AOS
Q4 2026 EPS Estimate
$0.91
Oct 27, 2026 · Reports before open
Revenue Estimate
$963M
FY2026E EPS$3.74
FY2027E EPS$4.09

Analyst Sentiment

Wall St. Consensus
Hold
28 analysts·High coverage
57
Score
10 Buy (36%)16 Hold (57%)2 Sell (7%)
Rating Breakdown
Strong Buy
00%
Buy
1036%
Hold
1657%
Sell
27%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$67.00
+7.7%
Consensus
$70.00
+12.5%
Bull
$75.00
+20.5%
12-Month Target Range28 analysts
$67.00$70.00$75.00
Current $62.23Consensus
Current Price
$62.23
Upside to Consensus
$7.77

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+4.05%
EPS+9.14%
FY2028
Rev+4.25%
EPS+8.70%
FY2029
Rev+2.49%
EPS+5.36%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029EFY2030E
Revenue Avg$3.90B$4.05B$4.23B$4.33B$4.52B
Low$3.89B$4.03B$4.15B$4.28B$4.46B
High$3.91B$4.06B$4.29B$4.38B$4.57B
EBITDA Avg$1.05B$1.09B$1.13B$1.16B$1.21B
Low$1.04B$1.08B$1.12B$1.15B$1.20B
High$1.05B$1.09B$1.15B$1.18B$1.23B
EBIT Avg$1.00B$1.04B$1.09B$1.11B$1.16B
Low$999M$1.04B$1.07B$1.10B$1.15B
High$1.00B$1.04B$1.10B$1.13B$1.17B
Net Income Avg$517M$557M$628M$655M$708M
Low$513M$551M$604M$644M$696M
High$532M$586M$653M$664M$718M
EPS Avg$3.74$4.09$4.44$4.68$5.06
Low$3.66$3.94$4.32$4.60$4.98
High$3.80$4.19$4.67$4.75$5.13
Analysts (Rev / EPS)10 / 810 / 95 / 32 / 12 / 1
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$968M$982M$996M$1.05B$997M$994M$1.04B$1.10B
Low$958M$973M$973M$1.02B$973M$971M$1.02B$1.07B
High$978M$995M$1.02B$1.07B$1.02B$1.01B$1.06B$1.12B
EBITDA Avg$260M$264M$267M$281M$267M$267M$280M$294M
Low$257M$261M$261M$275M$261M$261M$273M$287M
High$262M$267M$273M$287M$273M$272M$286M$300M
EBIT Avg$249M$252M$256M$269M$256M$255M$268M$282M
Low$246M$250M$250M$263M$250M$249M$262M$275M
High$251M$256M$261M$274M$261M$260M$273M$287M
Net Income Avg$127M$133M$132M$148M$140M$140M$143M$162M
Low$123M$131M$128M$144M$136M$136M$138M$157M
High$134M$138M$136M$152M$143M$144M$146M$167M
EPS Avg$0.92$0.96$0.96$1.07$1.01$1.01$1.03$1.17
Low$0.89$0.94$0.93$1.04$0.98$0.98$1.00$1.14
High$0.97$0.99$0.98$1.10$1.04$1.04$1.05$1.20
Analysts (Rev / EPS)8 / 88 / 84 / 35 / 44 / 35 / 43 / 44 / 5

Earnings Surprises

Recent Analyst Actions

Jul 31, 2026Stifel Nicolaus
A.O. Smith price target lowered to $70 from $76 at Stifel
Target:$70.00
+17.0%from $59.81
Jul 20, 2026Stifel Nicolaus
AO Smith (AOS) PT Raised to $76 at Stifel Into Earnings
Target:$76.00
+29.1%from $58.85
Jun 10, 2026Oppenheimer
A.O. Smith price target lowered to $75 from $80 at Oppenheimer
Target:$75.00
+26.6%from $59.23
May 4, 2026D.A. Davidson
A.O. Smith price target lowered to $67 from $75 at DA Davidson
Target:$67.00
+12.4%from $59.61
May 1, 2026Robert W. Baird
A.O. Smith price target lowered to $70 from $75 at Baird
Target:$70.00
+16.0%from $60.36
May 1, 2026Oppenheimer
A.O. Smith price target lowered to $80 from $85 at Oppenheimer
Target:$80.00
+32.6%from $60.32
May 1, 2026Stifel Nicolaus
A.O. Smith price target lowered to $75 from $78 at Stifel
Target:$75.00
+21.3%from $61.84
Apr 14, 2026Stifel Nicolaus
A.O. Smith price target lowered to $78 from $85 at Stifel
Target:$78.00
+16.1%from $67.18
Feb 12, 2026Goldman Sachs
A.O. Smith price target raised to $69 from $63 at Goldman Sachs
Target:$69.00
-13.3%from $79.62
Feb 2, 2026D.A. Davidson
DA Davidson Reiterates Neutral Rating on AO Smith (AOS)
Target:$75.00
+0.9%from $74.31
Jan 30, 2026Stifel Nicolaus
A.O. Smith price target raised to $85 from $80 at Stifel
Target:$85.00
+16.2%from $73.17
Jan 30, 2026Robert W. Baird
A.O. Smith price target raised to $77 from $76 at Baird
Target:$77.00
+5.2%from $73.17
Jan 9, 2026Jefferies
A.O. Smith resumed with a Hold at Jefferies
Target:$75.00
+6.5%from $70.40
Oct 29, 2025Stifel Nicolaus
A.O. Smith price target lowered to $80 from $89 at Stifel
Target:$80.00
+20.6%from $66.36
Oct 29, 2025Robert W. Baird
A.O. Smith price target lowered to $76 from $82 at Baird
Target:$76.00
+13.7%from $66.84
Jan 31, 2025UBS
A.O. Smith price target lowered to $74 from $80 at UBS
Target:$74.00
+10.0%from $67.30
Jan 14, 2025Oppenheimer
Oppenheimer upgrades A.O. Smith to Outperform on compelling risk/reward
Target:$88.00
+28.8%from $68.30
Oct 23, 2024Robert W. Baird
AO Smith (AOS) PT Lowered to $81 at Baird
Target:$81.00
+3.6%from $78.21
Oct 23, 2024D.A. Davidson
DA Davidson Downgrades AO Smith (AOS) to Neutral
Target:$80.00
+2.3%from $78.21
Oct 23, 2024UBS
UBS Upgrades AO Smith (AOS) to Neutral
Target:$80.00
+2.3%from $78.21
Oct 22, 2024CFRA
CFRA Upgrades AO Smith (AOS) to Buy
Target:$90.00
+15.1%from $78.21
Oct 14, 2024Robert W. Baird
AO Smith (AOS) PT Lowered to $82 at Baird
Target:$82.00
+1.4%from $80.87
Jul 24, 2024Stifel Nicolaus
Stifel Upgrades AO Smith (AOS) to Buy
Target:$98.00
+19.3%from $82.18
Jul 18, 2024Stifel Nicolaus
A.O. Smith price target raised to $97 from $90 at Stifel
Target:$97.00
+7.6%from $90.14
Jul 8, 2024UBS
AO Smith (AOS) PT Raised to $75 at UBS
Target:$75.00
-7.2%from $80.86
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.