A.O. Smith (AOS)

Company Profile

A. O. Smith Corporation, with headquarters in Milwaukee, Wis., is a global leader applying innovative technology and energy-efficient solutions to products manufactured and marketed worldwide. The Company is one of the world's leading manufacturers of residential and commercial water heating equipment and boilers, as well as a manufacturer of water treatment and air purification products.

Company profile

Ticker

AOS

Exchange

NYSE

Website

www.aosmith.com

CEO

Kevin Wheeler

Incorporated

Delaware

Location

Wisconsin

Fiscal year end

Dec 31

Sector

Manufacturing > Heating Equipment (except Warm Air Furnaces) Manufacturing

Industry (SIC)

Household Appliances

Whirlpool • Weber • Traeger • Irobot • Viomi Technology • Trutankless • Notox Technologies • SodaStream International • Blackstone Products ...

SEC CIK

0000091142

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

AOS Holding Company • 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 • Master Water Conditioning Corporation • Lochinvar, LLC ...

IRS number

390619790

AOS stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$62.67

Low target

$55.00

High target

$70.00

Latest filings (excl ownership)

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ARS

2022 FY

Annual report to shareholders

2 Mar 23

14 Feb 23

A. O. Smith Reports Record 2022 Sales, an Increase of 6% over

Correspondence with SEC

28 Oct 22

A. O. Smith Reports Third Quarter Performance

A. O. Smith Announces Preliminary Third Quarter Results and Provides Revised 2022 Full Year Guidance

13 Oct 22

Transcripts

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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

AOS

Earnings call transcript

2021 Q2

29 Jul 21

AOS

Earnings call transcript

2021 Q1

29 Apr 21

AOS

Earnings call transcript

2020 Q4

28 Jan 21

AOS

Earnings call transcript

2020 Q3

29 Oct 20

Latest ownership filings

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Financial summary

Financial statements Chart AOS financial data

Quarter (USD)	Dec 22	Sep 22	Jun 22	Mar 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
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)	391.20 mm	391.20 mm	391.20 mm	391.20 mm	391.20 mm	391.20 mm
Cash burn (monthly)	(no burn)	4.34 mm	80.97 mm	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	11.95 mm	222.92 mm	n/a	n/a	n/a
Cash remaining	n/a	379.25 mm	168.28 mm	n/a	n/a	n/a
Runway (months of cash)	n/a	87.4	2.1	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from A.O. Smith earnings reports.

Institutional ownership, Q4 2022

AOS institutional ownership history Ownership history

30.9% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	515	524	-1.7%
Opened positions	73	58	+25.9%
Closed positions	82	63	+30.2%
Increased positions	177	196	-9.7%
Reduced positions	194	199	-2.5%

13F shares	Current	Prev Q	Change
Total value	6.64 tn	6.96 bn	+95261.4%
Total shares	116.50 mm	108.72 mm	+7.2%
Total puts	62.00 k	74.20 k	-16.4%
Total calls	88.90 k	156.80 k	-43.3%
Total put/call ratio	0.7	0.5	+47.4%

Largest owners	Shares	Value	Change
Vanguard	14.67 mm	$839.71 bn	+0.1%
BLK Blackrock	10.03 mm	$573.98 bn	-2.1%
STT State Street	9.37 mm	$536.19 bn	NEW
Impax Asset Management	4.07 mm	$232.77 bn	+1.6%
Brown Brothers Harriman & Co	3.44 mm	$197.05 bn	-0.6%
ProShare Advisors	3.22 mm	$184.20 bn	+19.1%
IVZ Invesco	3.17 mm	$181.65 bn	+4.4%
Geode Capital Management	2.93 mm	$167.45 bn	+0.5%
First Trust Advisors	2.44 mm	$139.64 bn	+0.8%
Bessemer	2.02 mm	$115.39 bn	-1.1%

Largest transactions	Shares	Bought/sold	Change
STT State Street	9.37 mm	+9.37 mm	NEW
Pictet Asset Management	1.71 mm	-1.86 mm	-52.0%
TimesSquare Capital Management	1.14 mm	+1.14 mm	NEW
Norges Bank	1.03 mm	+1.03 mm	NEW
Los Angeles Capital Management & Equity Research	352.68 k	-845.10 k	-70.6%
Junto Capital Management	787.38 k	+787.38 k	NEW
ProShare Advisors	3.22 mm	+515.75 k	+19.1%
Mawer Investment Management	529.24 k	-421.59 k	-44.3%
Wellington Management	377.46 k	+365.69 k	+3107.2%
Balyasny Asset Management	498.29 k	+356.56 k	+251.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

AOS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
6 Mar 23	Michael M Larsen	Common Stock	Buy	Acquire P	No	No	66.885	4,000	267.54 k	11,425
13 Feb 23	Jack Qiu	RSU Common Stock	Grant	Acquire A	No	No	0	3,275	0.00	8,480
13 Feb 23	Petrarca Mark A	RSU Common Stock	Grant	Acquire A	No	No	0	5,215	0.00	11,575
13 Feb 23	Benjamin A Otchere	RSU Common Stock	Grant	Acquire A	No	No	0	1,460	0.00	2,490
13 Feb 23	Stephanie Melissa Scheppele	RSU Common Stock	Grant	Acquire A	No	No	0	2,855	0.00	8,590