What is the 13F Pro Quality Score for AOS?

13F Pro ranks SMITH A O CORP (AOS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View AOS's current score at https://13fpro.ai/research/AOS (free sign-up required for the full ranking).

Which hedge funds own the most AOS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of AOS include FMR, BlackRock,, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/AOS as soon as new 13F filings post.

Where does 13F Pro source AOS data?

All SMITH A O CORP fundamentals and ownership data come directly from SEC EDGAR. SMITH A O CORP files with the SEC under CIK 91142. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is AOS in?

SMITH A O CORP (AOS) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives AOS's revenue?

Per SMITH A O CORP's latest 10-Q filed with the SEC on 2026-04-30, the biggest revenue drivers are: North America ($753.4M, +0.6% YoY); Rest of World ($200.7M, -11.5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/AOS.

What are AOS's largest expenses?

SMITH A O CORP's latest 10-Q reports these as the largest expense items: Cost of products sold ($579.9M, -1.5% YoY); Selling, general and administrative expenses ($203.9M, +5.8% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is AOS research updated on 13F Pro?

AOS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

SMITH A O CORP(AOS)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Technology →NYSE

Institutional-grade research for retail investors

SEC EDGAR: CIK 91142 AOS stock profile & AI dashboard →

13F Pro Quality Score

66.7/100

Rank #507 of 2,879 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

33.4/100

Profitability

74.3/100

Balance Sheet

94.9/100

Earnings Quality

35.2/100

Free Cash Flow

69.5/100

Institutional Flow

72.4/100

Revenue Scale

74.0/100

Dilution Risk

80.1/100

AOS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for SMITH A O CORP (AOS), a Technology sector company. 13F Pro's AI-powered ranking engine scores AOS at 66.7/100 on a 32-signal composite quality model, placing it at rank #507 of 2,879 stocks — the top 25% of the AI-ranked universe. AOS scores in the top quartile across balance sheet strength (94.9). Areas of concern include revenue growth (33.4) and earnings quality (35.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), SMITH A O CORP reports quarterly revenue of $945.6M, net income of $118.0M, an operating margin of 17.1%. Top institutional holders of AOS by reported 13-F value include FMR, BlackRock,, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. AOS trades on the NYSE exchange and files with the SEC under CIK 91142. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AOS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SMITH A O CORP directly from SEC EDGAR. SMITH A O CORP's 13F Pro composite quality score has ranged between 8 and 69 since 2021, currently 66.7 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about SMITH A O CORP

Quirks, history, and lore behind AOS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial manufacturer · mid-cap · listed on NYSE · headquartered in Wisconsin.
2
The Numbers
Annual revenue in the range of $3–4 billion, with operations spanning North America, China, and India — a surprisingly global footprint for a company most people can't name.
3
The History
Founded in 1874, it spent over a century making its name in water heaters before expanding into broader water technology — that's a long time to be in hot water.
4
The Secret
China is not a side market — it's a major revenue driver, making this quiet Midwestern company surprisingly exposed to Asian consumer demand for home appliances.
5
The Lore
It also makes boilers and water treatment products, and its residential water heaters are found in millions of American homes — you've probably showered thanks to them without knowing it.
6
The Giveaway
If your water heater has a label on it, there's a good chance it says the last name of a Wisconsin family who've been heating America's water since Ulysses S. Grant was president.

▶ Think you know your stocks? Play the Daily Ticker

What's Driving AOS's Business? Latest 10-Q Breakdown

AI-extracted from SMITH A O CORP's 10-Q filed 2026-04-30 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q1 revenue declined 2% YoY to $945.6M as North America water heater volumes fell due to weather damage and China weakness, partially offset by $16M from Leonard Valve acquisition and pricing gains.

Biggest Revenue Drivers

Total revenue: $945.6M-1.9% YoY

North America$753.4M+0.6% YoY

Benefits of 2025 pricing actions and Leonard Valve contribution of ~$16M largely offset by lower residential water heater volumes from weather damage at Ashland City plant

Rest of World$200.7M-11.5% YoY

China sales declined 17% in local currency due to cessation of government appliance subsidy programs and challenging market conditions

Largest Expense Items

Cost of products sold$579.9M-1.5% YoY

Lower volumes partially offset by favorable pricing actions

Selling, general and administrative expenses$203.9M+5.8% YoY

Higher employee costs and $6.8M acquisition-related transaction costs for Leonard Valve

Watch Items from the Filing

China Rest of World sales declined 17% in Q1 2026; company projects low double-digit decrease for full year 2026 due to government subsidy program cessation and uncertain recovery timeline.
Company took $470M term loan for Leonard Valve acquisition in January 2026; leverage ratio increased to 24.7% of total capitalization vs. 7.7% at year-end 2025.
Ashland City, Tennessee facility sustained roof damage from severe ice/snow weather in January 2026, temporarily suspending production; majority of costs expected covered by insurance.
Company announced April 2026 restructuring in North America water treatment business with estimated $20M charge (mostly non-cash impairment) in Q2, projecting $6M-$8M annual savings beginning 2027.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$945.6M

Net Income

Q1 2026

$118.0M

Free Cash Flow

Q1 2026

$118.9M

Operating Margin

Q1 2026

17.1%

D/E Ratio

Q1 2026

0.33

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+2.0% YoY

$3.83BFY 2025

FY20 $2.90BFY21 $3.54BFY22 $3.75BFY25 $3.83B

Net Income

+131.7% YoY

$546.2MFY 2025

FY20 $344.9MFY21 $487.1MFY22 $235.7MFY25 $546.2M

Operating Income

+101.3% YoY

$728.6MFY 2025

FY20 $503.2MFY21 $682.0MFY22 $362.0MFY25 $728.6M

EPS (Diluted)

+155.0% YoY

$3.85FY 2025

FY20 $2.12FY21 $3.02FY22 $1.51FY25 $3.85

Total Assets

-5.7% YoY

$3.14BFY 2025

FY20 $3.16BFY21 $3.47BFY22 $3.33BFY25 $3.14B

Total Debt

-44.3% YoY

$197.3MFY 2025

FY20 $120.0MFY21 $203.5MFY22 $354.5MFY25 $197.3M

Op. Cash Flow

+57.6% YoY

$616.8MFY 2025

FY20 $562.1MFY21 $641.1MFY22 $391.4MFY25 $616.8M

Metric	FY 2025	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018
Revenue	$3.83B +2.0%	$3.75B +6.1%	$3.54B +22.2%	$2.90B -3.3%	$2.99B -6.1%	$3.19B
Net Income	$546.2M +131.7%	$235.7M -51.6%	$487.1M +41.2%	$344.9M -6.8%	$370.0M -16.7%	$444.2M
Operating Income	$728.6M +101.3%	$362.0M -46.9%	$682.0M +35.5%	$503.2M -4.9%	$529.1M -13.7%	$613.4M
EPS (Diluted)	$3.85 +155.0%	$1.51 -50.0%	$3.02 +42.5%	$2.12 -4.5%	$2.22 -14.0%	$2.58
Total Assets	$3.14B -5.7%	$3.33B -4.1%	$3.47B +9.9%	$3.16B +3.4%	$3.06B -0.4%	$3.07B
Total Debt	$197.3M -44.3%	$354.5M +74.2%	$203.5M +69.6%	$120.0M -58.7%	$290.8M +31.3%	$221.4M
Operating Cash Flow	$616.8M +57.6%	$391.4M -38.9%	$641.1M +14.1%	$562.1M +23.2%	$456.2M +1.6%	$448.9M

AI Insight: AOS Financial Trends

AOS debt surged from $197M to $616M in Q1 2026 while operating performance remained pressured with declining margins.

• Revenue declined from $1,024M in Q2 2024 to $946M in Q1 2026, showing persistent weakness.

• Operating income fell from $216M in Q1 2024 to $162M in Q1 2026.

• Net income dropped from $148M in Q1 2024 to $118M in Q1 2026.

⚠ Total debt jumped 213% from $197M in Q4 2025 to $616M in Q1 2026.

⚠ Operating cash flow volatility with swings from $39M to $255M across recent quarters.

AI Insight: AOS Ratio Trends

AOS profitability has deteriorated significantly from peak 2024 levels, with ROIC falling from 43.1% to 25.9% and leverage more than quintupling.

• Operating margin declined from 22.0% in Q1 2024 to 17.1% in Q1 2026.

• ROIC compressed from 43.1% in Q1 2024 to 25.9% in Q1 2026.

• Net profit margin dropped from 15.1% in Q1 2024 to 12.5% in Q1 2026.

• Debt-to-equity ratio increased from 0.06 in Q1 2024 to 0.33 in Q1 2026.

⚠ Sequential quarterly decline in all profitability metrics from Q2 2025 through Q1 2026.

⚠ Leverage spike to 0.33 in latest quarter from 0.11 in Q4 2025.

Get alerted when AOS's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for SMITH A O CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of AOS

FMR LLC
$522.9M7,930,566 sh
BlackRock, Inc.
$485.1M7,357,191 sh
VANGUARD CAPITAL MANAGEMENT LLC
$483.6M7,333,389 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$468.1M7,099,252 sh
STATE STREET CORP
$379.7M5,758,931 sh
Invesco Ltd.
$311.9M4,729,446 sh
Impax Asset Management Group plc
$282.1M4,278,219 sh
AMERICAN CENTURY COMPANIES INC
$278.0M4,215,238 sh
GEODE CAPITAL MANAGEMENT, LLC
$259.4M3,939,106 sh
MORGAN STANLEY
$236.1M3,580,107 sh

Fund	Value	Shares
FMR LLC	$522.9M	7,930,566
BlackRock, Inc.	$485.1M	7,357,191
VANGUARD CAPITAL MANAGEMENT LLC	$483.6M	7,333,389
VANGUARD PORTFOLIO MANAGEMENT LLC	$468.1M	7,099,252
STATE STREET CORP	$379.7M	5,758,931
Invesco Ltd.	$311.9M	4,729,446
Impax Asset Management Group plc	$282.1M	4,278,219
AMERICAN CENTURY COMPANIES INC	$278.0M	4,215,238
GEODE CAPITAL MANAGEMENT, LLC	$259.4M	3,939,106
MORGAN STANLEY	$236.1M	3,580,107

More Technology Companies

View all Technology →

AGILENT TECHNOLOGIES, INC.

AAOI

APPLIED OPTOELECTRONICS, INC.

AAPL

Apple Inc.

ABNB

Airbnb, Inc.

ACCL

Acco Group Holdings Ltd

ACCS

ACCESS Newswire Inc.

ACFN

ACORN ENERGY, INC.

ACIW

ACI WORLDWIDE, INC.

Put AOS on your watchlist

Track score changes the day SMITH A O CORP files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is AOS a good stock to buy?

13F Pro's AI-powered analysis of SMITH A O CORP (AOS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AOS are available on the AOS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own AOS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AOS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SMITH A O CORP's investment landscape.