AOSA. O. Smith
Price
-22%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, no red flags, undemanding price, growth steady, the market undecided.
Water heaters. Our residential and commercial water heaters primarily come in sizes ranging from 40 to 80 gallon models. However, we also offer sizes as low as 2.5 gallon (point-of-use) and as high as 2,500 gallon products with varying efficiency ranges. We offer electric, natural gas and liquid propane tank-type models as well as tankless (gas and electric), heat pump and solar tank units. Typical applications for our water heaters include residences, restaurants, hotels, office buildings, laundries, car washes, schools and small businesses.
In the company’s own words · 10-K filed Feb 10, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
A. O. Smith (AOS) reported revenue of $1.00B in Q2 2026 (quarter ended Jun 30, 2026), down 0.7% from the same quarter a year earlier. That came with a gross margin of 39% and net income of $125M (12% of revenue). For the full year FY2025, revenue was $3.83B (+0.3% year on year) and net income $546M. Its largest product in Q2 2026 was Water Heaters And Related Parts at $656M, 80% of the disclosed total, well ahead of Boilers Related Parts And Components at 12%. The next results filing is expected around Oct 27, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Jul 30, 2026A. O. Smith Reports Second Quarter 2026 Results.Earnings release · press release
- Jun 22, 2026On June 22, 2026, A. O. Smith Corporation (“the Company”) issued a news release announcing that, effective July 1, 2026, Kevin J. Wheeler will retire as Executive Chairman of the Company.Director or officer change · Form 8-K
- May 19, 2026On May 19, 2026, A. O. Smith Corporation (the “Company") disclosed that it has selected Carrie Anderson as its Executive Vice President and Chief Financial Officer effective July 1, 2026.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $820.5MThe company’s own SEC segment disclosure.
- Water Heaters And Related Parts$656.4M80%
- Boilers Related Parts And Components$101.7M12%
- Water Treatment Products And Related Parts$62.4M8%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
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