A. O. Smith (AOS)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$67.07+5.06%
Close 2026-11-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
Research Workspace
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Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Building Products is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS between $3.60 and $3.90 in FY26: Diluted EPS: $0.93 per share.
View ThesisRevenue is contracting — down about 1% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 13%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAOS must keep North America growing to justify its price. The China exit simplifies the story for investors. Revenue stayed flat year over year in the last quarter. Non-GAAP earnings beat expectations by 3.3 percent. The stock trades at 17 times earnings. The peer median is 19 times earnings. The market expects more growth than we forecast. Earnings per share are under pressure this year. Our model puts the next miss risk near 19 percent. Peer multiples imply a price about 11% below where it trades. This read is provisional.
Trailing returns as of 2026-11-04. AOS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering AOS (as of Nov 2026).
Based on 3 Wall Street analysts offering 12-month price targets for AOS in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AOS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Building Products — fair value, gap to price, and forward P/E.
Compare the value case
Put AOS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete strategic assessment of China business
Confirms China divestiture timeline and 2026 growth outlook.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $67.07
The last 12 months of price, then the range of analyst 12-month targets from today’s $67.07.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive North America growth and operational execution
An official quarterly earnings call provides material updates on North America growth and operational execution.
Threatens: Drive North America growth and operational execution
Revenue miss signals operational execution headwinds despite EPS beat.
Advances: Complete strategic assessment of China business
Strategic China exit executed, simplifying thesis and focusing on NA.
Threatens: Manage challenging conditions in China market
China market weakness impacts management's growth objectives.
Advances: Increase share repurchase target to $300 million in 2026
Higher buybacks support capital allocation objectives.
Advances: Return capital to shareholders via share repurchases
Increased buyback target directly supports capital return objective.
Advances: Increase consolidated sales by 2% to 5%
Sales beat supports growth objective and overall thesis.