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. Charles T. Lauber Executive VP & CFO 1963
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 & Chief Compliance Officer 1971
Mr. Curtis E. Selby Senior Vice President of Human Resources & Public Affairs 1969
Dr. D. Samuel Karge Senior VP & President of North America Water Treatment 1976

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 15.10M Dec 31, 2025 10.92% $0.01 4.74%
BlackRock Inc 7.03M Sep 30, 2025 5.09% $0.01 -1.29%
FMR Inc 5.73M Dec 31, 2025 4.14% $0.02 87.85%
State Street Corp 5.45M Sep 30, 2025 3.94% $0.01 -7.38%
Impax Asset Management Group PLC 4.65M Dec 31, 2025 3.36% $1.95 -4.14%
Amvescap Plc. 4.52M Sep 30, 2025 3.27% $0.05 -5.06%
American Century Companies Inc 4.00M Dec 31, 2025 2.89% $0.13 24.56%
Geode Capital Management, LLC 3.49M Sep 30, 2025 2.53% $0.02 -0.49%
Morgan Stanley - Brokerage Accounts 2.81M Sep 30, 2025 2.03% $0.01 -3.43%
First Trust Advisors L.P. 2.51M Sep 30, 2025 1.81% $0.14 4.57%
ProShare Advisors LLC 2.34M Dec 31, 2025 1.70% $0.28 2.64%
Pictet Asset Manangement SA 2.19M Dec 31, 2025 1.58% $0.14 -10.89%
Earnest Partners LLC 2.07M Dec 31, 2025 1.50% $0.59 -0.57%
Dimensional Fund Advisors, Inc. 1.89M Dec 31, 2025 1.37% $0.03 1.24%
Bank of America Corp 1.80M Sep 30, 2025 1.30% $0.01 4.74%
NORGES BANK 1.45M Dec 31, 2025 1.05% $0.01 3.55%
JPMorgan Chase & Co 1.33M Sep 30, 2025 0.96% $0.00 152.83%
Sarasin & Partners LLP 1.33M Dec 31, 2025 0.96% $0.92 -5.38%
SEI Investments Co 1.32M Sep 30, 2025 0.96% $0.10 3.47%
Madison Asset Management, LLC 1.21M Dec 31, 2025 0.87% $0.93 0.00%

Shares Statistics

Shares Outstanding: 112.38M
Shares Float: 110.28M
% Insiders: 44.30%
% Institutions: 10,783.90%
Short % Float: 6.33%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 15.10M 10.92% ▲ 4.74% Dec 31, 2025
2 BlackRock Inc 7.03M 5.09% ▼ 1.29% Sep 30, 2025
3 FMR Inc 5.73M 4.14% ▲ 87.85% Dec 31, 2025
4 State Street Corp 5.45M 3.94% ▼ 7.38% Sep 30, 2025
5 Impax Asset Management Group PLC 4.65M 3.36% ▼ 4.14% Dec 31, 2025
6 Amvescap Plc. 4.52M 3.27% ▼ 5.06% Sep 30, 2025
7 American Century Companies Inc 4.00M 2.89% ▲ 24.56% Dec 31, 2025
8 Geode Capital Management, LLC 3.49M 2.53% ▼ 0.49% Sep 30, 2025
9 Morgan Stanley - Brokerage Accounts 2.81M 2.03% ▼ 3.43% Sep 30, 2025
10 First Trust Advisors L.P. 2.51M 1.81% ▲ 4.57% Sep 30, 2025

Valuation Metrics

Enterprise Value: $9.20B
Trailing P/E: 17.36
Forward P/E: 16.45

Financial Highlights

Market Cap: $9.24B
EBITDA: $813.10M
P/E Ratio: $17.36
PEG Ratio: $1.37
Book Value: $13.41
Dividend/Share: $1.38
Dividend Yield: 2.07%
Earnings/Share: $3.85
Profit Margin: 14.26%
Operating Margin: 17.95%
ROA (TTM): 14.26%
ROE (TTM): 29.20%
Revenue (TTM): $3.83B
Revenue/Share (TTM): $27.16
Earnings Growth (YOY): 19.10%
Revenue Growth (YOY): 0.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

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

Earnings History

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

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

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