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

$78.33

Low target

$75.00

High target

$85.00

Latest filings (excl ownership)

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8-K

A. O. Smith Reports Record 2025 Diluted Earnings Per Share (EPS) of $3.85 and Introduces 2026 Guidance

29 Jan 26

8-K

A. O. Smith Completes Acquisition of Leonard Valve Company

6 Jan 26

8-K

A. O. Smith to Acquire Leonard Valve Company, a Leader in Water Temperature and Flow Solutions

28 Oct 25

A. O. Smith Reports Third Quarter Earnings Per Share (EPS) of

28 Oct 25

8-K

Departure of Directors or Certain Officers

24 Jul 25

A. O. Smith Reports Second Quarter Earnings Per Share (EPS) of

24 Jul 25

Conflict minerals disclosure

29 Apr 25

Latest ownership filings

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Financial summary

Financial statements Chart AOS financial data

Quarter (USD)	Sep 25	Jun 25	Mar 25	Dec 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)	152.70 mm	152.70 mm	152.70 mm	152.70 mm	152.70 mm	152.70 mm
Cash burn (monthly)	8.40 mm	5.55 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	36.05 mm	23.82 mm	n/a	n/a	n/a	n/a
Cash remaining	116.65 mm	128.88 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	13.9	23.2	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

77.9% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	634	650	-2.5%
Opened positions	92	76	+21.1%
Closed positions	108	67	+61.2%
Increased positions	211	205	+2.9%
Reduced positions	240	271	-11.4%

13F shares	Current	Prev Q	Change
Total value	7.23 tn	9.33 tn	-22.5%
Total shares	110.57 mm	108.41 mm	+2.0%
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%
BLK 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	#Shares	#Remaining
1 Dec 25	Stern James F	Common Stock	Gift	Dispose G	No	No	2,500	96,284
13 Oct 25	Paul J Jones	RSU Common Stock	Grant	Acquire A	No	No	2,200	5,730
8 Oct 25	Christopher T. Howe	RSU Common Stock	Grant	Acquire A	No	No	22,035	22,035

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.