NYSE: AOS

A.O. Smith (AOS) Stock Analysis & Forecast

Sep 28 close

$58.38−0.27 (−0.5%)

Gekko Brief

AI summary

A.O. Smith stock traded at $58.38 on 28 September, holding within a range that has seen it fall as low as $55.78 and as high as $80.47 over the past 52 weeks. Coverage this week centered on the company's Q2 2026 results, where North America sales grew 5% to $821 million on strong boiler growth and pricing, while China sales declined 28% in local currency amid weak premium market conditions, prompting an ongoing strategic assessment of that business. Analysts have maintained a consensus "Hold" rating with a price target near $67.75 to $69.91, and the company separately received a FacilitiesNet Vision Award for its Cyclone Flex commercial gas water heater.

The stock sits below both its 50-day average of $60.32 and its 200-day average of $64.59, with the 50-day itself below the 200-day, reflecting a sustained downtrend that has taken shares down 18.2% over the past year. The GekkoIndex reads 60.2, placing AOS in the Accumulation zone, while the price stands 17.5% below the Gekko Fair Value of $70.75.

Looking ahead, AOS reports earnings on 27 October, 28 days out and within a typical 20-trading-day holding window, with an average absolute reaction of 3.6% following past reports and beats in 5 of the last 8 quarters. Over the last 30 days, one unusual options signal registered, with call premium of $482,700 and no put premium recorded. Seasonally, the next 20 trading days have averaged a 2.1% decline over 5 years, rising in 3 of those years, a mixed backdrop worth noting alongside the upcoming report.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

A.O. Smith price vs fair value

$70.75$58.38Sep ’25Mar ’26Sep ’26
Close $58.38200-day averageGekko Fair Value $70.75

A.O. Smith quick facts

Market cap
$8.09B
P/E ratio
16.3
Forward P/E
13.8
EPS, TTM
$3.59
Revenue, TTM
$3.80B
Profit margin
13.2%
Dividend yield
2.46%
Beta
1.15
Volume
1.14M avg 1.45M
1-year return
−18.2%
Typical daily move
±2%
Typical 20-day move
±5.2%
50-day average
$60.32
200-day average
$64.59
Next earnings
Oct 27
Shares outstanding
110.0M
52-week range
$54.16$81.86

A.O. Smith swing-trade checklist

A.O. Smith scores 3 supportive, 1 mixed and 2 headwinds across the 6 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive1 mixed2 headwinds

  • Trendheadwind

    Below 50 and 200-day

    Close $58.38 is below the 50-day ($60.32) and 200-day ($64.59) averages, and the 50-day is below the 200-day.

    See the chart
  • GekkoIndexsupportive

    60.2, Accumulation

    Reading 60.2 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    17.5% below

    Price is 17.5% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneysupportive

    Leans bullish

    Last 30 days: 1 unusual options signal.

    See smart money
  • Earnings riskheadwind

    Reports in 28 days

    Reports on Oct 27, 2026, 28 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalitymixed

    −2.1% on average

    From this point in the calendar, the next 20 trading days averaged −2.1% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

A.O. Smith stock chart and price history

A.O. Smith closed at $58.38 on Sep 28, 2026, −18.2% over the past year, inside a 52-week range of $54.16 to $81.86.

Close50-day average200-day averageVolume
A.O. Smith share price, past year, with 50-day and 200-day moving averages and volume$55$65$70$75$80NovDecJan 2026FebMarAprMayJunJulAugSep58.38

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−5.8%
3 months
−5.4%
6 months
−9.4%
1 year
−18.2%
The full AOS chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open AOS in Gekko

Follow A.O. Smith through every session

Put AOS on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.

Track AOS in GekkoFree for 7 days. No credit card required.

About A.O. Smith

A.O. Smith makes and sells water heaters and water treatment equipment used in homes and businesses. Its lineup includes gas, electric and heat pump water heaters, boilers, storage tanks, and filtration systems such as softeners, whole-home filters, carbon filters and reverse osmosis units. Beyond households, its equipment serves restaurants, hotels, offices, hospitals, schools, laundries, car washes and other commercial buildings, and it also produces pool and spa heaters, expansion tanks, and solar and tankless water heating products.

The business is split into two geographic segments, North America and Rest of World, reflecting operations across North America, China, Europe and India. Products reach customers through wholesale plumbing distributors, retail chains like hardware and home center stores, and manufacturer representatives, while its Aquasana line is sold straight to consumers online. Its main brands include A.O. Smith, State and Lochinvar, alongside dedicated water softener brands.

A.O. Smith traces back to 1874 and is headquartered in Milwaukee, Wisconsin. Its shares are listed on the NYSE under the ticker AOS.

Listed
NYSE
Sector
Producer manufacturing
Industry
Building products
Website
aosmith.com

A.O. Smith GekkoIndex: the smart money zone

A.O. Smith’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 60.2, in the Accumulation zone, down 6.7 points over five sessions.

010060.2Accumulation

Down 6.7 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying54+0.2%+0.2%+0.4%−3.0%
Accumulation (current zone)267+0.1%+0.1%0.0%−0.4%
Neutral335−0.4%−0.7%−1.0%−2.7%
Distribution15−2.2%−3.8%−10.1%−14.4%
Selling1Too few readings yet

Average AOS share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the AOS price, zone by zone.Track AOS in Gekko

Is A.O. Smith stock overvalued? Gekko Fair Value

A.O. Smith trades 17.5% below Gekko Fair Value of $70.75, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what A.O. Smith shares are worth, recalculated every trading day.

$70.75

Gekko Fair Value, Sep 29, 2026

17.5% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open AOS in Gekko

A.O. Smith insider and Congress trading

No open-market insider purchases were filed for A.O. Smith, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for AOS in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every AOS insider filing, plotted on the chart in Gekko.Open AOS in Gekko

Congress trades last 90 days

No trades in AOS were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for AOS, plotted on the chart in Gekko.Open AOS in Gekko

Buybacks

A.O. Smith has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$111.1M
As a share of market cap
1.37%
Trailing four quarters
$311.9M

From company filings.

Unusual options activity last 30 days

1signal, 100% of the flagged premium in calls.

Latest: Bullish flow on Sep 19, $483K in unusual premium.

Every signal with its contract, strike and premium.Unlock in Gekko

A.O. Smith earnings: next date and track record

A.O. Smith reports on Oct 27, 2026 (28 days away), and beat the EPS estimate in 5 of its last 8 reports.

5 of 8reports beat the EPS estimate
±3.6%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

−1.7%Oct ’24−2.8%Jan ’25+4.8%Apr ’25+1.0%Jul ’25−4.4%Oct ’25+5.8%Jan ’26−5.2%Apr ’26−3.1%Jul ’26

Last earnings call, Jul 30, 2026 AI summary

What they said
AOS reported Q2 2026 sales of approximately $1 billion with adjusted EPS of $1.03. North America sales grew 5% to $821 million (3% organic), driven by strong boiler growth and pricing actions. Free cash flow surged 67% in H1 2026. China sales declined 28% in local currency due to weak premium market conditions. A strategic assessment of the China business is ongoing, with conclusions expected next quarter.
Guidance
Management increased the 2026 share repurchase target by 50% to $300 million. China weakness is expected to persist while a strategic assessment concludes by next earnings call. North America fundamentals remain supported by brand strength and channel presence despite soft residential demand.
ReportedEPSSurpriseRevenueSurpriseMove
Jul 30, 2026$1.03
est $0.96
+7.6%$1.00B
est $994.9M
+0.9%−3.1%
Apr 30, 2026$0.85
est $0.94
−9.6%$945.6M
est $974.1M
−2.9%−5.2%
Jan 29, 2026$0.90
est $0.85
+5.9%$912.5M
est $928.3M
−1.7%+5.8%
Oct 28, 2025$0.94
est $0.91
+3.3%$942.5M
est $948.0M
−0.6%−4.4%
Jul 24, 2025$1.07
est $0.99
+8.1%$1.01B
est $937.0M
+7.9%+1.0%
Apr 29, 2025$0.95
est $0.91
+4.4%$963.9M
est $952.3M
+1.2%+4.8%
Jan 30, 2025$0.85
est $0.89
−4.5%$912.4M
est $987.4M
−7.6%−2.8%
Oct 22, 2024$0.82
est $0.82
0.0%$902.6M
est $957.8M
−5.8%−1.7%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

A.O. Smith stock forecast and analyst price targets

Analysts’ average 12-month price target for A.O. Smith is $69.91, +19.7% from the last close, from 7 firms rating the stock in the last 90 days.

$69.91consensus 12-month target, +19.7% from the last close
Low $59High $70
Buy1
Hold4
Sell2

Each firm’s latest rating in the last 90 days: 7 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 18UBSHold, maintained$68+16.5%
Aug 21J.P. MorganSell, maintained$60+2.8%
Aug 3D.A. DavidsonHold, reiterated$67+14.8%
Jul 31J.P. MorganSell, maintained$60+2.8%
Jul 31UBSHold, maintained$68+16.5%
0.0%average 20-day move after past Accumulation readings
−2.1%average move over the next 20 trading days in the last 5 years
±2%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

A.O. Smith seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, A.O. Smith averaged −2.1% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

+1.1%2021+6.5%2022+2.5%2023−14.3%2024−5.7%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+0.5%3 of 5
Next 10 trading days−2.2%3 of 5
Next 15 trading days−2.3%3 of 5
Next 20 trading days−2.1%3 of 5
Next 30 trading days+5.8%3 of 5

For scale, AOS’s typical 20-trading-day move in either direction is about 5.2%.

A.O. Smith market cap and key statistics

A.O. Smith’s market cap is $8.09B, with a P/E ratio of 16.3 and revenue of $3.80B over the last twelve months.

Valuation

Market cap
$8.09B
P/E ratio
16.3
Forward P/E
13.8
EPS, TTM
$3.59
Gekko Fair Value
$70.75

Trading

Volume
1.14M
Avg volume, 20 days
1.45M
52-week high
$81.86
52-week low
$54.16
Shares outstanding
110.0M

Financials

Revenue, TTM
$3.80B
Profit margin
13.2%
Return on equity
27.1%
Quarterly earnings growth, YoY
−15.0%

Risk and income

Beta
1.15
Typical daily move
±2%
Typical 20-day move
±5.2%
Dividend yield
2.46%

A.O. Smith stock news this week

Coverage of A.O. Smith this week reads neutral: 2 positive, 4 neutral and 3 negative headlines.

News sentiment neutral

A.O. Smith peers

A.O. Smith’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
MASMasco+0.5%Accumulation1.3% below
CSLCarlisle Companies+1.1%Accumulation14.9% below
WSOWatsco−0.6%Neutral6.9% above
SPXCSPX Technologies−0.9%Buying24.3% below
MHKMohawk Industries+0.9%Accumulation12.9% above
SSDSimpson Manufacturing−0.2%Accumulation3.7% above

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

A.O. Smith stock FAQ

What is A.O. Smith’s market cap?

A.O. Smith’s market cap is $8.09B at the Sep 28, 2026 close of $58.38, with 110.0M shares outstanding. The shares trade on a P/E ratio of 16.3.

What is the A.O. Smith stock forecast?

The consensus analyst 12-month price target for A.O. Smith is $69.91, +19.7% from the last close. Of the 7 firms that rated the stock in the last 90 days, 1 rate it a buy, 4 a hold and 2 a sell. Gekko doesn’t publish price predictions of its own.

Is A.O. Smith stock overvalued or undervalued?

On Gekko’s estimate A.O. Smith is undervalued: the Sep 28, 2026 close of $58.38 is 17.5% below Gekko Fair Value of $70.75. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does A.O. Smith report earnings next?

A.O. Smith is expected to report on Oct 27, 2026 (28 days away). Analysts expect earnings of $0.90 per share on revenue of $963.1M. A.O. Smith beat the earnings estimate in 5 of its last 8 reports, moving 3.6% on average across the report.

What is A.O. Smith’s 52-week high and low?

A.O. Smith’s 52-week high is $81.86 and its 52-week low is $54.16; it closed at $58.38 on Sep 28, 2026, −18.2% over the past year. Over the last five years the shares peaked at $92.45 on Jul 18, 2024.

Is A.O. Smith stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 6 items with data read as supportive (gekkoindex, fair value and smart money), 1 as mixed (seasonality) and 2 as headwinds (trend and earnings risk). The checklist is a description of current data, not a recommendation.

Is there unusual options activity in A.O. Smith?

Gekko flagged 1 unusual options signal in A.O. Smith over the last 30 days, with $483K of flagged premium in calls and $0 in puts. The latest, bullish flow, was on Sep 19, 2026 with $483K in unusual premium. The signal-by-signal table is in Gekko.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

See A.O. Smith the way Gekko members do

Every GekkoIndex reading, insider trade, options bet and Congress disclosure plotted on the chart, plus the 5,800-name screener and trade planning tools.

Join 1,380 other traders using Gekko

Start Your FREE 7 Day Trial → Every feature unlocked. No credit card required.