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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 Corp reports that Vanguard Capital Management filed a Schedule 13G holding 8,315,386 shares of Common Stock, equal to 7.39% of the class. The filing shows Vanguard Capital Management has sole dispositive power over 8,315,386 shares and sole voting power for 981,997 shares.
The filing is signed by Ashley Grim as Head of Global Fund Administration and lists Vanguard's principal address as 100 Vanguard Blvd., Malvern, PA.
A O Smith Corp reports that Vanguard Portfolio Management beneficially owned 7,113,001 shares of Common Stock, representing 6.32% of the class as of 03/31/2026. The filing states Vanguard exercises sole dispositive power over these shares and identifies affiliated Vanguard entities that hold or manage the securities on behalf of clients.
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.
SMITH A O CORP director Aaron W. Saak received a grant of 2,262 restricted stock units (RSUs) tied to the company’s common stock. The award is classified as a grant or other acquisition, not an open-market purchase or sale, and represents his direct beneficial ownership after this transaction.
The RSUs are valued at $66.32 per underlying share for reporting purposes. Under the company’s plan, participants may defer receipt of awards, and Mr. Saak has elected to defer this RSU grant, meaning the actual delivery of common shares will occur at a later time in line with his deferral election.
SMITH A O CORP director Aaron W. Saak filed an initial Form 3, which is a statement of beneficial ownership for new insiders. The filing reports no transactions in the company’s securities, indicating this is a baseline disclosure rather than a record of recent trading activity.
A. O. Smith Corporation director Mark D. Smith received a stock grant as part of his board compensation. On April 13, 2026, he acquired 2,262 shares of Common Stock at $66.32 per share as payment of his director retainer in stock under the company’s directors' compensation program.
Following this grant, Smith directly holds 118,504 shares of Common Stock
MARTIN LOIS M reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith director Lois M. Martin received a grant of 2,262 shares of Common Stock, valued at $66.32 per share, as part of the company’s directors' compensation program. This stock retainer was based on the average of the high and low share price on April 13, 2026.
After this award, Martin directly holds a total of 6,445 A. O. Smith shares. A separate dividend reinvestment plan also credited her with 89 additional shares through quarterly dividends, reinforcing that these changes reflect routine compensation and dividend reinvestment rather than open-market buying or selling.
MAPES CHRISTOPHER L reported acquisition or exercise transactions in this Form 4 filing.
SMITH A O CORP director Christopher L. Mapes received a stock retainer and dividend shares rather than making an open‑market purchase. He was granted 2,262 shares of Common Stock as payment of his director retainer, valued using an average price of $66.32 per share on April 13, 2026.
After this grant, he directly owns 8,684 shares. He also indirectly holds 10,150 shares in joint tenancy with his wife, which include 145 shares received through the company’s Dividend Reinvestment Plan as quarterly dividends.
Larsen Michael M reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith director Michael M. Larsen received 2,262 Restricted Stock Units as payment of his retainer under the A. O. Smith Nonqualified Deferred Compensation Plan. The award was based on the average of the high and low price of the company’s common stock of $66.32 on April 13, 2026, and he has elected to defer receipt of the shares under the plan.
The Restricted Stock Units receive a quarterly dividend through a dividend reinvestment feature, adding 215 additional units. Following this grant, Larsen holds 13,284 Restricted Stock Units tied to common stock and 11,425 shares of common stock directly.