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.
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 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%.
A. O. Smith (AOS) reported Q3 2025 results with net sales of $942.5M (up from $902.6M) and diluted EPS of $0.94 (up from $0.82). Gross margin improved to 38.7% from 37.4%, driven by pricing actions and higher commercial water heater and boiler volumes.
Year to date, sales were $2,917.7M and net earnings were $420.8M. Operating cash flow reached $433.7M and free cash flow was $380.5M, supporting $335.4M of share repurchases (4,976,377 shares at an average price of $67.39). The company ended the quarter with total assets of $3,170.7M and stockholders’ equity of $1,844.5M.
North America segment sales rose to $742.8M with a segment margin of 24.2%. Rest of World sales were $207.9M; China softened, partly offset by Pureit, which added about $17M in Q3 and $45M year to date. Management reiterated 2025 guidance for diluted EPS of $3.70–$3.85 and declared a quarterly dividend of $0.36 per share.
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.