a. o. smith corporation is one of the world's leading manufacturers of residential and commercial water heaters and boilers, offering a comprehensive product line featuring the best-known brands in north america, china, and india. the company was founded in 1874 in milwaukee, wisconsin where today the company is headquartered. a. o. smith employs approximately 16,100 men and women at operations in the united states, canada, mexico, china, india, the united kingdom, the netherlands, and turkey, which has the global reach to serve customers worldwide. the company also has sales and distribution in more than 60 countries around the world. as a global leader a. o. smith and its employees pride themselves on applying innovative technology and energy-efficient solutions to products marketed worldwide. the company's goal is to be a leading global water technology company, and the focus is on building this platform through new product development, global expansion, strategic acquisitions and p
Company profile
Ticker
AOS
Exchange
Website
CEO
Kevin Wheeler
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Water Tec of Tucson, Inc. • A. O. Smith Water Treatment (North America), Inc. • A. O. Smith Water Treatment (North America) Holdings, Inc. • SICO Acquisition, LLC • Takagi - A. O. Smith Tankless Water Heater Company LLC • Atlantic Filter Corporation • Mineral-Right, Inc. • American Water Heater Company • Hague Europe, LLC • Lochinvar, LLC ...
IRS number
390619790
AOS stock data
Latest filings (excl ownership)
8-K
A. O. Smith Appoints Stephen Shafer President and Chief Operating Officer
18 Mar 24
PX14A6G
Letter to shareholders
13 Mar 24
DEF 14A
Definitive proxy
29 Feb 24
ARS
2023 FY
Annual report to shareholders
29 Feb 24
10-K
2023 FY
Annual report
13 Feb 24
8-K
A. O. Smith Reports Record Sales and Earnings in 2023 and
30 Jan 24
8-K
Departure of Directors or Certain Officers
5 Jan 24
8-K
Regulation FD Disclosure
6 Nov 23
10-Q
2023 Q3
Quarterly report
27 Oct 23
8-K
Results of Operations and Financial Condition
27 Oct 23
Transcripts
AOS
Earnings call transcript
2023 Q4
30 Jan 24
AOS
Earnings call transcript
2023 Q3
26 Oct 23
AOS
Earnings call transcript
2023 Q2
27 Jul 23
AOS
Earnings call transcript
2023 Q1
27 Apr 23
AOS
Earnings call transcript
2022 Q4
31 Jan 23
AOS
Earnings call transcript
2022 Q3
27 Oct 22
AOS
Earnings call transcript
2022 Q2
28 Jul 22
AOS
Earnings call transcript
2022 Q1
28 Apr 22
AOS
Earnings call transcript
2021 Q4
27 Jan 22
AOS
Earnings call transcript
2021 Q3
28 Oct 21
Latest ownership filings
4
Stephen M Shafer
20 Mar 24
3
Stephen M Shafer
20 Mar 24
144
Notice of proposed sale of securities
5 Mar 24
4
Robert J Heideman
5 Mar 24
4/A
David R Warren
5 Mar 24
4/A
JAMES F STERN
5 Mar 24
4/A
Mark A Petrarca
5 Mar 24
4/A
Charles T Lauber
5 Mar 24
144
Notice of proposed sale of securities
4 Mar 24
4
Ajita G Rajendra
4 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 281.00 mm | 281.00 mm | 281.00 mm | 281.00 mm | 281.00 mm | 281.00 mm |
Cash burn (monthly) | 32.63 mm | 6.48 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 194.26 mm | 38.59 mm | n/a | n/a | n/a | n/a |
Cash remaining | 86.74 mm | 242.41 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | 2.7 | 37.4 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
72.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 564 |
Opened positions | 65 |
Closed positions | 60 |
Increased positions | 214 |
Reduced positions | 200 |
13F shares | Current |
---|---|
Total value | 7.34 tn |
Total shares | 111.04 mm |
Total puts | 255.70 k |
Total calls | 463.30 k |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 14.43 mm | $954.46 bn |
BLK Blackrock | 9.70 mm | $641.63 bn |
STT State Street | 7.43 mm | $491.42 bn |
Impax Asset Management | 4.10 mm | $271.22 bn |
IVZ Invesco | 3.04 mm | $200.96 bn |
Geode Capital Management | 2.97 mm | $195.83 bn |
ProShare Advisors | 2.40 mm | $158.65 bn |
MCQEF Macquarie | 2.11 mm | $139.37 bn |
Millennium Management | 1.97 mm | $130.09 bn |
Fisher Asset Management | 1.92 mm | $126.65 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
18 Mar 24 | Shafer Stephen M | RSU Commn Stock | Grant | Acquire A | No | No | 0 | 40,425 | 0.00 | 40,425 |
5 Mar 24 | Robert J Heideman | Common Stock | Sell | Dispose S | No | No | 84.6349 | 9,890 | 837.04 k | 9,455 |
5 Mar 24 | Robert J Heideman | Common Stock | Option exercise | Acquire M | No | No | 60.82 | 9,890 | 601.51 k | 19,345 |
5 Mar 24 | Robert J Heideman | Employee Stock Options Common Stock | Option exercise | Dispose M | No | No | 60.82 | 9,890 | 601.51 k | 0 |
4 Mar 24 | Rajendra Ajita G | Common Stock | Sell | Dispose S | No | No | 84.5051 | 60,258 | 5.09 mm | 56,951 |
4 Mar 24 | Rajendra Ajita G | Common Stock | Option exercise | Acquire M | No | No | 42.39 | 60,258 | 2.55 mm | 117,209 |
4 Mar 24 | Rajendra Ajita G | Employee Stock Options Common Stock | Option exercise | Dispose M | No | No | 42.39 | 60,258 | 2.55 mm | 0 |
1 Mar 24 | Rajendra Ajita G | Common Stock | Sell | Dispose S | No | No | 84.0095 | 43,137 | 3.62 mm | 56,951 |
1 Mar 24 | Rajendra Ajita G | Common Stock | Option exercise | Acquire M | No | No | 42.39 | 43,137 | 1.83 mm | 100,088 |
1 Mar 24 | Rajendra Ajita G | Employee Stock Options Common Stock | Option exercise | Dispose M | No | No | 42.39 | 43,137 | 1.83 mm | 60,258 |
News
Fed Rate Cut Expectations Rise After February Jobs Report: Friday's Stock Movers
8 Mar 24
Why UPS Shares Are Trading Lower By 8%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
30 Jan 24
What's Going On With Geyser Maker A.O.Smith Shares Today?
30 Jan 24
A.O. Smith Q4 Adj. EPS $0.97 Beats $0.96 Estimate, Sales $988.10M Beat $985.43M Estimate
30 Jan 24
Earnings Scheduled For January 30, 2024
30 Jan 24
Press releases
A. O. Smith Reports Record Sales and Earnings in 2023 and Introduces 2024 Guidance
30 Jan 24
A. O. Smith Declares Quarterly Dividend
16 Jan 24
Nordson Corporation Elects Christopher Mapes to its Board of Directors
16 Jan 24
A. O. Smith to Hold Fourth Quarter Conference Call on January 30, 2024
3 Jan 24