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Up 3.7% today, more than its industrial peers' 0.9%; no story names it yet.
Up 12% since Oct 19
Up 12% so far from Oct 19 to Nov 2.
| Holding it back | Above a flat or falling 200-day average |
| Latest filing | 8-K, Oct 29 |
TodayNo story names it yet.
After its last 4 reports it closed +0.8% on average, higher 2 of 4 times.
Below Averagefor quality, not price, 3 of 14 chart checks firingWhat the Quality Score means
AOS is #2 of 3 by Quality Score among Household Appliances.
Expected to report Thu Jan 28, before the open (in 87 days). Expected.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $940.5M, about the same as a year ago; a profit of $0.93 a share.
“Rest of World segment sales of $192.8 million decreased 7%, reflecting continued weakness in China's consumer appliance market”
AOS's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Share repurchases | about $300M |
“The 60-basis-point decline in segment margin was primarily due to lower residential water heater volumes and higher input costs, including steel and freight, more than offsetting the benefits of higher boiler volumes, International Emergency Economic Powers Act (IEEPA) tariff refunds, the benefits of pricing actions and the earnings contribution from Leonard Valve.”
From its results filing (SEC filing · Oct 29)
Sales grew 5.8% a year over 5 years, fiscal 2020 to 2025.
Pays $1.52 a share a year.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Oct 29, 2026 | -1.4% | +4.3% | open |
| Jul 30, 2026 | +3.9% | -3.6% | +1.8% |
| Apr 30, 2026 | +1.5% | -2.9% | -4.1% |
Sales grew in four of the last seven years, to $3.8B in 2025. It made a profit in each of the eight years.
Its dividends come to 33% of its free cash flow.
| Dividend | $1.52 a share a year |
| Paid out | About $210M a year |
| Free cash flow | $639M |
| Record | Raised each of the last 6 years |
3 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: AOS is under 0.1% of DGRO, under 0.1% of VIG, and under 0.1% of VYM, the most of the 24 funds Breakaway covers, by their holdings as filed for Jul 31, 2026.
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.
“We sell our products in highly competitive markets.”
AOS scores 3 today, which Breakaway calls Below Average. It is #2 of 3 in Household Appliances by Quality Score, with 3 of 14 chart checks firing. Up 12% so far from Oct 19 to Nov 2. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
AOS scores 3 today, which Breakaway calls Below Average (0 to 5). That is #2 of 3 in Household Appliances by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind AOS's 3.
Expected to report Thu Jan 28, before the open, a date Breakaway expects from the company's usual timing; the company has not confirmed it. AOS closed higher after 2 of its last 4 reports. Past behavior, not a forecast.
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