A.o. Smith Corporation · NYSE:AOS
A.o. Smith — Baird 2023 Industrial Conference
6 slides from A.o. Smith's conference presentation, 2023
Slide 1: Baird 2023 Industrial Conference
Baird 2023 Industrial Conference Kevin J Wheeler Chairman & Chief Executive Officer
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains statements that we believe are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward- looking statements generally can be identified by the use of words such as “may,” “will,” “expect,” “
Slide 3: A. O. Smith At-a-Glance
A. O. Smith At-a-Glance Leveraging 149 Years of Innovation to Continue Delivering Growth 25% Headquarters Milwaukee, WI 20231 Segment Revenue Revenue ~$3.8B North America Rest of World Global Employees ~12,000 75% Mfg. Facilities 26 Products Countries Served ~80 • Water Heaters: Tank, Tankless, Heat
Slide 4: Resilient Business Model with Growth Opportunities
Resilient Business Model with Growth Opportunities Our Core Business: Expanding Organic Growth in China North America • Leading supplier of residential water heaters with 25+ years of experience Water Heaters & Boilers • Growing presence in water treatment (now ~35% of sales) ‐ Adding adjacent kitch
Slide 5: Powerful Investment Thesis
Powerful Investment Thesis 1 2 3 4 5 Leading with Capitalizing Leading Compelling Leveraging strong innovative on global North American brand awareness balance sheet for products megatrends in a water heater and in emerging organic that drive large and growing boiler producer markets with and inorga
Slide 6: A. O. Smith. Innovation has a name.
(X6 Smith. Innovation has a name.