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/company/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/company/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 2026-07-30, the biggest revenue drivers are: North America ($816.3M, +5% YoY); Rest of World ($188.0M, -19% YoY); Water heaters and related parts ($656.4M, +2% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/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 ($616.5M, +0.4% YoY); Selling, general and administrative expenses ($197.7M, +$6.4M YoY); Restructuring and impairment expenses ($22.6M). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 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

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

13F Pro Quality Score

60.0/100

Rank #893 of 2,960 stocksTOP 50%

View Technology peers →

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

Revenue Growth

21.0/100

Profitability

69.0/100

Balance Sheet

92.4/100

Earnings Quality

53.6/100

Free Cash Flow

68.0/100

Institutional Flow

85.7/100

Revenue Scale

73.9/100

Dilution Risk

80.2/100

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Why AOS Scores 60/100

exact factor attribution · 2026-09-10

AOS's composite is driven by capital efficiency and scale, held back by revenue growth and earnings growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+4.2 pts

92th pct

Scale

+3.6 pts

74th pct

Profitability

+2.9 pts

69th pct

Free cash flow

+2.7 pts

68th pct

Institutional flow

+1.8 pts

86th pct

Shareholder dilution

+1.5 pts

80th pct

Earnings quality

+0.4 pts

54th pct

Earnings growth

-1.2 pts

26th pct

Revenue growth

-5.8 pts

21th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

AOS Stock Analysis & AI Quality Score

Data updated 2026-09-10

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 60.0/100 on a 32-signal composite quality model, placing it at rank #893 of 2,960 stocks — the top half of the AI-ranked universe. AOS scores in the top quartile across balance sheet strength (92.4), institutional flow (85.7). Areas of concern include revenue growth (21.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), SMITH A O CORP reports quarterly revenue of $1.0B, net income of $124.9M, an operating margin of 16.5%. 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 59 and 69 since 2021, currently 60.0 — a stable long-term trajectory across 68 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.

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

✓ 29/29 datapoints verified

AI-extracted from SMITH A O CORP's 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net sales slipped 1% YoY to $1,004.3M as a 5% North America gain (aided by the Leonard Valve acquisition) was offset by a 19% Rest of World decline, including a 28% local-currency drop in China.

Biggest Revenue Drivers

North America$816.3M+5% YoY

Driven by 2025 pricing actions, ~$16M from the Leonard Valve acquisition, and higher boiler volumes, partly offset by lower residential water heater volumes.

Rest of World$188.0M-19% YoY

Lower sales in China due to continued weak consumer demand, partially offset by favorable foreign currency translation of ~$6M.

Biggest Revenue Drivers

Total revenue: $1,004.3M-1% YoY

North America$816.3M+5% YoY

Driven by 2025 pricing actions, ~$16M from the Leonard Valve acquisition, and higher boiler volumes, partly offset by lower residential water heater volumes.

Within North America

Water heaters and related parts$656.4M+2% YoY

Pricing benefits offset by lower residential volumes.

Boilers, related parts, and components$101.7M+21% YoY

Carryover pricing benefits, strong seasonal pre-buy programs, and pre-buy ahead of a 2026 price increase.

Water treatment products and related parts$62.4M

Roughly flat versus prior year.

Rest of World$188.0M-19% YoY

Lower sales in China due to continued weak consumer demand, partially offset by favorable foreign currency translation of ~$6M.

Largest Expense Items

Cost of products sold$616.5M+0.4% YoY

Gross margin fell to 38.6% from 39.3% due to lower sales volumes and higher material costs.

Selling, general and administrative expenses$197.7M+$6.4M YoY

Increase primarily due to the Leonard Valve acquisition, including higher amortization expense and consulting costs.

Restructuring and impairment expenses$22.6M

North America water treatment footprint optimization and brand rationalization; includes $12.4M of asset impairments and $2.8M severance.

Interest expense$8.1M+76% YoY

Higher debt levels resulting from the Leonard Valve acquisition financing.

Margins: Gross profit margin declined to 38.6% from 39.3% YoY on lower sales volumes and higher material costs. North America segment margin fell to 21.6% from 25.4% due to the $22.6M restructuring/impairment charge and higher input costs, partly offset by pricing actions; Rest of World segment margin fell to 5.2% from 10.5% on weak China demand.

Watch Items from the Filing

China third-party sales declined 28% in local currency in Q2 2026 due to the cessation of government appliance subsidy programs; full-year China sales are projected to decrease low double-digits.
Company narrowed full-year sales growth guidance to +2-3% (from +2-4%) and diluted EPS guidance to $3.60-$3.75 (from $3.60-$3.90) citing persistent softness in North America residential water heater volumes.
Total debt rose $482.5M in H1 2026 and leverage (debt-to-total capitalization) increased to 25.7% from 7.7%, driven by the $470M debt-funded Leonard Valve acquisition.
$22.6M restructuring charge in the North America water treatment business (mostly non-cash impairment) is expected to generate $6-8M in annual savings beginning 2027.
Company announced 4-7% price increases on most water heater and boiler products, effective end of Q2 2026, in response to higher steel and input costs.

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

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

Revenue

Q2 2026

$1.0B

Net Income

Q2 2026

$124.9M

Free Cash Flow

Q2 2026

$114.4M

Operating Margin

Q2 2026

16.5%

ROIC

Q2 2026

26.8%

D/E Ratio

Q2 2026

0.35

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+0.3% YoY

$3.83BFY 2025

FY22 $3.75BFY23 $3.85BFY24 $3.82BFY25 $3.83B

Net Income

+2.4% YoY

$546.2MFY 2025

FY22 $235.7MFY23 $556.6MFY24 $533.6MFY25 $546.2M

Operating Income

+3.0% YoY

$728.6MFY 2025

FY22 $362.0MFY23 $745.5MFY24 $707.7MFY25 $728.6M

EPS (Diluted)

+6.1% YoY

$3.85FY 2025

FY22 $1.51FY23 $3.69FY24 $3.63FY25 $3.85

Total Assets

-3.0% YoY

$3.14BFY 2025

FY22 $3.33BFY23 $3.21BFY24 $3.24BFY25 $3.14B

Total Debt

-2.9% YoY

$197.3MFY 2025

FY22 $354.5MFY23 $137.3MFY24 $203.2MFY25 $197.3M

Op. Cash Flow

+6.0% YoY

$616.8MFY 2025

FY22 $391.4MFY23 $670.3MFY24 $581.8MFY25 $616.8M

Free Cash Flow

+15.2% YoY

$546.0MFY 2025

FY22 $321.1MFY23 $597.7MFY24 $473.8MFY25 $546.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$3.83B +0.3%	$3.82B -0.9%	$3.85B +2.6%	$3.75B +6.1%	$3.54B +22.2%	$2.90B
Net Income	$546.2M +2.4%	$533.6M -4.1%	$556.6M +136.1%	$235.7M -51.6%	$487.1M +41.2%	$344.9M
Operating Income	$728.6M +3.0%	$707.7M -5.1%	$745.5M +105.9%	$362.0M -46.9%	$682.0M +35.5%	$503.2M
EPS (Diluted)	$3.85 +6.1%	$3.63 -1.6%	$3.69 +144.4%	$1.51 -50.0%	$3.02 +42.5%	$2.12
Total Assets	$3.14B -3.0%	$3.24B +0.8%	$3.21B -3.6%	$3.33B -4.1%	$3.47B +9.9%	$3.16B
Total Debt	$197.3M -2.9%	$203.2M +48.0%	$137.3M -61.3%	$354.5M +74.2%	$203.5M +69.6%	$120.0M
Operating Cash Flow	$616.8M +6.0%	$581.8M -13.2%	$670.3M +71.3%	$391.4M -38.9%	$641.1M +14.1%	$562.1M
Free Cash Flow	$546.0M +15.2%	$473.8M -20.7%	$597.7M +86.1%	$321.1M -43.3%	$566.0M +12.0%	$505.3M

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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
$653.4M10,417,815 sh
BlackRock, Inc.
$505.3M8,056,801 sh
VANGUARD CAPITAL MANAGEMENT LLC
$457.0M7,286,250 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$442.3M7,051,327 sh
STATE STREET CORP
$412.8M6,581,486 sh
Invesco Ltd.
$347.2M5,535,312 sh
AMERICAN CENTURY COMPANIES INC
$296.4M4,726,410 sh
GEODE CAPITAL MANAGEMENT, LLC
$233.7M3,731,320 sh
Impax Asset Management Group plc
$176.5M2,813,713 sh
MORGAN STANLEY
$170.4M2,717,566 sh

Fund	Value	Shares
FMR LLC	$653.4M	10,417,815
BlackRock, Inc.	$505.3M	8,056,801
VANGUARD CAPITAL MANAGEMENT LLC	$457.0M	7,286,250
VANGUARD PORTFOLIO MANAGEMENT LLC	$442.3M	7,051,327
STATE STREET CORP	$412.8M	6,581,486
Invesco Ltd.	$347.2M	5,535,312
AMERICAN CENTURY COMPANIES INC	$296.4M	4,726,410
GEODE CAPITAL MANAGEMENT, LLC	$233.7M	3,731,320
Impax Asset Management Group plc	$176.5M	2,813,713
MORGAN STANLEY	$170.4M	2,717,566

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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. AOS is classified as a mid company.

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.