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A. O. Smith

AOS
NYSE
$70.25

Does A. O. Smith have high-quality management?

Leadership transitioned on July 1, 2025, with Stephen M. Shafer becoming CEO and Kevin J. Wheeler moving to executive chairman. Shafer brings operational and strategic experience from 3M, including prior leadership of the Automotive and Aerospace Solutions division and time in China.

The transition appears orderly with continuity at the board and senior team levels. While Shafer is new in the CEO seat, early actions include continued cost discipline, portfolio focus, and a strategic review of China. Governance and communication quality remain solid.

Read the full report on A. O. Smith and explore the other sections

Overview
Overview of A. O. Smith
Moat
Does A. O. Smith have a strong competitive moat?
Pricing Power
Does A. O. Smith have pricing power in its industry?
Predictability
How predictable is A. O. Smith's business?
Financial Strength
Is A. O. Smith financially strong?
Capital Allocation
How effective is A. O. Smith's capital allocation strategy?
Management
Does A. O. Smith have high-quality management?
Fair Value
What is the fair value of A. O. Smith stock?