A. O. Smith (AOS)

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 • Mineral-Right, Inc. • American Water Heater Company • Hague Europe, LLC • Lochinvar, LLC • State Industries, LLC. • A. O. Smith Holdings (Barbados) SRL ...

IRS number

390619790

AOS stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$78.75

Low target

$73.00

High target

$84.00

Latest filings (excl ownership)

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ARS

2024 FY

Annual report to shareholders

27 Feb 25

11 Feb 25

A. O. Smith Reports 2024 Results and Introduces 2025 Guidance

30 Jan 25

8-K

A. O. Smith Acquires Pureit

23 Oct 24

A. O. Smith Reports Third Quarter Performance

22 Oct 24

8-K

A. O. Smith Announces Preliminary Third Quarter Results and Provides Revised 2024 Full Year Guidance

24 Jul 24

A. O. Smith Reports Record Sales in the Second Quarter

23 Jul 24

Transcripts

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AOS

Earnings call transcript

2024 Q4

30 Jan 25

AOS

Earnings call transcript

2024 Q3

22 Oct 24

AOS

Earnings call transcript

2024 Q2

23 Jul 24

AOS

Earnings call transcript

2024 Q1

25 Apr 24

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 Q2

27 Jul 23

AOS

Earnings call transcript

2023 Q1

27 Apr 23

AOS

Earnings call transcript

2022 Q4

31 Jan 23

Latest ownership filings

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Stephanie Melissa Scheppele

11 Feb 25

Jack Qiu

11 Feb 25

Financial summary

Financial statements Chart AOS financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
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)	239.60 mm	239.60 mm	239.60 mm	239.60 mm	239.60 mm	239.60 mm
Cash burn (monthly)	(no burn)	8.36 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	17.38 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	222.22 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	26.6	n/a	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 2024

AOS institutional ownership history Ownership history

76.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	625	650	-3.8%
Opened positions	87	76	+14.5%
Closed positions	112	67	+67.2%
Increased positions	210	206	+1.9%
Reduced positions	238	270	-11.9%

13F shares	Current	Prev Q	Change
Total value	7.21 tn	9.35 tn	-22.8%
Total shares	110.29 mm	108.56 mm	+1.6%
Total puts	224.20 k	302.20 k	-25.8%
Total calls	765.90 k	867.40 k	-11.7%
Total put/call ratio	0.3	0.3	-16.0%

Largest owners	Shares	Value	Change
Vanguard	14.12 mm	$962.98 bn	+1.1%
BlackRock	8.78 mm	$599.22 bn	-0.3%
STT State Street	8.04 mm	$548.21 bn	+4.1%
IVZ Invesco	4.70 mm	$320.88 bn	+26.8%
Geode Capital Management	3.70 mm	$251.75 bn	+3.1%
Select Equity	3.34 mm	$228.01 bn	-20.8%
Impax Asset Management	3.10 mm	$211.60 bn	-1.0%
First Trust Advisors	2.62 mm	$178.59 bn	+19.0%
ProShare Advisors	2.44 mm	$166.73 bn	+10.7%
Fisher Asset Management	2.22 mm	$151.15 bn	-3.8%

Largest transactions	Shares	Bought/sold	Change
MQBKY Macquarie Group Limited	24.73 k	-1.58 mm	-98.5%
Norges Bank	1.41 mm	+1.41 mm	NEW
IVZ Invesco	4.70 mm	+995.04 k	+26.8%
AMP Ameriprise Financial	91.93 k	-967.93 k	-91.3%
UBS UBS	1.25 mm	+900.08 k	+259.9%
Select Equity	3.34 mm	-877.97 k	-20.8%
Sarasin & Partners	0.00	-876.84 k	EXIT
Mitsubishi UFJ Trust & Banking	60.26 k	-502.72 k	-89.3%
KBCSF KBC	1.65 mm	+471.99 k	+40.1%
Voloridge Investment Management	627.28 k	+444.31 k	+242.8%

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
27 Feb 25	Samuel M. Carver	Common Stock	Sell	Dispose S	Yes	No	66.5089	3,460.352	230.14 k	0
21 Feb 25	Samuel M. Carver	Common Stock	Gift	Dispose G	No	No	0	369	0.00	1,569
10 Feb 25	Curtis E Selby	RSU Common Stock	Grant	Acquire A	No	No	0	5,345	0.00	8,965
10 Feb 25	Shafer Stephen M	RSU Common Stock	Grant	Acquire A	No	No	0	23,815	0.00	64,240
10 Feb 25	Robert J Heideman	RSU Common Stock	Grant	Acquire A	No	No	0	3,815	0.00	10,200
7 Feb 25	Robert J Heideman	Common Stock	Sell	Dispose S	No	No	65.65	1,026	67.36 k	8,889
7 Feb 25	Robert J Heideman	Common Stock	Option exercise	Acquire M	No	No	0	1,960	0.00	9,915
7 Feb 25	Robert J Heideman	RSU Common Stock	Option exercise	Dispose M	No	No	0	1,960	0.00	0