A.O. Smith Corporation (AOS) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$63.49 +4.32% NYSE • Public Delayed / 60s Snapshot

A.O. Smith Corporation (AOS) earns a Roarable Rating of B (Buy) with 74/100 RQD Confidence. High-quality cash engine (39% profit margin, 32% return on capital) with steady institutional support. Even if the broader market gets choppy, the company’s underlying cash engine and big-money support put the odds in buyers’ favor.

ROARABLE B • BUY Cap $8.63B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERBUY • B
025507510074
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C+ · Rk A-
Cash (19)Whales (10)SEC (16)Macro (17)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+7.2% Base Target
$86 Bull$68 Base$52 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:58% Call Buyers ($2.6M)
42% PutsMax Pain: $62.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How AOS Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$444.4M (11.6% FCF Margin)
Revenue$3.83BGross Profit $1.49B (38.8%)Cost of Sales $2.34BOp Profit $728.6M (19%)OpEx (R&D/SG&A) $758.8MNet Profit$546.2M (14.3%)Tax/Other $182.4M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $3.85B
FY24
Rev $3.82B
FY25
Rev $3.83B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$3.83B38.8%19%$546.2M$444.4M32%
FY 2024$3.82B38.1%18.5%$533.6M$410.0M30.6%
FY 2023$3.85B44%19.3%$556.6M$496.9M20.5%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring AOS)

  • ✓Live walkthrough of AOS's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
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RQD INSIDER CLUB UPGRADE$49/YEAR
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AOS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +1.99%📐 HORIZONTAL RANGE
2026-10-30O $63.51H $64.02L $62.68C $63.07VOL 2.50M
RES: $65.40SUP: $53.50SMA50: $58.97SMA200: $63.43
$70.93$66.38$61.84$57.29$52.75RES $65.40SUP $53.50$63.072026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AOS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
8.3%/yr Implied 5Y Growth

vs. +0.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on AOS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for AOS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AOS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

AOS Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is A.O. Smith Corporation (AOS)?

In FY 2025 (10-K), AOS converted $3.8B of revenue into a 38.8% gross margin, 19% operating margin, and $444.4M in free cash flow (11.6% FCF margin).