AOS · NYQ S&P 500

A. O. Smith Corporation

Industrials · Specialty Industrial Machinery

$64.36 −$0.84 (−1.29%) today

Closing price on Nov 10, 2026 · Source: Yahoo Finance

Consensus of 13 analysts

Hold

Median price target $67.00 +4.1%

Open: $64.63
Day range: 63.57 – $64.78
52-week range: 54.16 – $81.87
Volume: 1,269,722
Market cap: $8,645M
P/E (TTM): 18.0x
EPS (TTM): $3.58
EPS est. 2026: $3.48
P/E est. 2026: 18.5x
Dividend yield: 2.2%
Beta: 1.04
Payout: 40%

A. O. Smith financials

Q3 2026 results, quarter ended Sep 30, 2026

Metric	Q3 2026	1-year change
Total revenue	$941M	−0.2%
Net income	$126M	−4.3%
Earnings per share	$0.93	−0.7%
Net margin	13.4%	−0.6 pp
Free cash flow	$163M	−32.3%
Debt / equity	0.39	+226.6%

Revenue and net income ($M)

Total revenueNet income

Quarter	Total revenue	Net income
Q3 2025	$943M	$132M
Q4 2025	$913M	$125M
Q1 2026	$946M	$118M
Q2 2026	$1,004M	$125M
Q3 2026	$941M	$126M

A. O. Smith earnings per share (EPS)

Consensus estimates

Period	EPS est.	1-year change
Current quarterQ4 2026 · Analysts: 9	$0.8430.82 – 0.88	−6.4%$0.900
Next quarterQ1 2027 · Analysts: 7	$0.8600.81 – 0.92	+1.1%$0.850
Current year2026 · Analysts: 7	$3.4773.42 – 3.63	−9.7%$3.850
Next year2027 · Analysts: 12	$3.7813.60 – 3.92	+8.7%$3.477

Forward P/E: 18.5x (2026) and 17.0x (2027) at the current price.

Actual and estimated EPS ($)

Actual EPSEstimated EPS

Quarter	Actual EPS	Estimated EPS
Q3 2025	$0.937	—
Q4 2025	$0.900	$0.842
Q1 2026	$0.850	$0.944
Q2 2026	$1.030	$0.924
Q3 2026	$0.930	$0.895
Q4 2026	—	$0.843
Q1 2027	—	$0.860

Year	Actual EPS	Estimated EPS
2022	$1.510	—
2023	$3.686	—
2024	$3.628	—
2025	$3.849	—
2026	—	$3.477
2027	—	$3.781

EPS trend

Quarter	EPS	YoY change
Q1 2027Estimated	$0.860	+1.1%
Q4 2026Estimated	$0.843	−6.4%
Q3 2026	$0.930est. $0.895 · surprise +3.9%	−0.7%
Q2 2026	$1.030est. $0.924 · surprise +11.5%	n/a
Q1 2026	$0.850est. $0.944 · surprise −9.9%	n/a
Q4 2025	$0.900est. $0.842 · surprise +7.0%	n/a
Q3 2025	$0.937	n/a

Year	EPS	Annual change
2027Estimated	$3.781	+8.7%
2026Estimated	$3.477	−9.7%
2025	$3.849	+6.1%
2024	$3.628	−1.6%
2023	$3.686	+144.1%
2022	$1.510	n/a

Normalised EPS according to the analyst consensus collected by Yahoo Finance; it may differ from the reported EPS in the results table.

A. O. Smith dividend

Yield and payments

Dividend yield (TTM)	2.2%
Forward yield (next 12m)	2.4%
Dividend per share (TTM)	$1.44
Forward dividend (next 12m)	$1.52
Payout (TTM)	40%
Last dividend	$0.38Oct 30, 2026
Next ex-dividend date	n/a

Dividend per share by year ($)

PaidEstimated

Year	Dividend per share
2019	$0.90
2020	$0.98
2021	$1.06
2022	$1.14
2023	$1.22
2024	$1.30
2025	$1.38
est. 12m	$1.52

A. O. Smith forecasts

13 analyst ratings

Buy15% Hold69% Sell15%

Consensus: Hold · 2 buy, 9 hold, 2 sell

1-year price forecast

Share price Price target (high, median, low)

12-month price targets
Target	Price	Upside
High	$72.00	+11.9%
Median	$67.00	+4.1%
Low	$58.00	−9.9%

Monthly close (last 12 months)
Date	Close
Nov 28, 2025	$65.98
Dec 31, 2025	$66.88
Jan 30, 2026	$73.49
Feb 27, 2026	$78.00
Mar 31, 2026	$65.94
Apr 30, 2026	$61.84
May 29, 2026	$56.72
Jun 30, 2026	$62.72
Jul 31, 2026	$60.13
Aug 31, 2026	$59.13
Sep 30, 2026	$56.37
Oct 30, 2026	$63.07
Nov 10, 2026	$64.36

A. O. Smith peers

Ticker	Company	Market cap ($M)	P/E	Price ($)	1-day change	52-week range
AOS	A. O. Smith	8,645	18.0x	64.36	−1.29%	54.1681.87
GEV	GE Vernova	210,958	20.9x	797.04	−3.89%	530.161,195.94
ETN	Eaton	137,614	35.4x	354.22	−1.11%	311.92478.00
PH	Parker Hannifin	121,705	33.2x	965.17	+0.90%	806.221,099.94
EMR	Emerson Electric	93,839	35.0x	167.54	−1.17%	122.64172.00
ITW	Illinois Tool Works	81,864	25.7x	288.05	+0.46%	238.82303.16