Stock Fundamentals

Company Information

Company Name
Smith AO Corporation
Sector
Industrials
Industry
Specialty Industrial Machinery
Exchange
NYSE
ISIN: US8318652091
CIK: 0000091142
CUSIP: 831865100
Currency: USD
Full Time Employees: 11,500
Phone: 414 359 4000
Fiscal Year End: December
IPO Date: Sep 07, 1984
Description:

A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, homes, apartments, and condominiums, and other large commercial buildings; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms, as well as offers Aquasana branded products directly to consumers through e-commerce channels; and A. O. Smith branded water treatment products through dealer network and Amazon. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.

Address:

11270 West Park Place, Milwaukee, WI, United States, 53224

Directors & Officers

Name Title Year Born
Mr. Kevin J. Wheeler Executive Chairman of the Board 1960
Mr. Stephen M. Shafer President, CEO & Director 1976
Mr. Ming Cheng Ph.D. Senior VP & CTO 1974
Mr. Christopher T. Howe Senior VP & Chief Digital Information Officer 1971
Mr. James F. Stern J.D. Executive VP of Corporate Development and Strategy & Secretary 1963
Ms. Helen E. Gurholt Vice President of Investor Relations and Financial Planning & Analysis 1975
Mr. Paul J. Jones Senior VP, General Counsel, Assistant Secretary & Chief Compliance Officer 1971
Mr. Curtis E. Selby Senior Vice President of Human Resources & Public Affairs 1968
Dr. D. Samuel Karge Senior VP & President of North America Water Treatment 1976
Mr. Jack Qiu Ph.D. Senior VP & President of A. O. Smith China 1974

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 04, 2026 Darrell W Schuh N/A Sale 1.10K $74.39 $82.13K
Feb 13, 2026 Darrell W Schuh N/A Sale 356.00 $79.89 $28.44K
Sep 25, 2025 Julie Johnson N/A Sale N/A $71.42 N/A
Jul 30, 2025 Kevin J Wheeler N/A Sale 22.20K $71.26 $1.58M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 15.10M Dec 31, 2025 10.95% $0.01 4.74%
FMR Inc 7.93M Mar 31, 2026 5.75% $0.03 38.44%
BlackRock Inc 7.36M Mar 31, 2026 5.34% $0.01 0.34%
Vanguard Capital Management, LLC 7.33M Mar 31, 2026 5.32% $0.01 0.00%
Vanguard Portfolio Management, LLC 7.10M Mar 31, 2026 5.15% $0.02 0.00%
State Street Corp 5.76M Mar 31, 2026 4.18% $0.01 -2.58%
Amvescap Plc. 4.73M Mar 31, 2026 3.43% $0.05 3.72%
Impax Asset Management Group PLC 4.28M Mar 31, 2026 3.10% $1.97 -7.99%
American Century Companies Inc 4.22M Mar 31, 2026 3.06% $0.14 5.46%
Geode Capital Management, LLC 3.94M Mar 31, 2026 2.86% $0.02 12.62%
Morgan Stanley - Brokerage Accounts 3.58M Mar 31, 2026 2.60% $0.01 23.05%
ProShare Advisors LLC 2.31M Mar 31, 2026 1.68% $0.23 -1.50%
First Trust Advisors L.P. 2.17M Mar 31, 2026 1.57% $0.10 10.37%
Earnest Partners LLC 2.03M Mar 31, 2026 1.47% $0.55 -2.11%
Dimensional Fund Advisors, Inc. 1.96M Mar 31, 2026 1.42% $0.03 3.42%
Bank of America Corp 1.69M Mar 31, 2026 1.22% $0.01 -2.84%
NORGES BANK 1.45M Dec 31, 2025 1.05% $0.01 3.55%
Bank of New York Mellon Corp 1.43M Mar 31, 2026 1.03% $0.02 3.09%
SEI Investments Co 1.35M Mar 31, 2026 0.98% $0.08 0.39%
1832 Asset Management L.P 1.25M Mar 31, 2026 0.90% $0.08 3.34%

Shares Statistics

Shares Outstanding: 111.97M
Shares Float: 109.78M
% Insiders: 45.40%
% Institutions: 11,051.50%
Short % Float: 10.75%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 3.62M 2.63% ▲ 0.20% Apr 30, 2026
2 Vanguard 500 Index Investor 2.92M 2.12% ▲ 1.82% Apr 30, 2026
3 Impax Water Strategy Composite 2.77M 2.01% ▲ 0.00% Apr 30, 2026
4 Vanguard Small Cap Index 2.61M 1.89% ▼ 0.22% Apr 30, 2026
5 ProShares S&P 500 Dividend Aristocrats 2.50M 1.81% ▼ 0.34% May 29, 2026
6 Invesco S&P 500® Equal Weight ETF 2.47M 1.79% ▲ 0.19% May 29, 2026
7 Pictet-Water I EUR 1.82M 1.32% ▲ 22.22% Feb 28, 2026
8 Vanguard Equity-Income Inv 1.55M 1.13% ▲ 19.95% Mar 31, 2026
9 iShares Core S&P 500 ETF 1.48M 1.07% ▲ 0.31% May 29, 2026
10 Vanguard Small Cap Growth Index Inv 1.46M 1.06% ▼ 0.08% Apr 30, 2026

Valuation Metrics

Enterprise Value: $8.78B
Trailing P/E: 15.93
Forward P/E: 15.85

Financial Highlights

Market Cap: $8.43B
EBITDA: $795.30M
P/E Ratio: $15.93
PEG Ratio: $1.56
Book Value: $13.63
Dividend/Share: $1.40
Dividend Yield: 2.37%
Earnings/Share: $3.84
Profit Margin: 13.84%
Operating Margin: 17.11%
ROA (TTM): 12.78%
ROE (TTM): 28.27%
Revenue (TTM): $3.81B
Revenue/Share (TTM): $27.29
Earnings Growth (YOY): -10.50%
Revenue Growth (YOY): -1.90%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.50x 0.08x 0.41x 53.93x 0.20x
2024-12-31 1.55x 0.10x 0.42x 106.99x 0.25x
2023-12-31 1.59x 0.07x 0.43x 63.12x 0.15x
2022-12-31 1.75x 0.20x 0.48x 70.07x 1.11x
2021-12-31 1.57x 0.11x 0.47x 141.74x 0.28x
2020-12-31 1.83x 0.06x 0.42x 61.12x 0.21x
2019-12-31 1.96x 0.17x 0.45x 42.44x 0.51x
2018-12-31 2.09x 0.13x 0.44x 65.68x 0.35x
2017-12-31 2.24x 0.25x 0.48x 51.53x 0.68x
2016-12-31 2.04x 0.21x 0.48x 63.07x 0.60x
2015-12-31 2.15x 0.17x 0.46x 53.93x 0.53x
2014-12-31 2.18x 0.16x 0.45x 50.39x 0.64x
2013-12-31 2.04x 0.14x 0.44x 43.74x 0.64x
2012-12-31 2.19x 0.20x 0.47x 21.90x 0.82x
2011-12-31 2.32x 0.43x 0.54x 15.03x 2.12x
2010-12-31 1.67x 0.30x 0.58x 8.28x 2.16x
2009-12-31 1.51x 0.32x 0.58x 8.37x 1.28x
2008-12-31 1.55x 0.52x 0.66x 7.30x 1.71x
2007-12-31 1.62x 0.52x 0.59x 5.63x 2.04x
2006-12-31 1.74x 0.64x 0.63x N/A 2.30x
2005-12-31 1.87x 0.28x 0.53x N/A 1.26x
2004-12-31 2.39x 0.48x 0.55x N/A 2.45x
2003-12-31 1.62x 0.48x 0.55x 7.57x 1.91x
2002-12-31 1.87x 0.49x 0.58x N/A 1.74x
2001-12-31 1.87x 0.90x 0.65x N/A 4.21x
2000-12-31 2.38x 0.73x 0.58x N/A 2.47x
1999-12-31 2.31x 0.02x 0.59x N/A 0.08x
1998-12-31 2.17x 0.01x 0.48x N/A 0.05x
1997-12-31 2.86x 0.01x 0.44x N/A 0.07x
1996-12-31 1.73x 0.03x 0.52x N/A 0.14x
1995-12-31 1.65x 0.01x 0.60x N/A 0.07x
1994-12-31 1.53x 0.02x 0.63x N/A 0.12x
1993-12-31 1.36x 0.05x 0.67x N/A 0.12x
1992-12-31 1.36x 0.05x 0.68x N/A 0.14x
1991-12-31 1.21x 0.02x 0.62x N/A 0.11x
1990-12-31 1.25x 0.03x 0.64x N/A 0.09x
1989-12-31 1.38x 0.02x 0.66x N/A 0.07x
1988-12-31 1.68x 0.01x 0.64x N/A 0.05x
1987-12-31 1.62x 0.07x 0.57x N/A 0.32x
1986-12-31 1.42x 0.29x 0.59x N/A 1.06x
1985-12-31 1.36x 0.06x 0.52x N/A 0.19x

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