AOSSMITH A O CORP
Household Appliances
- Revenue
- $3.8B
- 0.3% YoY
- Operating margin
- 19.0%
- 2.6% YoY
- EBITDA
- $814M
- 3.5% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.1×
- −$80M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear113% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear97% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear25% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.5B | $3.8B | $3.9B | $3.8B | $3.8B | 0.3% |
| Operating income | $682M | $362M | $746M | $708M | $729M | 3.0% |
| Net income | $487M | $236M | $557M | $534M | $546M | 2.4% |
| Operating cash flow | $641M | $391M | $670M | $582M | $617M | 6.0% |
| Capex | $75M | $70M | $73M | $108M | $71M | 34% |
| Stock-based comp | $12M | $11M | $12M | $15M | $14M | 7.4% |
| Buybacks | $367M | $404M | $307M | $306M | $401M | 31% |
| Dividends | $170M | $177M | $184M | $190M | $196M | 2.8% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.