Smith A O CORP

Market Movers (8-K)

NYSE
A. O. Smith Corporation announced its second quarter 2026 financial results, reporting $1 billion in sales and $0.91 diluted EPS, while updating its full-year guidance.
NYSE
A. O. Smith Corporation announced the appointment of Carrie Anderson as its new Executive Vice President and Chief Financial Officer, effective July 1, 2026, succeeding the retiring Charles T. Lauber.
NYSE
A. O. Smith announced first quarter 2026 results, with sales of $946 million and net earnings of $118 million, while also lowering its full-year 2026 EPS guidance.
Worse than expected
NYSE
A. O. Smith Corporation's Board of Directors unanimously rejected Dr. Ilham Kadri's resignation offer following her re-election at the 2026 Annual Meeting.
NYSE
A. O. Smith Corporation reported record diluted EPS of $3.85 for 2025 and introduced 2026 guidance projecting sales growth and increased earnings.
Better than expected
NYSE
A. O. Smith Corporation finalized a $470 million unsecured term loan to fund its all-cash acquisition of Leonard Valve Company, expanding its water management market presence.
Capital raise

Quarterly Earnings (10-Q)

NYSE
A. O. Smith Corporation's Q2 2026 results show a slight decrease in net sales compared to the prior year, impacted by challenges in China and offset by the acquisition of Leonard Valve.
Worse than expected
NYSE
A. O. Smith reports lower Q1 2026 earnings amid China market challenges and weather-related production constraints in North America.
Worse than expected
Delay expected
Capital raise
NYSE
A. O. Smith Corporation reported increased net earnings and diluted EPS for the third quarter of 2025, driven by pricing actions and strong North American performance, despite challenges in China.
Better than expected
NYSE
A. O. Smith Corporation reported a decrease in net sales and net earnings for the second quarter and first half of 2025, primarily driven by lower residential water heater volumes in North America and continued weak consumer demand in China, despite contributions from recent acquisitions and improved gross profit margins.
Worse than expected
NYSE
A. O. Smith's first quarter 2025 sales decreased slightly due to lower water heater volumes and weak demand in China, but the company maintains its full-year outlook.
Worse than expected
NYSE
A. O. Smith's third-quarter results show a slight decrease in sales and profit compared to the previous year, impacted by lower demand in key markets.
Worse than expected

Annual Reports (10-K)

NYSE
A. O. Smith Corporation reports a slight sales increase in 2025 driven by North America and acquisitions, while facing continued weak demand in China and strategic assessment of its China business.
Capital raise
Better than expected
NYSE
A. O. Smith's 2024 10-K filing reveals a flat sales outlook for 2025 due to weakened demand in China, despite growth in North America, and announces a significant share repurchase program.
Worse than expected
NYSE
A. O. Smith Corporation's 2023 annual report highlights a year of sales growth, improved margins, and strategic investments, setting the stage for continued expansion in 2024.
Better than expected

Insider Trading (Form 4)

NYSE
A. O. Smith Corporation reports that EVP & CFO Carrie L. Anderson was granted 32,060 restricted stock units under the company's incentive plan.
NYSE
Director Aaron W. Saak was granted 2,296 restricted stock units as part of an equity compensation amendment.
NYSE
Director Aaron W. Saak of A. O. Smith Corporation reported a transaction involving restricted stock units, with a deferral of award receipt.
NYSE
Director Mark D. Smith of A. O. Smith Corporation reported the acquisition of 2,262 shares of common stock on April 13, 2026, as part of the company's director compensation program.
NYSE
A. O. Smith Corporation Director Lois M. Martin acquired 2,262 shares of common stock as part of the company's director compensation program.
NYSE
Christopher L. Mapes, a Director at A. O. Smith Corporation, acquired 2,262 shares of common stock on April 13, 2026, as part of the company's director compensation program.

Proxy Statements (Def-14A)

NYSE
A. O. Smith Corporation's latest proxy statement outlines significant corporate governance enhancements and executive compensation details ahead of its 2026 Annual Meeting.
NYSE
Adrian I. Peace has withdrawn as a nominee for director at A. O. Smith's 2025 Annual Meeting of Stockholders, and the Board will reduce its size to nine members.
NYSE
A. O. Smith Corporation will hold its 2025 Annual Meeting of Stockholders on April 8, 2025, addressing director elections, executive compensation, auditor ratification, and a stockholder proposal on hiring practices.
NYSE
A. O. Smith Corporation's proxy statement details the agenda for the 2024 Annual Meeting of Stockholders, including director elections, executive compensation, and a stockholder proposal.

Schedule 13G - Passive Investments

NYSE
Vanguard Portfolio Management has reported beneficial ownership of 7,113,001 shares, representing 6.32% of the outstanding common stock of A.O. Smith Corp as of March 31, 2026.
NYSE
The Vanguard Group, Inc. has amended its Schedule 13G filing for A O Smith Corp, reporting zero beneficial ownership following an internal realignment.
NYSE
State Street Corporation has reported a 5.2% beneficial ownership stake in A O Smith Corp common stock, primarily through shared voting and dispositive power.
NYSE
FMR LLC and Abigail P. Johnson have reported a 5.1% beneficial ownership stake in A. O. Smith Corp. common stock as of December 31, 2025.
NYSE
State Street Corporation has reported a 4.8% beneficial ownership stake in A O Smith Corp common stock, held through its various investment advisory subsidiaries.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting a 12.61% beneficial ownership stake in A. O. Smith Corp common stock.