AOS
A. O. Smith Corporation
AOS's fundamentals are mixed: it turned 15% of its revenue into free cash flow, but its operating margin fell 1 points to 17%. At 18x earnings, it's trading below its usual 21x. Analysts expect earnings to hold roughly steady.
EOSE
Eos Energy Enterprises, Inc.
There isn't enough reported data to score EOSE yet.
AOS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Healthy |
AOS's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
EOSE Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
EOSE's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
AOS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 17x | $63.98 | — |
| Cheap | 18x | $63.76 | -0.3% |
| Current | 18x | $63.98 | — |
| Fair | 21x | $75.16 | +17% |
| Expensive | 30x | $107 | +67% |
Historical ranges are pointers, not guarantees.
AOS's PE is in its cheap range at 18x. On analysts' estimates for next year's earnings, today's price would be 17x.
EOSE PE Valuation
EOSE has no meaningful PE right now: it lost money over the past year.
AOS Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Stable | |
| Decline | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect AOS's profitability to improve, but its revenue to decline.
EOSE Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| -- | |
| Limited | |
| Low |
Analysts expect EOSE's losses to shrink, with revenue growing. However, they disagree widely on these estimates.
AOS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.73 | +4.1% |
| Q3 2026 | $3.58 | -3.5% |
| Q2 2026 | $3.59 | 0% |
| Q1 2026 | $3.75 | +4.7% |
| Q4 2025 | $3.85 | +6.1% |
| Q3 2025 | $3.71 | -2.1% |
| Q2 2025 | $3.59 | -7.2% |
| Q1 2025 | $3.58 | -7% |
| Q4 2024 | $3.63 | -1.6% |
AOS has the stronger earnings trend. Trailing diluted EPS is down 3.5% for AOS versus EOSE down 224%.
EOSE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2023 | -$2.69 | +$0.85 |
| Q2 2023 | -$3.76 | -$1.00 |
| Q1 2023 | -$3.65 | -$0.86 |
| Q4 2022 | -$3.68 | -$1.32 |
| Q3 2022 | -$3.54 | +$5.19 |
EOSE is still losing money, but less than at its worst: $4.55 per share over the past year, against $8.73 at its worst in late 2021.
AOS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $940.5M | -0.2% |
| Q2 2026 | $1B | -0.7% |
| Q1 2026 | $945.6M | -1.9% |
| Q4 2025 | $912.5M | 0% |
| Q3 2025 | $942.5M | +4.4% |
| Q2 2025 | $1B | -1.3% |
| Q1 2025 | $963.9M | -1.5% |
| Q4 2024 | $912.4M | -7.7% |
AOS's revenue grew through 2021 and has held roughly level since: $941M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | -0.1 points |
| Q2 2026 | 17% | -3.9 points |
| Q1 2026 | 17% | -2 points |
| Q4 2025 | 18% | +0.8 points |
| Q3 2025 | 19% | -0.9 points |
| Q2 2025 | 20% | -1.5 points |
| Q1 2025 | 19% | -2.9 points |
| Q4 2024 | 17% | -2.6 points |
AOS has the edge over EOSE on profitability, with a higher operating margin.
EOSE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $82.7M | +171% |
| Q2 2026 | $68.8M | +351% |
| Q1 2026 | $57M | +445% |
| Q4 2025 | $58M | +700% |
| Q3 2025 | $30.5M | +3473% |
| Q2 2025 | $15.2M | +1597% |
| Q1 2025 | $10.5M | +58% |
| Q4 2024 | $7.3M | +9.7% |
EOSE has the edge over AOS on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -96% | +105 points |
| Q2 2026 | -122% | +297 points |
| Q1 2026 | -139% | +367 points |
| Q4 2025 | -140% | +573 points |
| Q3 2025 | -201% | +6044 points |
| Q2 2025 | -419% | +2815 points |
| Q1 2025 | -506% | +117 points |
| Q4 2024 | -713% | -74 points |
EOSE's operating margin was −96% last quarter, up 105 points from the same quarter a year ago, near the top of its range since 2019.
AOS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $162.9M | -32% |
| Q2 2026 | $114.4M | -6.6% |
| Q1 2026 | $118.9M | +583% |
| Q4 2025 | $165.5M | -13% |
| Q3 2025 | $240.6M | +47% |
| Q2 2025 | $122.5M | +255% |
| Q1 2025 | $17.4M | -79% |
| Q4 2024 | $191.3M | -5% |
AOS has the edge over EOSE on cash generation, producing positive trailing cash flow while its opponent burns cash.
EOSE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$105.1M | -$22.4M |
| Q2 2026 | -$107.4M | -$34.3M |
| Q1 2026 | -$154.8M | -$121M |
| Q4 2025 | -$75.2M | -$19.5M |
| Q3 2025 | -$82.7M | -$28.5M |
| Q2 2025 | -$73.2M | -$40.6M |
| Q1 2025 | -$33.8M | +$10.7M |
| Q4 2024 | -$55.8M | -$10.2M |
EOSE has burned cash in almost every quarter: −$443M over the past year, against −$246M the year before.
AOS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.3% | -1.8M shares |
| 1 year | -3.4% | -4.8M shares |
| 3 years | -10% | -15.1M shares |
| 5 years | -15% | -24.5M shares |
| Available history | -18% | -30.6M shares |
AOS has the edge over EOSE on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $98.2M |
| Q2 2026 | $111.1M |
| Q1 2026 | $51.3M |
| Q4 2025 | $65.4M |
| Q3 2025 | $84.1M |
| Q2 2025 | $130.7M |
| Q1 2025 | $120.6M |
| Q4 2024 | $68.7M |
AOS spent $326M buying back its own shares over the past year, down 19% from the year before.
EOSE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +63% | +213M shares |
| 1 year | +161% | +341M shares |
| 3 years | +888% | +497M shares |
EOSE has 553M diluted shares, up 161% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
AOS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.6x | Very low |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 0.5x | Very low |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | 0.0x | Very low |
| Q2 2025 | 0.2x | Very low |
| Q1 2025 | 0.1x | Very low |
| Q4 2024 | -0.0x | Net Cash |
AOS's net debt is less than a year of its operating earnings (EBITDA).
EOSE Net Leverage
EOSE's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
AOS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.0 | Neutral |
| Stochastic | 75.5 | Neutral |
AOS's weekly RSI is 56 (neutral) and its Stochastic is 76 (neutral).
EOSE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 32.5 | Neutral |
| Stochastic | 7.4 | Oversold |
EOSE's weekly RSI is 33 (neutral) and its Stochastic is 7 (oversold).
AOS PE vs Industrials Sector
| Metric | AOS | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 24x | 26% below |
| PE % | 18 | 58 | 40 pts below |
AOS is trading at 18x earnings, a 26% discount to the Industrials sector's median of 24x.
EOSE PE vs Industrials Sector
EOSE has no meaningful PE right now: it lost money over the past year.
AOS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $60.5 | 5.7% above |
| 20 week MA | $60.6 | 5.6% above |
| 50 week MA | $64.2 | 0.3% below |
| 100 week MA | $66.1 | 3.2% below |
| 200 week MA | $71.0 | 9.9% below |
AOS has the edge over EOSE on trend strength, trading above more of its moving averages.
EOSE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.24 | 19% below |
| 20 week MA | $3.28 | 45% below |
| 50 week MA | $7.01 | 74% below |
| 100 week MA | $7.10 | 75% below |
| 200 week MA | $4.53 | 60% below |
EOSE is in a downtrend: it's below all five of its weekly moving averages, and 60% below its 200-week average.
AOS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $47.8 | $55.5 | +16% |
| 2021 | $55.5 | $82.8 | +49% |
| 2022 | $82.8 | $56.9 | -31% |
| 2023 | $56.9 | $82.4 | +45% |
| 2024 | $82.4 | $68.4 | -17% |
| 2025 | $68.4 | $67.8 | -1% |
| 2026 YTD | $67.8 | $64.0 | -5.6% |
AOS has the edge over EOSE on returns for 2026, with the stronger performance.
EOSE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.72 | $19.2 | +98% |
| 2021 | $19.2 | $8.57 | -55% |
| 2022 | $8.57 | $1.08 | -87% |
| 2023 | $1.08 | $1.09 | +0.9% |
| 2024 | $1.09 | $5.17 | +374% |
| 2025 | $5.17 | $11.9 | +129% |
| 2026 YTD | $11.9 | $1.81 | -85% |
EOSE's yearly returns have swung widely, from +374% in 2024 to −87% in 2022. It's down 85% so far in 2026.