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A. O. Smith Corporation reported Q2 2026 net sales of $1,004.3 million, slightly below Q2 2025, with net earnings of $124.9 million and diluted EPS of $0.91 versus $1.07 a year earlier. Gross margin slipped to 38.6% from 39.3%, as lower volumes and higher material costs offset pricing. North America delivered 5% reported sales growth and 3% organic growth, supported by water heater and boiler demand, while Rest of World sales fell 19%, including a 28% local‑currency decline in China, compressing that segment’s margin to 5.2%.
In January, the company acquired Leonard Valve for $470.0 million, adding $31.8 million in first‑half sales and $9.9 million in pre‑tax earnings, but helping lift interest expense to $15.2 million year‑to‑date and raising the debt‑to‑capitalization ratio to 25.7%. A North America water treatment restructuring generated $22.6 million in charges; adjusted Q2 EPS was $1.03. Cash from operations strengthened to $253.8 million and free cash flow to $233.3 million in the first half. Management now expects 2026 sales to grow 2–3%, with diluted EPS of $3.60–$3.75 and adjusted EPS of $3.70–$3.85.
A. O. Smith Corporation reported Q2 2026 net sales of $1,004.3 million, down 1% year over year, and net earnings of $124.9 million, down 18%. Diluted EPS was $0.91 versus $1.07, while adjusted EPS, excluding $22.6 million of North America water treatment restructuring and impairment, was $1.03, down 4%.
North America sales rose 5% to $820.5 million, including a $16 million contribution from the Leonard Valve acquisition and strong boiler growth, but segment margin contracted to 21.6% (24.4% adjusted) from 25.4%. Rest of World sales fell 19% to $194.9 million, with China sales down 28% in local currency, reducing segment margin to 5.2%. The restructuring program in North America water treatment is projected to generate $6–$8 million of annual savings beginning in 2027.
Year-to-date operating cash flow increased 42% to $253.8 million and free cash flow rose 67% to $233.3 million. The company repurchased 2.6 million shares for $162.4 million in the first half, raised its 2026 share repurchase target to $300 million, and reported a debt-to-total-capitalization ratio of 25.7%. For 2026 it guides net sales of $3.9–$3.95 billion, diluted EPS of $3.60–$3.75, and adjusted EPS of $3.70–$3.85, narrowing prior ranges amid soft residential water heater demand and ongoing weakness in China.
Anderson Carrie L reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith’s EVP & CFO Carrie L. Anderson received a compensation grant of 32,060 Restricted Stock Units (RSUs). Each RSU represents the right to receive one share of Common Stock at settlement. The award was granted at a reference price of $62.38 per unit under the A. O. Smith Combined Incentive Compensation Plan.
The RSUs were granted on July 1, 2026 as a transaction exempt under Rule 16b-3 and will become payable in Common Stock on the vesting date of July 1, 2032. After this grant, Anderson holds 32,060 RSUs directly, reflecting a long-term, equity-based component of her executive compensation rather than an open-market share purchase or sale.
SMITH A O CORP executive vice president and CFO Carrie L. Anderson filed an initial insider ownership report for the company’s common stock. The filing shows she holds no shares directly, with total shares following the reported entry listed as 0.0000 as of the stated date.
A. O. Smith Corporation announced a leadership transition in its board. Effective July 1, 2026, Executive Chairman Kevin J. Wheeler will retire from the executive chairman role but will remain on the board of directors. At the same time, Stephen M. Shafer, currently president, chief executive officer and a director, will become chairman, combining the chairman and CEO roles.
Shafer joined the company as president and chief operating officer in March 2024, became president and CEO and a director on July 1, 2025, and will now lead both the board and global operations. The board’s lead director highlighted Wheeler’s three-decade impact, including global expansion, acquisitions and navigating the COVID-19 period, while expressing confidence that Shafer’s combined role will support strategy, operations and long-term value creation.
A. O. Smith Corporation has selected Carrie Anderson as Executive Vice President and Chief Financial Officer, effective July 1, 2026. She will succeed long-time CFO Charles T. Lauber, who plans to retire but will remain for a period after that date to support the transition.
Anderson, age 57, has held senior finance roles at Campbell’s, Integra LifeSciences, Dover and Delphi, and began her career at General Motors. Her ongoing pay and benefits will generally align with other executive officers, and she will receive a one-time restricted stock unit award valued at $1,500,000 that vests three years after the grant date, plus relocation assistance including a special allowance equal to two months of salary.
FMR LLC amends Schedule 13G to report beneficial ownership of 7,930,565.79 shares of SMITH (AO) CORP common stock, representing 7.1% of the class. The filing lists sole dispositive power for 7,930,565.79 shares and sole voting power of 5,687,289.38 shares. The amendment is signed under a power of attorney dated April 13, 2026 and bears signature dates of May 5, 2026.
Saak Aaron W reported acquisition or exercise transactions in this Form 4 filing.
SMITH A O CORP director Aaron W. Saak received a grant of 2,296 restricted stock units (RSUs) tied to the company’s common stock. The award, dated April 23, 2026, is compensation-related rather than an open-market purchase. Following this grant, Saak holds 2,296 RSUs directly. The company’s plan permits participants to defer receipt of awards, and Saak has elected to defer this RSU grant.
A. O. Smith reported softer first-quarter 2026 results, with net sales of $945.6 million, down from $963.9 million a year ago, and net earnings of $118.0 million versus $136.6 million. Earnings per share were $0.85, down from $0.95, as lower North American residential water heater volumes and weaker China demand offset prior pricing actions.
The company completed the $470 million Leonard Valve acquisition, adding about $15.9 million of sales and $5.5 million of pre-tax earnings in the quarter and increasing debt and interest expense. Management lowered 2026 sales growth guidance to 2–4% and now expects diluted EPS of $3.60–$3.90, or adjusted EPS of $3.70–$4.00, reflecting continued China headwinds and North American regulatory uncertainty.
Free cash flow improved sharply to $118.9 million from $17.4 million, helped by working capital. The company announced a North America water treatment restructuring expected to generate annual savings of $6–$8 million from 2027 after an estimated $20 million largely non-cash charge in the second quarter. A. O. Smith also repurchased 715,493 shares for $51.3 million and plans about $200 million of buybacks in 2026 while maintaining ample liquidity under its $500 million revolving credit facility.
A. O. Smith Corporation reported first quarter 2026 net sales of $945.6 million, down 2% year over year, with net earnings of $118.0 million and diluted EPS of $0.85, an 11% decline. North America sales rose slightly to $753.4 million, helped by the Leonard Valve acquisition, but lower residential water heater volumes and weather-related disruptions pressured margins. Rest of World sales fell to $200.7 million as China sales declined 17% in local currency.
Operating cash flow increased to $129.4 million and free cash flow to $118.9 million, supported by working capital management. The company repurchased 0.7 million shares for $51.3 million and ended the quarter with $203.9 million in cash and marketable securities and $615.8 million of debt.
The company lowered its 2026 outlook, now expecting net sales of $3.9–$4.0 billion, diluted EPS of $3.60–$3.90 and adjusted EPS of $3.70–$4.00, primarily due to continued weakness in China and uncertainty around North American regulatory changes. It also plans approximately $20 million of North America water treatment restructuring and impairment expenses in the second quarter, excluded from adjusted EPS.