Every 8-K that A.O. Smith Corporation (AOS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AOS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AOS filings page.
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.
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.
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.
A. O. Smith Corporation held its Annual Meeting of Stockholders on April 13, 2026, electing directors, approving executive pay on an advisory basis, and ratifying Ernst & Young LLP as auditor for 2026. Most director nominees received strong support, and stockholders backed named executive officer compensation and the auditor with large majorities.
Director Dr. Ilham Kadri received more “withheld” than “for” votes, triggering the company’s Director Resignation Policy and leading her to tender a conditional resignation. After review, the Nominating and Governance Committee and full Board, citing her skills and contributions and viewing opposition as driven by concerns over the dual class capital structure, unanimously chose to reject her resignation, so she remains on the Board.
A. O. Smith Corporation filed a current report to let investors know it has released its financial results for the year ended December 31, 2025. The company announced these full-year results through a news release dated January 29, 2026, which is attached to the report as Exhibit 99.1.
A. O. Smith Corporation entered into a new unsecured term loan credit agreement for $470 million maturing on January 5, 2029 and borrowed the full amount to fund its acquisition of LVC Holdco LLC (Leonard Valve) and related fees. The company completed the Leonard Valve acquisition on January 6, 2026, adding a leading designer and manufacturer of thermostatic and digital mixing valves and temperature control solutions used in commercial and institutional applications.
The term loan bears variable interest, at the company’s election, based on Term SOFR plus a margin of 0.875%–1.375% or a Base Rate plus a margin of 0%–0.375%, with margins tied to the company’s leverage ratio, and can be prepaid without penalty. The agreement includes financial covenants requiring a maximum leverage ratio of 0.60 (with the ability to increase to 0.65 for certain material acquisitions) and a minimum interest coverage ratio of 3.00 to 1.00, along with customary restrictions, events of default, and a 2.0% default interest rate premium.
A. O. Smith Corporation announced it signed a definitive agreement to acquire LVC Holdco LLC, known as Leonard Valve, for $470 million, subject to satisfaction of customary closing conditions and receipt of regulatory approvals.
Leonard Valve, together with its Heat-Timer brand, designs and manufactures thermostatic and digital mixing valves and temperature control solutions used in commercial and institutional applications. The company also posted transaction slides and a news release as exhibits.
A. O. Smith Corporation filed a current report to note that it released a news announcement covering its financial results for the quarter ended September 30, 2025. The company stated that this earnings news release, dated October 28, 2025, is attached as Exhibit 99.1 and incorporated by reference, meaning the detailed quarterly results are contained in that exhibit rather than in the body of this report.
A. O. Smith Corporation reported leadership changes in its senior legal and strategy roles. James F. Stern, currently Executive Vice President, General Counsel and Secretary, will become Executive Vice President, Corporate Development, Strategy and Secretary effective October 1, 2025, reporting to the Chief Executive Officer. On the same date, Paul J. Jones, now Vice President of Corporate Development and Strategy, will be promoted to Senior Vice President, General Counsel and Chief Compliance Officer, also reporting to the Chief Executive Officer. These moves reassign responsibilities between existing executives rather than adding or removing directors or officers.