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AOS SMITH A O CORP

Trailing twelve months to 2026-06-30 · as filed 2026-07-30, not restated
Consumer Disc

Scale

Market cap
$8.4bn
Revenue TTM
$3.8bn
Net income TTM
$500m
Free cash flow
$639m
Composite score
59.0
Sector rank
#796

Valuation

P / E
16.9
EV / EBITDA
11.7
EV / sales
2.3
FCF yield
7.57%
Earnings yield vs 10-yr
1.19pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
13.2%
EBITDA margin
19.9%
ROE
27.2%
ROIC
29.5%
Revenue growth
0.4%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

In our North America segment, water heater sales grew two percent in the second quarter of 2026. Water heater sales were flat in the first half of 2026 as pricing benefits were offset by lower residential volumes. Our boiler sales grew 21 percent and 12 percent in the second quarter and first half of 2026, respectively, due to carryover pricing benefits, a strong response to our annual seasonal pre-buy programs and pre-buy ahead of 2026 price increase. …SMITH A O CORP, 10-Q, period ended 2026-06-30, filed 2026-07-30

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