Nama Insights

A. O. Smith (AOS)

Industrials · Specialty Industrial Machinery · NYSE

S&P 500
A. O. Smith (AOS) is a Industrials company in the Specialty Industrial Machinery industry. It has a market capitalization of $8.67B, a trailing price-to-earnings ratio of 17.4 and a free-cash-flow yield of 6.0%. Over the most recent reported fiscal year, revenue grew 0.3% and free cash flow per share grew 19.4%. Nama's AI scorecard rates it Buy, 6.9 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 6.9/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Trailing · -15.6% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-30.2%
How far the last close sits under the highest price of the past five years.
Market cap$8.67B
Trailing P/E17.4
Price / book4.9
Price / sales2.3
FCF yield6.0%
Dividend yield2.4%
Gross margin38.6%
Operating margin18.2%
Net margin13.2%
Revenue growth (YoY)+0.3%
Revenue growth (3-yr annual)+0.7%
EPS growth (YoY)+3.5%
FCF/share growth (YoY)+19.4%
Beta1.1
ExchangeNYSE
SectorIndustrials
IndustrySpecialty Industrial Machinery

AOS earnings

Next report: Jan 28, 2027 (Q4 2026, EPS estimate $0.85). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 29, 2026 $0.93 $0.89 +4.5% $940.50M
Q2 2026 Jul 30, 2026 $1.03 $0.92 +12.0% $1.00B
Q1 2026 Apr 30, 2026 $0.85 $0.94 -9.6% $945.60M
Q4 2025 Jan 29, 2026 $0.90 $0.84 +7.1% $912.50M

AOS analyst price target

Median target $67.00 from 10 analysts, ranging $58.00 – $72.00.

Specialty Industrial Machinery peers

TickerCompanyMarket capP/E
GEV GE Vernova $204.89B 34.9
ETN Eaton $132.76B 26.4
PH Parker-Hannifin $115.74B 27.0
EMR Emerson Electric $90.56B 24.7
ITW Illinois Tool Works $79.85B 25.0
CMI Cummins $61.96B 16.7
AME AMETEK $52.44B 27.6
ROK Rockwell Automation $41.82B 28.0
Explore live AOS data on Nama Insights →

Recent Congressional trades

A. O. Smith trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Julie Johnson House Sell $1,001 - $15,000 Aug 5, 2026
Julie Johnson House Sell $1,001 - $15,000 Oct 7, 2025
April McClain Delaney House Sell $1,001 - $15,000 May 2, 2025
April McClain Delaney House Sell $1,001 - $15,000 May 2, 2025
April McClain Delaney House Sell $1,001 - $15,000 Apr 2, 2025
Rob Bresnahan House Sell $1,001 - $15,000 Mar 27, 2025
April McClain Delaney House Sell $15,001 - $50,000 Mar 20, 2025
Jared Moskowitz House Sell $1,001 - $15,000 Dec 9, 2024
Jared Moskowitz House Buy $1,001 - $15,000 Aug 21, 2024
Lois Frankel House Sell $1,001 - $15,000 Oct 10, 2023

AOS FAQ

Is AOS a buy?
Nama's AI scorecard currently rates A. O. Smith Buy (6.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AOS's P/E ratio?
A. O. Smith trades at a trailing price-to-earnings ratio of 17.4.
When does AOS report earnings?
A. O. Smith's next scheduled report is on Jan 28, 2027. Analysts expect EPS of $0.85.
What is the AOS price target?
The median analyst price target from 10 analysts is $67.00, with a range of $58.00 – $72.00.
Is AOS Shariah compliant?
Nama's AAOIFI-style screen reads A. O. Smith as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does AOS pay a dividend?
Yes — A. O. Smith's dividend yield is 2.4%.

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