of 1.07.
</li>
</ul>
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.18.
In-Depth Valuation Examination:
<ul>
<li>
Price to Earnings (P/E) Ratio: The Price to Earnings ratio of 19.96 is lower than the industry average, indicating potential undervaluation for the stock.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 2.74 is below industry norms, suggesting potential undervaluation and presenting an investment opportunity for those considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With an EV/EBITDA ratio lower than industry benchmarks at 13.12, A.O. Smith presents an attractive value opportunity.
</li>
</ul>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
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<h3>Why Insider Activity Matters in Finance</h3>
Insider transactions should be considered alongside other factors when making investment decisions, as they can offer important insights.
In the realm of legality, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities under Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are required to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
Notably, when a company insider makes a new purchase, it is considered an indicator of their positive expectations for the stock.
Conversely, insider sells may not necessarily signal a bearish stance on the stock and can be motivated by various factors.
<h3>Transaction Codes Worth Your Attention</h3>
Digging into the details of stock transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> frequently turn their attention to those taking place in the open market, as outlined in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000091142">Check Out The Full List Of A.O. Smith's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

Insider Trades

Trading Ideas

A.O. Smith Director Trades $171K In Company Stock

UBS analyst Damian Karas maintains A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) with a Neutral and raises the price target from $74 to $76.

Price Target

Analyst Ratings

UBS Maintains Neutral on A.O. Smith, Raises Price Target to $76

Oppenheimer analyst Bryan Blair maintains A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) with a Outperform and raises the price target from $82 to $88.

Oppenheimer Maintains Outperform on A.O. Smith, Raises Price Target to $88

Stifel analyst Nathan Jones maintains A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) with a Buy and raises the price target from $81 to $89.

Stifel Maintains Buy on A.O. Smith, Raises Price Target to $89

Baird analyst Michael Halloran maintains A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) with a Neutral and raises the price target from $76 to $82.

Baird Maintains Neutral on A.O. Smith, Raises Price Target to $82

WIIM

A.O. Smith shares are trading higher after raising FY25 EPS and sales guidance above estimates.

A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) raises FY2025 Adj EPS guidance from $3.60-$3.90 to $3.70-$3.90 vs $3.78 analyst estimate. Raises FY2025 sales outlook from $3.80 billion-$3.90 billion to $3.85 billion-$3.93 billion vs $3.86 billion estimate.

Guidance

A.O. Smith Raises FY2025 Adj EPS Guidance from $3.60-$3.90 to $3.70-$3.90 vs $3.78 Est; Raises FY2025 Sales Guidance from $3.80B-$3.90B to $3.85B-$3.93B vs $3.86B Est

A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) reported quarterly earnings of $1.07 per share which beat the analyst consensus estimate of $0.98 by 8.63 percent. This is a 0.94 percent increase over earnings of $1.06 per share from the same period last year. The company reported quarterly sales of $1.01 billion which beat the analyst consensus estimate of $995.11 million by 1.60 percent. This is a 1.27 percent decrease over sales of $1.02 billion the same period last year.

Earnings

Earnings Beats

A.O. Smith Q2 EPS $1.07 Beats $0.98 Estimate, Sales $1.01B Beat $995.11M Estimate

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Earnings Scheduled For July 24, 2025

A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) is preparing to release its quarterly earnings on Thursday, 2025-07-24. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect A.O. Smith to report an earnings per share (EPS) of $0.98.
The market awaits A.O. Smith's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
<h3>Overview of Past Earnings</h3>
The company's EPS beat by $0.04 in the last quarter, leading to a 1.77% increase in the share price on the following day.
Here's a look at A.O. Smith's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.91</td>
<td>0.89</td>
<td>0.83</td>
<td>1.06</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.95</td>
<td>0.85</td>
<td>0.82</td>
<td>1.06</td>
</tr>
<tr>
<td>Price Change %</td>
<td>2.0%</td>
<td>-0.0%</td>
<td>-1.0%</td>
<td>0.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753282944_0.png" alt="eps graph" />
<h3>Performance of A.O. Smith Shares</h3>
Shares of A.O. Smith were trading at $71.1 as of July 22. Over the last 52-week period, shares are down 12.94%. Given that these returns are generally negative, long-term shareholders are likely upset going into this earnings release. 
<h3>Analyst Views on A.O. Smith</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding A.O. Smith.
A.O. Smith has received a total of 4 ratings from analysts, with the consensus rating as Buy. With an average one-year price target of $76.25, the consensus suggests a potential 7.24% upside.
<h3>Peer Ratings Overview</h3>
This comparison focuses on the analyst ratings and average 1-year price targets of Advanced Drainage Systems, Owens-Corning and Allegion, three major players in the industry, shedding light on their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Outperform trajectory for Advanced Drainage Systems, with an average 1-year price target of $143.0, suggesting a potential 101.13% upside.</li>
<li>Analysts currently favor an Outperform trajectory for Owens-Corning, with an average 1-year price target of $174.86, suggesting a potential 145.94% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Allegion, with an average 1-year price target of $150.67, suggesting a potential 111.91% upside.</li>
</ul>
<h3>Peers Comparative Analysis Summary</h3>
In the peer analysis summary, key metrics for Advanced Drainage Systems, Owens-Corning and Allegion are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>A.O. Smith</td>
<td>Buy</td>
<td>-1.52%</td>
<td>$375.40M</td>
<td>7.31%</td>
</tr>
<tr>
<td>Advanced Drainage Systems</td>
<td>Outperform</td>
<td>-5.82%</td>
<td>$226.25M</td>
<td>4.88%</td>
</tr>
<tr>
<td>Owens-Corning</td>
<td>Outperform</td>
<td>25.43%</td>
<td>$725M</td>
<td>-1.87%</td>
</tr>
<tr>
<td>Allegion</td>
<td>Neutral</td>
<td>5.37%</td>
<td>$422.50M</td>
<td>9.54%</td>
</tr>
</tbody>
</table>

Key Takeaway:
A.O. Smith ranks at the bottom for Revenue Growth and Gross Profit, while it is in the middle for Return on Equity.
<h3>Discovering A.O. Smith: A Closer Look</h3>
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.
<h3>A.O. Smith: Financial Performance Dissected</h3>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Revenue Challenges: A.O. Smith's revenue growth over 3 months faced difficulties. As of 31 March, 2025, the company experienced a decline of approximately -1.52%. This indicates a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: A.O. Smith's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 14.17%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 7.31%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): A.O. Smith's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 4.2%, the company showcases efficient use of assets and strong financial health.
Debt Management: A.O. Smith's debt-to-equity ratio is below the industry average at 0.16, reflecting a lower dependency on debt financing and a more conservative financial approach.
<a href="https://www.benzinga.com/quote/AOS/earnings">To track all earnings releases for A.O. Smith visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Look Ahead: A.O. Smith's Earnings Forecast

A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) underwent analysis by 4 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $76.25, a high estimate of $81.00, and a low estimate of $70.00. Marking an increase of 0.33%, the current average surpasses the previous average price target of $76.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1753106442_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive A.O. Smith. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Nathan Jones</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$81.00</td>
<td>$78.00</td>
</tr>
<tr>
<td>Tomohiko Sano</td>
<td>JP Morgan</td>
<td>Announces</td>
<td>Neutral</td>
<td>$70.00</td>
<td>-</td>
</tr>
<tr>
<td>Nathan Jones</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$78.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Michael Halloran</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$76.00</td>
<td>$75.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to A.O. Smith. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of A.O. Smith compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of A.O. Smith's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of A.O. Smith's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/AOS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on A.O. Smith analyst ratings.</a>
<h2>About A.O. Smith</h2>
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.
<h3>Key Indicators: A.O. Smith's Financial Health</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: A.O. Smith's revenue growth over a period of 3M has faced challenges. As of 31 March, 2025, the company experienced a revenue decline of approximately -1.52%. This indicates a decrease in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: A.O. Smith's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 14.17% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): A.O. Smith's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 7.31% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): A.O. Smith's ROA excels beyond industry benchmarks, reaching 4.2%. This signifies efficient management of assets and strong financial health.
Debt Management: With a below-average debt-to-equity ratio of 0.16, A.O. Smith adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What Analysts Are Saying About A.O. Smith Stock

Stifel analyst Nathan Jones maintains A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) with a Buy and raises the price target from $78 to $81.

Stifel Maintains Buy on A.O. Smith, Raises Price Target to $81

Across the recent three months, 5 analysts have shared their insights on A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>), expressing a variety of opinions spanning from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $72.8, with a high estimate of $78.00 and a low estimate of $65.00. Highlighting a 3.89% decrease, the current average has fallen from the previous average price target of $75.75. 
<img src="https://www.benzinga.com/files/images/story/2025/1750773643_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The analysis of recent analyst actions sheds light on the perception of A.O. Smith by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Tomohiko Sano</td>
<td>JP Morgan</td>
<td>Announces</td>
<td>Neutral</td>
<td>$70.00</td>
<td>-</td>
</tr>
<tr>
<td>Nathan Jones</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$78.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Michael Halloran</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$76.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Nathan Jones</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$75.00</td>
<td>$84.00</td>
</tr>
<tr>
<td>Andrew Kaplowitz</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$65.00</td>
<td>$69.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to A.O. Smith. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of A.O. Smith compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for A.O. Smith's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
To gain a panoramic view of A.O. Smith's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/AOS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on A.O. Smith analyst ratings.</a>
<h2>All You Need to Know About A.O. Smith</h2>
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.
<h3>Key Indicators: A.O. Smith's Financial Health</h3>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
Revenue Growth: A.O. Smith's revenue growth over a period of 3M has faced challenges. As of 31 March, 2025, the company experienced a revenue decline of approximately -1.52%. This indicates a decrease in the company's top-line earnings. When compared to others in the Industrials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: A.O. Smith's net margin is impressive, surpassing industry averages. With a net margin of 14.17%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): A.O. Smith's ROE stands out, surpassing industry averages. With an impressive ROE of 7.31%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): A.O. Smith's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 4.2%, the company showcases efficient use of assets and strong financial health.
Debt Management: A.O. Smith's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.16.
<h2>The Basics of Analyst Ratings</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Where A.O. Smith Stands With Analysts

JP Morgan analyst Tomohiko Sano initiates coverage on A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) with a Neutral rating and announces Price Target of $70.

Initiation

JP Morgan Initiates Coverage On A.O. Smith with Neutral Rating, Announces Price Target of $70

A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) has outperformed the market over the past 15 years by 2.68% on an annualized basis producing an average annual return of 14.65%. Currently, A.O. Smith has a market capitalization of $9.14 billion. 
Buying $100 In AOS: If an investor had bought $100 of AOS stock 15 years ago, it would be worth $793.31 today based on a price of $64.30 for AOS at the time of writing.
<h3>A.O. Smith's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749141912_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In A.O. Smith 15 Years Ago Would Be Worth Today

Stifel analyst Nathan Jones maintains A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) with a Buy and raises the price target from $75 to $78.

Stifel Maintains Buy on A.O. Smith, Raises Price Target to $78

Baird analyst Michael Halloran maintains A.O. Smith (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>) with a Neutral and raises the price target from $75 to $76.

Baird Maintains Neutral on A.O. Smith, Raises Price Target to $76

Wall Street rose modestly by midday Tuesday, as investors weighed the latest developments in trade negotiations and awaited a wave of key economic data and corporate earnings set for <a href="https://www.benzinga.com/25/04/45072497/us-trade-deficit-explodes-to-record-162-billion-in-march-as-import-frenzy-precedes-trumps-tariff-barrage">release later this week.</a>
President Donald Trump is <a href="https://apnews.com/article/trump-tariffs-automakers-factories-relief-25a400c98e02c01c8c54502384e267e1">expected</a> to unveil a new executive order on auto tariffs later today. Meanwhile, U.S. Treasury Secretary Bessent added that the administration is pursuing bilateral trade agreements with 17 major partners, excluding China.
The S&amp;P 500 climbed 0.4%, putting it on track for a sixth consecutive gain—its longest winning streak since November 2024.
In the bond market, U.S. Treasuries extended their rally, with yields falling for a sixth straight session. The yield on the 10-year benchmark dropped to 4.17%, marking a two-week low.
Gold prices slipped 0.6% to $3,325 per ounce, while WTI crude oil futures fell 2.4% to $60 per barrel, the lowest level in two weeks. Oil prices are under pressure from escalating global trade tensions and weaker U.S. economic data, and crude is now on track for a 15% decline in April—its steepest monthly drop since 2021.
Bitcoin traded little changed, around $95,000.
<h3 class="wp-block-heading">Tuesday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg</td>
<td>1-day %</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>40,513.32</td>
<td>+285.73</td>
<td>0.7%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,548.89</td>
<td>+20.14</td>
<td>0.4%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,468.38</td>
<td>+41.09</td>
<td>0.2%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,969.38</td>
<td>+3.83</td>
<td>0.2%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:40 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) inched 0.4% up to $552.91.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.7% to $404.9.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;edged 0.3% higher to $473.78.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rose 0.5% to $195.96.</li>
<li>The&nbsp;Materials&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>) outperformed, up 0.8%; the&nbsp;Energy&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) lagged, down 0.5%.</li>
</ul>
<h3 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h3>
Stocks moving on earnings report included:
<ul>
<li>Waste Management, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WM#NYSE">WM</a>): down 0.6%</li>
<li>Cadence Design Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>): up 4.0%</li>
<li>Brown &amp; Brown, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRO#NYSE">BRO</a>): down 6.3%</li>
<li>Nucor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>): up 0.9%</li>
<li>F5 Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FFIV#NASDAQ">FFIV</a>): down 0.9%</li>
<li>Alexandria Real Estate Equities Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARE#NYSE">ARE</a>): down 6.7%</li>
<li>Teradyne, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>): down 1.0%</li>
<li>S&amp;P Global Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPGI#NYSE">SPGI</a>): up 2.7%</li>
<li>Honeywell International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>): up 5.0%</li>
<li>American Tower Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMT#NYSE">AMT</a>): up 4.3%</li>
<li>Sherwin-Williams Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHW#NYSE">SHW</a>): up 5.2%</li>
<li>Regeneron Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>): down 7.7%</li>
<li>Zebra Technologies Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZBRA#NASDAQ">ZBRA</a>): up 6.1%</li>
<li>Ecolab, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ECL#NYSE">ECL</a>): up 2.2%</li>
<li>Hilton Worldwide Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>): up 1.6%</li>
<li>Labcorp Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LH#NYSE">LH</a>): up 2.3%</li>
<li>Royal Caribbean Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>): down 1.6%</li>
<li>United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>): down 0.5%</li>
<li>General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>): down 0.7%</li>
<li>PayPal Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>): up 1.9%</li>
<li>Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>): up 4.4%</li>
<li>Coca-Cola Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>): up 0.8%</li>
<li>Sysco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYY#NYSE">SYY</a>): up 0.4%</li>
<li>Xylem Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYL#NYSE">XYL</a>): up 1.5%</li>
<li>Incyte Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INCY#NASDAQ">INCY</a>): up 1.5%</li>
<li>Altria Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MO#NYSE">MO</a>): up 0.7%</li>
<li>Corning, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>): up 2.5%</li>
<li>Paccar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>): down 3.0%</li>
<li>A.O. Smith Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AOS#NYSE">AOS</a>): up 4.0%</li>
<li>Kraft Heinz Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KHC#NASDAQ">KHC</a>): up 0.5%</li>
<li>Entergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): down 1.4%</li>
</ul>
Stocks slated to report earnings after the bell include Arch Capital Group Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACGL#NASDAQ">ACGL</a>), Booking Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>), Mondelez International, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDLZ#NASDAQ">MDLZ</a>), Caesars Entertainment, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CZR#NASDAQ">CZR</a>), Veralto Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLTO#NYSE">VLTO</a>), Seagate Technology Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>), Starbucks Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), Extendicare Inc. (TSE: EXE), Fair Isaac Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>), Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), Boston Properties, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BXP#NYSE">BXP</a>), PPG Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPG#NYSE">PPG</a>), Extra Space Storage Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXR#NYSE">EXR</a>), Edison International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EIX#NYSE">EIX</a>), ONEOK, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKE#NYSE">OKE</a>), First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), CoStar Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>), Regency Centers Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REG#NASDAQ">REG</a>), Essex Property Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESS#NYSE">ESS</a>), and Equity Residential (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQR#NYSE">EQR</a>).
Now Read: 
<ul>
<li><a href="https://www.benzinga.com/25/04/45074861/us-consumer-expectations-falls-to-13-year-lows-as-recession-fears-inflation-worries-surge">US Consumer Expectations Falls To 13-Year Lows As Recession Fears, Inflation Worries Surge</a></li>
</ul>
Image: Shutterstock

Equities

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Macro Economic Events

Broad U.S. Equity ETFs

Economics

ETFs

ACGL

BKNG

CDNS

CSGP

SPDR Dow Jones Industrial Average ETF Trust

FFIV

FICO

FSLR

INCY

MDLZ

PCAR

PYPL

REGN

SBUX

SPGI

VLTO

Select Sector SPDR-Consumer Discretionary

ZBRA

Stocks Surge And Bond Yields Fall For 6th Day, Oil Prices Drop To $60: What's Driving Markets Tuesday?

A.O. Smith shares are trading higher after the company reported better-than-expected Q1 financial results.

A.O. Smith Affirms FY2025 Adj EPS Guidance of $3.60-$3.90 vs $3.73 Est; Affirms FY2025 Sales Guidance of $3.80B-$3.90B vs $3.83B Est

Commodities

Press Releases

Ethisphere Names A. O. Smith Corporation One of the 2025 World's Most Ethical Companies® for the Second Time

A. O. Smith to Hold First Quarter Conference Call on April 29, 2025

Dividends

A. O. Smith Reports Quarterly Dividend

A. O. Smith Announces Kevin Wheeler to Become Executive Chairman, Stephen Shafer Named President and Chief Executive Officer

A. O. Smith Reports First Quarter Sales of $964 million and Earnings Per Share (EPS) of $0.95

A. O. Smith Ranked Among America's Climate Leaders

A. O. Smith Hires Ming Cheng as Chief Technology Officer

A. O. Smith to Hold Second Quarter Conference Call on July 24, 2025

A. O. Smith Reports Second Quarter Earnings Per Share (EPS) of $1.07 and Raises Full Year Outlook

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