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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.
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.