$59.55-0.93 (-1.54%)
A.
A. O. Smith Corporation in the Industrials sector is trading at $58.82 with a market capitalization of $8.3B. Wall Street consensus targets $69.91 (11 analysts), implying a +18.9% move over the next 12 months. The stock is currently near its 52-week low of $54.16, remaining 8.9% below its 200-day moving average. On fundamentals, Piotroski 8/9 indicates strong financial quality, Altman Z in the safe zone. Risk note: MACD remains below its signal line. The Whystock Score of 70/100 reflects bullish alignment across trend, valuation and analyst targets.
| Metric (USD) | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Total Revenue | $1.00B↑ | $945.60M↑ | $912.50M↓ | $942.50M↓ | $1.01B |
| Gross Profit | $387.80M↑ | $365.70M↑ | $350.40M↓ | $364.50M↓ | $397.10M |
| Operating Income | $190.10M↑ | $161.80M↓ | $163.80M↓ | $175.60M↓ | $205.80M |
| Net Income | $124.90M↑ | $118.00M↓ | $125.40M↓ | $132.00M↓ | $152.20M |
A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for resi...

What a brutal six months it’s been for A. O. Smith. The stock has dropped 24.8% and now trades at $58.62, rattling many shareholders. This might have investors contemplating their next move.

AOS benefits from strong North America boiler demand, acquisitions and shareholder returns, though China weakness and rising costs pose challenges.

A. O. Smith has underperformed the broader market over the past year, and analysts are cautious about the stock’s prospects.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
A. O. Smith (AOS) faces near-term earnings risk, but its replacement-driven revenue base, relatively
Academic risk and quality models computed from AOS's own filings and price history, not from analyst opinion.
Strong on 8 of 9 fundamental-health tests covering profitability, leverage and operating efficiency.
Altman Z above the 2.99 safe threshold, so the model puts bankruptcy risk in its lowest band.
Beneish M below the -1.78 flag threshold, so the earnings-manipulation model finds nothing unusual in the accruals and margin trends.
Share of earnings coming from accruals rather than cash. Higher values historically precede weaker future returns.
GARCH(1,1) 30-day annualised forecast, below the current 27.5% reading.
Fama-French 5-factor market beta. The five factors explain 39% of this stock's return variance; the rest is idiosyncratic.
The stock’s own historical valuation anchor, which is a fairer comparison than a sector average for a company with a persistent premium or discount.
Model inputs as of 2026-09-08.