A. O. Smith Corporation
IndustrialsNYSE:AOS · New York Stock Exchange
+$0.42 today
Vol 1.30M · Avg 1.62M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
29.4%
avg 23.1%
ROIC
23.9%
avg 19.3%
ROA
17.4%
avg 12.8%
Analysis
ROE is currently the strongest return metric at 29.4% versus its period average of 23.1%. 3 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Kevin J. Wheeler | Executive Chairman of the Board | $4.81M | — | 66 | $136,692.00 | 0.10% |
Stephen Shafer | President, Chief Executive Officer & Director | $2.28M | — | 50 | $6,863.00 | <0.01% |
Charles T. Lauber | Executive Vice President & Chief Financial Officer | $1.88M | — | 63 | $49,312.00 | 0.04% |
James F. Stern | Executive Vice President of Corporate Development and Strategy & Secretary | $1.64M | — | 63 | $103,134.00 | 0.07% |
Curt Selby | Senior Vice President of Human Resources & Public Affairs | $1.46M | — | 57 | $13,705.00 | <0.01% |
Ming Cheng | Senior Vice President & Chief Technology Officer | $722,080.00 | — | 52 | $28,600.00 | 0.02% |
Christopher T. Howe | Senior VP & Chief Digital Information Officer | $551,953.00 | — | 55 | $8,684.00 | <0.01% |
D. Samuel Karge | Senior Vice President & President of North America Water Treatment | — | — | 50 | $2,713.00 | <0.01% |
Paul J. Jones | Senior VP, General Counsel, Assistant Secretary & Chief Compliance Officer | — | — | 55 | $136,692.00 | 0.10% |
Helen E. Gurholt | Vice President of Investor Relations and Financial Planning & Analysis | — | — | 51 | $4,286.00 | <0.01% |
Jack Qiu | Senior Vice President & President of A. O. Smith China | — | — | 52 | $0.00 | <0.01% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
5
$3.11M
Net Sentiment
$3.11M
Net selling
Most Active
Schuh Darrell W.
2 transactions
Analysis
Insiders reported 0 buys worth $0.00 and 5 sells worth $3.11M over the last 12 months. That adds up to net selling of $3.11M. Schuh Darrell W. was the most active insider with 2 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +22.0% | +8.2% (14yr)1 analysts |
| Revenue | N/A | N/A | +9.4% | +4.1% (14yr)2 analysts |
| Net Income | N/A | N/A | +20.3% | +6.4% (14yr)2 analysts |
| EBIT | N/A | N/A | +25.6% | +7.8% (14yr)2 analysts |
Analysis
Recent growth has been strongest in EBIT at +25.6% over three years. Forward estimates point to EPS at +8.2% (14yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages AOS?
A. O. Smith Corporation (AOS) lists 11 active executives. The top listed executive is D. Samuel Karge, Senior Vice President & President of North America Water Treatment.
Are AOS insiders buying or selling?
Recent insider activity shows net selling of $21.25M.
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