A. O. Smith Corporation (3SM) Price & Analysis
3SM Stock Chart & Stats
- Day’s Range
- EUR 54.16 - EUR 56.68
- 52-Week Range
- EUR 47.36 - EUR 67.56
- Previous Close
- EUR 54.24
- Volume
- 4
- Average Volume (3M)
- 722
- Market Cap
- EUR 7.65B
- Enterprise Value
- EUR 8.15B
- Total Cash (Recent Filing)
- EUR 234.50M
- Total Debt (Recent Filing)
- EUR 714.80M
- Price to Earnings (P/E)
- 17.6
- Beta
- 0.47
- Next Earnings
- Feb 02, 2027
- EPS Estimate
- 0.79
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 2.31%
Bulls Say, Bears Say
Bulls Say
Strong Profitability And Cash Generation
A. O. Smith combines solid industrial profitability with substantial operating and free cash flow. This provides internal funding for product investment, acquisitions, dividends, and repurchases while strengthening resilience through the next several quarters.
Replacement-led Market Position
A high replacement component makes demand less dependent on new construction and supports recurring equipment turnover. Leading positions in core North American categories can reinforce distribution reach, pricing power, and customer retention over time.
Focused Portfolio And Growth Platforms
The planned portfolio shift concentrates A. O. Smith on businesses with stronger reported growth and margins, while boilers, water treatment, water management, and India provide multiple expansion avenues. This mix may improve earnings quality and reduce reliance on weaker operations.
Bears Say
Soft Demand And Slower Revenue
Recent revenue contraction and muted residential demand indicate that the core business is not currently converting its market position into broad volume growth. Prolonged softness could limit operating leverage, delay earnings recovery, and reduce flexibility for investment.
Input-cost And Margin Pressure
Elevated steel and freight costs create a meaningful risk to margin sustainability because pricing actions may take time to offset inflation. The resulting cost burden could restrain earnings even if sales remain stable and increases the importance of execution on savings.
Higher Leverage And Weaker Cash-flow Momentum
Leverage has risen materially following acquisition activity while free cash flow has weakened from prior periods. Although absolute cash generation remains strong, this combination reduces financial flexibility and could constrain capital allocation if operating conditions deteriorate.
A. O. Smith Corporation News
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A. O. Smith Corporation Stock Smart Score
Company Description
A. O. Smith Corporation
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. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Stephen Shafer
- Employees
- 11,500
- Website
- www.aosmith.com
- Address
- 11270 West Park Place, Milwaukee, WI, 53224, US
A. O. Smith Corporation (3SM) Earnings & Revenues
3SM Company Deck
3SM Earnings Call
Earnings Call SentimentPositive
The call was broadly positive, led by the China transaction, stronger portfolio focus, raised boiler guidance, North American growth, cash generation, shareholder returns, and continued investment in water treatment and water management. These positives were tempered by flat consolidated sales, weak China and residential water heater demand, elevated steel and freight costs, lower water treatment and Leonard Valve guidance, margin pressure, and near-term production and project timing challenges.
View all DE:3SM earnings summaries3SM Net sales Breakdown
- 77.91% North America
- 22.99% ROW
- -0.90% Inter-segment
3SM Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 3 | 4 |
| Technical Analysis | 2 | 3 | 4 |
| Moving Averages | 12 | 0 | 0 |