A. O. Smith Corporation
57.83USD
-0.9900 (-1.68%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.9▼ | $1 | 0 | 11 |
| Next quarter | $0.97▼ | $0.99 | 4 | 7 |
| Current year | $3.74▼ | $3.77 | 0 | 10 |
| Next year | $4.09▼ | $4.18 | 1 | 8 |
Beat in 3 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $0.92 | $1.03 | +0.11 (+11.5%) |
| 2026-03-31 | $0.94 | $0.85 | -0.09 (-9.9%) |
| 2025-12-31 | $0.84 | $0.9 | +0.06 (+6.9%) |
| 2025-09-30 | $0.91 | $0.94 | +0.03 (+3.6%) |
27 ratings from 8 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Citigroup | Maintained | Neutral | $65 $64 | Jul 31, 2026 |
| Stifel | Maintained | Buy | $76 $70 | Jul 31, 2026 |
| Stifel | Maintained | Buy | $75 $76 | Jul 20, 2026 |
| Oppenheimer | Maintained | Outperform | $80 $75 | Jun 10, 2026 |
| JP Morgan | Downgraded from Neutral | Underweight | $65 $60 | May 15, 2026 |
| Citigroup | Maintained | Neutral | $74 $65 | May 4, 2026 |
| DA Davidson | Maintained | Neutral | $75 $67 | May 4, 2026 |
| JP Morgan | Maintained | Neutral | $75 $65 | May 1, 2026 |
| Baird | Maintained | Neutral | $75 $70 | May 1, 2026 |
| Oppenheimer | Maintained | Outperform | $85 $80 | May 1, 2026 |
| Stifel | Maintained | Buy | $85 $78 | Apr 14, 2026 |
| Goldman Sachs | Maintained | Sell | $69 $61 | Apr 13, 2026 |
| Citigroup | Maintained | Neutral | $78 $74 | Apr 13, 2026 |
| DA Davidson | Maintained | Neutral | $75 | Feb 2, 2026 |
| Citigroup | Maintained | Neutral | $72 $78 | Jan 30, 2026 |
| Stifel | Maintained | Buy | $80 $85 | Jan 30, 2026 |
| Baird | Maintained | Neutral | $76 $77 | Jan 30, 2026 |
| UBS | Maintained | Neutral | $74 $76 | Jul 28, 2025 |
| Oppenheimer | Maintained | Outperform | $82 $88 | Jul 28, 2025 |
| Stifel | Maintained | Buy | $81 $89 | Jul 25, 2025 |
| Baird | Maintained | Neutral | $76 $82 | Jul 25, 2025 |
| Stifel | Maintained | Buy | $78 $81 | Jul 21, 2025 |
| JP Morgan | Initiated | Neutral | $70 | Jun 24, 2025 |
| Stifel | Maintained | Buy | $75 $78 | Apr 30, 2025 |
| Baird | Maintained | Neutral | $75 $76 | Apr 30, 2025 |
56 filings from 17 insiders · 0 buy / 0 sell over 6m
Officers and directors of AOS, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| KADRI ILHAMDirector | Grant | 2.3k | $66.32 | $150k | Apr 13, 2026 |
| FISTER TODD WDirector | Grant | 2.3k | $66.32 | $150k | Apr 13, 2026 |
| SMITH MARK DDirector | Grant | 2.3k | $66.32 | $150k | Apr 13, 2026 |
| MAPES CHRISTOPHER LDirector | Grant | 2.3k | $66.32 | $150k | Apr 13, 2026 |
| MARTIN LOIS MDirector | Grant | 2.3k | $66.32 | $150k | Apr 13, 2026 |
| SCHUH DARRELL WOfficer | Sell | 1.1k | $74.39 | $82k | Mar 4, 2026 |
| CARVER SAMUEL MOfficer | Gift | 1.1k | — | — | Feb 23, 2026 |
| SCHUH DARRELL WOfficer | Sell | 356 | $79.88 | $28k | Feb 13, 2026 |
| LAUBER CHARLES T.Chief Financial Officer | Other | 9.5k | — | — | Feb 13, 2026 |
| KARGE DOUGLAS SAMUELOfficer | Other | 1.4k | — | — | Feb 13, 2026 |
| WHEELER KEVIN J.Officer and Director | Other | 36.0k | — | — | Feb 13, 2026 |
| QIU JACKOfficer | Exercise | 3.3k | $80.46 | $264k | Feb 13, 2026 |
| CARVER SAMUEL MOfficer | Other | 2.6k | — | — | Feb 13, 2026 |
| OTCHERE BENJAMIN AOfficer | Other | 1.5k | — | — | Feb 13, 2026 |
| O'BRIEN STEPHEN DOfficer | Other | 2.9k | — | — | Feb 13, 2026 |
| KULKARNI PARAGOfficer | Exercise | 1.1k | $80.46 | $90k | Feb 13, 2026 |
| SCHUH DARRELL WOfficer | Other | 1.5k | — | — | Feb 13, 2026 |
| STERN JAMES FOfficer | Other | 6.8k | — | — | Feb 13, 2026 |
| KARGE DOUGLAS SAMUELOfficer | Grant | 338 | $79.88 | $27k | Feb 13, 2026 |
| CARVER SAMUEL MOfficer | Grant | 709 | $79.88 | $57k | Feb 13, 2026 |
No analyst notes on AOS yet.
Analyst Ratings
11 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 1 | 4 | 6 | 1 | 1 | Hold2.77 |
| 1 mo ago | 1 | 4 | 6 | 1 | 1 | Hold2.77 |
| 2 mo ago | 1 | 4 | 6 | 1 | 1 | Hold2.77 |