AOS Stock Summary and Trading Ideas (A.O. Smith | NYSE:AOS)

A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (80% of sales) and rest of world (20% of sales). A.O. Smith is the leading manufacturer of water heaters in North America for the residential and commercial markets, with approximately 36% and 52% market share, respectively. Residential water heaters account for most of North American sales and are distributed equally through wholesale and retail channels. Most of A.O. Smith's international revenue is from China, a market the company entered in the mid-1990s.

A.O. Smith trades on the NYSE stock market under the symbol AOS.

As of September 1, 2026, AOS stock price declined to $58.49 with 897,940 million shares trading.

AOS has a beta of 0.32, meaning it tends to be less sensitive to market movements. AOS has a correlation of 0.03 to the broad based SPY ETF.

AOS has a market cap of $7.95 billion. This is considered a Mid Cap stock.

Last quarter A.O. Smith reported $1 billion in Revenue and $1.03 earnings per share. This beat revenue expectation by $7 million and exceeded earnings estimates by $.08.

In the last 3 years, AOS traded as high as $92.45 and as low as $54.16.

The top ETF exchange traded funds that AOS belongs to (by Net Assets): VTI, RSP, VOO, NOBL, VB.

AOS has underperformed the market in the last year with a price return of -15.9% while the SPY ETF gained +19.3%. However, in the short term, AOS had mixed performance relative to the market. It has outperformed in the last 3 months, returning +3.8% vs +1.0% return in SPY. But in the last 2 weeks, AOS shares have been beat by the market, returning -4.7% compared to an SPY return of -1.4%.

AOS support price is $58.04 and resistance is $60.22 (based on 1 day standard deviation move). This means that using the most recent 20 day stock volatility and applying a one standard deviation move around the stock's closing price, stastically there is a 67% probability that AOS shares will trade within this expected range on the day.