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.
A. O. Smith Corporation's filings document financial results, governance matters, capital structure and material events for a global manufacturer of water heaters, boilers and water treatment products. Form 8-K reports include quarterly and annual operating results, segment commentary for North America and Rest of World operations, dividend-related disclosures and acquisition-related financing.
The company’s proxy materials cover board elections, advisory compensation votes, auditor ratification and stockholder voting under its Common Stock and Class A Common Stock structure. Other filings document credit agreements, debt covenants, completed acquisition financing, executive officer changes and governance policies tied to director elections and resignation procedures.
Otchere Benjamin A reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation executive Benjamin A. Otchere, Vice President and Controller, received a grant of restricted stock units on 02/09/2026. The award covers 1,240 restricted stock units, each representing the right to receive one share of Common Stock at settlement.
The units were granted under the A. O. Smith Combined Incentive Compensation Plan and are scheduled to vest and become payable in Common Stock on 02/09/2029. Following this grant, Otchere directly holds 5,405 derivative securities related to the company.
A. O. Smith Corporation reported that senior vice president and Pres & General Manager NAWH Stephen D. O'Brien acquired a grant of 4,900 restricted stock units on 02/09/2026 under the A. O. Smith Combined Incentive Compensation Plan.
Each restricted stock unit represents the right to receive one share of A. O. Smith common stock at settlement. The units become payable in common stock on the vesting date of 02/09/2029. Following this award, O'Brien directly holds 17,605 derivative securities in the form of restricted stock units.
Lauber Charles T reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation EVP & CFO Charles T. Lauber received a grant of 9,485 restricted stock units on 02/09/2026 under the A. O. Smith Combined Incentive Compensation Plan. Each unit represents one share of Common Stock payable on the vesting date of 02/09/2029.
Following this award, Lauber beneficially owns 38,500 derivative securities (restricted stock units) in the company, held directly.
Kulkarni Parag reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation executive Parag Kulkarni was granted 1,105 restricted stock units on 02/09/2026. Each unit is the economic equivalent of one share of A. O. Smith common stock and will be settled in cash on the vesting date of 02/09/2029.
After this award, he beneficially owns 7,605 restricted stock units directly, including 4,475 units that have not yet vested and 3,130 units that have vested but for which he has deferred cash receipt. Kulkarni serves as SVP - Int'l and President India.
Karge Douglas Samuel reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation reported that SVP – President NA Water Treatment, Douglas Samuel Karge, received a grant of 1,355 restricted stock units on 02/09/2026. Each unit represents the right to receive one share of common stock at settlement.
The award was granted under the A. O. Smith Combined Incentive Compensation Plan and is exempt under Rule 16b-3. The restricted stock units are scheduled to vest and become payable in common stock on 02/09/2029, after which Karge would receive the underlying shares. Following this grant, he directly holds 5,595 derivative securities in the form of restricted stock units.
A. O. Smith Corporation executive Paul J. Jones, who serves as SVP, General Counsel and Chief Compliance Officer, reported an equity compensation grant. On 02/09/2026 he acquired 4,900 restricted stock units at a stated price of $0 under the A. O. Smith Combined Incentive Compensation Plan.
Each restricted stock unit represents the right to receive one share of A. O. Smith common stock at settlement. These units vest and become payable in common stock on 02/09/2029. Following this grant, Jones directly beneficially owns 10,630 derivative securities in the form of restricted stock units.
A. O. Smith Corporation reported that SVP Chief Digital Information Officer Christopher T. Howe acquired 3,635 restricted stock units on 02/09/2026 as a grant under the A. O. Smith Combined Incentive Compensation Plan. Each unit represents one share of common stock and will vest on 02/09/2029.
After this award, Howe directly holds 25,670 derivative securities in the form of restricted stock units tied to A. O. Smith common stock.
Cheng Ming reported acquisition or exercise transactions in this Form 4 filing.
A. O. Smith Corporation senior vice president and chief technology officer Ming Cheng received a grant of 3,225 restricted stock units on 02/09/2026 as equity compensation. Each unit represents one share of Common Stock and was granted at a price of $0 under the A. O. Smith Combined Incentive Compensation Plan. These restricted stock units vest and become payable in Common Stock on 02/09/2029. Following this award, Cheng directly holds 28,600 derivative securities linked to A. O. Smith common stock.
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.