A. O. Smith Corporation (AOS)

A. O. Smith Corp. stock has trended upwards by 15.22% in the past six months. In Q1 2025, sales decreased by 2% and EPS by 5% due to lower water heater volumes in North America and reduced sales in China. The Annual Stockholders Meeting addressed corporate governance matters. Q2 2025 revenue was $1.01 billion, surpassing estimates, with GAAP profit at $1.07 per share, and full-year revenue guidance was slightly raised. Chairman Kevin J. Wheeler sold 22,200 shares. 111 Capital significantly increased its holdings in AOS by 214.7%. Chris Howe was appointed as the new Senior Vice President and Chief Digital Information Officer. The company is scheduled to hold its third-quarter conference call on October 28, 2025.

Demand for A. O. Smith's products is characterized by high recurring demand, driven by the replacement market for water heaters and boilers, which typically have a 10 to 15-year cycle. Portions of its revenue are also tied to cyclical markets, such as new housing construction and commercial capital expenditures. The company's domestic operations benefit from a large replacement market, which helps to stabilize cash flow over a full economic cycle.

A. O. Smith Corporation operates in the Industrials sector, focusing on Specialty Industrial Machinery and Building Products. They design, manufacture, and market residential and commercial water heaters, boilers, and water treatment products globally, with well-known brands like A. O. Smith and State.

A. O. Smith has a global manufacturing and distribution network with key facilities in the U.S., Canada, Mexico, China, India, and Europe. They maintain sales offices and distribution sites in over 80 countries, reaching customers through wholesale distributors, retail chains, and direct sales. The United States accounts for 67.4% of net sales, China for 19.9%, and Canada for 8.7%.

A. O. Smith has received positive recognition for its commitment to sustainability and ethics. The company was named one of "America's Climate Leaders" by USA Today and Statista in June 2025 for its carbon footprint reduction efforts. A. O. Smith Corporation was recognized as one of the "2025 World's Most Ethical Companies®" for the second time in March 2025 by Ethisphere.

A. O. Smith Corporation's ownership is primarily concentrated among large institutional investors, holding approximately 77.21% to 78.19% of the stock. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Insiders hold approximately 0.39% to 1.21% of the stock, while public companies and individual investors own around 22.39%.