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AOS

A O SmithB
NYSE / Capital Goods
Last Price
At close
2026-07-18
View Chart
Current thesis
The bull case is that AOS can offset softer water-heater demand with pricing, Leonard Valve contribution, dealer expansion, and restructuring-driven margin improvement. Cash generation was solid in Q1, which helps support buybacks and downside protection.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +0.5.
What can break
China consumer appliance conditions remain weak, with Rest of World sales down 11% on continued market challenges.
Momentum
39
Value
67
Sentiment
61
Setup hits (3d)
— · Net —
AI TargetsBase $69.00 · Bull $84.00 · Bear $49.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-08 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net —
Target $70.30
Why
Momentum39 · Δ7d +6.5
Value67 · Δ7d +0.5
Sentiment61 · Δ7d -1.0
So what
Strength-led posture. Favor watchlist adds and disciplined entries.
Setup hits not loaded

Load setup hits to see net bias and recent triggers.

Load setup hits
Lead driver: Value · See fundamentals
Momentum
39
26% active weight
Current posture
7d trendFlat
Δ7d
+6.5
Δ21d
+17.4
Value
67
39% active weight
Current posture
7d trendFlat
Δ7d
+0.5
Δ21d
+0.4
Sentiment
61
34% active weight
Current posture
7d trendSoftening
Δ7d
-1.0
Δ21d
+3.4
Why this grade

Composite grade B. Momentum 39.4 / Value 66.8 / Sentiment 60.8

Fundamentals (TTM)
As of 2026-07-17
Market Cap
$8.11B
Beta
1.35
Shares Out
137.83M
P/E (TTM)
18.5
P/S (TTM)
2.49
P/FCF (TTM)
25.29
Rev YoY
-1.9%
EPS YoY
-10.4%
Gross Margin
+38.7%
Op Margin
+18.3%
Net Debt
$9.7M
Current Ratio
1.56
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology