📊 AOS Key Takeaways
Is Smith A O Corp. (AOS) a Good Investment?
Smith A O Corp demonstrates exceptional financial health with robust profitability margins (14.3% net, 19.0% operating), outstanding returns on equity (29.4%) and assets (17.4%), and strong cash generation with $546M free cash flow. The company maintains a fortress balance sheet with minimal leverage (0.08x debt/equity) and exceptional interest coverage (54.0x), positioning it well to fund growth, acquisitions, or shareholder returns despite modest revenue growth.
SMITH A O CORP shows high-quality fundamentals with strong profitability, excellent free cash flow generation, and a very conservative balance sheet. Margins are robust across the income statement, while low leverage and strong interest coverage reduce financial risk. The main limitation is modest revenue growth, so the fundamental case depends more on sustained execution and margin durability than on rapid expansion.
Why Buy Smith A O Corp. Stock? AOS Key Strengths
- Outstanding profitability with net margin of 14.3% and operating margin of 19.0%, demonstrating pricing power and operational efficiency
- Exceptional return metrics (ROE 29.4%, ROA 17.4%) indicate superior capital allocation and asset utilization
- Strong cash generation with $546M free cash flow and 14.3% FCF margin, providing financial flexibility
- Conservative balance sheet with 0.08x debt/equity ratio and $174.5M cash, indicating minimal financial risk
- Excellent interest coverage of 54.0x demonstrates strong debt service capacity
- Strong profitability with 38.8% gross margin, 19.0% operating margin, and 14.3% net margin
- Excellent financial health with low debt/equity of 0.08x and very strong 54.0x interest coverage
- High-quality cash generation with $546.0M free cash flow and a 14.3% FCF margin
AOS Stock Risks: Smith A O Corp. Investment Risks
- Slow revenue growth at 0.3% YoY suggests limited organic expansion in household appliances sector
- Quick ratio of 0.94x indicates potential near-term liquidity constraints if operational cash flow declines
- Concentrated exposure to cyclical household appliances sector vulnerable to economic downturns and consumer spending
- 27 Form 4 filings in 90 days warrant monitoring for insider activity patterns and potential conflicts
- Revenue growth is weak at only 0.3% YoY, which may limit earnings expansion over time
- Quick ratio of 0.94x is adequate but shows less immediate liquidity strength than the current ratio suggests
- High returns may be difficult to sustain if input costs, competition, or demand pressure margins
Key Metrics to Watch
- Revenue growth acceleration to confirm market share gains and demand strength
- Free cash flow trends and capital deployment decisions
- Gross margin stability to monitor pricing power and input cost pressures
- Revenue growth and segment demand trends
- Operating margin and free cash flow conversion
Smith A O Corp. (AOS) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Smith A O Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.
AOS Profit Margin, ROE & Profitability Analysis
AOS vs Market Sector: How Smith A O Corp. Compares
How Smith A O Corp. compares to Market sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Smith A O Corp. Stock Overvalued? AOS Valuation Analysis 2026
Based on fundamental analysis, Smith A O Corp. appears fundamentally strong relative to the Market sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Smith A O Corp. Balance Sheet: AOS Debt, Cash & Liquidity
AOS Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Smith A O Corp.'s revenue has grown significantly by 21% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.69 reflects profitable operations.
AOS Revenue Growth, EPS Growth & YoY Performance
AOS Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $902.6M | $120.1M | $0.82 |
| Q2 2025 | $1.0B | $152.2M | $1.06 |
| Q1 2025 | $963.9M | $136.6M | $0.95 |
| Q3 2024 | $902.6M | $120.1M | $0.82 |
| Q2 2024 | $960.8M | $156.2M | $1.04 |
| Q1 2024 | $966.4M | $126.9M | $0.84 |
| Q3 2023 | $874.2M | $109.8M | $0.71 |
| Q2 2023 | $960.8M | $126.2M | $0.81 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Smith A O Corp. Dividends, Buybacks & Capital Allocation
AOS SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Smith A O Corp. (CIK: 0000091142)
📋 Recent SEC Filings
| Date | Form | Document | Action |
|---|---|---|---|
| Apr 15, 2026 | 4 | xslF345X06/wk-form4_1776280260.xml | View → |
| Apr 15, 2026 | 4 | xslF345X06/wk-form4_1776280011.xml | View → |
| Apr 15, 2026 | 4 | xslF345X06/wk-form4_1776279789.xml | View → |
| Apr 15, 2026 | 4 | xslF345X06/wk-form4_1776279699.xml | View → |
| Apr 15, 2026 | 4 | xslF345X06/wk-form4_1776279129.xml | View → |
❓ Frequently Asked Questions about AOS
What is the AI rating for AOS?
Smith A O Corp. (AOS) has a Combined AI Rating of BUY from Claude (STRONG BUY) and ChatGPT (BUY) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are AOS's key strengths?
Claude: Outstanding profitability with net margin of 14.3% and operating margin of 19.0%, demonstrating pricing power and operational efficiency. Exceptional return metrics (ROE 29.4%, ROA 17.4%) indicate superior capital allocation and asset utilization. ChatGPT: Strong profitability with 38.8% gross margin, 19.0% operating margin, and 14.3% net margin. Excellent financial health with low debt/equity of 0.08x and very strong 54.0x interest coverage.
What are the risks of investing in AOS?
Claude: Slow revenue growth at 0.3% YoY suggests limited organic expansion in household appliances sector. Quick ratio of 0.94x indicates potential near-term liquidity constraints if operational cash flow declines. ChatGPT: Revenue growth is weak at only 0.3% YoY, which may limit earnings expansion over time. Quick ratio of 0.94x is adequate but shows less immediate liquidity strength than the current ratio suggests.
What is AOS's revenue and growth?
Smith A O Corp. reported revenue of $3.8B.
Does AOS pay dividends?
Smith A O Corp. pays dividends, with $195.7M distributed to shareholders in the trailing twelve months.
Where can I find AOS SEC filings?
Official SEC filings for Smith A O Corp. (CIK: 0000091142) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is AOS's EPS?
Smith A O Corp. has a diluted EPS of $3.85.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is AOS a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Smith A O Corp. has a BUY rating with 84% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is AOS stock overvalued or undervalued?
Valuation metrics for AOS: ROE of 29.4% (sector avg: 15%), net margin of 14.3% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.
Should I buy AOS stock in 2026?
Our dual AI analysis gives Smith A O Corp. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.
What is AOS's free cash flow?
Smith A O Corp.'s operating cash flow is $616.8M, with capital expenditures of $70.8M. FCF margin is 14.3%.
How does AOS compare to other Market stocks?
Vs Default sector averages: Net margin 14.3% (avg: 12%), ROE 29.4% (avg: 15%), current ratio 1.50 (avg: 1.8).
Why is AOS's return on equity (ROE) so high?
Smith A O Corp. has a return on equity of 29.4%, significantly above the Market sector average of 15%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 14.3% net margin.