A.O. Smith Corp (AOS) stock score and earnings-call analysis

A.O. Smith Corp (AOS) has a MarketKingdoms composite score of 61.3 (B-), an B-range rating. It ranks 1178th of 1,866 covered companies, 154th of 233 in Industrials (sector average 64.0) and 38th of 54 in Specialty Industrial Machinery. Scores as of 2026-10-26.

Its strongest lenses are Price (valuation) at 84 (Industrials average 50) and Industry opportunity at 79 (Industrials average 79). Its weakest lenses are Expansion (growth) at 23 (sector average 52) and KPI momentum at 44 (sector average 77).

Lens scores

AOS lens scores (0–100) against its sector and industry
LensTypeAOSIndustrials averageSpecialty Industrial Machinery averagePercentile in sector
Industry opportunityResearch signal79797955th
Stock selectionResearch signal6378795th
KPI momentumResearch signal4477773rd
Catalyst watchResearch signal66737311th
Price (valuation)Fundamental lens84505196th
Expansion (growth)Fundamental lens23524810th
Quality (profitability)Fundamental lens78485092nd
Trend (momentum)Fundamental lens50505050th

Latest earnings call

The most recent call analysed was held on 2026-07-30 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.

Valuation and risk

The stock's valuation gap is +4.4%: its price is in line with the path its market, sector and industry moves explain. Factor sensitivity: market beta 0.62, sector beta 1.92, industry beta -1.29; the factor model explains 34% of its moves (R²).

Specialty Industrial Machinery peers

CompanyCompositeGradeValuation gap
Park-Ohio Holdings Corp (PKOH)75.2B++10.0%
Nordson Corp (NDSN)73.1B++8.7%
Ametek Inc (AME)71.7B+-1.1%
Idex Corp (IEX)71.1B++1.2%
Rockwell Automation Inc (ROK)70.8B++7.0%
GE Vernova Inc (GEV)70.6B+-16.8%
Twin Disc Incorporated (TWIN)70.4B+-0.3%
Watts Water Technologies Inc (WTS)70.4B+-1.2%

Near AOS in the overall ranking

A.O. Smith Corp financial statements · Industrials sector ranking · Specialty Industrial Machinery industry ranking · All covered companies

How MarketKingdoms scores companies

The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.

General information, not investment advice.