A.O. Smith Corporation (AOS)
Industrials ยท Household Appliances
A.O. Smith Corporation (AOS) is listed on the New York Stock Exchange, where its shares have traded since September 30, 1983. SentiSense covers A.O. Smith Corporation in the Industrials sector, and its Standard Industrial Classification is Household Appliances. Stephen Shafer is its chief executive officer. The company reports 11,500 employees, and its corporate website is www.aosmith.com.
About A.O. Smith Corporation
A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (80% of sales) and rest of world (20% of sales). A.O. Smith is the leading manufacturer of water heaters in North America for the residential and commercial markets, with approximately 36% and 52% market share, respectively. Residential water heaters account for most of North American sales and are distributed equally through wholesale and retail channels. Most of A.O. Smith's international revenue is from China, a market the company entered in the mid-1990s.
Latest reported results
A. O. Smith reported revenue of $940.5 million for Q3 FY2026, down 0.2% from the same period a year earlier.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 596 institutions reported holding AOS, with 125.4 million shares worth $7.9 billion in aggregate. The largest reported holders were Vanguard, FMR and BlackRock. Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter.
More on AOS
- AOS sentiment: whether news and social coverage of A.O. Smith Corporation leans bullish or bearish, and the stories driving it.
- AOS ownership: all 596 reporting institutions, plus insider and congressional trades.
- AOS financials: revenue, net income, operating margin and free cash flow through Q3 FY2026.
SentiSense also tracks daily options readings for A.O. Smith Corporation: IV rank, put/call percentile, 25-delta skew and open-interest walls.
Frequently asked questions
What does A.O. Smith Corporation do?
A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products.
What sector is AOS in?
SentiSense classifies A.O. Smith Corporation in the Industrials sector, and its Standard Industrial Classification is Household Appliances.
Where does AOS stock trade?
A.O. Smith Corporation (AOS) is listed on the New York Stock Exchange, where its shares have traded since September 30, 1983.
Who is the CEO of A.O. Smith Corporation?
Stephen Shafer is the chief executive officer of A.O. Smith Corporation.