AOS A.O. Smith Corporation Common Stock
NYSE · Building · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 30, 2026AOS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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| Ex-date | Split | Type |
|---|---|---|
| Oct. 6, 2016 | 2-for-1 | Forward |
| May 16, 2013 | 2-for-1 | Forward |
| Nov. 16, 2010 | 3-for-2 | Forward |
| Aug. 18, 1998 | 3-for-2 | Forward |
| Aug. 17, 1993 | 2-for-1 | Forward |
About A.O. Smith Corporation Common Stock Company overview from Wikipedia
A. O. Smith Corporation is an American manufacturer of both residential and commercial water heaters and boilers, and the largest manufacturer and marketer of water heaters in North America. It also supplies water treatment and purification products in the Asian market. The company has 27 locations worldwide, including five manufacturing facilities in North America, as well as plants in Bengaluru in India, Nanjing in China and Veldhoven in The Netherlands.
In the past, A. O. Smith has had numerous other product lines, including for defense. Smith ranked 74th among United States corporations in the value of World War II military production contracts.
A. O. Smith is headquartered in Milwaukee, Wisconsin. The Ashland City, Tennessee location is home of the world's largest water-heater factory.
Brands and subsidiaries
A. O. Smith operates under the following brand names around the world: A. O. Smith (United States, Canada, China, Europe, Turkey, India and Vietnam), Aquasana, GSW (Canada), John Wood (Canada), State Water Heaters, American Water Heaters, Reliance Water Heaters, Lochinvar Corporation, Takagi, Giant Factories Inc. and U.S. Craftmaster Water Heaters.
History
The company today known as the A. O. Smith Corporation was founded in 1874 by Charles Jeremiah Smith as C. J. Smith and Sons, a baby carriage and bicycle parts manufacturer. It began forming steel tubing from sheet metal to make bicycle frames. By 1895, the company was the largest bicycle parts manufacturer. In 1899, Arthur Oliver Smith, a son of the founder, developed the world's first pressed steel vehicle frame and he later began making frames for the Peerless Automobile Company, Cadillac, and Ford Motor Company. In 1904, the company incorporated in Milwaukee, Wisconsin, as A. O. Smith Company.
In 1913, Lloyd Raymond Smith took over, and in 1914, the company introduced the Smith Motor Wheel, a gasoline-powered device for bicycles.
In 1915, it began manufacturing the Smith Flyer automobile, which it later sold to Briggs & Stratton of Milwaukee.
In 1916, A. O. Smith was incorporated in New York.
In the 1920s, company engineers developed the coated welding rod which they used in manufacturing until 1965, as well as the world's first fully automated automobile frame factory, with the capability of making a frame every eight seconds, until 1958, the first arc-welded, high-pressure vessel used to refine oil, which the company produced until 1963, and oil supply line pipes, until 1972.
In 1933, the company used the process of fusing glass to steel to make a large single-piece glass-lined brewery tank. Over the next 32 years, it made more than 11,000 glass-lined tanks. In 1936, the company patented the glass-lined water heater. Three years later, it began mass-producing residential water heaters, but shifted all production to war-time use during World War II.
By 1945, the company had built 4.5 million bombs, 16,750 sets of landing gear, and 46,700 propeller blades. It also built nose frames for the B-25 bomber, water heaters, jeep frames, and components for the atomic bomb project. In 1946, it built a 400,000 square foot residential water heater plant in Kankakee, Illinois. From this plant, it also made water heaters with the Kenmore name. In 1948, it entered the commercial water heater market after acquiring The Burkay Company of Toledo, Ohio. In 1949, the company began producing Harvestore, a glass-fused-to-steel silo, targeted at dairy and livestock operations.
In the 1950s, A. O. Smith acquired Whirl-A-Way Motors of Dayton, Ohio, and consolidated its electric motor manufacturing operations there. The motor division later introduced the hermetic motor, a critical component of air conditioning and refrigeration compressors. Its water heater division introduced the first glass-lined commercial water heater, the A. O. Smith Burkay B-65, and later the company established a glass fiber division to replace steel in many applications. It also expanded into supplying oil field pipe and pipe for service stations, eventually becoming Smith Fiberglass Products in 1986.
In the early 1960s, the company opened a commercial water heater and boiler plant in Stratford, Ontario, Canada. In 1965, the Motor division invented the enclosed canopy, two-compartment motor, a design that improved the reliability in pool pump motors by separating the switching components from the motor windings. In 1967, fourth generation Smith family member, Lloyd B. Smith, was elected chairman and chief executive officer of the company. By 1969, the company had produced its 10 millionth residential water heater, and by 1972 had expanded to Europe. In 1974, the Conservationist line of residential water heaters was introduced. In 1976, the Motor division opened a plant in Bray, Ireland, to supply hermetic motors. In 1978, A. O. Smith began manufacturing storage tanks, beginning with Aquastore, a glass-fused-to-steel tank.
By the early 1980s, the Automotive Products unit had manufactured over 100 million passenger car frames, and 50 million truck frames, in Milwaukee, and soon after the company opened its first electric motor assembly operations in Ciudad Juárez and Ciudad Acuña, Mexico. In 1990, it developed the first hermetic motor insulation system compatible with R-134a non-ozone-depleting refrigerant. In 1995, they acquired Peabody TecTank of Parsons, Kansas, allowing A. O. Smith to enter the bulk dry storage market. That same year the company expanded into Asia through joint ventures: Smith Fiberglass Products and Harbin Composites Corporation to make fiberglass pipes for China's petroleum industry, as well as Water Products Company and Yuhan Water Heater to manufacture residential water heaters. In 1996, the Water Products division introduced the Cyclone XHE commercial water heater. In 1997, after 90 years in the automotive industry, A. O. Smith sold its Automotive Products Company to Tower International. In 1997, they acquired UPPCO, Inc., making A. O Smith the world's leading manufacturer of C-frame subfractional horsepower motors. In 1998, they acquired General Electric's domestic compressor motor business, as well as the electric motor division of Magnetek. By the end of the decade, Water Products Company had bought out its joint venture partner in Asia, and had opened a plant in Nanjing, China.
In the 2000s, A. O. Smith made a number of acquisitions, by acquiring State Industries, Inc., and its subsidiary APCOM Inc., Shenzhen Speeda Industrial Co. Ltd., and Athens Products, a supplier of hermetic motors for scroll compressor applications, as well as The Changheng Group of Changzhou, China, a manufacturer of fractional horsepower motors for HVAC applications, Taicang Special Motor Company, Ltd., of Suzhou, China, Yueyang Zhongmin Special Electrical Machinery Co. Ltd., Lochinvar Corporation, a manufacturer of high efficiency condensing boilers for hot water and hydronic heating applications, and in 2006, GSW Inc. a water heaters manufacturer for the Canadian market, and The American Water Heater Company, the exclusive supplier of water heaters to Lowe's, carrying the Whirlpool brand. In 2009, the company entered the water purification industry with a new venture, A. O. Smith (Shanghai) Water Treatment Products Co. Ltd. In 2010, A. O. Smith opened a 76,000 square foot residential water-heater manufacturing plant in Bengaluru, India, which later expanded to 297000 square foot operation with expansion to manufacture of water purification products. Takagi Industrial Company's North American operations were acquired in 2010. In 2011, A. O. Smith sold its electric motor business to Regal-Beloit.
On August 8, 2016, A. O. Smith, acquired Austin-based water filtration company Aquasana (previously known as Sun Water Systems) from L' Catterton for $87 Million.
In November 2024, A. O. Smith finalized the acquisition of Pureit, the water purification business of Hindustan Unilever for ₹600 crore.
A. O. Smith Foundation
The A. O. Smith Foundation is a private, nonprofit organization, founded in 1955, that has contributed nearly $50 million to qualifying charitable, educational, scientific, literary, and civic organizations located primarily in communities where A. O. Smith Corporation has facilities. The support for the Foundation comes from the profits of A. O. Smith Corporation.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | AOS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 15.85Y avg ≈25.0 | ≈25.0 | 31.2 | Undervalued | |
| PEG Ratio | ≈1.2 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | AOS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 38.6%5Y avg ≈37.6% | ≈37.6% | 38.6% | In line | |
| Operating Margin (TTM) | 17.5%5Y avg ≈17.5% | ≈17.5% | 17.0% | In line | |
| EBITDA Margin (TTM) | 19.9%5Y avg ≈19.6% | ≈19.6% | 18.2% | In line | |
| Pretax Margin (TTM) | 17.0%5Y avg ≈15.9% | ≈15.9% | 15.4% | In line | |
| Net Profit Margin (TTM) | 13.1%5Y avg ≈12.5% | ≈12.5% | 10.7% | Top tier | |
| ROA (TTM) | 14.5%5Y avg ≈14.5% | ≈14.5% | 7.5% | Top tier | |
| ROE (TTM) | 27.1%5Y avg ≈25.4% | ≈25.4% | 12.5% | Top tier | |
| ROIC | 27.7%5Y avg ≈25.8% | ≈25.8% | 14.5% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | AOS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.35Y avg ≈0.1 | ≈0.1 | 0.5 | Low debt | |
| Current Ratio (MRQ) | 1.65Y avg ≈1.6 | ≈1.6 | 1.9 | Low liquidity | |
| Quick Ratio (MRQ) | 1.05Y avg ≈1.0 | ≈1.0 | 1.0 | In line | |
| Long-Term Debt / Equity (MRQ) | 0.35Y avg ≈0.1 | ≈0.1 | 0.7 | Low debt | |
| Interest Coverage | 54.05Y avg ≈84.8 | ≈84.8 | 7.9 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | AOS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 0.32%5Y avg ≈6.1% | ≈6.1% | · | · | |
| Revenue CAGR 3Y | 0.67%5Y avg ≈4.4% | ≈4.4% | · | · | |
| Revenue CAGR 5Y | 5.8% | · | · | · | |
| EPS YoY | 6.1%5Y avg ≈28.2% | ≈28.2% | · | · | |
| Net Income YoY | 2.4%5Y avg ≈24.8% | ≈24.8% | · | · | |
| EPS CAGR 3Y | 36.6%5Y avg ≈21.1% | ≈21.1% | · | · | |
| EPS CAGR 5Y | 12.7% | · | · | · | |
| Net Income CAGR 3Y | 32.3%5Y avg ≈17.6% | ≈17.6% | · | · | |
| Net Income CAGR 5Y | 9.6% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | AOS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.25Y avg ≈1.1 | ≈1.1 | 0.8 | Top tier | |
| Inventory Turnover | 4.65Y avg ≈5.0 | ≈5.0 | 5.2 | Weak | |
| Receivables Turnover | 6.85Y avg ≈6.4 | ≈6.4 | 8.3 | Weak | |
| Revenue / Employee | ≈$333.1K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 31, 2026 | $0.36 | USD | ≈2.4% |
| Apr 30, 2026 | $0.36 | USD | ≈2.3% |
| Jan 30, 2026 | $0.36 | USD | ≈1.9% |
| Oct 31, 2025 | $0.36 | USD | ≈2.1% |
| Jul 31, 2025 | $0.34 | USD | ≈1.9% |
| Apr 30, 2025 | $0.34 | USD | ≈2.0% |
| Jan 31, 2025 | $0.34 | USD | ≈2.0% |
| Oct 31, 2024 | $0.34 | USD | ≈1.7% |
| Jul 31, 2024 | $0.32 | USD | ≈1.5% |
| Apr 29, 2024 | $0.32 | USD | ≈1.5% |
| Jan 30, 2024 | $0.32 | USD | ≈1.6% |
| Oct 30, 2023 | $0.32 | USD | ≈1.8% |
| Jul 28, 2023 | $0.30 | USD | ≈1.7% |
| Apr 27, 2023 | $0.30 | USD | ≈1.7% |
| Jan 30, 2023 | $0.30 | USD | ≈1.9% |
| Oct 28, 2022 | $0.30 | USD | ≈2.1% |
| Jul 28, 2022 | $0.28 | USD | ≈1.8% |
| Apr 28, 2022 | $0.28 | USD | ≈1.8% |
| Jan 28, 2022 | $0.28 | USD | ≈1.4% |
| Oct 28, 2021 | $0.28 | USD | ≈1.5% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 20, 2026 | $1.03 | $0.93 | 10.4% |
| March 31, 2026 | $0.85 | $0.95 | -10.7% | |
| Dec. 31, 2025 | $0.90 | $0.85 | 5.8% | |
| Sept. 30, 2025 | $0.94 | $0.92 | 2.6% | |
| June 30, 2025 | $1.07 | $0.99 | 7.6% | |
| March 31, 2025 | $0.95 | $0.92 | 3.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.83B | $3.82B | $3.85B | $3.75B | $3.54B | $2.90B | $2.99B | $3.19B | $3.00B | $2.69B | $2.54B | $2.36B | |
| Cost of Revenue | $2.34B | $2.36B | $2.37B | $2.42B | $2.23B | $1.79B | $1.81B | $1.88B | $1.76B | $1.57B | $1.53B | $1.50B | |
| Gross Profit | $1.49B | $1.46B | $1.48B | $1.33B | $1.31B | $1.11B | $1.18B | $1.31B | $1.23B | $1.11B | $1.01B | $859M | |
| R&D Expense | $95M | $102M | $98M | $89M | $94M | $81M | $88M | $94M | $86M | $80M | $74M | $68M | |
| SG&A Expense | $759M | $739M | $727M | $671M | $701M | $660M | $716M | $754M | $723M | $662M | $611M | $572M | |
| Operating Income | $729M | $708M | $746M | $233M | $682M | $503M | $529M | $613M | $578M | $515M | $453M | $345M | |
| Interest Expense | $14M | $7M | $12M | $9M | $4M | $7M | $11M | $8M | $10M | $7M | $7M | $6M | |
| Other Non-op | $600.0K | $8M | $7M | $-426M | $20M | $11M | $18M | $21M | $21M | $18M | $11M | $5M | |
| Pretax Income | $715M | $701M | $734M | $224M | $626M | $444M | $472M | $558M | $521M | $462M | $402M | $287M | |
| Income Tax | $169M | $167M | $177M | $-12M | $138M | $99M | $102M | $114M | $224M | $136M | $120M | $79M | |
| Net Income | $546M | $534M | $557M | $236M | $487M | $345M | $370M | $444M | $296M | $326M | $283M | $208M | |
| EPS (Basic) | $3.87 | $3.65 | $3.71 | $1.52 | $3.05 | $2.13 | $2.24 | $2.60 | $1.72 | $1.87 | $1.59 | $1.15 | |
| EPS (Diluted) | $3.85 | $3.63 | $3.69 | $1.51 | $3.02 | $2.12 | $2.22 | $2.58 | $1.70 | $1.85 | $1.58 | $1.14 | |
| Shares (Basic) | 141,029,845 | 145,997,584 | 149,952,679 | 154,786,327 | 159,906,834 | 161,530,589 | 165,450,441 | 170,589,345 | 172,666,056 | 174,712,683 | 177,622,280 | 180,587,008 | |
| Shares (Diluted) | 141,914,840 | 147,084,080 | 151,015,574 | 155,779,364 | 161,319,902 | 162,604,149 | 166,710,897 | 172,194,040 | 174,605,189 | 176,825,280 | 179,009,180 | 181,973,962 | |
| EBITDA | $814M | $786M | $888M | $439M | $760M | $583M | $607M | $685M | $648M | $580M | $516M | $405M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $174M | $240M | $340M | $391M | $443M | $573M | $374M | $260M | $347M | $330M | $324M | $319M | |
| Short-term Investments | $19M | $36M | $24M | $91M | $188M | $116M | $177M | $385M | $473M | $424M | $322M | $222M | |
| Receivables | $582M | $541M | $596M | $581M | $634M | $585M | $590M | $647M | $593M | $519M | $501M | $475M | |
| Inventory | $479M | $532M | $497M | $516M | $448M | $300M | $303M | $305M | $297M | $251M | $223M | $208M | |
| Other Current Assets | $37M | $43M | $44M | $54M | $39M | $43M | $56M | $42M | $57M | $38M | $34M | $53M | |
| Current Assets | $1.29B | $1.39B | $1.50B | $1.63B | $1.75B | $1.62B | $1.50B | $1.64B | $1.77B | $1.56B | $1.40B | $1.32B | |
| PP&E (Net) | $635M | $629M | $598M | $591M | $607M | $541M | $545M | $540M | $529M | $462M | $443M | $428M | |
| PP&E (Gross) | $1.56B | $1.50B | $1.42B | $1.36B | $1.34B | $1.22B | $1.16B | $1.10B | $1.06B | $932M | $867M | $816M | |
| Accum. Depreciation | $929M | $867M | $821M | $774M | $736M | $681M | $612M | $557M | $531M | $471M | $424M | $388M | |
| Goodwill | $711M | $762M | $633M | $620M | $628M | $547M | $546M | $513M | $517M | $492M | $421M | $429M | |
| Intangibles | $362M | $321M | $337M | $348M | $365M | $324M | $338M | $293M | $309M | $308M | $291M | $308M | |
| Other Non-current Assets | $97M | $103M | $109M | $110M | $90M | $89M | $81M | $87M | $76M | $67M | $71M | $31M | |
| Total Assets | $3.14B | $3.24B | $3.21B | $3.33B | $3.47B | $3.16B | $3.06B | $3.07B | $3.20B | $2.89B | $2.63B | $2.50B | |
| Accrued Liabilities | $148M | $153M | $177M | $159M | $182M | $162M | $144M | $120M | $116M | $101M | $90M | $85M | |
| Current Liabilities | $862M | $897M | $945M | $934M | $1.12B | $886M | $766M | $785M | $794M | $766M | $653M | $605M | |
| Capital Leases | $37M | $24M | $28M | $22M | $22M | $34M | $39M | $0 | · | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | $21M | |
| Other Non-current Liabilities | $138M | $118M | $146M | $165M | $182M | $177M | $189M | $201M | $210M | $88M | $68M | $61M | |
| Total Liabilities | $1.28B | $1.36B | $1.37B | $1.58B | $1.64B | $1.31B | $1.39B | $1.35B | $1.55B | $1.38B | $1.19B | $1.13B | |
| Long-term Debt | $155M | $193M | $127M | $344M | $197M | $113M | $284M | $221M | $410M | $324M | $249M | $224M | |
| Total Debt | $155M | $193M | $127M | $344M | $197M | $113M | $284M | $221M | $410M | $324M | $249M | $224M | |
| Common Stock | · | · | · | · | · | · | $164M | $164M | $164M | $164M | $164M | $82M | |
| Retained Earnings | $3.95B | $3.60B | $3.26B | $2.88B | $2.83B | $2.51B | $2.32B | $2.10B | $1.79B | $1.59B | $1.35B | $1.14B | |
| Treasury Stock | $2.90B | $2.50B | $2.20B | $1.91B | $1.50B | $1.16B | $1.11B | $827M | $626M | $488M | $360M | $230M | |
| AOCI | $-99M | $-112M | $-84M | $-82M | $-331M | $-321M | $-348M | $-351M | $-300M | $-363M | $-313M | $-272M | |
| Stockholders' Equity | $1.86B | $1.88B | $1.84B | $1.75B | $1.83B | $1.85B | $1.67B | $1.72B | $1.64B | $1.51B | $1.44B | $1.38B | |
| Liabilities + Equity | $3.14B | $3.24B | $3.21B | $3.33B | $3.47B | $3.16B | $3.06B | $3.07B | $3.20B | $2.89B | $2.63B | $2.52B |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $85M | $79M | $78M | $77M | $78M | $80M | $78M | $72M | $70M | $65M | $63M | $60M | |
| Amort. of Intangibles | $15M | $13M | $13M | $13M | $12M | $14M | $16M | $14M | $14M | $13M | $14M | $14M | |
| Restructuring | $0 | $18M | $19M | $0 | $0 | $8M | $0 | · | · | · | · | · | |
| Other Non-cash | $-14M | $-31M | $35M | $79M | $76M | $137M | $8M | $-67M | $-40M | $55M | $9M | $-42M | |
| Operating Cash Flow | $617M | $582M | $670M | $391M | $641M | $562M | $456M | $449M | $326M | $447M | $352M | $264M | |
| CapEx | $71M | $108M | $73M | $70M | $75M | $57M | $64M | $85M | $94M | $81M | $73M | $86M | |
| Investing Cash Flow | $-53M | $-267M | $-24M | $8M | $-350M | $12M | $34M | $-13M | $-158M | $-300M | · | · | |
| Debt Issued | $1.09B | $1.10B | $688M | $151M | $84M | · | $63M | · | $86M | $74M | $28M | · | |
| Net Debt Issued | $-38M | · | · | $151M | $84M | $-171M | · | · | $86M | · | · | · | |
| Stock Repurchased | $401M | $306M | $306M | $404M | $366M | $57M | $288M | $203M | $139M | $135M | $128M | $104M | |
| Net Stock Activity | $-401M | $-306M | $-306M | $-404M | $-366M | $-57M | $-288M | $-203M | $-139M | $-135M | $-128M | $-104M | |
| Dividends Paid | $196M | $190M | $184M | $177M | $170M | $159M | $149M | $130M | $97M | $84M | $68M | $54M | |
| Financing Cash Flow | $-633M | $-408M | $-685M | $-431M | $-421M | $-375M | $-376M | $-523M | $-152M | $-140M | · | · | |
| Net Change in Cash | $-65M | $-100M | $-51M | $-52M | $-130M | $199M | $114M | $-87M | $16M | $7M | $4M | $-61M | |
| Taxes Paid | $165M | $188M | $190M | $175M | $131M | $114M | $117M | $116M | $131M | $117M | $98M | $89M | |
| Free Cash Flow | $546M | $474M | $598M | $321M | $566M | $505M | $392M | $364M | $232M | $366M | $272M | $178M | |
| Levered FCF | $536M | $469M | $589M | $311M | $563M | $500M | $383M | $357M | $226M | $361M | $266M | $174M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 38.8% | 38.1% | 38.5% | 35.4% | 37.0% | 38.3% | 39.5% | 40.9% | 41.3% | 41.7% | 39.8% | 36.5% | |
| Operating Margin | 19.0% | 18.5% | 21.0% | 9.6% | 19.3% | 17.4% | 17.7% | 19.2% | 19.3% | 19.2% | 17.9% | 14.7% | |
| Net Margin | 14.3% | 14.0% | 14.4% | 6.3% | 13.8% | 11.9% | 12.4% | 13.9% | 9.9% | 12.2% | 11.2% | 8.8% | |
| Pretax Margin | 18.7% | 18.4% | 19.0% | 6.0% | 17.7% | 15.3% | 15.8% | 17.5% | 17.4% | 17.2% | 15.9% | 12.2% | |
| EBITDA Margin | 21.2% | 20.6% | 23.1% | 11.7% | 21.5% | 20.1% | 20.3% | 21.5% | 21.6% | 21.6% | 20.3% | 17.2% | |
| ROA | 17.1% | 16.5% | 17.0% | 6.9% | 14.7% | 11.1% | 12.1% | 14.2% | 9.7% | 11.8% | 11.0% | 8.5% | |
| ROE | 29.2% | 28.1% | 29.9% | 13.5% | 26.1% | 19.2% | 22.3% | 25.6% | 18.8% | 22.1% | 20.0% | 15.3% | |
| ROIC | 27.7% | 25.9% | 31.2% | 18.2% | 26.2% | 19.9% | 21.3% | 25.2% | 16.0% | 19.8% | 18.8% | 15.6% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.6 | 1.6 | 1.7 | 1.6 | 1.8 | 2.0 | 2.1 | 2.2 | 2.0 | 2.2 | 2.2 | |
| Quick Ratio | 0.9 | 0.9 | 1.0 | 1.1 | 1.1 | 1.4 | 1.5 | 1.6 | 1.8 | 1.7 | 1.8 | 1.7 | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Interest Coverage | 54.0 | 105.6 | 67.5 | 38.5 | 158.6 | 68.9 | 48.1 | 73.0 | 57.2 | 70.5 | 61.2 | 60.6 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 1.2 | 1.2 | 1.1 | 1.1 | 0.9 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | |
| Inventory Turnover | 4.6 | 4.6 | 4.7 | 5.0 | 6.0 | 5.9 | 6.0 | 6.3 | 6.5 | 6.6 | 7.1 | 7.5 | |
| Receivables Turnover | 6.8 | 6.7 | 6.5 | 6.2 | 5.8 | 4.9 | 4.8 | 5.1 | 5.4 | 5.3 | 5.2 | 5.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $26.99 | $25.96 | $25.51 | $24.10 | $21.94 | $17.81 | $17.95 | $18.51 | $17.16 | $15.19 | $28.34 | $25.89 | |
| Cash Flow / Share | $4.35 | $3.96 | $4.44 | $2.51 | $3.97 | $3.46 | $2.74 | $2.61 | $1.87 | $2.53 | $3.85 | $2.90 | |
| Dividend Paid / Share | $1.38 | $1.30 | $1.22 | $1.14 | $1.06 | $0.98 | $0.90 | $0.76 | $0.56 | $0.48 | $0.38 | $0.30 | |
| EPS (TTM) | $3.85 | $3.63 | $3.69 | $1.51 | $3.02 | $2.12 | $2.22 | $2.58 | $1.70 | $1.85 | $1.58 | $1.14 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.32% | -0.90% | 2.6% | 6.1% | 22.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.67% | 2.6% | 10.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 6.1% | -1.6% | 144.4% | -50.0% | 42.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 36.6% | 6.3% | 20.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 2.4% | -4.1% | 136.2% | -51.6% | 41.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 32.3% | 3.1% | 17.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 9.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 4.3% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.83B | $3.82B | $3.85B | $3.75B | $3.54B | $2.90B | $2.99B | $3.19B | $3.00B | $2.69B | $2.54B | $2.36B | |
| Net Income TTM | $546M | $534M | $557M | $236M | $487M | $345M | $370M | $444M | $296M | $326M | $283M | $208M | |
| P/E | 17.4 | 18.8 | 22.3 | 37.9 | 28.4 | 25.9 | 21.5 | 16.6 | 36.0 | 25.6 | 24.2 | 24.7 | |
| Earnings Yield | 5.8% | 5.3% | 4.5% | 2.6% | 3.5% | 3.9% | 4.7% | 6.0% | 2.8% | 3.9% | 4.1% | 4.0% | |
| Payout Ratio | 35.8% | 35.7% | 33.0% | 75.2% | 34.9% | 46.0% | 40.3% | 29.3% | 32.7% | 25.8% | 24.0% | 26.2% | |
| Annual Payout | $196M | $190M | $184M | $177M | $170M | $159M | $149M | $130M | $97M | $84M | $68M | $54M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.00B | $946M | $912M | $942M | $1.01B | $964M | $912M | $903M | $1.02B | $979M | $988M | $938M | $961M | $966M | $936M | $874M | |
| Cost of Revenue | $616M | $580M | $562M | $578M | $614M | $588M | $574M | $565M | $628M | $594M | $618M | $581M | $576M | $592M | $588M | $569M | |
| Gross Profit | $388M | $366M | $350M | $364M | $397M | $375M | $338M | $337M | $396M | $385M | $370M | $356M | $385M | $374M | $349M | $305M | |
| SG&A Expense | $198M | $204M | $187M | $189M | $191M | $193M | $182M | $177M | $188M | $192M | $185M | $175M | $180M | $187M | $169M | $156M | |
| Operating Income | $166M | $162M | $163M | $175M | $206M | $184M | $148M | $158M | $208M | $194M | $131M | $193M | $227M | $194M | $-285M | $164M | |
| Interest Expense | $8M | $7M | $2M | $4M | $5M | $3M | $2M | $2M | $2M | $1M | $1M | $2M | $4M | $4M | $3M | $2M | |
| Other Non-op | $-1M | $0 | $-800.0K | $-200.0K | $400.0K | $1M | $9M | $-3M | $900.0K | $1M | $-4M | $-2M | $9M | $4M | $-419M | $-2M | |
| Pretax Income | $158M | $155M | $161M | $172M | $202M | $181M | $145M | $157M | $207M | $193M | $177M | $176M | $209M | $171M | $-243M | $145M | |
| Income Tax | $33M | $37M | $35M | $40M | $49M | $44M | $35M | $36M | $50M | $45M | $40M | $41M | $52M | $44M | $-123M | $35M | |
| Net Income | $125M | $118M | $125M | $132M | $152M | $137M | $110M | $120M | $156M | $148M | $137M | $135M | $157M | $127M | $-120M | $110M | |
| EPS (Basic) | $0.91 | $0.85 | $0.91 | $0.94 | $1.07 | $0.95 | $0.76 | $0.82 | $1.07 | $1.00 | $0.93 | $0.90 | $1.04 | $0.84 | $-0.76 | $0.71 | |
| EPS (Diluted) | $0.91 | $0.85 | $0.89 | $0.94 | $1.07 | $0.95 | $0.75 | $0.82 | $1.06 | $1.00 | $0.91 | $0.90 | $1.04 | $0.84 | $-0.77 | $0.71 | |
| Shares (Basic) | 137,147,703 | 138,292,701 | · | 139,953,331 | 141,629,971 | 143,579,588 | · | 145,577,396 | 146,465,276 | 147,178,955 | · | 150,103,113 | 150,475,003 | 150,897,302 | · | 154,197,072 | |
| Shares (Diluted) | 137,862,584 | 139,167,380 | · | 140,894,888 | 142,483,521 | 144,407,720 | · | 146,700,340 | 147,599,585 | 148,297,481 | · | 151,209,974 | 151,541,100 | 151,900,847 | · | 155,074,862 | |
| EBITDA | $191M | $186M | · | $197M | $227M | $205M | · | $176M | $224M | $235M | · | $193M | $227M | $213M | · | $164M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $181M | $185M | $174M | $153M | $178M | $173M | $240M | $219M | $216M | $252M | · | $281M | $379M | $406M | · | $359M | |
| Short-term Investments | $0 | $19M | $19M | $20M | $0 | $27M | $36M | $36M | $17M | $52M | · | $61M | $31M | $90M | · | $58M | |
| Receivables | $670M | $634M | $582M | $589M | $640M | $642M | $541M | $558M | $650M | $585M | · | $587M | $589M | $587M | · | $564M | |
| Inventory | $483M | $488M | $479M | $507M | $519M | $533M | $532M | $555M | $545M | $522M | · | $519M | $508M | $504M | · | $526M | |
| Other Current Assets | $56M | $42M | $37M | $47M | $51M | $48M | $43M | $44M | $53M | $52M | · | $56M | $54M | $57M | · | $63M | |
| Current Assets | $1.39B | $1.37B | $1.29B | $1.32B | $1.39B | $1.42B | $1.39B | $1.41B | $1.48B | $1.46B | · | $1.50B | $1.56B | $1.64B | · | $1.57B | |
| PP&E (Net) | $619M | $632M | $635M | $633M | $637M | $634M | $629M | $625M | $603M | $599M | · | $581M | $577M | $586M | · | $584M | |
| PP&E (Gross) | $1.59B | $1.58B | $1.56B | $1.55B | $1.54B | $1.52B | $1.50B | $1.49B | $1.45B | $1.43B | · | $1.38B | $1.37B | $1.38B | · | $1.34B | |
| Accum. Depreciation | $970M | $948M | $929M | $914M | $902M | $883M | $867M | $862M | $844M | $831M | · | $801M | $795M | $790M | · | $756M | |
| Goodwill | $915M | $920M | $711M | $710M | $714M | $707M | $762M | $652M | $650M | $652M | $633M | $630M | $622M | $620M | $620M | $619M | |
| Intangibles | $589M | $599M | $362M | $366M | $372M | $374M | $321M | $327M | $330M | $334M | · | $339M | $343M | $345M | · | $350M | |
| Other Non-current Assets | $82M | $79M | $97M | $100M | $98M | $96M | $103M | $106M | $99M | $101M | · | $112M | $113M | $110M | · | $78M | |
| Total Assets | $3.64B | $3.65B | $3.14B | $3.17B | $3.25B | $3.27B | $3.24B | $3.15B | $3.20B | $3.18B | $3.21B | $3.20B | $3.25B | $3.34B | $3.33B | $3.23B | |
| Accrued Liabilities | $161M | $159M | $148M | $154M | $148M | $199M | $153M | $144M | $153M | $197M | · | $175M | $170M | $214M | · | $164M | |
| Current Liabilities | $872M | $878M | $862M | $852M | $843M | $882M | $897M | $844M | $872M | $883M | · | $896M | $861M | $896M | · | $901M | |
| Capital Leases | $39M | $41M | $37M | $36M | $28M | $25M | $24M | $24M | $25M | $26M | · | $26M | $26M | $25M | · | $24M | |
| Other Non-current Liabilities | $152M | $142M | $130M | $140M | $118M | $121M | $118M | $136M | $136M | $160M | · | $157M | $159M | $175M | · | $165M | |
| Total Liabilities | $1.80B | $1.77B | $1.28B | $1.33B | $1.40B | $1.41B | $1.36B | $1.24B | $1.29B | $1.30B | · | $1.32B | $1.36B | $1.55B | · | $1.48B | |
| Long-term Debt | $638M | $616M | $155M | $186M | $303M | $270M | $193M | $120M | $140M | $120M | · | $130M | $206M | $341M | · | $288M | |
| Total Debt | $638M | $616M | · | $186M | $303M | $270M | · | $120M | $140M | $120M | · | $130M | $206M | $341M | · | $288M | |
| Retained Earnings | $4.09B | $4.02B | $3.95B | $3.88B | $3.79B | $3.69B | $3.60B | $3.54B | $3.47B | $3.36B | · | $3.17B | $3.08B | $2.97B | · | $3.05B | |
| Treasury Stock | $3.07B | $2.95B | $2.90B | $2.84B | $2.75B | $2.62B | $2.50B | $2.43B | $2.35B | $2.27B | · | $2.06B | $1.97B | $1.96B | · | $1.79B | |
| AOCI | $-104M | $-101M | $-99M | $-100M | $-96M | $-110M | $-112M | $-85M | $-92M | $-88M | · | $-90M | $-82M | $-80M | · | $-368M | |
| Stockholders' Equity | $1.84B | $1.88B | $1.86B | $1.84B | $1.85B | $1.86B | $1.88B | $1.92B | $1.91B | $1.88B | $1.84B | $1.88B | $1.89B | $1.79B | $1.75B | $1.75B | |
| Liabilities + Equity | $3.64B | $3.65B | $3.14B | $3.17B | $3.25B | $3.27B | $3.24B | $3.15B | $3.20B | $3.18B | · | $3.20B | $3.25B | $3.34B | · | $3.23B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $25M | $24M | $22M | $22M | $20M | $21M | $19M | $20M | $20M | $20M | $21M | $19M | $19M | $19M | $20M | $18M | |
| Restructuring | $23M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-12M | · | · | · | $-119M | · | · | · | $-61M | · | · | · | $-26M | · | · | |
| Operating Cash Flow | $124M | $129M | $183M | $255M | $140M | $39M | $222M | $196M | $57M | $107M | $231M | $179M | $140M | $120M | $177M | $160M | |
| CapEx | $10M | $10M | $18M | $15M | $17M | $21M | $31M | $32M | $23M | $22M | $30M | $18M | $14M | $11M | $19M | $20M | |
| Investing Cash Flow | $9M | $-480M | $-16M | $-35M | $9M | $-11M | $-156M | $-51M | $11M | $-71M | $7M | $-65M | $44M | $-10M | $-50M | $17M | |
| Debt Issued | $255M | $564M | · | · | $371M | $240M | · | · | · | · | · | · | · | · | · | $-7M | |
| Net Debt Issued | · | $463M | · | · | · | · | · | · | · | $-7M | · | · | · | $-4M | · | · | |
| Stock Repurchased | $111M | $51M | $65M | $84M | $131M | $121M | $69M | $84M | $79M | $74M | $145M | $92M | $16M | $53M | $122M | $92M | |
| Net Stock Activity | · | $-51M | · | · | · | $-121M | · | · | · | $-74M | · | · | · | $-53M | · | · | |
| Dividends Paid | $50M | $50M | $51M | $48M | $48M | $49M | $50M | $47M | $47M | $47M | $48M | $45M | $45M | $45M | $46M | $43M | |
| Financing Cash Flow | $-138M | $361M | $-146M | $-246M | $-146M | $-95M | $-41M | $-144M | $-103M | $-121M | $-184M | $-210M | $-194M | $-98M | $-111M | $-141M | |
| Net Change in Cash | $-4M | $11M | $22M | $-25M | $5M | $-67M | $20M | $3M | $-36M | $-88M | $59M | $-98M | $-27M | $15M | $32M | $-600.0K | |
| Free Cash Flow | · | $119M | · | · | · | $17M | · | · | · | $85M | · | · | · | $109M | · | · | |
| Levered FCF | · | $113M | · | · | · | $15M | · | · | · | $84M | · | · | · | $106M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 38.6% | 38.7% | · | 38.7% | 39.3% | 39.0% | · | 37.4% | 38.7% | 39.3% | · | 38.0% | 40.0% | 38.7% | · | 34.9% | |
| Operating Margin | 16.5% | 17.1% | · | 18.6% | 20.4% | 19.1% | · | 19.5% | 21.9% | 22.0% | · | 20.6% | 23.7% | 20.1% | · | 18.7% | |
| Net Margin | 12.4% | 12.5% | · | 14.0% | 15.0% | 14.2% | · | 13.3% | 15.2% | 15.1% | · | 14.4% | 16.3% | 13.1% | · | 12.6% | |
| Pretax Margin | 15.7% | 16.4% | · | 18.2% | 19.9% | 18.8% | · | 17.3% | 20.2% | 19.7% | · | 18.8% | 21.7% | 17.7% | · | 16.6% | |
| EBITDA Margin | 19.0% | 19.6% | · | 20.9% | 22.4% | 21.2% | · | 19.5% | 21.9% | 24.0% | · | 20.6% | 23.7% | 22.1% | · | 18.7% | |
| ROA | 3.6% | 3.4% | · | 4.2% | 4.7% | 4.2% | · | 3.8% | 4.9% | 4.5% | · | 4.2% | 4.8% | 3.8% | · | 3.4% | |
| ROE | 6.8% | 6.3% | · | 7.0% | 8.1% | 7.3% | · | 6.3% | 8.2% | 8.0% | · | 7.5% | 8.5% | 7.0% | · | 6.0% | |
| ROIC | 5.3% | 5.0% | · | 6.6% | 7.2% | 6.5% | · | 6.6% | 8.3% | 8.2% | · | 7.4% | 8.2% | 6.7% | · | 6.1% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | · | 1.5 | 1.6 | 1.6 | · | 1.7 | 1.7 | 1.7 | · | 1.7 | 1.8 | 1.8 | · | 1.7 | |
| Quick Ratio | 1.0 | 1.0 | · | 0.9 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.2 | 1.2 | · | 1.1 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.1 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.2 | |
| LT Debt / Equity | 0.3 | 0.3 | · | 0.1 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.2 | |
| Interest Coverage | 20.5 | 22.8 | · | 48.7 | 44.8 | 63.4 | · | 117.4 | 124.6 | 215.6 | · | 80.5 | 50.5 | 48.5 | · | 68.2 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Inventory Turnover | 1.2 | 1.1 | · | 1.1 | 1.2 | 1.1 | · | 1.1 | 1.2 | 1.2 | · | 1.1 | 1.2 | 1.2 | · | 1.3 | |
| Receivables Turnover | 1.5 | 1.5 | · | 1.6 | 1.6 | 1.6 | · | 1.6 | 1.7 | 1.7 | · | 1.6 | 1.6 | 1.6 | · | 1.5 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $7.28 | $6.79 | · | $6.69 | $7.10 | $6.67 | · | $6.15 | $6.94 | $6.60 | · | $6.20 | $6.34 | $6.36 | · | $5.64 | |
| Cash Flow / Share | · | $0.93 | · | · | · | $0.27 | · | · | · | $0.72 | · | · | · | $0.79 | · | · | |
| Dividend Paid / Share | $0.36 | $0.36 | $0.36 | $0.34 | $0.34 | $0.34 | $0.34 | $0.32 | $0.32 | $0.32 | $0.32 | $0.30 | $0.30 | $0.30 | $0.30 | $0.28 | |
| EPS (TTM) | $3.59 | $3.75 | · | $3.71 | $3.59 | $3.58 | · | $3.79 | $3.87 | $3.85 | · | $2.01 | $1.82 | $1.59 | · | $3.15 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.80B | $3.81B | · | $3.83B | $3.79B | $3.80B | · | $3.89B | $3.93B | $3.87B | · | $3.80B | $3.74B | $3.74B | · | $3.81B | |
| Net Income TTM | $500M | $528M | · | $530M | $519M | $523M | · | $561M | $576M | $577M | · | $299M | $274M | $243M | · | $495M | |
| P/E | 17.5 | 17.6 | · | 19.8 | 18.3 | 18.3 | · | 23.7 | 21.1 | 23.2 | · | 32.9 | 40.0 | 43.5 | · | 15.4 | |
| Earnings Yield | 5.7% | 5.7% | · | 5.1% | 5.5% | 5.5% | · | 4.2% | 4.7% | 4.3% | · | 3.0% | 2.5% | 2.3% | · | 6.5% | |
| Payout Ratio | · | 42.5% | · | · | · | 36.0% | · | · | · | 32.0% | · | · | · | 35.8% | · | · | |
| Annual Payout | $198M | $197M | · | $195M | $194M | $192M | · | $189M | $187M | $185M | · | $182M | $180M | $178M | · | $176M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $3.83B | $3.82B | $3.85B | $3.75B | $3.54B |
| Gross Margin % | 38.8% | 38.1% | 38.5% | 35.4% | 37.0% |
| Operating Margin % | 19.0% | 18.5% | 21.0% | 9.6% | 19.3% |
| Net Income | $546M | $534M | $557M | $236M | $487M |
| Diluted EPS | $3.85 | $3.63 | $3.69 | $1.51 | $3.02 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 |
| Current Ratio | 1.5 | 1.6 | 1.6 | 1.7 | 1.6 |
| Quick Ratio | 0.9 | 0.9 | 1.0 | 1.1 | 1.1 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $546M | $474M | $598M | $321M | $566M |
Institutional owners (13F) 664 filers · $8.8B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 70 (-36 vs prior Q) | 93 (+14 vs prior Q) | 239 (+10 vs prior Q) | 230 (-3 vs prior Q) | +13.1M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,009,621,683 | 15,096,018 | 11.48% | Shares |
| FMR LLC | $653,405,438 | 10,417,815 | 7.43% | Shares |
| BlackRock, Inc. | $505,322,545 | 8,056,801 | 5.75% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $456,993,600 | 7,286,250 | 5.20% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $442,259,229 | 7,051,327 | 5.03% | Shares |
| STATE STREET CORP | $412,790,802 | 6,581,486 | 4.69% | Shares |
| Invesco Ltd. | $347,174,768 | 5,535,312 | 3.95% | Shares |
| AMERICAN CENTURY COMPANIES INC | $296,440,549 | 4,726,410 | 3.37% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $233,688,699 | 3,731,320 | 2.66% | Shares |
| Impax Asset Management Group plc | $176,476,079 | 2,813,713 | 2.01% | Shares |
| MORGAN STANLEY | $170,445,967 | 2,717,566 | 1.94% | Shares |
| ProShare Advisors LLC | $157,085,690 | 2,504,555 | 1.79% | Shares |
| UBS Group AG | $155,140,115 | 2,473,535 | 1.76% | Shares |
| FIRST TRUST ADVISORS LP | $144,336,518 | 2,301,289 | 1.64% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $127,664,520 | 2,035,643 | 1.45% | Shares |
| EARNEST PARTNERS LLC | $123,659,567 | 1,971,613 | 1.41% | Shares |
| BANK OF AMERICA CORP /DE/ | $97,222,879 | 1,550,110 | 1.11% | Shares |
| 1832 Asset Management L.P. | $92,080,047 | 1,468,113 | 1.05% | Shares |
| Madison Asset Management, LLC | $92,005,369 | 1,466,922 | 1.05% | Shares |
| NORGES BANK | $91,233,014 | 1,454,608 | 1.04% | Shares |
| Bank of New York Mellon Corp | $89,324,826 | 1,424,185 | 1.02% | Shares |
| River Road Asset Management, LLC | $84,476,439 | 1,346,882 | 0.96% | Shares |
| SEI INVESTMENTS CO | $83,507,008 | 1,331,425 | 0.95% | Shares |
| Talaria Asset Management Pty Ltd | $75,307,904 | 1,200,700 | 0.86% | Shares |
| NORTHERN TRUST CORP | $73,603,237 | 1,173,521 | 0.84% | Shares |
| GOLDMAN SACHS GROUP INC | $72,238,781 | 1,151,766 | 0.82% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $71,458,752 | 1,155,730 | 0.81% | Shares |
| Sarasin & Partners LLP | $70,420,072 | 1,122,769 | 0.80% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $68,285,333 | 1,088,733 | 0.78% | Shares |
| Gates Capital Management, Inc. | $64,621,733 | 1,030,321 | 0.73% | Shares |
| Caisse de depot et placement du Quebec | $64,185,892 | 1,023,372 | 0.73% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $62,672,397 | 1,015,428 | 0.71% | Shares |
| NOMURA ASSET MANAGEMENT CO LTD | $58,234,830 | 928,489 | 0.66% | Shares |
| WELLS FARGO & COMPANY/MN | $55,151,541 | 879,330 | 0.63% | Shares |
| Vest Financial, LLC | $53,672,514 | 855,748 | 0.61% | Shares |
| Gotham Asset Management, LLC | $48,018,996 | 765,609 | 0.55% | Shares |
| ROYAL BANK OF CANADA | $41,178,000 | 656,525 | 0.47% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $39,362,884 | 627,597 | 0.45% | Shares |
| Boston Trust Walden Corp | $36,879,297 | 587,999 | 0.42% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $36,800,587 | 558,092 | 0.42% | Shares |
| Legal & General Group Plc | $35,338,453 | 563,432 | 0.40% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $35,274,133 | 562,406 | 0.40% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $34,872,257 | 555,999 | 0.40% | Shares |
| AMERIPRISE FINANCIAL INC | $34,038,564 | 542,709 | 0.39% | Shares |
| DEUTSCHE BANK AG\ | $33,563,353 | 535,130 | 0.38% | Shares |
| Welch & Forbes LLC | $33,380,144 | 532,209 | 0.38% | Shares |
| SCHWARTZ INVESTMENT COUNSEL INC | $32,983,382 | 525,883 | 0.38% | Shares |
| JPMORGAN CHASE & CO | $31,143,202 | 500,061 | 0.35% | Shares |
| Assenagon Asset Management S.A. | $30,686,638 | 489,264 | 0.35% | Shares |
| Eurizon Capital SGR S.p.A. | $30,506,456 | 486,409 | 0.35% | Shares |
Activists & 5%+ owners 3 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Smith Family Voting Trust ×3 filings | Feb. 25, 2019 | · | Initial filing | · | SEC |
| Smith Investment Company, Arthur O. Smith N/A, Bruce M. Smith N/A ×3 filings | May 6, 2009 | · | Initial filing | · | SEC |
| Smith Family Trusts N/A ×3 filings | April 27, 2009 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 66 insiders · 41 officers · 24 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Stephen M Shafer | President and CEO | Feb. 9, 2026 A | · | 0 | 0 | $0 |
| William L Vallett Jr | CEO, Lochinvar, LLC | Feb. 12, 2018 A | 54,688 | 0 | 0 | $0 |
| Carrie L Anderson | EVP & CFO | July 1, 2026 A | · | 0 | 0 | $0 |
| Charles T Lauber | EVP & CFO | Feb. 13, 2026 M | 47,119 | 0 | 0 | $0 |
| John J Kita | Executive Vice President & CFO | Feb. 11, 2019 A | 46,247 | 0 | 0 | $0 |
| Kenneth W Krueger | Senior Vice President & CFO | Oct. 12, 2004 A | 22,000 | 0 | 0 | $0 |
| Wei Ding | President - A. O. Smith China | Feb. 13, 2020 M | 10,528 | 0 | 0 | $0 |
| Wilfridus M Brouwer | President - AOSHBSRL | March 6, 2018 S | 7,630 | 0 | 0 | $0 |
| Darrell W. Schuh | SVP; President & GM Lochinvar | March 4, 2026 S | 2,201 | 0 | 2 | $-110,568 |
| Samuel M. Carver | SVP - Global Operations | Feb. 23, 2026 G | 2,713 | 0 | 0 | $0 |
| Parag Kulkarni | SVP - Int'l; President India | Feb. 13, 2026 M | · | 0 | 0 | $0 |
| Stephen D. O'Brien | SVP; Pres & General Mngr NAWH | Feb. 13, 2026 M | 6,510 | 0 | 0 | $0 |
| Benjamin A Otchere | Vice President and Controller | Feb. 13, 2026 M | 2,148 | 0 | 0 | $0 |
| Jack Qiu | SVP - Pres. A. O. Smith China | Feb. 13, 2026 M | · | 0 | 0 | $0 |
| Douglas Samuel Karge | SVP - President NA Water Treat | Feb. 13, 2026 M | 3,890 | 0 | 0 | $0 |
| Kevin J. Wheeler | Executive Chairman | Feb. 13, 2026 M | 128,348 | 0 | 0 | $0 |
| James F Stern | Exec VP, Corp Dev, Strat & Sec | Feb. 13, 2026 M | 101,547 | 0 | 0 | $0 |
| Christopher T. Howe | SVP Chief Digital Info Officer | Feb. 9, 2026 A | · | 0 | 0 | $0 |
| Ming Cheng | SVP, CTO | Feb. 9, 2026 A | · | 0 | 0 | $0 |
| Curtis E Selby | Senior VP - H.R. & P.A. | Feb. 9, 2026 A | · | 0 | 0 | $0 |
| Paul J Jones | SVP, GC & Chief Compliance Off | Feb. 9, 2026 A | · | 0 | 0 | $0 |
| Stephanie Melissa Scheppele | SVP - CIO | Feb. 10, 2025 A | 3,309 | 0 | 0 | $0 |
| Robert J Heideman | Senior VP, CTO | Feb. 10, 2025 A | 8,889 | 0 | 0 | $0 |
| David R Warren | Senior VP & President and GM | Feb. 12, 2024 A | 13,228 | 0 | 0 | $0 |
| Mark A Petrarca | Senior Vice Pres. - H.R. & P.A | Feb. 12, 2024 A | 87,407 | 0 | 0 | $0 |
| Daniel L Kempken | SVP - Strategy & Corp. Dev. | Feb. 10, 2023 F | 9,087 | 0 | 0 | $0 |
| Anindadeb Vjaykumar Dasgupta | Senior Vice President | Feb. 11, 2022 M | 2,377 | 0 | 0 | $0 |
| Wallace E Goodwin | SVP; President, Lochinvar, LLC | Feb. 11, 2022 M | 17,892 | 0 | 0 | $0 |
| Patricia K Ackerman | Senior Vice President | Feb. 11, 2022 M | 1,802 | 0 | 0 | $0 |
| Helen E Gurholt | Vice President and Controller | May 4, 2021 S | 1,503 | 0 | 0 | $0 |
| Paul R Dana | SVP, Global Operations | Feb. 16, 2021 G | 4,021 | 0 | 0 | $0 |
| Peter R Martineau | Senior Vice President - CIO | Feb. 10, 2020 A | 5,220 | 0 | 0 | $0 |
| Randall S Bednar | Senior Vice President - CIO | Feb. 11, 2016 M | 41,910 | 0 | 0 | $0 |
| Steve W Rettler | Senior Vice President - CD | Feb. 10, 2014 A | 28,566 | 0 | 0 | $0 |
| Michael J Cole | Senior Vice President - Asia | Feb. 9, 2009 A | 14,157 | 0 | 0 | $0 |
| Ronald E Massa | Executive Vice President | Feb. 11, 2008 A | 23,178 | 0 | 0 | $0 |
| David W Romoser | Senior VP, Gen. Counsel & Sec | April 24, 2007 M | 39,537 | 0 | 0 | $0 |
| Charles J Bishop | Senior Vice President - CT | Feb. 9, 2007 A | 17,325 | 0 | 0 | $0 |
| Albert E Medice | Vice President - Europe | Nov. 23, 2005 M | 14,527 | 0 | 0 | $0 |
| Edward J Oconnor | Vice President - H.R. & P.A. | Oct. 12, 2004 A | 19,788 | 0 | 0 | $0 |
| Donald M Heinrich | Former - Senior Vice President | June 3, 2004 M | 29,465 | 0 | 0 | $0 |
| Aaron W Saak | Director | April 23, 2026 A | · | 0 | 0 | $0 |
| Todd W Fister | Director | April 13, 2026 A | 6,356 | 0 | 0 | $0 |
| Ilham Kadri | Director | April 13, 2026 A | 23,579 | 0 | 0 | $0 |
| Michael M Larsen | Director | April 13, 2026 A | 11,425 | 0 | 0 | $0 |
| Lois M Martin | Director | April 13, 2026 A | 6,445 | 0 | 0 | $0 |
| Mark D Smith | Director | April 13, 2026 A | 118,504 | 0 | 0 | $0 |
| Christopher L Mapes | Director | April 13, 2026 A | 8,684 | 0 | 0 | $0 |
| Victoria M Holt | Director | April 13, 2026 A | 1,922 | 0 | 0 | $0 |
| Ronald D Brown | Director | April 8, 2025 A | 0 | 0 | 0 | $0 |
| Ajita G Rajendra | Director | April 9, 2024 A | 58,577 | 0 | 0 | $0 |
| Idelle K Wolf | Director | Feb. 7, 2024 G | 45,140 | 0 | 0 | $0 |
| Earl E. Exum | Director | April 11, 2023 A | 4,286 | 0 | 0 | $0 |
| Gene C Wulf | Director | April 12, 2022 A | 87,958 | 0 | 0 | $0 |
| Bruce M Smith | Director | June 4, 2021 G | 142 | 0 | 0 | $0 |
| Paul W Jones | Director | Nov. 2, 2020 S | 151,147 | 0 | 0 | $0 |
| William P Greubel | Director | April 15, 2020 A | 0 | 0 | 0 | $0 |
| Gloster B Current JR | Director | April 13, 2017 A | 11,060 | 0 | 0 | $0 |
| Mathias Sandoval | Director | April 11, 2016 A | · | 0 | 0 | $0 |
| Toole Robert J O | Director | April 11, 2011 A | 308,988 | 0 | 0 | $0 |
| William F Buehler | Director | April 12, 2010 A | 15,131 | 0 | 0 | $0 |
| Dennis J Martin | Director | April 1, 2005 J | · | 0 | 0 | $0 |
| Kathleen J Hempel | Director | July 19, 2004 A | 5,046 | 0 | 0 | $0 |
| Family Trusts Smith | 10% owner | April 22, 2009 D | 0 | 0 | 0 | $0 |
| Stephen Anderson | · | Feb. 13, 2015 M | 7,055 | 0 | 0 | $0 |
| Terry M Murphy | · | Feb. 11, 2011 M | 36,674 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 109 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| ABLD · Abacus FCF ETF Trust | 2.38% | 36,693 NS | July 31, 2026 | N-PORT |
| PHO · Invesco Exchange-Traded Fund Trust | 2.25% | 749,980 SH | Oct. 2, 2026 | Daily |
| CVSM · Elevation Series Trust | 1.94% | 30,414 NS | July 31, 2026 | N-PORT |
| EPSB · Harbor ETF Trust | 1.41% | 1,121 NS | July 31, 2026 | N-PORT |
| KNG · First Trust Exchange-Traded Fund IV | 1.39% | 818,247 NS | July 31, 2026 | N-PORT |
| RSPN · Invesco Exchange-Traded Fund Trust | 1.20% | 156,380 SH | Oct. 2, 2026 | Daily |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.86% | 105,999 NS | July 31, 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.72% | 108,763 NS | July 31, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0.64% | 389,567 NS | July 31, 2026 | N-PORT |
| FFLC · FIDELITY COVINGTON TRUST | 0.50% | 99,241 NS | July 31, 2026 | N-PORT |
| CVAR · ETF Opportunities Trust | 0.50% | 3,539 NS | July 31, 2026 | N-PORT |
| QDF · FlexShares Trust | 0.34% | 126,033 NS | July 31, 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 17,649 NS | July 31, 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.22% | 16,922 SH | Aug. 19, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.20% | 3,374,972 SH | Oct. 2, 2026 | Daily |
| MADE · iShares Trust | 0.20% | 2,090 SH | Sept. 11, 2026 | Daily |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.20% | 15,310 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.19% | 1,484,286 SH | Aug. 19, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 22,109 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.16% | 17,143 NS | July 31, 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0.15% | 1,262 NS | July 31, 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.15% | 14,635 NS | July 31, 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.14% | 16,745 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 45,724 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.13% | 53,293 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.11% | 290,985 NS | July 31, 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0.11% | 47,293 NS | July 31, 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 132,148 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.10% | 16,337 SH | Sept. 11, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.10% | 36,801 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.09% | 136,441 SH | Aug. 19, 2026 | Daily |
| DUSL · Direxion Shares ETF Trust | 0.09% | 827 NS | July 31, 2026 | N-PORT |
| SMMD · iShares Trust | 0.09% | 59,582 SH | Sept. 11, 2026 | Daily |
| FBCV · FIDELITY COVINGTON TRUST | 0.08% | 2,452 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.08% | 2,569,257 SH | Aug. 19, 2026 | Daily |
| IYJ · iShares Trust | 0.08% | 26,694 SH | Sept. 11, 2026 | Daily |
| REVS · Columbia ETF Trust I | 0.07% | 3,976 NS | July 31, 2026 | N-PORT |
| HDV · iShares Trust | 0.07% | 178,128 SH | Sept. 11, 2026 | Daily |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0.06% | 210,628 SH | Oct. 2, 2026 | Daily |
| EXI · iShares Trust | 0.06% | 15,834 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.06% | 168,545 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.06% | 6,926 SH | Sept. 11, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.05% | 47,287 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.05% | 458,121 SH | Sept. 11, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.05% | 4,395 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 6,195 SH | Oct. 2, 2026 | Daily |
| DIVB · iShares Trust | 0.04% | 14,265 SH | Sept. 11, 2026 | Daily |
| LCOW · Pacer Funds Trust | 0.04% | 171 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.04% | 94,588 NS | July 31, 2026 | N-PORT |
| XOEF · iShares Trust | 0.04% | 140 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.03% | 3,041 NS | July 31, 2026 | N-PORT |
| DGRO · iShares Trust | 0.03% | 245,903 SH | Sept. 11, 2026 | Daily |
| HDUS · Lattice Strategies Trust | 0.03% | 1,090 NS | July 31, 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.03% | 26,352 SH | Oct. 2, 2026 | Daily |
| PALC · Pacer Funds Trust | 0.03% | 1,100 NS | July 31, 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.03% | 632,549 SH | Aug. 19, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.03% | 446,197 SH | Aug. 19, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.03% | 222,098 NS | July 31, 2026 | N-PORT |
| PWS · Pacer Funds Trust | 0.02% | 97 NS | July 31, 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.02% | 3,189 SH | Oct. 2, 2026 | Daily |
| VEGN · ETF Series Solutions | 0.02% | 659 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 12,207 NS | July 31, 2026 | N-PORT |
| IVE · iShares Trust | 0.02% | 186,589 SH | Sept. 11, 2026 | Daily |
| IUSV · iShares Trust | 0.02% | 98,473 SH | Sept. 11, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.02% | 2,967 SH | Aug. 19, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.02% | 25,739 SH | Aug. 19, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 67,457 SH | Aug. 19, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 34,444 SH | Oct. 2, 2026 | Daily |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.02% | 32,527 SH | Oct. 2, 2026 | Daily |
| MPLY · Strategy Shares | 0.02% | 50 NS | July 31, 2026 | N-PORT |
| DSI · iShares Trust | 0.02% | 17,082 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.02% | 6,738 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.02% | 247,941 SH | Sept. 11, 2026 | Daily |
| EGLE · Global X Funds | 0.02% | 6 NS | July 31, 2026 | N-PORT |
| VMAX · Lattice Strategies Trust | 0.01% | 112 NS | July 31, 2026 | N-PORT |
| CATH · Global X Funds | 0.01% | 2,886 NS | July 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.01% | 75 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 26,677 NS | July 31, 2026 | N-PORT |
| CHRI · Global X Funds | 0.01% | 16 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.01% | 9 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.01% | 1,300 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 36,996 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.01% | 5,686 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.01% | 5,687 NS | July 31, 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.01% | 2,908,235 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 3,551,558 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 80,312 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 18,172 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 9,356 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 25,270 SH | Aug. 19, 2026 | Daily |
| IVV · iShares Trust | 0.01% | 1,411,307 SH | Sept. 11, 2026 | Daily |
| PBP · Invesco Exchange-Traded Fund Trust | 0.01% | 663 SH | Oct. 1, 2026 | Daily |
| XYLG · Global X Funds | 0.01% | 103 NS | July 31, 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0.01% | 422 NS | July 31, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.01% | 2,693 NS | July 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.01% | 5,030 SH | Sept. 11, 2026 | Daily |
| XRMI · Global X Funds | 0.01% | 79 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.01% | 80,152 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 32,709 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 143,337 SH | Sept. 11, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.01% | 782 NS | July 31, 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0.01% | 85 SH | Oct. 1, 2026 | Daily |
| SPXL · Direxion Shares ETF Trust | 0.01% | 8,757 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 2,686 NS | July 31, 2026 | N-PORT |
| XCLR · Global X Funds | 0.01% | 4 NS | July 31, 2026 | N-PORT |
| ISCB · iShares Trust | · | 4,670 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 11,999 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 14,384 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 29,532 SH | Aug. 19, 2026 | Daily |
AOS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
11 analysts · 2026-10-03Mean target $69.91 +23.2%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| AOS | · | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| WMS | $9.96B | 25.2 | 5.0% | 14.0% | 25.2% | 38.3% |
| MOD | · | 95.9 | 23.1% | 3.8% | 11.6% | 23.0% |
| OC | $8.98B | -18.0 | 2.6% | -5.2% | -11.7% | 28.1% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| BLDR | $11.38B | 26.4 | -7.4% | 2.9% | 10.2% | 30.4% |
| CSW | $4.66B | 38.9 | 23.2% | 10.3% | 10.3% | 41.9% |
| FBIN | $6.16B | 20.8 | -3.2% | 6.7% | 12.6% | · |
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