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A. O. Smith Corporation AOS NYSE

NYSE • Industrials • Industrial - Machinery • US • USD

SharesGrow Score
68/100
3/7 Pass
SharesGrow Intrinsic Value
$79.29
+18.5%
Analyst Price Target
$76.20
+13.9%
SharesGrow 7-Criteria Score All 7 criteria scored · income-related highlighted on this page

A. O. Smith Corporation (AOS) reported moderate year-over-year revenue growth of +0.3% through 2025-12 (TTM revenue vs prior-year TTM). Net income showed solid earnings growth of +2.4% YoY, reaching $125M in the latest quarter. The net profit margin is 13.7%, which is moderate. The company has maintained profitability in all 4 quarters. The gross margin is 38.8% (moderate), up 0.7pp vs the prior year. With a $9B market cap, MOAT composite score of 56/100 (moderate competitive position).

Criteria proven by this page:

  • GROWTH (73/100, Partial) — growth is present but not consistently above 5% across both metrics
  • PAST (100/100, Pass) — proving consistent earnings. Looking at the full 41-year annual history, the company was profitable in 39 of 41 years — an excellent long-term track record
  • INCOME (55/100, Partial) — the company is profitable but margin is below 15%
  • MOAT (56/100, Partial) — some competitive advantages are present but not dominant

Overall SharesGrow Score: 68/100 with 3/7 criteria passed.

68/100
SG Score
View full scorecard →
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VALUE
46/100
Price-to-Earnings & upside
→ IV page
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FUTURE
40/100
Analyst consensus
→ Forecast
PAST
100/100
4/4 qtrs profit
EPS $0.90
Proven by this page
HEALTH
100/100
Debt-to-Equity & liquidity
→ Health
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MOAT
60/100
Score: 56/100
GM 38.8% (+0.7pp)
Proven by this page
GROWTH
73/100
Rev +0.3% YoY
NI +2.4% YoY
Proven by this page
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INCOME
55/100
Margin 13.7%
$913M
Proven by this page
A. O. Smith Corporation Earnings and Revenue History
Revenue
Earnings & Profit Margin
Metric TTM Q4 FY2025 Q3 FY2025 Q2 FY2025 Q1 FY2025
Revenue $3.83B$912.5M$942.5M$1.01B$963.9M
Gross Profit $1.49B$350.4M$364.5M$397.1M$375.4M
Gross Margin 38.8%38.4%38.7%39.3%38.9%
Operating Income $728M$163.8M$175.6M$205.8M$182.8M
Net Income $546.2M$125.4M$132M$152.2M$136.6M
Net Margin 14.3%13.7%14%15%14.2%
EPS (Diluted) $3.86$0.90$0.94$1.07$0.95
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