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Earnings transcript
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AOS
A. O. Smith Corporation
$64.35
-0.73
(-1.12%)
| Exchange: | NYSE |
| Market Cap: | 9.075B |
| Shares Outstanding: | 184.284M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Industrial – Machinery | |||||
| CEO: | Stephen Shafer | |||||
| Full Time Employees: | 12700 | |||||
| Address: |
| |||||
| Website: | https://www.aosmith.com |
A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. It operates through two segments, North America and Rest of World. The company offers water heaters for residences, restaurants, hotels and motels, office buildings, laundries, car washes, and small businesses; commercial boilers for hospitals, schools, hotels, and other large commercial buildings, as well as residential boilers for homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, on-the-go filtration bottles, point-of-use carbon, and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides food and beverage filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and heat pumps, electric wall-hung, gas tankless, combi-boiler, heat pump and solar water heaters. The company offers its products primarily under the A. O. Smith, State, Lochinvar, and water softener brands. It distributes its products through independent wholesale plumbing distributors, as well as through retail channels consisting of hardware and home center chains, and manufacturer representative firms; and offers Aquasana branded products directly to consumers through e-commerce, as well as other online retailers. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 3,852,800 | 3,818,100 | 3,830,200 |
| Gross Profit | 1,484,800 | 1,456,100 | 1,487,400 |
| EBITDA | 823,800 | 786,500 | 792,200 |
| Operating Income | 757,400 | 716,800 | 728,000 |
| Net Income | 556,600 | 533,600 | 546,200 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 3,213,900 | 3,240,000 | 3,142,800 |
| Total Liabilities | 1,369,500 | 1,356,500 | 1,012,300 |
| Total Stockholders Equity | 1,844,400 | 1,883,500 | 2,130,500 |
| Total Debt | 155,200 | 216,700 | 192,100 |
| Cash and Cash Equivalents | 339,900 | 239,600 | 174,500 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 670,300 | 581,800 | 616,800 |
| Capital Expenditure | -72,600 | -108,000 | -70,800 |
| Free Cash Flow | 597,700 | 473,800 | 546,000 |
| Net Income | 556,600 | 533,600 | 546,200 |
| Net Change in Cash | -51,300 | -100,300 | -65,099.999 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 4,383,982.455 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 4,535,458.673 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 4,445,500 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,176,657.917 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,217,314.031 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,193,169.184 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 681,581.463 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 712,326.142 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 694,067.684 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 843,787.786 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 872,942.507 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 855,628.106 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 4.960 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 5.090 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 4.870 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 2 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Record Revenue Performance: Apple reported a record revenue of $94 billion in Q3 FY2025, as highlighted in the earnings call transcript, reflecting robust demand across product lines and effective market positioning within the technology sector.
- Strong Financial Metrics: High net profit margins (TTM data from Key Metrics) and consistent growth in net income (Income Statements) underscore Apple’s operational efficiency and profitability, supported by strong free cash flow (Cash Flow Statements) which indicates financial stability.
- Innovation Leadership: The earnings call emphasized ongoing investments in innovation, with new product launches and advancements in AI and services, positioning Apple as a leader in the consumer electronics industry (Company Profile and Earnings Call Transcript).
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates AOS intrinsic value between $47.40 – $87.63 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about AOS valuation
Is A. O. Smith Corporation (AOS) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for A. O. Smith Corporation (AOS) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is AOS a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether AOS trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is AOS’s P/E ratio?
You can see AOS’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for AOS?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is AOS a good long-term investment?
Whether AOS fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
AOS
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Daily snapshot
-1.12
Trading Metrics:
| Open: | 63.77 | Previous Close: | 65.08 | |
| Day Low: | 63.38 | Day High: | 65.46 | |
| Year Low: | 58.83 | Year High: | 81.87 | |
| Price Avg 50: | 72.24 | Price Avg 200: | 69.98 | |
| Volume: | 960254 | Average Volume: | 1.476M |
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Login — it's freeAOS full analysis
Welcome everyone, welcome to MARKETSNAP’s SWOT analysis for A. O. Smith Corporation, a key player in the water heating and treatment industry. If you’re a long-term investor looking to build wealth with solid picks, you’re in the right place. Today, we’re diving deep into what makes A. O. Smith tick, breaking down their strengths, weaknesses, opportunities, and threats, while keeping an eye on what could drive this stock over the long haul. Let’s get started with a quick overview of…
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