Stocks Consumer discretionary AOS
NYSE · Consumer discretionarySmith A O Corp (AOS)
Smith A O Corp brought in $3.8B of revenue over the twelve months to September 30, 2026, down 0.7% from a year earlier. Net income was $494.6M, a net margin of 13.0%. Operating cash flow minus capital spending left $546M of free cash flow in fiscal 2025. At September 30, 2026 it held $234.5M in cash against $673.1M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 29, 2026.
Key facts about Smith A O Corp
- Net worth
- Smith A O Corp has a market value (market cap) of $8.7B at the latest share price, and shareholders' equity of $1.8B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $3.8B (+0.3% year on year), with net income of $546.2M. Over the 12 months to September 30, 2026: revenue $3.8B, net income $494.6M.
- Cash flow
- In fiscal 2025 operations brought in $616.8M of cash; after $70.8M of capital spending, free cash flow was $546M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 29, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Smith A O Corp's next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Smith A O Corp paid dividends of $1.38 per share in fiscal 2025, a yield of 2.16% at the current price.
What Smith A O Corp does
Smith A O Corp is registered with the SEC under industry code SIC 3630 (Household Appliances). Its shares trade on NYSE under the ticker AOS.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $3.8B | $546.2M | $3.85 | $546M |
| 2025 | $3.8B | $533.6M | $3.63 | $473.8M |
| 2023 | $3.9B | $556.6M | $3.69 | $597.7M |
| 2022 | $3.8B | $235.7M | $1.51 | $321.1M |
| 2021 | $3.5B | $487.1M | $3.02 | $566M |
| 2020 | $2.9B | $344.9M | $2.12 | $505.3M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where AOS ranks in Consumer discretionary
Dividends
Smith A O Corp paid $1.38 per share in fiscal 2025. At the current price that is a yield of 2.16%. It paid out $195.7M in cash dividends, 36% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $1.38 | $195.7M | 36% |
| 2025 | $1.30 | $190.4M | 36% |
| 2023 | $1.22 | $183.5M | 33% |
| 2022 | $1.14 | $177.2M | 75% |
| 2021 | $1.06 | $170.1M | 35% |
| 2020 | $0.98 | $158.7M | 46% |
Latest SEC filings
What Smith A O Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 29, 2026Quarterly report 10-Q · period to September 30, 2026Revenue was flat at $940.5M versus the same quarter last year; diluted EPS $0.93 versus $0.94.
- October 29, 2026
- October 28, 2026
- August 7, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- July 30, 2026Quarterly report 10-Q · period to June 30, 2026Revenue fell 0.7% to $1B versus the same quarter last year; diluted EPS $0.91 versus $1.07.
- July 30, 2026
- June 26, 2026
- June 22, 2026
- May 21, 2026
What is AOS worth? A DCF from its reported cash flow
Insider trades
What the people running Smith A O Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $963.3K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 5, 2026 | Wheeler Kevin J.Director | Exercised options | 14,675 | $736.1K |
| November 5, 2026 | Wheeler Kevin J.Director | Sold | 14,675 | $963.3K |
| April 13, 2026 | Kadri IlhamDirector | Received as pay | 2,262 | $150K |
| April 13, 2026 | Mapes Christopher LDirector | Received as pay | 2,262 | $150K |
| April 13, 2026 | Martin Lois MDirector | Received as pay | 2,262 | $150K |
| April 13, 2026 | Smith Mark DDirector | Received as pay | 2,262 | $150K |
| April 13, 2026 | Fister Todd WDirector | Received as pay | 2,262 | $150K |
| March 4, 2026 | Schuh Darrell W.SVP; President & GM Lochinvar | Sold | 1,104 | $82.1K |
Who owns AOS
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 10.7% | August 7, 2026 |
| Vanguard Capital Management13G, passive | 7.39% | April 29, 2026 |
| Vanguard Portfolio Management13G, passive | 6.32% | April 28, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 610 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 10,417,815 | +2,487,249 |
| BlackRock, Inc. | 8,056,801 | +699,610 |
| Vanguard Capital Management LLC | 7,286,250 | -47,139 |
| Vanguard Portfolio Management LLC | 7,051,327 | -47,925 |
| State Street Corp | 6,581,486 | +822,555 |
| Invesco Ltd. | 5,535,312 | +805,866 |
| American Century Companies Inc | 4,726,410 | +511,172 |
| Geode Capital Management, LLC | 3,731,320 | -207,786 |
| Impax Asset Management Group plc | 2,813,713 | -1,464,506 |
| Morgan Stanley | 2,717,566 | -862,541 |
| ProShare Advisors LLC | 2,504,555 | +194,985 |
| UBS Group AG | 2,473,535 | +1,551,952 |
| First Trust Advisors LP | 2,301,289 | +132,395 |
| Dimensional Fund Advisors LP | 2,035,643 | +75,947 |
| Earnest Partners LLC | 1,971,613 | -55,707 |
| Bank of America Corp | 1,550,110 | -137,777 |
| 1832 Asset Management L.P. | 1,468,113 | +222,000 |
| Madison Asset Management, LLC | 1,466,922 | +324,318 |
| Norges Bank | 1,454,608 | new |
| Bank of New York Mellon Corp | 1,424,185 | -1,574 |
Insiders
13 insiders reported holding 458,044 shares in total, about $29.2M at the last price.
| Holder | Shares |
|---|---|
| Wheeler Kevin J.Director | 128,348 |
| Smith Mark DDirector | 118,504 |
| Stern James FExec VP, Corp Dev, Strat & Sec | 101,547 |
| Lauber Charles TEVP & CFO | 47,119 |
| Kadri IlhamDirector | 23,579 |
| Mapes Christopher LDirector | 8,684 |
| O'Brien Stephen D.SVP; Pres & General Mngr NAWH | 6,510 |
| Martin Lois MDirector | 6,445 |
| Fister Todd WDirector | 6,356 |
| Karge Douglas SamuelSVP - President NA Water Treat | 3,890 |
Questions about AOS
What does Smith A O Corp do?
Smith A O Corp is a company in the Consumer discretionary sector, listed on NYSE as AOS. Its shares trade on NYSE under the ticker AOS.
What is Smith A O Corp's net worth?
Smith A O Corp has a market value (market cap) of $8.7B at the latest share price, and shareholders' equity of $1.8B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Smith A O Corp profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $494.6M on revenue of $3.8B, a net margin of 13.0%.
How much revenue does Smith A O Corp make?
Over the twelve months to September 30, 2026 Smith A O Corp reported revenue of $3.8B. That is 0.7% less than a year earlier.
When did Smith A O Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 29, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 6, 2026.
When is Smith A O Corp's next earnings report?
Smith A O Corp's next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Smith A O Corp pay a dividend?
Yes. Smith A O Corp paid dividends of $1.38 per share in fiscal 2025, a yield of 2.16% at the current price.
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Where the numbers come from
Financial figures are the values Smith A O Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.