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Earnings transcript
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AOS
A. O. Smith Corporation
$58.07
-1.16
(-1.95%)
| Exchange: | NYSE |
| Market Cap: | 8.113B |
| Shares Outstanding: | 184.284M |
Delayed data
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 (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company’s product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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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) | 4,408,463.085 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 4,482,552.642 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 4,443,400 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,183,228.502 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,203,114.088 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,192,605.546 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 663,427.955 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 677,957.198 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 670,279.074 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 848,499.588 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 862,759.651 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 855,223.918 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 4.790 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 4.840 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 4.740 | 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 freeForward P/E Ratios
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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.
[intrinsic_calculator]
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
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-1.95
Trading Metrics:
| Open: | 58.53 | Previous Close: | 59.23 | |
| Day Low: | 57.95 | Day High: | 59.05 | |
| Year Low: | 54.16 | Year High: | 81.87 | |
| Price Avg 50: | 61.15 | Price Avg 200: | 68.08 | |
| Volume: | 513849 | Average Volume: | 1.588M |
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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…
