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Stocks/Industrials/Building Products

A. O. SmithAOS

Building Products · Milwaukee, Wisconsin · In the S&P 500
Solid businessCheaper than peers
$63.07−0.06%After hours: $63.07 (0.00%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 3.8% over 1 year
A. O. Smith over 1 yearDaily close, $, to 30 Oct 2026
$60$70$80Nov2026MarMayJulSep$63.07$60$70$80NovMarJul$63.07
Source: Nasdaq daily closes
Market value$8.57B
Price to earnings17.6x
Forward P/E16.7x
Dividend yield2.41%
Year to date−5.7%
One year−3.8%
Next earningsNot scheduled
SectorIndustrials
52-week range (closes)
$55.34$80.47

Quality and valuation

How A. O. Smith compares with other industrials stocks. A description, not a recommendation.

A. O. Smith and 6 building products peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: cheaper than most

An average business among industrials companies, priced below most of them.

A. O. Smith trades at 16.7 times the next 12 months of expected earnings, against a median of 21.4x for the 89 industrials stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: −0.7% vs +8.2%
  • Keeps more of each sale (gross margin): 38.6% vs 38.1%
  • Less profitable (operating margin): 17.5% vs 17.5%
  • Turns more of its sales into cash: 14.8% vs 13.1%
AOS trades at 16.7x forward earnings, below the sector medianForward p/e, Building Products peers
LII15.2xAOS16.7xCARR17.9xMAS18.6xALLE19.3xTT24.8xJCI25.0xSector median 21.4xLII15.2xAOS16.7xCARR17.9xMAS18.6xALLE19.3xTT24.8xJCI25.0xSector median 21.4x
Source: CNBC quotes; Mostly Markets
At 17.6x earnings, AOS is cheaper than its average since Oct 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
16x20xAverage 17.6x2025202617.6x15x20xAverage 17.6x2025202617.6x
Source: Nasdaq prices; SEC filings

Financials

From A. O. Smith's SEC filings, through the quarter ending 30 Sep 2026. Hover or tap a bar for its value.

Revenue fell 0.2% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0.0bn$0.5bn$1.0bnQ4 ’24Q2 ’25Q4 ’25$0.9bnQ3 ’26$0.0bn$0.5bn$1.0bnQ4 ’24Q2 ’25Q4 ’25$0.9bnQ3 ’26
Source: SEC filings
Growth sped up to −0.2% last quarterRevenue growth, year on year, %
−5%0%Q4 ’24Q2 ’25Q4 ’25−0.2%Q3 ’26−5%0%Q4 ’24Q2 ’25Q4 ’25−0.2%Q3 ’26
Source: SEC filings
Operating margin was 18.5% last quarterOperating income as a share of revenue, %
0%10%20%Q4 ’24Q2 ’25Q4 ’2518.5%Q3 ’260%10%20%Q4 ’24Q2 ’25Q4 ’2518.5%Q3 ’26
Source: SEC filings
Free cash flow was $562 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$100m$200mQ4 ’24Q2 ’25Q4 ’25$163mQ3 ’26$0m$100m$200mQ4 ’24Q2 ’25Q4 ’25$163mQ3 ’26
Source: SEC filings
Last 12 monthsAOSSector median
Revenue growth−0.7%+8.2%
Gross margin38.6%38.1%
Operating margin17.5%17.5%
Free cash flow margin14.8%13.1%
Price to earnings17.6x25.8x

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JCIJohnson Controls$149.03−5.84%+24.5%$90.27B
TTTrane Technologies$410.00−4.89%+5.3%$90.21B
CARRCarrier Global$53.63−3.44%+1.5%$44.21B
ALLEAllegion$186.44−0.33%+17.1%$15.72B
MASMasco$80.64+0.57%+27.1%$15.54B
LIILennox International$344.08−1.16%−29.1%$11.77B