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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.
A. O. Smith (AOS) reported an insider equity award on a Form 4. Officer Paul J. Jones (SVP, GC & Chief Compliance Officer) received 2,200 restricted stock units on 10/13/2025 under the A. O. Smith Combined Incentive Compensation Plan, a transaction exempt under Rule 16b-3.
Each RSU represents one share of common stock and will vest on 10/13/2028. Following this grant, Jones beneficially owns 5,730 derivative securities (RSUs), held directly. The grant price is listed as $0, consistent with RSU awards.
A. O. Smith (AOS) reported a grant of 22,035 restricted stock units to Christopher T. Howe, SVP and Chief Digital Information Officer, on 10/08/2025. Each unit converts into one share of common stock at settlement, and the award was granted under the A. O. Smith Combined Incentive Compensation Plan as an exempt transaction under Rule 16b-3. The RSUs carry a $0 per-unit purchase price and vest and become payable in common stock on 10/08/2028, three years after grant. Following the grant, Mr. Howe will beneficially own 22,035 shares underlying these units upon settlement. The filing was signed by an attorney-in-fact on 10/09/2025.
A. O. Smith (AOS) initial Form 3 filed for Christopher T. Howe reports that the reporting person, identified as a Director and SVP Chief Digital Info Officer, does not beneficially own any securities of the issuer. The event date triggering the filing is 10/08/2025 and the filing was signed on 10/09/2025 by an attorney‑in‑fact. This is a routine initial disclosure showing no direct or indirect holdings disclosed on the form.
A. O. Smith Corp (AOS) reporting person Paul J. Jones, SVP, GC & Chief Compliance Officer, filed an initial Form 3 disclosing restricted stock units. The filing shows 1,545 RSUs granted 02/12/2024 vesting 02/12/2027 and 1,985 RSUs granted 02/10/2025 vesting 02/10/2028. Each RSU converts to one share at settlement, for a total of 3,530 RSU-equivalent shares reported as direct beneficial ownership. The Form 3 is dated 10/01/2025 and was signed by an attorney-in-fact.