InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$59.22

2026-10-16

Market Cap

$8.0B

Volume

1.7M

52-Wk High

$81.87

52-Wk Low

$54.16

Trailing PE

16.5

P/S

2.12

Gross Margin

38.6%

Net Margin

13.1%

ROE

27%

ROIC

18%

Piotroski

5/9

Altman Z

6.1

1-Yr Return

-12.7%

5-Yr Return

+46.4%

A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.

SectorIndustrialsIndustryIndustrial - MachineryExchangeNYSEMarket Cap$8.0BEmployees11,500 (SEC-filed)CEOStephen ShaferIPO1983-09-30CountryUS

11270 West Park Place, Milwaukee, WI 53224 · Tel 414 359 4000 · aosmith.com

INSIDERSTREET SCORE65 / 100Street mean $73.00 (2 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$0M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · AOS -12.7% · S&P 500 +15.9% · spread -28.6pp

7 Years vs S&P 500 · AOS +46.4% · S&P 500 +189.9% · spread -143.5pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE65of 100

Score Breakdown

Profitability	66/100
Growth	39/100
Momentum	68/100
Quality	76/100
Earnings Quality	71/100
Balance Sheet	71/100
Value	55/100
Risk (safety)	100/100
Overall	65.4/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
MOD	49
ZWS	77
PNR	60
FLS	62
GTES	62
GTLS	13
AOS	65

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 75 in 23 Q4, latest 65 — -9 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY65 / 100IS Score 65.4 / 100 · -9.2 from peak of 75

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 66 / 100 · Power +32 · 17 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 65 and price structure at 66 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 65.4	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 65 → 67 → 67 → 65	the direction matters more than the level
Technical vote share back above 50%	now 73%	price structure no longer broken
Institutional holder count rises two quarters running	peak 662 → now 616	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score1 of 4top 66% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)0none disclosed

ETF Funds (30d)532 up / 556 downnet -24 funds

Institutions Added (13F)-20managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 662 · latest 616 (-46 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	616	127.1M	$7.8B	91.8%
2026 Q1	636	117.7M	$7.6B	85.0%
2025 Q4	650	117.5M	$7.7B	84.8%
2025 Q3	632	106.6M	$7.9B	77.0%
2025 Q2	636	109.0M	$7.1B	78.7%
2025 Q1	662	111.5M	$7.2B	80.5%
2024 Q4	643	110.8M	$7.5B	80.0%
2024 Q3	653	110.0M	$9.8B	79.4%
2024 Q2	643	111.0M	$9.0B	80.2%
2024 Q1	657	113.9M	$10.0B	82.2%
2023 Q4	634	111.5M	$9.0B	80.5%
2023 Q3	578	112.5M	$7.4B	81.2%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

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Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Anderson Carrie L	EVP & CFO	2026-07-01	A-Award	32,060	—	32,060
Saak Aaron W	director	2026-04-23	A-Award	2,296	—	2,296
Saak Aaron W	director	2026-04-13	A-Award	2,262	—	2,262
Smith Mark D	director	2026-04-13	A-Award	2,262	$0.15M	118,504
Martin Lois M	director	2026-04-13	A-Award	2,262	$0.15M	6,445
Mapes Christopher L	director	2026-04-13	A-Award	2,262	$0.15M	8,684
Larsen Michael M	director	2026-04-13	A-Award	2,262	—	13,284
Kadri Ilham	director	2026-04-13	A-Award	2,262	$0.15M	23,579

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	1	1,104	$0.1M	Counted
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$0.1M1 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-03-04	Darrell Schuh	1,104	$0.1M
2025-07-30	Kevin J & Constance Y Wheeler Rt	22,200	$1.6M
2025-07-29	Mark D Smith	2,400	$0.2M
2024-08-07	Samuel M Carver	14,705	$1.2M
Trailing 12 mo	1 filings	1,104	$0M

Filed	Form	Reporting person	% of class	Shares
2026-08-07	SCHEDULE 13G/A	Abigail P. Johnson	10.70%	11.7M sh
2026-04-28	SCHEDULE 13G	Vanguard Portfolio Management	6.32%	7.1M sh
2026-03-25	SCHEDULE 13G/A	The Vanguard Group	—	exit/reporting change
2026-02-09	SCHEDULE 13G	STATE STREET CORPORATION	5.20%	5.9M sh

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Member	Chamber	Trade	Size band	Traded	Disclosed
Julie Johnson	House	SELL	$1,001 - $15,000	2025-09-25	2025-10-08
Julie Johnson	House	SELL	$1,001 - $15,000	2025-09-24	2025-10-08
Julie Johnson	House	BUY	$1,001 - $15,000	2025-09-23	2026-08-06

House 12-Mo8 trades3 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)636

13F Shares118M85.0% of shares out

New / Closed85 / 83positions, QoQ

Increased / Reduced230 / 236positions, QoQ

Put/Call (13F)0.92option positions

Free Float79.8%108M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Sarasin & Partners Llp	1.1M	$60M
Confluence Investment Management L	284,138	$16M
Wedge Capital Management L L P/Nc	209,124	$12M
Wealth Enhancement Advisory Servic	173,979	$10M
Perpetual Ltd	162,602	$9M
Assenagon Asset Management S.A.	112,042	$6M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
RSP	0.2%	$198M
VITSX	0.0%	$195M
VTSAX	0.0%	$195M
VSMPX	0.0%	$195M
VTI	0.0%	$195M
VFIAX	0.0%	$163M

13F Filers Holding AOS — quarterly

Institutional Put/Call — quarterly

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session60.4%2026-10-15

20-Day Avg63.2%50-day 68.1%

TrendFalling20d vs 50d

By Market CenterQ: 59% · N: 81% · B: 28%latest session

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Weekly Notional ($B)

Where AOS Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	1.6M	48 sh
Ubsa Ubs Ats	1.3M	51 sh
Mstx Ms Trajectory Cross (Ats-1)	1.2M	44 sh
Sgmt Sigma X2	1.2M	43 sh
Ebxl Level Ats	0.9M	25 sh
Mlix Instinct X	0.7M	55 sh

Where a dollar of A. O. Smith Corporation revenue goes. All values FY2025 filings, live. Product segmentation not yet parsed for this symbol — revenue shown unsegmented.

Region	Revenue	Share
North America	$2.6B	68%
Rest of World	$1.2B	32%

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AOS (live moat model)Peer median: MOD · ZWS · PNR · FLS · GTES

Component scores from the live moat model. Peer median illustrative.

Moat score 48/100 — Weak; primary source Cost Advantage.

3.8 · Employees (SEC filings)

Officer	Title
Kevin J. Wheeler	Executive Director
Stephen Shafer	President, CEO & Chairman
Carrie L. Anderson	Executive Vice President & Chief Financial Officer
Charles T. Lauber	Executive Vice President

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

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Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+4.2%

Next Report2026-10-29

Income Quality1.38OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+22.2%	+6.1%	+2.6%	-0.9%	+0.3%
Gross profit	+18.3%	+1.4%	+11.7%	-1.9%	+2.1%
Operating income	+36.6%	+8.1%	+15.0%	-5.4%	+1.6%
Net income	+41.2%	-51.6%	+136.1%	-4.1%	+2.4%

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$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	3.5	3.8	3.9	3.8	3.8
Cost of revenue	2.2	2.4	2.4	2.4	2.3
Gross profit	1.3	1.3	1.5	1.5	1.5
R&D expense	0.1	0.1	0.1	0.1	0.0
SG&A expense	0.7	0.7	0.7	0.8	0.8
Operating income	0.6	0.7	0.8	0.7	0.7
EBITDA	0.7	0.3	0.8	0.8	0.8
D&A	0.1	0.1	0.1	0.1	0.1
Pretax income	0.6	0.2	0.7	0.7	0.7
Income tax	0.1	-0.0	0.2	0.2	0.2
Net income	0.5	0.2	0.6	0.5	0.5
Diluted EPS ($)	3.02	1.51	3.69	3.63	3.86
Diluted shares (M)	161	156	151	147	140

Operating CF$1B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$0B

Net cash change$-0B

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Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	0.4	0.3	0.2	0.2
ST investments	0.1	0.0	0.0	0.0
Receivables (net)	0.6	0.6	0.5	0.6
Total current assets	1.6	1.5	1.4	1.3
PP&E (net)	0.6	0.6	0.7	0.7
Goodwill + intangibles	1.0	1.0	1.1	1.1
Total assets	3.3	3.2	3.2	3.1
Accounts payable	0.6	0.6	0.6	0.5
Short-term debt	0.0	0.0	0.0	0.0
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	0.9	0.9	0.9	0.9
Long-term debt	0.3	0.1	0.2	0.1
Total liabilities	1.6	1.4	1.4	1.3
Shareholders' equity	1.7	1.8	1.9	1.9

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	0.2	0.6	0.5	0.5
D&A	0.1	0.1	0.1	0.1
Stock-based compensation	0.0	0.0	0.0	0.0
Working capital change	(0.2)	0.0	(0.0)	(0.0)
Operating cash flow	0.4	0.7	0.6	0.6
Capital expenditures	(0.1)	(0.1)	(0.1)	(0.1)
Investing cash flow	0.0	(0.0)	(0.3)	(0.1)
Buybacks	(0.4)	(0.3)	(0.3)	(0.4)
Dividends paid	(0.2)	(0.2)	(0.2)	(0.2)
Debt issuance / (repay)	0.2	(0.2)	0.1	(0.0)
Financing cash flow	(0.4)	(0.7)	(0.4)	(0.6)
Free cash flow	0.3	0.6	0.5	0.5

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	26.5%	13.2%	31.0%	28.6%	29.2%	27%
ROA	14.7%	6.9%	17.0%	16.5%	17.1%	13.7%
ROIC	33.4%	42.3%	35.1%	29.9%	29.9%	18.4%
Gross margin	37.0%	35.4%	38.5%	38.1%	38.8%	38.6%
Operating margin	17.2%	17.5%	19.7%	18.8%	19.0%	17.6%
Net margin	13.8%	6.3%	14.4%	14.0%	14.3%	13.1%
EBITDA margin	20.0%	8.3%	21.4%	20.6%	20.7%	19.9%
FCF margin	16.0%	8.6%	15.5%	12.4%	14.3%	—
VALUATION
P/E	26.23	35.21	21.34	18.26	17.13	16.5
P/B	6.97	4.75	6.44	5.17	5.04	4.5
P/S	3.61	2.21	3.08	2.55	2.44	2.12
P/FCF	22.58	25.85	19.87	20.56	17.14	12.6
EV/EBITDA	17.47	26.40	14.16	12.45	11.50	11.3
EV/Revenue	3.49	2.18	3.03	2.54	2.44	2.2
Earnings yield	3.8%	2.8%	4.7%	5.5%	5.8%	6.10%
FCF yield	4.4%	3.9%	5.0%	4.9%	5.8%	7.94%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.57	1.75	1.59	1.55	1.50	1.59
Quick ratio	1.17	1.20	1.06	0.96	0.94	1.04
Debt / equity	0.12	0.21	0.08	0.12	0.10	0.37
Debt / assets	6.3%	11.0%	4.8%	6.7%	6.1%	18.6%
Net debt / EBITDA	-0.58	-0.37	-0.25	-0.08	-0.00	0.65
Interest coverage	146.49	24.80	62.12	104.27	54.03	—

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	1.07	1.10	1.18	1.18	1.20	1.04
Receivables turnover	5.80	6.18	6.55	6.71	6.82	5.7
DSO (days)	63	59	56	54	54	64
DPO (days)	110	103	95	92	85	82
Cash conversion cycle	14	28	39	42	47	58
GROWTH (YoY)
Revenue growth	22.2%	6.1%	2.6%	-0.9%	0.3%	—
Net income growth	41.2%	-51.6%	136.1%	-4.1%	2.4%	—
EPS growth	43.6%	-49.4%	142.0%	-1.7%	6.6%	—
FCF growth	12.0%	-43.3%	86.1%	-20.7%	15.2%	—
PER SHARE ($)
EPS (diluted, TTM)	3.04	1.54	3.72	3.66	3.90	3.61
Book value / share	11.44	11.41	12.34	12.92	13.28	13.30
Revenue / share	22.09	24.51	25.78	26.19	27.37	27.47
FCF / share	3.53	2.10	4.00	3.25	3.90	4.62
Cash / share	3.94	3.15	2.43	1.89	1.38	1.31
SHAREHOLDER RETURN & SCORES
Buyback yield	2.9%	4.9%	2.6%	3.1%	4.3%	3.59%
Altman Z-Score	7.64	5.96	8.79	7.94	8.28	6.1
Piotroski F-Score	6	7	8	4	8	5/9
Beneish M-Score	-2.50	-2.78	-2.63	-2.60	-2.54	-2.57

Model	Score	Zone	Note
Piotroski F-Score	5 / 9	Middling
Altman Z-Score	6.1	Safe (>2.99)	Safe
Income quality	1.38	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.57	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.78
Interest burden	0.97
Operating margin	17.5%
Asset turnover	1.10×
Financial leverage	1.87×
= ROE	27%

Growth Quality (live)	Value
Revenue stability	0.64
Earnings stability	0.09
Earnings persistence	0.99
Revenue CAGR 3y	0.6%
EPS CAGR 3y	26.0%
FCF CAGR 3y	6.2%

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Buyback Yield3.59%

Dividend Yield2.43%

Total Shareholder Return5.86%cash yield

SBC / Revenue0.4%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
MOD	$7.9B	55.8	13%	8.5%	+29.5%	5/9	-7.3%
ZWS	$7.8B	28.5	17%	25.6%	+7.7%	9/9	+3.4%
PNR	$8.5B	13.3	18%	13.8%	-2.1%	7/9	-50.7%
FLS	$9.0B	24.5	17%	8.5%	-0.3%	6/9	+39.9%
GTES	$6.5B	18.1	11%	18.2%	+3.3%	8/9	—
GTLS	$10.0B	-233.2	-1%	-1.9%	-1.5%	4/9	—
DCI	$10.2B	22.4	28%	12.2%	+5.3%	7/9	—
RRX	$10.3B	31.6	5%	7.5%	+3.5%	8/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

30 Analysts

Str Sell (0)Sell (2)Hold (18)Buy (10)Str Buy (0)

Mean Target (qtr)$73.002 targets

Target vs. Price+23.3%last-quarter mean

Next Report2026-10-29street $0.90

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$3.89B	$3.91B / $3.85B	$3.73	$3.78 / $3.68	8
FY2027	$4.04B	$4.09B / $3.99B	$4.05	$4.19 / $3.92	9
FY2028	$4.20B	$4.28B / $4.15B	$4.40	$4.59 / $4.25	4

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Quarter	$73.00	+23.3%	2
Last Year	$75.20	+27.0%	15
All Time	$78.78	+33.0%	27

Rolling mean of published targets vs. last close $59.22. Aggregated from StreetInsider.

Third-Party Composite Rating

A-

DCF

4/5

ROE

5/5

ROA

5/5

Debt/Eq

3/5

P/E

3/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

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AOS -12.7% vs S&P 500 +15.9% — spread -28.6pp

Sector — XLI +10.7%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

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Moving Average	Value	Distance	% Distance	Signal
SMA 20	$57.43	+1.79	+3.12%	Above
SMA 50	$59.22	+0.00	+0.00%	Above
SMA 200	$63.35	-4.13	-6.52%	Below
EMA 9	$57.90	+1.32	+2.28%	Above
EMA 21	$57.75	+1.47	+2.55%	Above
EMA 50	$58.56	+0.66	+1.13%	Above
EMA 200	$61.88	-2.66	-4.30%	Below

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

TECHNICAL VERDICTBULLISHPower Score +3217 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%56

Momentum 25%91

Volume 20%69

Volatility 10%50

Patterns 15%50

This Week73% bullishof 11 price-based votes

4 Weeks Ago0%+73 pts since

12 Weeks Ago18%+55 pts since

ReadImprovingweek-over-week trajectory

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Price vs SMA 20$57.43

Price vs SMA 50$59.22

Price vs SMA 200$63.35

EMA 9/21 Cross57.9/57.8

SMA 50/200Death

ADX DirectionADX 20

Supertrend$60

Parabolic SAR$55

SMA Slope0.110

RSI57.9

Stochastic K/D81/76

StochRSI K/D97/94

Williams %R-25

CCI173

TSI vs Signal-3.4

CMO15.7

ROC4.35%

OBV SignalDistrib

Chaikin MF0.010

MFI50

Force Index0M

Elder Ray Bull3.04

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 76

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$59.32 / $60.00 / $60.53	S1 / S2	$58.79 / $58.11
Bollinger (20,2)	$55.38 – $59.48	Squeeze	ON
52-wk range	$53.84 – $80.90	Off 52-wk high	-26.8%
ATR (14)	$1.44 (2.4%)	Historical vol	23.6%

+1.6%Jan65%

+0.7%Feb60%

+1.2%Mar62%

+1.3%Apr45%

+0.1%May60%

+1.7%Jun60%

+4.5%Jul65%

-0.3%Aug50%

-1.4%Sep55%

+1.2%Oct50%

+3.8%Nov80%

-0.1%Dec55%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	AOS	S&P 500
Weekly volatility (σ, 1y)	3.90%	1.83%
Best / worst week (1y)	+13.3% / -7.6%	—
Max drawdown (5y, monthly)	-37.9%	—
1-week VaR (95%)	-6.1%	—
Beta (5y)	1.15	1.00

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AOS EQUITY WEATHER (LIVE)RAINY · -18

Trend-37

Momentum+38

Volume-45

Volatility-30

Breadth-32

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 73 stories, weekly buckets, −1 to +1.

Overall-18.3+8.3 vs industry

Trend-36.8-5.2 vs industry

Momentum+37.7+69.0 vs industry

Volume-45.1-27.7 vs industry

Reading	AOS	Industrial - Machinery n=1,754	Industrials n=9,922	All US symbols n=70,435
Overall	-18.3	-26.7	-24.1	-20.5
Trend	-36.8	-31.6	-26.2	-21.3
Momentum	+37.7	-31.2	-24.5	-15.8
Volume	-45.1	-17.4	-22.6	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Kevin J. Wheeler Executive Chairman	$8.5M	83% equity+incentive
Stephen M. Shafer President and Chief Execut	$5.0M	76% equity+incentive
James F. Stern Executive Vice President, Cor	$2.9M	54% equity+incentive
Charles T. Lauber Executive Vice President a	$2.8M	71% equity+incentive
Ming Cheng Senior Vice President and Chief T	$2.5M	76% equity+incentive

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Pillar (live disclosure scores)	Score
Environmental	46
Social	48
Governance	60
Composite ESG	51

Composite ESG Trend

Filed	8-K contents	Items
2026-07-30	Earnings Release; Exhibits	2.02,9.01
2026-06-22	Officer/Director Change; Exhibits	5.02,9.01
2026-05-19	Officer/Director Change; Exhibits	5.02,9.01
2026-04-30	Earnings Release; Exhibits	2.02,9.01
2026-04-17	Shareholder Vote; Other Events	5.07,8.01
2026-01-29	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2026-01-06	Creation of Direct Financial Obligation; Other Events; Financial State	2.03,8.01,9.01
2025-11-12	Other Events; Financial Statements and Exhibits	8.01,9.01

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

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Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-29 to 2026-07-30
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	114 rows · 1998 to 2026
Insider transactions (Form 4)	edgar/form4	11 rows · 2026-03-04 to 2026-07-01
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2026-02-09 to 2026-08-07
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.