Welcome to our dedicated page for A O Smith SEC filings (Ticker: AOS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The A. O. Smith Corporation (NYSE: AOS) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures, along with AI-powered summaries to help interpret complex documents. As a global water technology manufacturer of residential and commercial water heating equipment, boilers and water treatment products, A. O. Smith uses SEC filings to report its financial condition, results of operations, capital structure and material corporate events.
Investors researching AOS can use this page to locate current reports on Form 8-K, which the company files to announce significant developments. Recent 8-K filings have covered topics such as quarterly financial results, leadership changes in legal and compliance roles, the signing and completion of the acquisition of LVC Holdco LLC (Leonard Valve), and the entry into a Credit Agreement providing for a $470 million unsecured term loan used to finance that acquisition. These filings describe transaction terms, key covenants, leverage and interest coverage requirements, and other material details.
In addition to 8-Ks, users can access A. O. Smith’s annual reports on Form 10-K and quarterly reports on Form 10-Q, which the company references in its news releases when discussing risk factors and forward-looking statements. These periodic reports contain segment information for North America and Rest of World, discussions of demand for water heaters, boilers and water treatment products, and detailed risk disclosures related to tariffs, economic conditions, competition, regulatory changes and technology or data security.
Stock Titan’s AI tools highlight the most important sections of lengthy filings, helping readers quickly identify items such as new debt agreements, acquisition-related disclosures, non-GAAP measure reconciliations and updates to risk factors. Users can also review insider transaction reports on Form 4 when available, to see how company insiders are trading AOS shares.
By combining real-time EDGAR updates with AI-generated explanations, this page helps investors, analysts and researchers understand how A. O. Smith reports its financial performance, manages its capital structure and documents strategic actions like acquisitions and leadership transitions.
Carver Samuel M. reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation senior vice president of global operations Samuel M. Carver received a grant of derivative equity on 02/09/2026. He was awarded 2,560 restricted stock units, each representing one future share of common stock, under the A. O. Smith Combined Incentive Compensation Plan.
The restricted stock units are scheduled to vest and become payable in common stock on 02/09/2029. Following this grant, Carver directly holds 10,525 derivative securities tied to A. O. Smith common stock.
A. O. Smith Corporation reports 2025 results with net sales of $3,830.2 million, up slightly from 2024, and net earnings of $546.2 million, reflecting improved profitability.
Gross margin rose to 38.8% as price increases and stronger commercial water heater and boiler volumes offset higher input costs and weaker residential demand. North America segment sales reached $2,984.2 million with a 24.4% margin, while Rest of World sales were $880.4 million with margins improving to 8.7%, despite softer China volumes.
The company generated $616.8 million in operating cash flow and repurchased 5.94 million shares for $400.8 million. It closed the Pureit acquisition in 2024 and agreed to buy Leonard Valve for $470 million, expected to add about $70 million of 2026 sales. Management guides 2026 sales growth of 2–5% and EPS of $3.85–$4.15, supported by continued boiler growth and capital returns.
State Street Corporation filed a Schedule 13G reporting a passive ownership stake in A. O. Smith Corporation common stock. As of 12/31/2025, State Street beneficially owned 5,911,986 shares, representing 5.2% of the outstanding common stock.
State Street reports no sole voting or dispositive power, with shared voting power over 4,094,791 shares and shared dispositive power over 5,911,495 shares. The filing certifies the holdings are in the ordinary course of business and not for influencing control of A. O. Smith.
FMR LLC has filed a Schedule 13G reporting beneficial ownership of 5,728,670.57 shares of SMITH (AO) CORP common stock, representing 5.1% of the outstanding class as of 12/31/2025. FMR has sole voting power over 4,020,941 shares and sole dispositive power over 5,728,670.57 shares.
Abigail P. Johnson is also listed as a reporting person, with sole dispositive power over the same 5,728,670.57 shares but no voting power. The securities are stated to be held in the ordinary course of business, not for the purpose of changing or influencing control, and one or more other persons may have rights to dividends or sale proceeds, with no other person holding more than five percent.
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 executive James F. Stern, Executive Vice President of Corporate Development, Strategy & Secretary, reported a change in his holdings of A. O. Smith common stock. On 12/01/2025, he made a transaction coded "G," which is identified as a bona fide gift of 2,500 shares at a reported price of $0. After this gift, he beneficially owns 96,284 shares of A. O. Smith common stock in direct form. This is a routine insider filing that discloses a non-sale transfer of shares.
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.
State Street Corporation filed a Schedule 13G reporting passive ownership in A. O. Smith (AOS) common stock. The filing reports 5,453,729 shares beneficially owned, representing 4.8% of the class as of the event date 09/30/2025.
State Street reports 0 sole voting power and 3,603,540 shared voting power, along with 0 sole dispositive power and 5,453,238 shared dispositive power. The filer is classified as a HC (parent holding company), with investment adviser subsidiaries including SSGA entities. The certification states the securities were acquired and are held in the ordinary course of business and not to change or influence control.
The Vanguard Group filed Amendment No. 16 to Schedule 13G reporting beneficial ownership of 14,412,842 A. O. Smith (AOS) common shares, representing 12.61% of the class as of 09/30/2025.
Vanguard reports 0 shares with sole voting power and 635,487 with shared voting power. It holds 13,443,781 shares with sole dispositive power and 969,061 with shared dispositive power. Vanguard states the securities are held in the ordinary course and not for the purpose of changing or influencing control.
Vanguard notes its clients, including registered investment companies and other managed accounts, have rights to dividends or sale proceeds tied to these securities, and no other person’s interest exceeds 5%.