A. O. Smith (AOS)

Water Tec of Tucson, Inc. • A. O. Smith Water Treatment (North America), Inc. • A. O. Smith Water Treatment (North America) Holdings, Inc. • SICO Acquisition, LLC • Takagi - A. O. Smith Tankless Water Heater Company LLC • Atlantic Filter Corporation • Mineral-Right, Inc. • American Water Heater Company • Hague Europe, LLC • Lochinvar, LLC ...

IRS number

390619790

AOS stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$81.80

Low target

$78.00

High target

$90.00

Latest filings (excl ownership)

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8-K

A. O. Smith Acquires Pureit

23 Oct 24

A. O. Smith Reports Third Quarter Performance

22 Oct 24

8-K

A. O. Smith Announces Preliminary Third Quarter Results and Provides Revised 2024 Full Year Guidance

24 Jul 24

A. O. Smith Reports Record Sales in the Second Quarter

23 Jul 24

8-K

A. O. Smith to Acquire Pureit, a Leading Water Purification Business in South Asia

15 Jul 24

8-K

Departure of Directors or Certain Officers

9 May 24

Conflict minerals disclosure

26 Apr 24

Transcripts

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AOS

Earnings call transcript

2024 Q3

22 Oct 24

AOS

Earnings call transcript

2024 Q2

23 Jul 24

AOS

Earnings call transcript

2024 Q1

25 Apr 24

AOS

Earnings call transcript

2023 Q4

30 Jan 24

AOS

Earnings call transcript

2023 Q3

26 Oct 23

AOS

Earnings call transcript

2023 Q2

27 Jul 23

AOS

Earnings call transcript

2023 Q2

27 Jul 23

AOS

Earnings call transcript

2023 Q1

27 Apr 23

AOS

Earnings call transcript

2022 Q4

31 Jan 23

AOS

Earnings call transcript

2022 Q3

27 Oct 22

Latest ownership filings

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Notice of proposed sale of securities

Notice of proposed sale of securities

12 Jul 24

11-K

Annual report of employee stock purchases

27 Jun 24

Financial summary

Financial statements Chart AOS financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	219.30 mm	219.30 mm	219.30 mm	219.30 mm	219.30 mm	219.30 mm
Cash burn (monthly)	(no burn)	5.14 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	14.35 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	204.95 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	39.9	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from A. O. Smith earnings reports.

Institutional ownership, Q3 2024

AOS institutional ownership history Ownership history

70.4% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	640	637	+0.5%
Opened positions	74	62	+19.4%
Closed positions	71	74	-4.1%
Increased positions	204	237	-13.9%
Reduced positions	266	239	+11.3%

13F shares	Current	Prev Q	Change
Total value	9.25 tn	8.67 tn	+6.7%
Total shares	107.52 mm	110.94 mm	-3.1%
Total puts	302.20 k	190.90 k	+58.3%
Total calls	867.40 k	582.30 k	+49.0%
Total put/call ratio	0.3	0.3	+6.3%

Largest owners	Shares	Value	Change
Vanguard	13.97 mm	$1.25 tn	-1.0%
BLK BlackRock	8.81 mm	$791.14 bn	NEW
STT State Street	7.72 mm	$693.63 bn	+4.0%
Select Equity	4.22 mm	$379.15 bn	+9.6%
IVZ Invesco	3.71 mm	$333.20 bn	+7.9%
Geode Capital Management	3.59 mm	$321.35 bn	+1.5%
Impax Asset Management	3.13 mm	$281.49 bn	-3.6%
Fisher Asset Management	2.30 mm	$206.85 bn	+3.9%
ProShare Advisors	2.21 mm	$198.30 bn	+8.7%
First Trust Advisors	2.20 mm	$197.68 bn	+13.3%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-8.81 mm	EXIT
BLK BlackRock	8.81 mm	+8.81 mm	NEW
Norges Bank	0.00	-1.41 mm	EXIT
Sarasin & Partners	876.84 k	+876.84 k	NEW
Fiera Capital	0.00	-756.76 k	EXIT
Robecosam	326.96 k	-583.58 k	-64.1%
Envestnet Asset Management	238.15 k	-446.26 k	-65.2%
Amundi	1.78 mm	+408.57 k	+29.8%
Balyasny Asset Management	123.76 k	-393.63 k	-76.1%
Select Equity	4.22 mm	+368.32 k	+9.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

AOS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
18 Nov 24	Robert J Heideman	Common Stock	Gift	Dispose G	No	No	0	1,500	0.00	7,955
14 Nov 24	Samuel M. Carver	Common Stock	Gift	Dispose G	No	No	0	1,199	0.00	1,200
16 Aug 24	Stephen D. O'Brien	Common Stock	Payment of exercise	Dispose F	No	No	79.975	1,360	108.77 k	2,095
16 Aug 24	Stephen D. O'Brien	Common Stock	Option exercise	Acquire M	No	No	0	3,455	0.00	3,455
16 Aug 24	Stephen D. O'Brien	RSU Common Stock	Option exercise	Dispose M	No	No	0	3,455	0.00	0
31 Jul 24	Stern James F	Common Stock	Gift	Dispose G	No	No	0	6,680	0.00	115,434