A O Smith Corp vs FTAI Aviation Ltd — how do they compare? A O Smith Corp trades at $60.68 (market cap $8.33B), while FTAI Aviation Ltd trades at $224.9 (market cap $23.33B). The key difference: FTAI Aviation Ltd is far larger — about 2.8× A O Smith Corp's market cap, and A O Smith Corp pays the higher dividend (2.35%). Which is the better fit depends on your goals.
| AOS | FTAI | |
|---|---|---|
Market Cap | $8.33B | $23.33B |
Sector | Industrials | Industrials |
52-Week High | $80.47 | $310.04 |
52-Week Low | $55.78 | $109.92 |
Enterprise Value | $8.78B | $26.37B |
Dividend Yield | 2.35% | 0.66% |
Signals from Pluang's Aura AI — not financial advice
A.O. Smith (AOS) trades at $60.44, up 2.41% today, with a bearish technical signal despite recent leadership changes. The company reported mixed Q1 2026 earnings, missing EPS estimates at $0.85 versus $0.94 expected, while maintaining solid profitability with a 13.84% net margin. Cash flow trends show improving operations, and the stock offers a dividend with a recent $0.36 payout announced.
The outlook is cautious due to earnings volatility and bearish technicals, but valuation appears reasonable with a P/E of 16.12. Risks include China market weakness and competitive pressures, while analyst consensus leans hold with a $68 price target suggesting modest upside potential from current levels.
FTAI Aviation trades at $227.35, down 0.29% on the day, with a bearish technical signal despite strong analyst consensus. The company reported Q1 2026 EPS of $1.29, missing expectations of $1.50, but maintains robust revenue growth and a net income margin of 18.92%. Recent strategic collaborations and a dividend increase to $0.45 highlight management's confidence in long-term prospects, particularly in aerospace services and data center power solutions.
Outlook remains positive driven by aerospace demand and innovation in power solutions, though risks include earnings misses and high valuation multiples. With 100% buy ratings from analysts and institutional support, the stock offers growth potential but requires monitoring of execution against forecasts and competitive pressures in evolving markets.
Trailing returns across standard periods
A.O. Smith Corporation manufactures and markets comprehensive lines of residential and commercial gas, gas tankless, and electric water heaters. Supplementary products include water heating equipment, condensing and noncondensing boilers, and water system tanks. The company's two operating segments are by geographic region: North America (majority of total revenue) and the Rest of the World. A material portion of sales in North America derive from replacing existing products, and the company utilizes a wholesale distribution channel and multiple selling locations. The Rest of the World segment sells primarily to Asian countries and operates sales offices to expand distribution and market its product portfolio.
Read more on AOS →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →