Wall Street analyst estimates for A. O. Smith Corporation (AOS): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World.
Consensus price target
$64.00 (-2 % vs price $65.42)
between $58.00 and $72.00 · 3 targets published in the last quarter
Closing price, Nov 2
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $3.8B | $3.6B – $3.8B | $3.62 | 8 |
| 2027E | $3.7B | $3.6B – $3.8B | $3.88 | 8 |
Figures in USD · consensus as of November 1, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 10 |
| Hold | 18 |
| Sell | 2 |
| Strong Sell | 0 |
| Total analysts | 30 |
| Avg rating (−2 sell to +2 buy) | 0.27 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2027-02-04 | $0.92 | ||
| 2026-10-29 | $0.93 | $0.90 | +3.9% |
| 2026-07-30 | $1.03 | $0.96 | +7.6% |
| 2026-04-30 | $0.85 | $0.94 | -9.8% |
| 2026-01-29 | $0.90 | $0.84 | +7.1% |
| 2025-10-28 | $0.94 | $0.91 | +3.6% |
| 2025-07-24 | $1.07 | $0.97 | +10.3% |
| 2025-04-29 | $0.95 | $0.91 | +4.3% |
Valuation Ratios
| P/E Ratio | 18.27 |
| Price / Book | 4.88 |
| Dividend Yield | 2.23% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.69B | $3.00B | $3.19B | $2.99B | $2.90B | $3.54B | $3.75B | $3.85B | $3.82B | $3.83B |
| Cost of Revenue | $1.57B | $1.76B | $1.88B | $1.81B | $1.79B | $2.23B | $2.42B | $2.37B | $2.36B | $2.34B |
| Gross Profit | $1.12B | $1.24B | $1.31B | $1.18B | $1.11B | $1.31B | $1.33B | $1.48B | $1.46B | $1.49B |
| Research & Development | $80.1M | $86.4M | $94.0M | $87.9M | $80.7M | $94.2M | $89.0M | $97.5M | $101.7M | 0 |
| Selling, General & Admin | $658.9M | $722.8M | $753.8M | $715.6M | $660.3M | $701.4M | $670.9M | $727.4M | $757.4M | $759.4M |
| Operating Expenses | $658.9M | $718.2M | $753.8M | $715.6M | $660.3M | $701.4M | $670.9M | $727.4M | $739.3M | $759.4M |
| Operating Income | $460.4M | $520.5M | $551.7M | $466.8M | $446.2M | $609.5M | $658.7M | $757.4M | $716.8M | $728.0M |
| EBITDA | $534.9M | $601.0M | $638.1M | $561.4M | $531.2M | $707.8M | $310.0M | $823.8M | $786.5M | $814.5M |
| Interest Expense | $7.3M | $10.1M | $8.4M | $11.0M | $7.3M | $4.3M | $9.4M | $12.0M | $6.7M | $13.5M |
| Pre-tax Income | $462.5M | $520.8M | $557.8M | $472.1M | $443.9M | $625.6M | $223.7M | $733.5M | $701.0M | $715.1M |
| Income Tax | $136.0M | $224.3M | $113.6M | $102.1M | $99.0M | $138.5M | -$12.0M | $176.9M | $167.4M | $168.9M |
| Net Income | $326.5M | $296.5M | $444.2M | $370.0M | $344.9M | $487.1M | $235.7M | $556.6M | $533.6M | $546.2M |
| EPS | $1.87 | $1.72 | $2.60 | $2.24 | $2.14 | $3.05 | $1.52 | $3.71 | $3.65 | $3.86 |
| EPS (Diluted) | $1.85 | $1.70 | $2.58 | $2.22 | $2.12 | $3.02 | $1.51 | $3.69 | $3.63 | $3.86 |
| Shares Outstanding (Diluted) | 176.8 M | 174.6 M | 172.2 M | 166.7 M | 162.6 M | 161.3 M | 155.8 M | 151.0 M | 147.1 M | 139.9 M |
Price
| Price | $65.42 (closing price, November 2, 2026) |
| Market Cap | $8.9B |
| Exchange | NYSE |
| Country | US |
Related companies: FELE · XYL · PNR · WTS · ZWS
Explore sector: Industrials · Industrial - Machinery
More sections of AOS: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
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