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A.O. Smith Corporation

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Recent trades of AOS by members of U.S. Congress

Politician Type Traded
Julie Johnson House / D Sale $1,001 - $15,000 Sep 25, 2025
Ro Khanna House / D Sale $1,001 - $15,000 Jun 23, 2025
April McClain Delaney House / D Sale $1,001 - $15,000 Apr 16, 2025
April McClain Delaney House / D Sale $1,001 - $15,000 Apr 10, 2025
Ro Khanna House / D Sale $1,001 - $15,000 Apr 09, 2025
Ro Khanna House / D Purchase $1,001 - $15,000 Mar 12, 2025
Ro Khanna House / D Purchase $1,001 - $15,000 Mar 06, 2025
April McClain Delaney House / D Sale $1,001 - $15,000 Mar 06, 2025
Robert Bresnahan House / R Sale $1,001 - $15,000 Feb 25, 2025
April McClain Delaney House / D Sale $15,001 - $50,000 Feb 18, 2025
Ro Khanna House / D Purchase $1,001 - $15,000 N/A
Ro Khanna House / D Purchase $1,001 - $15,000 Nov 15, 2024
Ro Khanna House / D Purchase $1,001 - $15,000 Nov 12, 2024
Jared Moskowitz House / D Sale $1,001 - $15,000 Nov 08, 2024
Lois Frankel House / D Sale $1,001 - $15,000 Sep 08, 2023
Jared Moskowitz House / D Purchase $1,001 - $15,000 Jul 14, 2023
Ro Khanna House / D Sale $1,001 - $15,000 Feb 14, 2022
Lois Frankel House / D Sale $1,001 - $15,000 Feb 07, 2022
Michael T. McCaul House / R Sale $50,001 - $100,000 Feb 02, 2022
Michael T. McCaul House / R Sale $15,001 - $50,000 Feb 02, 2022
Michael T. McCaul House / R Sale $1,001 - $15,000 Dec 14, 2021
Michael T. McCaul House / R Sale $1,001 - $15,000 Dec 14, 2021
Ro Khanna House / D Purchase $1,001 - $15,000 N/A
Michael T. McCaul House / R Sale $50,001 - $100,000 Oct 15, 2020
Michael T. McCaul House / R Sale $15,001 - $50,000 Oct 15, 2020
Michael T. McCaul House / R Purchase $50,001 - $100,000 Apr 02, 2020
Michael T. McCaul House / R Purchase $15,001 - $50,000 Apr 02, 2020
Dean Phillips House / D Sale $1,001 - $15,000 Feb 28, 2020
Ro Khanna House / D Sale $1,001 - $15,000 Feb 11, 2020
Dean Phillips House / D Purchase $1,001 - $15,000 Aug 13, 2019
Ro Khanna House / D Purchase $1,001 - $15,000 Aug 12, 2019
Donna E. Shalala House / D Sale $1,001 - $15,000 Jun 24, 2019
Greg Gianforte House / R Purchase $100,001 - $250,000 Jun 12, 2019
Lois Frankel House / D Purchase $1,001 - $15,000 Jun 12, 2019
Ro Khanna House / D Sale $1,001 - $15,000 Jun 03, 2019
Donna E. Shalala House / D Purchase $1,001 - $15,000 Mar 06, 2019
Donna E. Shalala House / D Purchase $1,001 - $15,000 Feb 20, 2019
Lois Frankel House / D Purchase $1,001 - $15,000 Feb 05, 2019
Ro Khanna House / D Purchase $1,001 - $15,000 Jan 18, 2019
Greg Gianforte House / R Purchase $50,001 - $100,000 Dec 24, 2018
Ro Khanna House / D Sale $1,001 - $15,000 Dec 17, 2018
Ro Khanna House / D Sale $1,001 - $15,000 Dec 10, 2018
Greg Gianforte House / R Sale $50,001 - $100,000 Nov 21, 2018
Ro Khanna House / D Purchase $1,001 - $15,000 Nov 13, 2018
Ro Khanna House / D Purchase $1,001 - $15,000 Nov 05, 2018
Ro Khanna House / D None None Sep 25, 2018
Ro Khanna House / D Sale $1,001 - $15,000 Jul 24, 2018
Ro Khanna House / D Purchase $1,001 - $15,000 May 08, 2018
Ro Khanna House / D Sale $1,001 - $15,000 Apr 03, 2018
Michael T. McCaul House / R Sale $50,001 - $100,000 Mar 26, 2018
AOS Stock Insider Trading Activity Follow @QuiverQuant for major insider updates
Closing Price
Purchase
Sale
Name
Type
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Price
Shares Held
Date
Reported
AOS Stock Institutional Owners
Investor
Shares
Change in Shares
Market Value
Date
Reported
AOS Derivatives Institutional Owners
Investor
Type
Shares
Change in Shares
Market Value
Date
Reported

Recently reported changes in AOS holdings by institutional investors

Quarterly net insider trading by AOS's directors and management

* Insider trading data parsed from SEC Form 4 filings by Quiver Quantitative. Sign up for the Quiver API for real-time access.

About

Backtest Start Date
CAGR (Total)
Return (30d)
Return (1Y)
  • 1M
  • 3M
  • 6M
  • YTD
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  • 2Y
  • 5Y
  • MAX

About

Backtest Start Date

Key Metrics

Return (1d)

Return (30d)

Return (1Y)

CAGR (Total)

Max Drawdown

Beta

Alpha

Sharpe Ratio

Win Rate

Average Win

Average Loss

Annual Volatility

Annual Std Dev

Information Ratio

Treynor Ratio

Total Trades

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Metrics Definitions
  • Alpha

    Measures a portfolio's risk-adjusted performance against that of its benchmark

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  • Annual Standard Deviation

    Measures how much the portfolio's total return varies from its mean or average.

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  • Annual Volatility

    A statistical measure of the dispersion of returns for the portfolio.

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  • Average Win

    The average return (%) for trades that resulted in a positive return.

  • Average Loss

    The average return (%) for trades that resulted in a negative return.

  • Beta

    A measure of the volatility of the portfolio compared to the market as a whole.

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  • CAGR

    CAGR (Compounded Annual Growth Rate), is the historical annualized rate of return for an investment strategy, throughout the backtest period.

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  • Information Ratio

    A measurement of portfolio returns beyond the returns of its benchmark compared to the volatility of those returns.

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  • Max Drawdown

    the maximum observed loss from a peak to a trough of a portfolio, before a new peak is attained.

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  • Sharpe Ratio

    The Sharpe Ratio is a measure of historical risk-adjusted return, which quantifies the amount of return that an investor received per unit of risk.

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  • Total Trades

    The total number of trades made by this strategy.

  • Treynor Ratio

    Attempts to measure how successful an investment is in providing compensation to investors for taking on investment risk.

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  • Win Rate

    The percentage of total trades that resulted in a positive return.

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Government lobbying spending instances

  • $30,000 Oct 19, 2018 Issue: Energy/Nuclear Taxation/Internal Revenue Code Trade (domestic/foreign) Environment/Superfund Real Estate/Land Use/Conservation
  • $80,000 Oct 18, 2018 Issue: Energy/Nuclear Taxation/Internal Revenue Code Natural Resources Trade (domestic/foreign)
  • $120,000 Jul 20, 2018 Issue: Energy/Nuclear Taxation/Internal Revenue Code Trade (domestic/foreign) Natural Resources
  • $20,000 Jul 19, 2018 Issue: Real Estate/Land Use/Conservation Trade (domestic/foreign) Taxation/Internal Revenue Code Environment/Superfund Energy/Nuclear
  • $220,000 Apr 19, 2018 Issue: Energy/Nuclear Trade (domestic/foreign) Taxation/Internal Revenue Code Natural Resources
  • $20,000 Apr 19, 2018 Issue: Trade (domestic/foreign) Energy/Nuclear Real Estate/Land Use/Conservation Taxation/Internal Revenue Code Environment/Superfund
  • $20,000 Jan 19, 2018 Issue: Energy/Nuclear Environment/Superfund Trade (domestic/foreign) Taxation/Internal Revenue Code
  • $110,000 Jan 16, 2018 Issue: Energy/Nuclear Trade (domestic/foreign) Taxation/Internal Revenue Code
  • $110,000 Oct 19, 2017 Issue: Energy/Nuclear Taxation/Internal Revenue Code Trade (domestic/foreign)
  • $20,000 Oct 19, 2017 Issue: Environment/Superfund Trade (domestic/foreign) Taxation/Internal Revenue Code Energy/Nuclear
  • $150,000 Jul 20, 2017 Issue: Energy/Nuclear Trade (domestic/foreign) Taxation/Internal Revenue Code
  • $20,000 Jul 19, 2017 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Environment/Superfund Energy/Nuclear
  • $30,000 Apr 20, 2017 Issue: Energy/Nuclear Environment/Superfund Trade (domestic/foreign) Taxation/Internal Revenue Code
  • $160,000 Apr 18, 2017 Issue: Energy/Nuclear Taxation/Internal Revenue Code Trade (domestic/foreign)
  • $30,000 Jan 20, 2017 Issue: Energy/Nuclear Environment/Superfund
  • $80,000 Jan 19, 2017 Issue: Energy/Nuclear Trade (domestic/foreign) Taxation/Internal Revenue Code
  • $80,000 Oct 20, 2016 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Energy/Nuclear
  • $30,000 Oct 18, 2016 Issue: Environment/Superfund Energy/Nuclear
  • $100,000 Jul 20, 2016 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Energy/Nuclear
  • $30,000 Jul 15, 2016 Issue: Environment/Superfund Energy/Nuclear
  • $160,000 Apr 20, 2016 Issue: Energy/Nuclear Taxation/Internal Revenue Code Trade (domestic/foreign)
  • $10,000 Apr 19, 2016 Issue: Energy/Nuclear Environment/Superfund
  • $160,000 Jan 20, 2016 Issue: Energy/Nuclear Trade (domestic/foreign) Taxation/Internal Revenue Code
  • $200,000 Oct 19, 2015 Issue: Energy/Nuclear Trade (domestic/foreign) Taxation/Internal Revenue Code
  • $180,000 Sep 08, 2015 Issue: Taxation/Internal Revenue Code Energy/Nuclear
  • $117,000 Jul 20, 2015 Issue: Energy/Nuclear Trade (domestic/foreign) Taxation/Internal Revenue Code
  • $230,000 Jan 20, 2015 Issue: Taxation/Internal Revenue Code Energy/Nuclear
  • $105,000 Oct 17, 2014 Issue: Energy/Nuclear Taxation/Internal Revenue Code
  • $200,000 Jul 18, 2014 Issue: Energy/Nuclear Taxation/Internal Revenue Code
  • $167,000 Apr 21, 2014 Issue: Taxation/Internal Revenue Code Energy/Nuclear
  • $129,000 Jan 21, 2014 Issue: Taxation/Internal Revenue Code Energy/Nuclear
  • $194,000 Oct 21, 2013 Issue: Energy/Nuclear Taxation/Internal Revenue Code
  • $147,000 Jul 18, 2013 Issue: Taxation/Internal Revenue Code Energy/Nuclear Environment/Superfund
  • $135,000 Apr 19, 2013 Issue: Energy/Nuclear Taxation/Internal Revenue Code
  • $175,000 Jan 16, 2013 Issue: Energy/Nuclear Taxation/Internal Revenue Code
  • $210,000 Oct 19, 2012 Issue: Energy/Nuclear Taxation/Internal Revenue Code
  • $170,000 Jul 20, 2012 Issue: Energy/Nuclear Taxation/Internal Revenue Code Trade (domestic/foreign)
  • $10,000 Jul 20, 2012 Issue: Budget/Appropriations Energy/Nuclear
  • $210,000 Apr 20, 2012 Issue: Energy/Nuclear Taxation/Internal Revenue Code
  • $20,000 Apr 20, 2012 Issue: Budget/Appropriations Energy/Nuclear
  • $180,000 Jan 20, 2012 Issue: Energy/Nuclear Environment/Superfund Taxation/Internal Revenue Code
  • $20,000 Jan 20, 2012 Issue: Budget/Appropriations Energy/Nuclear
  • $20,000 Oct 20, 2011 Issue: Budget/Appropriations Energy/Nuclear
  • $200,000 Oct 18, 2011 Issue: Energy/Nuclear Environment/Superfund Taxation/Internal Revenue Code
  • $20,000 Jul 20, 2011 Issue: Budget/Appropriations Energy/Nuclear
  • $130,000 Jul 19, 2011 Issue: Energy/Nuclear Taxation/Internal Revenue Code Clean Air and Water (quality)
  • $170,000 Apr 20, 2011 Issue: Energy/Nuclear Taxation/Internal Revenue Code Clean Air and Water (quality)
  • $20,000 Apr 15, 2011 Issue: Energy/Nuclear Budget/Appropriations
  • $60,000 Jan 20, 2011 Issue: Energy/Nuclear Budget/Appropriations
  • $230,000 Jan 18, 2011 Issue: Energy/Nuclear Taxation/Internal Revenue Code Environment/Superfund
  • $340,000 Oct 20, 2010 Issue: Taxation/Internal Revenue Code Environment/Superfund Energy/Nuclear
  • $60,000 Oct 19, 2010 Issue: Energy/Nuclear
  • $280,000 Jul 20, 2010 Issue: Energy/Nuclear Taxation/Internal Revenue Code
  • $20,000 Jul 19, 2010 Issue: Defense
  • $80,000 Jul 19, 2010 Issue: Energy/Nuclear
  • $20,000 Apr 21, 2010 Issue: Defense
  • $230,000 Apr 20, 2010 Issue: Energy/Nuclear
  • $20,000 Apr 19, 2010 Issue: Energy/Nuclear
  • $250,000 Mar 31, 2010 Issue: Taxation/Internal Revenue Code Energy/Nuclear
  • $20,000 Jan 25, 2010 Issue: Defense
  • $20,000 Jan 19, 2010 Issue: Energy/Nuclear
  • $220,000 Oct 20, 2009 Issue: Taxation/Internal Revenue Code Health Issues Environment/Superfund Energy/Nuclear
  • $20,000 Oct 19, 2009 Issue: Energy/Nuclear
  • $190,000 Oct 19, 2009 Issue: Energy/Nuclear Taxation/Internal Revenue Code Health Issues
  • $20,000 Oct 08, 2009 Issue: Defense
  • $20,000 Sep 29, 2009 Issue: Defense
  • $10,000 Jul 20, 2009 Issue: Defense
  • $60,000 Apr 07, 2009 Issue: Labor Issues/Antitrust/Workplace Taxation/Internal Revenue Code Energy/Nuclear
  • $50,000 Jan 20, 2009 Issue: Energy/Nuclear Taxation/Internal Revenue Code
  • $100,000 Oct 20, 2008 Issue: Taxation/Internal Revenue Code Energy/Nuclear
  • $84,480 Jul 18, 2008 Issue: Energy/Nuclear Taxation/Internal Revenue Code
  • $68,913 Apr 18, 2008 Issue: Roads/Highway Trade (domestic/foreign) Health Issues Environment/Superfund Government Issues Energy/Nuclear Torts Taxation/Internal Revenue Code
  • $209,272 Feb 12, 2008 Issue: Energy/Nuclear Taxation/Internal Revenue Code
  • $103,000 Aug 13, 2007 Issue: Environment/Superfund Trade (domestic/foreign) Law Enforcement/Crime/Criminal Justice Energy/Nuclear Manufacturing Taxation/Internal Revenue Code Health Issues
  • $41,000 Feb 13, 2007 Issue: Clean Air and Water (quality) Torts Trade (domestic/foreign) Manufacturing Budget/Appropriations Financial Institutions/Investments/Securities Retirement Health Issues Taxation/Internal Revenue Code Energy/Nuclear
  • $60,000 Feb 22, 2006 Issue: Taxation/Internal Revenue Code Retirement Budget/Appropriations Energy/Nuclear
  • $60,000 Aug 17, 2005 Issue: Taxation/Internal Revenue Code Energy/Nuclear Torts
  • $40,000 Feb 16, 2005 Issue: Trade (domestic/foreign) Medical/Disease Research/Clinical Labs Torts Taxation/Internal Revenue Code Manufacturing Health Issues Environment/Superfund Energy/Nuclear
  • $60,000 Aug 17, 2004 Issue: Medical/Disease Research/Clinical Labs Energy/Nuclear Environment/Superfund Health Issues Trade (domestic/foreign) Manufacturing Taxation/Internal Revenue Code
  • $40,000 Feb 20, 2004 Issue: Taxation/Internal Revenue Code Health Issues Medicare/Medicaid Environment/Superfund Energy/Nuclear Torts
  • $40,000 Aug 19, 2003 Issue: Taxation/Internal Revenue Code Health Issues Medicare/Medicaid Energy/Nuclear Torts
  • $40,000 Feb 20, 2003 Issue: Trade (domestic/foreign) Health Issues Medicare/Medicaid Budget/Appropriations Environment/Superfund Energy/Nuclear Labor Issues/Antitrust/Workplace Law Enforcement/Crime/Criminal Justice
  • $40,000 Aug 22, 2002 Issue: Trade (domestic/foreign) Taxation/Internal Revenue Code Retirement Health Issues Medicare/Medicaid Environment/Superfund Energy/Nuclear
  • $60,000 Mar 20, 2002 Issue: None
  • $60,000 Aug 12, 1999 Issue: Trade (domestic/foreign) Retirement Health Issues Budget/Appropriations Environment/Superfund Government Issues Labor Issues/Antitrust/Workplace Computer Industry

AOS Estimated quarterly lobbying spending

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AOS Revenue by Segment or Geography

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By Geography
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Revenue Breakdown Dashboard
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Revenue Breakdown Dashboard
AOS Income Statement
AOS Balance Sheet
AOS Cash Flow
U.S. Patents

New AOS patent grants

  • Patent Title: Set of water line connections for a water heater Sep. 16, 2025
  • Patent Title: Countertop pitcher water filter Sep. 17, 2024
  • Patent Title: Thermostatic condensing gas water heater and control method therefor Apr. 10, 2018
  • Patent Title: Water heater having a waterway changeover control apparatus and method for operating the same Feb. 20, 2018
  • Patent Title: Air inlet damper Feb. 06, 2018
  • Patent Title: Dual sensor combustion system Oct. 17, 2017
  • Patent Title: Gas hot water heating device and system May. 16, 2017
  • Patent Title: Systems, compositions and methods for providing safe and healthy water and water-based products Mar. 28, 2017
  • Patent Title: Low no Mar. 07, 2017
  • Patent Title: Air inlet damper Feb. 21, 2017
  • Patent Title: Storeage gas water heater Feb. 14, 2017
  • Patent Title: Air inlet damper Nov. 15, 2016
  • Patent Title: Air inlet damper Nov. 15, 2016
  • Patent Title: Air inlet damper Nov. 15, 2016
  • Patent Title: Air inlet damper Nov. 15, 2016
  • Patent Title: Air inlet damper Nov. 15, 2016
  • Patent Title: Air inlet damper Nov. 08, 2016
  • Patent Title: Air inlet damper Nov. 08, 2016
  • Patent Title: Low-noise, gas-type, instantaneous water heater Sep. 13, 2016
  • Patent Title: Economically-operated, dual-energy hot water supply system and method of operating the same Aug. 16, 2016
  • Patent Title: Water heater and method of operating a water heater Aug. 02, 2016
  • Patent Title: Kind of anti-adhesion device, a heating apparatus including the device, and method of operating the same Feb. 23, 2016
  • Patent Title: Membrane seal for water heater tank spuds Feb. 23, 2016
  • Patent Title: Sacrificial anode control Feb. 23, 2016
  • Patent Title: Low no Dec. 15, 2015
  • Patent Title: Water heater having a waterway changeover control apparatus and method for operating the same Oct. 06, 2015
  • Patent Title: Modular control system and method for water heaters Jun. 16, 2015
  • Patent Title: Modular control system and method for a water heater Mar. 10, 2015
  • Patent Title: Water heating systems and methods Nov. 18, 2014
  • Patent Title: Gas-fired water heater with an exhaust assembly Nov. 11, 2014
  • Patent Title: Water heater and method of operating Jul. 01, 2014
  • Patent Title: Modular control system and method for water heaters Feb. 25, 2014
  • Patent Title: Mixed energy heater with constant temperature control May. 07, 2013
  • Patent Title: Water heater tank with convex heads Jan. 22, 2013
  • Patent Title: Water heater base Jan. 15, 2013
  • Patent Title: Water heating systems and methods Aug. 21, 2012
  • Patent Title: System and method for estimating and indicating temperature characteristics of temperature controlled liquids Nov. 22, 2011
  • Patent Title: System and method for preventing overheating of water within a water heater tank Nov. 22, 2011
  • Patent Title: Rotor assembly having two core portions each with a reduced back portion Oct. 11, 2011
  • Patent Title: Interior permanent magnet motor including rotor with flux barriers Apr. 26, 2011
  • Patent Title: Interior permanent magnet motor and rotor Apr. 12, 2011
  • Patent Title: Assembly for an electric machine Apr. 12, 2011
  • Patent Title: External voltage change device Mar. 01, 2011
  • Patent Title: System and method for controlling temperature of a liquid residing within a tank Feb. 01, 2011
  • Patent Title: Water heater and method of customizing the water heater Oct. 26, 2010
  • Patent Title: Electric motor, stator for an electric motor and method of manufacturing same Oct. 26, 2010
  • Patent Title: Stator assembly for an electric machine and method of manufacturing the same Oct. 26, 2010
  • Patent Title: Drain valve Sep. 14, 2010
  • Patent Title: Motor end frame assembly and motor incorporating the same Sep. 07, 2010
  • Patent Title: Water heater base Aug. 03, 2010
Government Contracts

Federal grants, loans, and purchases

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Government Contracts

Estimated quarterly amount awarded to AOS from public contracts

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AOS News

Recent insights relating to AOS

CNBC Recommendations

Recent picks made for AOS stock on CNBC

Top ETF Holders

ETFs with the largest estimated holdings in AOS

AOS Analyst Ratings

AOS Stock Forecasts
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AOS Analyst Forecasts
Analyst
Firm
Current
Previous
Date
Frequently Asked Questions
  • Is $AOS stock a Buy, Sell, or Hold?

  • What is the price target for $AOS stock?

* Analyst consensus is not financial advice. Please see our data disclaimers .

AOS Top Shareholders
Shareholder
Shares Held
AOS Options Owners
Shareholder
Security
Underlying Shares
Frequently Asked Questions
  • Who owns $AOS stock?

  • Who owns the most shares of $AOS stock?

  • What funds own $AOS stock?

* These are estimates based on data taken from SEC filings. There may be inaccuracies due to parsing errors, accidental double-counting, incorrect classification of indirectly owned shares, or any other number of issues.

AOS Stock Smart Score

The Quiver Smart Score combines our data on Congress Trading, Lobbying, Insider Trading, CNBC Mentions and more to provide a comprehensive view of the strength of a stock's underlying data.

The Smart Score grades stocks on a scale of 1 (weakest) to 10 (strongest) based on the strength of the underlying data.
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Bull Case vs Bear Case

See concise summaries of analyst reports, presenting both bullish and bearish arguments for a stock.

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Bulls Say:

The Bulls Say summary highlights positive aspects of the stock.

Bears Say:

The Bears Say summary points out potential risks and negative aspects of the stock.

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About AOS

A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (75% of sales) and rest of world (25% of sales). A.O. Smith is the leading 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 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 during the mid-1990s. However, the firm announced a strategic review of its China operations.

  • Address Milwaukee, WI
  • Market Cap 9.1 billion
  • Employees 12,700
  • Industrial Classification Household Appliances
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