Smith (A.O.) Corp., Class B (AOS)

Sector:
INDUSTRIALS
Industry:
COMMERCIAL SERVICES & SUPPLIES
SIC:
HOUSEHOLD APPLIANCES
CEO:
Kevin J. Wheeler
Employees:
13,700
11270 WEST PARK PLACE, MILWAUKEE, WI 53224
4143594000

A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products. It operates through two segments, North America and Rest of World. It distributes its products through independent wholesale plumbing distributors, as well as retail channels.

Data derived from most recent annual or quarterly report
Market Cap 9.099 Billion Shares Outstanding152.776 Million Avg 30-day Volume 1.172 Million
P/E Ratio15.058 Dividend Yield2.3189 EPS0.65
Price to Revenue1.9562 Debt to Equity0.1647 EBITDA732.2 Million
Price to Book Value4.2681 Operating Margin17.1872 Enterprise Value7.33 Billion
Current Ratio1.742 EPS Growth0.094 Quick Ratio1.089
1 Yr BETA 0.9481 52-week High/Low 75.79 / 46.08 Profit Margin12.9914
Operating Cash Flow Growth-21.2818 Altman Z-Score6.4353 Free Cash Flow to Firm 199.948 Million
Earnings Report2023-01-31
View SEC Filings from AOS instead.

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Funds Holding AOS (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding AOS

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Active Schedule 13D and 13G filings

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Recent Filings

Events (8k)

  • 8-K: filed on 2023-01-31:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-27:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-13:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-07-28:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-04-28:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-04-18:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2022-03-03:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-01-27:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-12-02:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-10-28:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • Prospectus

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    BROWN RONALD D

    • Director
    4,731 2022-11-11 2

    KULKARNI PARAG SVP - INT'L; PRESIDENT INDIA

    • Officer
    0 2022-09-01 3

    CARVER SAMUEL M. SVP - GLOBAL OPERATIONS

    • Officer
    5,144 2022-05-03 3

    KEMPKEN DANIEL L SVP - STRATEGY & CORP. DEV.

    • Officer
    11,323 2022-05-01 3

    LAUBER CHARLES T EVP & CFO

    • Officer
    47,875 2022-05-01 3

    HOLT VICTORIA M

    • Director
    4,253 2022-04-12 1

    WOLF IDELLE K

    • Director
    58,910 2022-04-12 1

    WULF GENE C

    • Director
    87,958 2022-04-12 1

    SMITH MARK D

    • Director
    143,633 2022-04-12 1

    RAJENDRA AJITA G

    • Director
    282,601 2022-04-12 2

    LARSEN MICHAEL M

    • Director
    4,253 2022-04-12 2

    KADRI ILHAM

    • Director
    15,097 2022-04-12 1

    EXUM EARL E.

    • Director
    0 2022-04-12 2

    O'BRIEN STEPHEN D. SVP; PRESIDENT, LOCHINVAR, LLC

    • Officer
    0 2022-04-01 1

    PETRARCA MARK A SENIOR VICE PRES. - H.R. & P.A

    • Officer
    101,946 2022-02-11 2

    STERN JAMES F EXEC VP, GENERAL COUNSEL & SEC

    • Officer
    161,897 2022-02-11 2

    HEIDEMAN ROBERT J SENIOR VP, CTO

    • Officer
    17,407 2022-02-11 2

    ACKERMAN PATRICIA K SENIOR VICE PRESIDENT

    • Officer
    23,349 2022-02-11 2

    WHEELER KEVIN J. CHAIRMAN, PRESIDENT AND CEO

    • Officer
    122,394 2022-02-11 2

    WARREN DAVID R SENIOR VP & PRESIDENT AND GM

    • Officer
    19,792 2022-02-11 2

    GOODWIN WALLACE E SVP; PRESIDENT, LOCHINVAR, LLC

    • Officer
    22,357 2022-02-11 2

    DASGUPTA ANINDADEB VJAYKUMAR SENIOR VICE PRESIDENT

    • Officer
    5,952 2022-02-11 2

    KARGE DOUGLAS SAMUEL SVP - PRESIDENT NA WATER TREAT

    • Officer
    4,044 2022-02-11 2

    QIU JACK SVP - PRES. A. O. SMITH CHINA

    • Officer
    6,265 2022-02-11 2

    OTCHERE BENJAMIN A VICE PRESIDENT AND CONTROLLER

    • Officer
    1,771 2022-02-11 2

    SCHEPPELE STEPHANIE MELISSA SVP - CIO

    • Officer
    32,480 2022-02-07 1

    SMITH BRUCE M

    • Director
    137,600 2021-07-12 0

    GURHOLT HELEN E VICE PRESIDENT AND CONTROLLER

    • Officer
    1,503 2021-05-04 0

    DANA PAUL R SVP, GLOBAL OPERATIONS

    • Officer
    4,021 2021-02-16 0

    JONES PAUL W

    • Director
    151,147 2020-11-02 0

    GREUBEL WILLIAM P

    • Director
    0 2020-04-15 0

    DING WEI PRESIDENT - A. O. SMITH CHINA

    • Officer
    10,528 2020-02-13 0

    MARTINEAU PETER R SENIOR VICE PRESIDENT - CIO

    • Officer
    0 2020-02-10 0

    KITA JOHN J EXECUTIVE VICE PRESIDENT & CFO

    • Officer
    46,247 2019-02-08 0

    BROUWER WILFRIDUS M PRESIDENT - AOSHBSRL

    • Officer
    No longer subject to file 2018-03-06 0

    VALLETT WILLIAM L JR CEO, LOCHINVAR, LLC

    • Officer
    54,688 2018-02-09 0

    CURRENT GLOSTER B JR

    • Director
    22,120 2017-04-13 0

    SANDOVAL MATHIAS

    • Director
    0 2016-04-11 0

    BEDNAR RANDALL S SENIOR VICE PRESIDENT - CIO

    • Officer
    41,910 2016-02-11 0

    ANDERSON STEPHEN

    • DESIGNATED SECTION 16 OFFICER
    7,055 2015-02-13 0

    RETTLER STEVE W SENIOR VICE PRESIDENT - CD

    • Officer
    0 2014-02-10 0

    O TOOLE ROBERT J

    • Director
    308,988 2011-04-11 0

    MURPHY TERRY M EXECUTIVE VICE PRESIDENT & CFO

    • Officer
    36,674 2011-02-11 0

    MAPES CHRISTOPHER L EXECUTIVE VICE PRESIDENT

    • Officer
    37,894 2011-02-11 0

    BUEHLER WILLIAM F

    • Director
    15,131 2010-04-12 0

    SMITH FAMILY VOTING TRUST

    • 10% Owner
    0 2009-04-23 0

    SMITH FAMILY TRUSTS

    • 10% Owner
    No longer subject to file 2009-04-22 0

    COLE MICHAEL J SENIOR VICE PRESIDENT - ASIA

    • Officer
    0 2009-02-09 0

    MASSA RONALD E EXECUTIVE VICE PRESIDENT

    • Officer
    23,178 2007-10-22 0

    ROMOSER W DAVID SENIOR VP, GEN. COUNSEL & SEC

    • Officer
    76,020 2007-04-24 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed
    Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
    No current insider transactions

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    SMITH (A.O.) CORP AOS 2023-01-30 22:15:03 UTC 4.07 0.25 2300000
    SMITH (A.O.) CORP AOS 2023-01-30 21:45:04 UTC 4.07 0.25 2300000
    SMITH (A.O.) CORP AOS 2023-01-30 21:15:03 UTC 4.07 0.25 2300000
    SMITH (A.O.) CORP AOS 2023-01-30 20:45:03 UTC 4.07 0.25 2300000
    SMITH (A.O.) CORP AOS 2023-01-30 20:15:03 UTC 4.07 0.25 2300000
    SMITH (A.O.) CORP AOS 2023-01-30 19:45:03 UTC 4.07 0.25 2300000
    SMITH (A.O.) CORP AOS 2023-01-30 19:15:04 UTC 4.07 0.25 2300000
    SMITH (A.O.) CORP AOS 2023-01-30 18:45:04 UTC 4.07 0.25 2300000
    SMITH (A.O.) CORP AOS 2023-01-30 18:15:03 UTC 4.07 0.25 2300000
    SMITH (A.O.) CORP AOS 2023-01-30 17:45:03 UTC 4.07 0.25 2300000
    SMITH (A.O.) CORP AOS 2023-01-30 17:15:03 UTC 4.07 0.25 2200000
    SMITH (A.O.) CORP AOS 2023-01-30 16:45:04 UTC 4.07 0.25 2200000
    SMITH (A.O.) CORP AOS 2023-01-30 16:15:03 UTC 4.07 0.25 2200000
    SMITH (A.O.) CORP AOS 2023-01-30 15:45:03 UTC 4.07 0.25 2200000
    SMITH (A.O.) CORP AOS 2023-01-30 15:15:03 UTC 4.07 0.25 2200000
    SMITH (A.O.) CORP AOS 2023-01-30 14:45:04 UTC 4.07 0.25 2200000
    SMITH (A.O.) CORP AOS 2023-01-30 14:15:03 UTC 4.07 0.25 2200000
    SMITH (A.O.) CORP AOS 2023-01-30 13:45:04 UTC 4.015 0.305 2200000
    SMITH (A.O.) CORP AOS 2023-01-30 13:15:04 UTC 4.015 0.305 2200000
    SMITH (A.O.) CORP AOS 2023-01-30 12:45:04 UTC 4.015 0.305 2200000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    FundVantage Trust- Gotham Master Neutral Fund AOS -5.0 shares, $-264.0 2020-09-30 N-PORT
    Advantage Advisers Xanthus Fund, L.L.C.- Advantage Advisers Xanthus Fund, L.L.C. AOS -69500.0 shares, $-3376310.0 2022-09-30 N-PORT
    JPMorgan Trust I- JPMorgan Opportunistic Equity Long/Short Fund AOS -59583.0 shares, $-3263956.74 2022-10-31 N-PORT
    Columbia Funds Series Trust I- Multi-Manager Directional Alternative Strategies Fund AOS -9394.0 shares, $-514603.32 2022-10-31 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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