A.O. Smith Corp manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (75% of sales) and the rest of the world (25% of sales). A.O. Smith is the manufacturer of water heaters in North America for the residential and commercial markets, with approximately 37% and 54% market share, respectively. Residential water heaters account for the majority of North American sales and are distributed equally through wholesale and retail channels. The majority of A.O. Smith's international revenue is from China, a market the company entered during the mid-1990s. However, the firm announced a strategic review of its China operations.
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The chart shows the growth of an initial investment of $10,000 in A.O. Smith Corporation, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
A.O. Smith Corporation (AOS) has returned -4.04% so far this year and 5.84% over the past 12 months. Looking at the last ten years, AOS has achieved an annualized return of 5.18%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of A.O. Smith Corporation (AOS) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.59% | 6.46% | -14.61% | -2.57% | ||||||||
| 2025 | -1.77% | -0.34% | -2.49% | 3.86% | -5.75% | 2.92% | 8.41% | 1.12% | 3.88% | -9.95% | 0.47% | 2.31% |
| 2024 | -5.01% | 5.87% | 8.38% | -7.27% | 0.98% | -2.08% | 3.47% | -1.53% | 7.54% | -16.52% | -1.22% | -8.60% |
| 2023 | 17.01% | -4.16% | 5.17% | -0.90% | -7.24% | 13.42% | 0.46% | -0.10% | -9.24% | 5.86% | 7.53% | 9.24% |
| 2022 | -10.97% | -10.85% | -6.76% | -9.58% | 3.07% | -9.18% | 15.04% | -8.92% | -13.33% | 11.70% | 9.86% | -6.07% |
| 2021 | -0.73% | 7.98% | 12.14% | 0.41% | 3.53% | -0.03% | -2.48% | 3.25% | -16.03% | 19.18% | 7.61% | 6.88% |
| 2020 | -10.90% | -8.17% | -4.83% | 15.13% | 13.26% | -0.82% | 1.65% | 1.45% | 7.89% | -3.06% | 7.96% | -3.52% |
| 2019 | 13.39% | 8.19% | 1.47% | -2.38% | -22.75% | 15.33% | -5.31% | 2.35% | 3.45% | 3.28% | -3.55% | -1.77% |
| 2018 | 8.67% | -4.18% | -0.93% | -3.31% | 2.97% | -6.67% | 1.52% | -2.12% | -7.41% | -15.34% | 3.31% | -11.74% |
| 2017 | 2.20% | 3.47% | 0.39% | 5.13% | 1.57% | 2.14% | -5.46% | 3.51% | 6.37% | -0.77% | 6.25% | -3.53% |
| 2016 | 1.85% | 5.82% | 7.22% | 5.43% | 4.04% | 2.47% | -8.41% | 7.66% | -2.87% |
The charts below present risk-adjusted performance metrics for A.O. Smith Corporation (AOS) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of AOS compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current A.O. Smith Corporation volatility is 1.56%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 3.24B | 3.21B | 3.33B | 3.47B | 3.16B | 3.06B | 3.07B | 3.20B | 2.89B | 2.65B | 2.52B | 2.39B | 2.27B | 2.35B | 2.11B |
| Equity Attributable To Parent (USD) | 1.88B | 1.84B | 1.75B | 1.83B | 1.85B | 1.67B | 1.72B | 1.65B | 1.52B | 1.44B | 1.38B | 1.33B | 1.19B | 1.09B | 881.40M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 1.88B | 1.84B | 1.75B | 1.83B | 1.85B | 1.67B | 1.72B | 1.65B | 1.52B | 1.44B | 1.38B | 1.33B | 1.19B | 1.09B | 881.40M |
| Commitments and Contingencies (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Other Non-current Liabilities (USD) | 266.10M | 296.90M | 305.90M | 326.70M | 312.90M | 340.70M | 347.80M | 349.60M | 286.50M | 302.00M | 305.00M | 280.00M | 328.40M | 281.70M | - |
| Long-term Debt (USD) | 193.20M | 127.30M | 344.50M | 196.70M | 113.20M | 284.00M | 221.40M | 410.40M | 323.60M | 249.00M | 223.80M | 191.90M | 243.70M | 461.60M | - |
| Noncurrent Liabilities (USD) | 459.30M | 424.20M | 650.40M | 523.40M | 426.10M | 624.70M | 569.20M | 760.00M | 610.10M | 551.00M | 528.80M | 471.90M | 572.10M | 743.30M | 693.80M |
| Other Current Liabilities (USD) | 818.70M | 853.10M | 858.50M | 1.01B | 811.70M | 701.90M | 705.90M | 697.70M | 681.30M | 571.70M | 534.90M | 529.20M | 452.50M | 478.00M | 499.60M |
| Wages (USD) | 78.50M | 92.20M | 75.70M | 113.40M | 74.60M | 64.60M | 79.40M | 90.80M | 84.30M | 81.50M | 70.30M | 61.70M | 46.50M | 41.90M | 37.20M |
| Current Liabilities (USD) | 897.20M | 945.30M | 934.20M | 1.12B | 886.30M | 766.50M | 785.30M | 788.50M | 765.60M | 653.20M | 605.20M | 590.90M | 499.00M | 519.90M | 536.80M |
| Liabilities (USD) | 1.36B | 1.37B | 1.58B | 1.64B | 1.31B | 1.39B | 1.35B | 1.55B | 1.38B | 1.20B | 1.13B | 1.06B | 1.07B | 1.26B | 1.23B |
| Other Non-current Assets (USD) | 897.30M | 779.40M | 760.00M | 750.30M | 677.50M | 673.80M | 599.90M | 592.90M | 558.80M | 457.50M | 460.10M | 469.80M | 473.60M | 472.30M | 851.00M |
| Intangible Assets (USD) | 321.10M | 336.70M | 347.90M | 364.80M | 323.90M | 338.40M | 293.10M | 308.70M | 308.30M | 291.00M | 308.50M | 324.80M | 338.70M | 352.70M | 106.60M |
| Fixed Assets (USD) | 628.70M | 597.50M | 590.70M | 606.70M | 541.30M | 545.40M | 540.00M | 528.90M | 461.90M | 442.70M | 427.70M | 391.30M | 345.70M | 315.30M | 258.40M |
| Noncurrent Assets (USD) | 1.85B | 1.71B | 1.70B | 1.72B | 1.54B | 1.56B | 1.43B | 1.43B | 1.33B | 1.19B | 1.20B | 1.19B | 1.16B | 1.14B | 1.22B |
| Other Current Assets (USD) | 43.30M | 43.50M | 54.30M | 670.50M | 732.90M | 607.90M | 686.50M | 877.20M | 792.20M | 731.00M | 635.30M | 553.50M | 518.40M | 671.90M | 435.90M |
| Inventory (USD) | 532.10M | 497.40M | 516.40M | 447.70M | 300.10M | 303.00M | 304.70M | 291.20M | 251.10M | 222.90M | 208.30M | 193.40M | 163.40M | 168.40M | 146.80M |
| Accounts Receivable (USD) | 541.40M | 596.00M | 581.20M | 634.40M | 585.00M | 589.50M | 647.30M | 598.40M | 518.70M | 501.40M | 475.40M | 458.70M | 425.40M | 368.40M | 313.30M |
| Cash (USD) | 276.10M | 363.40M | 481.80M | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 1.39B | 1.50B | 1.63B | 1.75B | 1.62B | 1.50B | 1.64B | 1.77B | 1.56B | 1.46B | 1.32B | 1.21B | 1.11B | 1.21B | 896.00M |
| Assets (USD) | 3.24B | 3.21B | 3.33B | 3.47B | 3.16B | 3.06B | 3.07B | 3.20B | 2.89B | 2.65B | 2.52B | 2.39B | 2.27B | 2.35B | 2.11B |
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