a. o. smith corporation is one of the world's leading manufacturers of residential and commercial water heaters and boilers, offering a comprehensive product line featuring the best-known brands in north america, china, and india. the company was founded in 1874 in milwaukee, wisconsin where today the company is headquartered. a. o. smith employs approximately 16,100 men and women at operations in the united states, canada, mexico, china, india, the united kingdom, the netherlands, and turkey, which has the global reach to serve customers worldwide. the company also has sales and distribution in more than 60 countries around the world. as a global leader a. o. smith and its employees pride themselves on applying innovative technology and energy-efficient solutions to products marketed worldwide. the company's goal is to be a leading global water technology company, and the focus is on building this platform through new product development, global expansion, strategic acquisitions and p
Company profile
Ticker
AOS
Exchange
Website
CEO
Kevin Wheeler
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Water Tec of Tucson, Inc. • A. O. Smith Water Treatment (North America), Inc. • A. O. Smith Water Treatment (North America) Holdings, Inc. • SICO Acquisition, LLC • Takagi - A. O. Smith Tankless Water Heater Company LLC • Atlantic Filter Corporation • Mineral-Right, Inc. • American Water Heater Company • Hague Europe, LLC • Lochinvar, LLC ...
IRS number
390619790
AOS stock data
Latest filings (excl ownership)
8-K
A. O. Smith Reports Strong First Quarter Performance
25 Apr 24
8-K
Submission of Matters to a Vote of Security Holders
15 Apr 24
S-8
Registration of securities for employees
4 Apr 24
8-K
A. O. Smith Appoints Stephen Shafer President and Chief Operating Officer
18 Mar 24
PX14A6G
Letter to shareholders
13 Mar 24
DEF 14A
Definitive proxy
29 Feb 24
ARS
2023 FY
Annual report to shareholders
29 Feb 24
10-K
2023 FY
Annual report
13 Feb 24
8-K
A. O. Smith Reports Record Sales and Earnings in 2023 and
30 Jan 24
8-K
Departure of Directors or Certain Officers
5 Jan 24
Transcripts
AOS
Earnings call transcript
2023 Q4
30 Jan 24
AOS
Earnings call transcript
2023 Q3
26 Oct 23
AOS
Earnings call transcript
2023 Q2
27 Jul 23
AOS
Earnings call transcript
2023 Q1
27 Apr 23
AOS
Earnings call transcript
2022 Q4
31 Jan 23
AOS
Earnings call transcript
2022 Q3
27 Oct 22
AOS
Earnings call transcript
2022 Q2
28 Jul 22
AOS
Earnings call transcript
2022 Q1
28 Apr 22
AOS
Earnings call transcript
2021 Q4
27 Jan 22
AOS
Earnings call transcript
2021 Q3
28 Oct 21
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 281.00 mm | 281.00 mm | 281.00 mm | 281.00 mm | 281.00 mm | 281.00 mm |
Cash burn (monthly) | 32.63 mm | 6.48 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 223.85 mm | 44.47 mm | n/a | n/a | n/a | n/a |
Cash remaining | 57.15 mm | 236.53 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | 1.8 | 36.5 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
72.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 564 |
Opened positions | 65 |
Closed positions | 60 |
Increased positions | 214 |
Reduced positions | 200 |
13F shares | Current |
---|---|
Total value | 7.34 tn |
Total shares | 111.04 mm |
Total puts | 255.70 k |
Total calls | 463.30 k |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 14.43 mm | $954.46 bn |
BLK Blackrock | 9.70 mm | $641.63 bn |
STT State Street | 7.43 mm | $491.42 bn |
Impax Asset Management | 4.10 mm | $271.22 bn |
IVZ Invesco | 3.04 mm | $200.96 bn |
Geode Capital Management | 2.97 mm | $195.83 bn |
ProShare Advisors | 2.40 mm | $158.65 bn |
MCQEF Macquarie | 2.11 mm | $139.37 bn |
Millennium Management | 1.97 mm | $130.09 bn |
Fisher Asset Management | 1.92 mm | $126.65 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
9 Apr 24 | Brown Ronald D | RSU Common Stock | Grant | Acquire A | No | No | 86.14 | 1,626 | 140.06 k | 71,663 |
9 Apr 24 | Fister Todd W | Common Stock | Grant | Acquire A | No | No | 86.14 | 1,626 | 140.06 k | 1,626 |
9 Apr 24 | Holt Victoria M | RSU Common Stock | Grant | Acquire A | No | No | 86.14 | 1,626 | 140.06 k | 8,194 |
9 Apr 24 | Kadri Ilham | Common Stock | Grant | Acquire A | No | No | 86.14 | 1,626 | 140.06 k | 18,849 |
News
A.O. Smith Q1 2024 Adj EPS $1.00 Beats $0.98 Estimate, Sales $978.800M Miss $995.973M Estimate
25 Apr 24
Oppenheimer Maintains Perform on A.O. Smithto Perform
18 Apr 24
Stifel Maintains Hold on A.O. Smith, Raises Price Target to $91
17 Apr 24
Jefferies Maintains Hold on A.O. Smith, Raises Price Target to $90
12 Apr 24
Citigroup Maintains Neutral on A.O. Smith, Raises Price Target to $95
8 Apr 24