A. O. Smith Corporation reports developments in water heating, boiler and water treatment markets through its North America and Rest of World segments. Company news commonly covers residential and commercial water heater demand, boiler volumes, pricing, margin trends, cash flow, dividends, share repurchases and operating conditions in China and India.
Updates also include acquisitions that expand the company’s water management platform, including Leonard Valve, a provider of water temperature and flow control systems, digital and thermostatic mixing systems and related monitoring devices. Governance, ethics and compliance recognition also appear in company announcements alongside quarterly results and outlook updates.
A. O. Smith (AOS) will release third-quarter 2026 financial results before the market opens on October 29, 2026.
An investor conference call will follow at 10:00 a.m. Eastern Daylight Time, streamed live at www.aosmith.com. An audio replay will be available afterward through the Investors page under the Third Quarter Conference Call link.
A. O. Smith (NYSE: AOS) reported Q2 2026 net sales of $1.00 billion, down 1% YoY, with net earnings of $124.9 million and diluted EPS of $0.91, both below Q2 2025. Adjusted earnings were $142.0 million and adjusted EPS $1.03, reflecting exclusion of $22.6 million in North America water treatment restructuring and impairment costs.
North America sales rose 5% to $820.5 million, including a $16 million contribution from the Leonard Valve acquisition and 21% boiler growth; Rest of World sales fell 19% to $194.9 million amid weaker China demand. First-half operating cash flow increased 42% to $253.8 million and free cash flow 67% to $233.3 million. The company raised its 2026 share repurchase target 50% to $300 million and now guides 2026 sales growth of 2–3%, diluted EPS of $3.60–$3.75, and adjusted EPS of $3.70–$3.85.
A. O. Smith (NYSE: AOS) announced that its directors have declared a regular quarterly cash dividend of $0.36 per share on both Common Stock and Class A Common Stock. The dividend will be paid on Monday, August 17, 2026 to shareholders of record as of Friday, July 31, 2026.
A. O. Smith (NYSE:AOS) will release its second quarter 2026 financial results before the market opens on Thursday, July 30, 2026, followed by an investor conference call at 10:00 a.m. EDT. The live webcast and replay will be available on the company website.
ITT (NYSE:AOS) announced the election of Bertrand Loy and Kevin Wheeler to its Board of Directors, effective August 1, 2026. Loy will join the Audit Committee and Wheeler will join the Nominating and Governance Committee.
Both bring extensive global industrial, M&A and leadership experience.
A. O. Smith (NYSE:AOS) announced that Executive Chairman Kevin Wheeler will retire from the chairman role effective July 1, 2026, while remaining on the board. President and CEO Stephen Shafer has been elected chairman, combining the chairman and CEO roles and continuing to lead global strategy and operations.
A. O. Smith (NYSE:AOS) announced that Carrie L. Anderson will become executive vice president and chief financial officer on July 1, 2026, succeeding Charles T. Lauber, who will retire after more than 26 years. Lauber will remain through September 30, 2026 to support a smooth transition.
Anderson will lead finance, including strategic planning, capital allocation, treasury, controllership, tax and investor relations, bringing prior CFO experience at Campbell and Integra LifeSciences and senior finance roles at Dover and Delphi.
A. O. Smith (NYSE: AOS) reported Q1 2026 sales of $945.6M, net earnings of $118.0M and diluted EPS of $0.85. North America sales were $753.4M (+1%); Rest of World sales were $200.7M (-11%).
The company lowered full‑year 2026 guidance to diluted EPS of $3.60–$3.90 and adjusted EPS of $3.70–$4.00, expects a ~2–4% sales range, and announced a ~$20M pre-tax North America water treatment restructuring to be recognized in Q2.
Cash and marketable securities were $203.9M, debt $615.8M (24.7% leverage), free cash flow $118.9M, share repurchases of $51.3M in Q1, and a $0.36 per share dividend payable May 15.
A. O. Smith (NYSE: AOS) declared a regular quarterly cash dividend of $0.36 per share on both Common Stock and Class A Common Stock.
The dividend is payable on May 15, 2026 to shareholders of record as of April 30, 2026.
A. O. Smith (NYSE:AOS) will release its first quarter 2026 financial results before market open on Thursday, April 30, 2026.
The company will hold an investor conference call at 10:00 a.m. ET, with a live webcast and an audio replay available on the company's Investors page at www.aosmith.com.