{"filings":[{"id":1196956,"accession_number":"0000091142-26-000091","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2026-06-22T21:01:35+00:00","items":["5.02","9.01"],"status":"ready","headline":"Kevin Wheeler retiring as Executive Chairman; CEO Stephen Shafer to become Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin Wheeler retires as Executive Chairman effective July 1, 2026; remains on board.","Stephen Shafer (President and CEO) appointed Chairman effective same date.","Shafer joined A. O. Smith in 2024 as President/COO, became CEO July 2025; now adds Chairman role.","Wheeler's tenure spanned three decades; company expanded globally and navigated COVID-19."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":527197,"accession_number":"0000091142-26-000086","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2026-05-19T20:17:52+00:00","items":["5.02","9.01"],"status":"ready","headline":"A. O. Smith appoints Carrie Anderson as CFO effective July 1, 2026; Lauber retiring","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Carrie Anderson will succeed Charles T. Lauber as EVP and CFO, effective July 1, 2026; Lauber to assist transition until retirement.","Anderson most recently served as EVP and CFO of The Campbell's Company (Jan 2023-Oct 2025); prior CFO at Integra LifeSciences.","She will receive a restricted stock unit award valued at $1,500,000 vesting in three years, plus relocation assistance including two months salary.","Compensation includes base salary, annual Executive Bonus Plan, equity awards, and eligibility for executive benefit plans and severance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99674,"accession_number":"0000091142-26-000082","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q1 EPS $0.85, sales $946M; cuts 2026 guidance on China weakness","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.85 vs $0.95 YoY; net earnings $118M, down 14%.","North America segment sales $753.4M (+1%) with Leonard Valve; soft water heater volumes and weather disruptions.","Rest of World sales $200.7M (-11%); China sales down 17% in local currency on weak consumer demand.","Full-year 2026 adjusted EPS guidance lowered to $3.70-$4.00 (from $3.85-$4.15); sales growth 2%-4%.","Board approved $0.36/share dividend payable May 15; Q1 share repurchases $51.3M (0.7M shares)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":945600000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99673,"accession_number":"0000091142-26-000078","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["5.07","8.01"],"status":"ready","headline":"A.O. Smith board rejects resignation of director Ilham Kadri after majority withheld vote","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Dr. Ilham Kadri received more ‘withheld’ (50,510,430) than ‘for’ (46,774,289) votes for election.","Under the Director Resignation Policy, Kadri tendered resignation; Nominating & Governance Committee reviewed on April 14.","Board unanimously rejected resignation on April 14, citing Kadri's skills, contributions, and belief withheld votes reflected dual-class capital structure concerns."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115822,"accession_number":"0000091142-26-000005","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Record 2025 diluted EPS $3.85, North America margins expand to 24.4%; 2026 EPS guidance $3.85-$4.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.83B flat YoY; diluted EPS $3.85 up 6% to a record; net earnings $546.2M up 2%.","North America segment sales $3.0B, margin 24.4% (+40 bps) on pricing and higher commercial/boiler volumes.","Rest of World sales down 4% to $880M with China down 12%; India organic sales up 13% locally.","Leonard Valve acquisition closed Jan 2026, expected to add ~$70M in 2026 sales; water management platform.","2026 outlook: sales $3.9B-$4.02B (2-5% growth), EPS $3.85-$4.15; board added 5M share buyback authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":3.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":3830200000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115821,"accession_number":"0000091142-26-000003","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2026-01-06T23:59:59+00:00","items":["2.03","8.01","9.01"],"status":"ready","headline":"A. O. Smith closes $470M acquisition of Leonard Valve; funds via new term loan","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired LVC Holdco LLC (Leonard Valve) for $470M all-cash; valued at ~$412M after estimated tax benefits.","Funded by $470M unsecured term loan under credit agreement maturing Jan 5, 2029, drawn in full on Jan 5, 2026.","Term loan bears variable rate at Term SOFR + 0.875%-1.375% or Base Rate + 0%-0.375%, based on leverage ratio.","Deal expands A. O. Smith's water management market, digital expertise, and commercial/institutional product offering.","Leonard Valve (founded 1911) provides thermostatic mixing valves, boiler controls for hospitals, schools, industrial facilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132242,"accession_number":"0000091142-25-000153","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"A. O. Smith to acquire Leonard Valve for $470M, ~12x 2026E EBITDA","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-cash purchase price of $470M (adjusted ~$412M after tax benefits); expected close in Q1 2026.","Adjusted multiple ~12x forecasted 2026 EBITDA; deal expected accretive to EPS in 2026.","Leonard Valve/Heat-Timer supplies mixing valves and boiler controls; ~30% digital/connected revenue; ~80% repair/replace demand.","Funding via cash on hand and committed debt; ~100 employees; double-digit revenue CAGR 2022-2025E."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132241,"accession_number":"0000091142-25-000148","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q3 EPS $0.94 up 15% YoY; narrows FY2025 EPS guidance to $3.70-$3.85","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $942.5M (+4% YoY); net earnings $132M (+10%); diluted EPS $0.94 (+15%).","North America sales $742.8M (+6%); segment operating margin 24.2% (+110 bps).","China local currency sales down 12%; Rest of World sales $207.9M (-1%).","Updated FY2025 outlook: sales flat to up 1%; EPS guidance $3.70-$3.85 (midpoint lowered).","Cash from operations $433.7M in 9M (+21%); free cash flow $380.5M (+35%); dividend raised 6%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":2917700000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148820,"accession_number":"0000091142-25-000112","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"A. O. Smith reshuffles C-suite: Stern to Corporate Development, Jones to General Counsel","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James F. Stern transitions from EVP/General Counsel/Secretary to EVP, Corporate Development, Strategy & Secretary, effective Oct 1, 2025.","Paul J. Jones, currently VP of Corporate Development & Strategy, becomes SVP, General Counsel & Chief Compliance Officer, reporting to CEO.","Jones succeeds Stern in legal role; both executives report directly to the CEO.","No director departures; internal promotions as part of management succession."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148819,"accession_number":"0000091142-25-000098","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q2 EPS $1.07 (+1% YoY); raises full-year outlook; starts China strategic review","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $1,011M (-1% YoY); net earnings $152.2M (-3%); diluted EPS $1.07 (+1%).","North America margin 25.4% (+30 bps); Rest of World margin 10.5% with sequential improvement.","China sales -11% local currency; company initiates formal strategic assessment of China business.","Raised FY2025 outlook: sales growth 1-3%, EPS $3.70-$3.90 (midpoint raised from prior).","H1 share repurchases $251.3M; expects ~$400M in 2025; $0.34 dividend declared."],"consensus_eps_estimate":null,"consensus_eps_actual":2.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":1975200000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167697,"accession_number":"0000091142-25-000073","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q1 2025 sales down 2% to $964M, EPS $0.95 vs $1.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $963.9M (-2% YoY), net earnings $136.6M (-7%), diluted EPS $0.95 (-5%).","North America sales -2% to $748.7M on lower water heater volumes; boiler sales +10%.","Rest of World sales flat at $226.7M; China -4% in local currency, margin +200 bps.","Repurchased $120.6M in Q1; reaffirmed full-year $400M buyback and $0.34 dividend.","2025 outlook maintained: sales flat to +2%, EPS $3.60-$3.90, excludes tariff impact."],"consensus_eps_estimate":null,"consensus_eps_actual":0.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":963900000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167696,"accession_number":"0000091142-25-000071","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2025-04-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"A. O. Smith CEO Kevin Wheeler to become Executive Chairman; Stephen Shafer named CEO effective July 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin Wheeler transitions from Chairman and CEO to Executive Chairman, focusing on strategy, M&A, and investor relations.","Stephen Shafer, currently President and COO, becomes President and CEO and joins the Board of Directors effective July 1.","Shafer joined A. O. Smith in March 2024; previously president of 3M's Automotive & Aerospace Solutions Division.","Wheelers's 31-year tenure included acquisitions of Giant Factories and six water treatment companies.","Shafer will oversee global operations, strategy implementation, profitability, and shareholder return."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167695,"accession_number":"0000091142-25-000069","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2025-04-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"A. O. Smith annual meeting: director Larsen receives majority withheld votes; other items pass","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Director Michael M. Larsen: 39.3M for vs 60.0M withheld, a majority against his election.","Advisory vote on executive compensation passed with 94% of votes cast in favor.","Ratification of Ernst & Young as auditor for FY2025 passed with 97% approval.","Stockholder proposal on hiring formerly incarcerated people defeated; only 4% voted for.","All other directors elected with large majorities; Class A directors unopposed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184974,"accession_number":"0000091142-25-000002","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith reports 2024 sales $3.8B, EPS $3.63; guides 2025 EPS $3.60-$3.90","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year sales $3.818B (-1% YoY), net earnings $533.6M, diluted EPS $3.63 (-2%).","North America sales $3.0B (flat); Rest of World sales $918.6M (-4%) on China weakness.","Restructuring & impairment charges of $17.6M in China and North America water treatment.","Board approved $0.34/share dividend (payable Feb 18); expects ~$400M in share repurchases in 2025.","2025 guidance: sales $3.8-3.9B, adjusted EPS $3.60-$3.90; China single-digit sales decline expected."],"consensus_eps_estimate":0.8508,"consensus_eps_actual":3.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":3818100000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201575,"accession_number":"0000091142-24-000173","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2024-11-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"A. O. Smith completes acquisition of Pureit from Unilever for ~$120M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price approximately $120 million, subject to customary adjustments.","Pureit offers residential water purification solutions primarily in India; also present in Bangladesh, Sri Lanka, Vietnam, Mexico.","CEO Kevin Wheeler says Pureit complements premium brands and strengthens e-commerce distribution.","Acquisition will not have a material impact on earnings in the first year.","Pureit was first launched in 2004 in Chennai, India; acquisition was announced earlier in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201574,"accession_number":"0000091142-24-000169","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2024-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q3 sales $903M, EPS $0.82; reaffirms lowered 2024 EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $902.6M (-4% YoY); net earnings $120.2M (-11%); diluted EPS $0.82 (-9%).","North America segment sales $703.3M (-1%); Rest of World sales $210.3M (-10%) with China down 17% in local currency.","Reaffirms revised 2024 EPS outlook of $3.70-$3.85, citing persistent China weakness and softer North America demand.","Board approved 6% dividend increase; 32 consecutive years of increases; $300M share repurchase expected in 2024.","Pureit acquisition from Unilever for $120M on track to close by end of 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":2.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":2905700000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201573,"accession_number":"0000091142-24-000167","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2024-10-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith reports preliminary Q3 sales down 4%, EPS down 9%; lowers FY 2024 EPS guidance to $3.70-$3.85","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q3 sales $902.6M, down 4% YoY; diluted EPS $0.82, down 9% YoY.","FY 2024 EPS guidance lowered to $3.70-$3.85 from prior $3.95-$4.10; sales outlook ~flat at $3.8-$3.9B.","China third-party constant currency sales declined 17% YoY; India sales up 12% in local currency.","North America segment sales $703M slightly down; lower water heater volumes offset by higher boiler/water treatment.","Board approved 6% dividend increase; over 30 years of dividend increases."],"consensus_eps_estimate":null,"consensus_eps_actual":2.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":2905700000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217580,"accession_number":"0000091142-24-000147","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A.O. Smith reports record Q2 sales of $1.02B; narrows 2024 EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2 sales of $1.02B (+7% YoY); diluted EPS $1.06 (+2% YoY), adjusted EPS $1.06 (+5% YoY).","North America sales $790.7M (+9% YoY) on higher water heater and boiler volumes; segment margin 25.1% vs 27.6%.","Rest of World sales flat at $244.8M; China local-currency +2%, India +16%; segment margin 10.6% vs 11.6%.","Full-year 2024 EPS guidance narrowed to $3.95-$4.10; sales outlook reaffirmed at 3%-5% growth.","Signed agreement to acquire Pureit from Unilever for $120M; expected close by end of 2024; doubles South Asia penetration."],"consensus_eps_estimate":null,"consensus_eps_actual":2.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":2003100000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217579,"accession_number":"0000091142-24-000145","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2024-07-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"A. O. Smith to acquire Pureit water purification business from Unilever for ~$120M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price ~$120M in cash, subject to customary adjustments.","Pureit has annual sales of ~$60M, primarily in India, with residential water purification solutions.","Expected close by end of 2024; no material EPS impact expected in first year.","Acquisition will double A. O. Smith's market penetration in South Asia and enhance premium product portfolio.","Further details on acquisition will be provided in Q2 earnings call on July 23, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237456,"accession_number":"0000091142-24-000136","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"A. O. Smith SVP HR & Public Affairs Mark Petrarca to retire Aug 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Petrarca, SVP Human Resources & Public Affairs, will retire effective August 1, 2024.","Petrarca has 25 years of service with A. O. Smith Corporation.","No replacement named; succession plan not disclosed in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237455,"accession_number":"0000091142-24-000130","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q1 EPS $1.00 up 19% YoY; reaffirms FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["EPS of $1.00 (GAAP and adjusted), up 19% YoY on sales of $979M (+1%).","North America segment margin 25.9% up 80bps from 25.1% on mix shift to high-efficiency water heaters.","Rest of World sales +4% with China +6% local currency and India +16%.","Free cash flow $84.6M; repurchased $74.5M in shares and declared $0.32 dividend.","Reaffirmed FY2024 EPS guidance $3.90-$4.15 and sales growth 3%-5%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":978800000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237454,"accession_number":"0000091142-24-000128","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2024-04-15T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"A. O. Smith annual meeting: directors elected, comp approved, proposal defeated","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors elected: Victoria M. Holt had 45.2M for, 56.0M withheld; Dr. Ilham Kadri 33.5M for, 67.6M withheld.","Advisory vote on executive compensation passed: 34.6M for, 1.2M against.","Ratification of Ernst & Young as auditor approved: 35.4M for, 1.0M against.","Stockholder proposal on hiring formerly incarcerated people defeated: 2.4M for, 33.3M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254997,"accession_number":"0000091142-24-000095","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2024-03-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"A.O. Smith appoints Stephen Shafer as President and COO effective March 18","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Shafer previously led 3M's Automotive and Aerospace Solutions Division and held roles at McKinsey and Ford.","He will oversee global business units including operations, engineering, and IT.","Kevin Wheeler continues as Chairman and CEO; Shafer reports to Wheeler.","Shafer holds an MBA from Harvard Business School and a B.S. from Northwestern University.","He will relocate from Minneapolis to the Milwaukee area."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254996,"accession_number":"0000091142-24-000004","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2024-01-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith reports record FY2023 sales $3.9B, EPS $3.69; guides FY2024 EPS $3.90-$4.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record net sales $3,853M (+3% YoY); net earnings $556.6M ($3.69 EPS); adjusted EPS $3.81 (+21%).","North America segment sales $2,922.9M (+4%); adjusted segment margin 24.8% (vs 21.7% in 2022).","China local-currency sales +4%; India local-currency sales +15% in 2023.","2024 outlook: sales $3,970M-$4,050M (+3-5%), EPS $3.90-$4.15.","Board authorized additional 2M share repurchase; $0.32 dividend declared, 84 consecutive years."],"consensus_eps_estimate":null,"consensus_eps_actual":3.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":3852800000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254995,"accession_number":"0000091142-24-000002","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2024-01-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"David Warren, SVP and North America Water Heating head, to retire April 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David R. Warren, SVP and President/General Manager of North American Water Heating, to retire April 1, 2024 after nearly 35 years.","No replacement has been named; the company has not disclosed transition plans for the business unit.","Warren informed the Company of his retirement on January 2, 2024; effective date is April 1, 2024.","His retirement is voluntary and not due to any disagreement with the company's operations or policies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272472,"accession_number":"0000091142-23-000104","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2023-11-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"A. O. Smith files 8-K furnishing 2023 Investor Day slides; no specific figures disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company held Investor Day on Nov 6, 2023; slides furnished via 8-K but not provided in filing excerpt.","Presentation includes welcome remarks by VP of IR and FP&A Helen Gurholt.","No financial targets, guidance changes, or material updates apparent from available text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272471,"accession_number":"0000091142-23-000096","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2023-10-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"A. O. Smith furnishes transcript of Q3 2023 earnings call due to audio difficulties","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Technical audio issues during Oct 26 earnings call made answers unintelligible to some participants.","Company is furnishing a written transcript provided by Refinitiv Eikon.","Audible recording also available on company's investor website.","No new financial information disclosed beyond original earnings release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272470,"accession_number":"0000091142-23-000093","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q3 EPS $0.90 (+27% YoY); raises full-year adjusted EPS guidance to $3.70-$3.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales $938M (+7% YoY); North America sales up 9%, Rest of World up 1% (6% in local currency).","Net earnings $135.4M (+23%); operating cash flow $439M and free cash flow $396M in first nine months.","Raised 2023 outlook: sales ~2% growth to $3.8-3.85B; adjusted EPS $3.70-$3.80 (mid-point up 19% YoY).","Board approved 7% dividend increase; five-year annual dividend growth rate now 10%.","Share repurchases: $161.4M in 9 months; expects $300M for full year 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":2.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":2864700000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289307,"accession_number":"0000091142-23-000079","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q2 2023: Record EPS $1.04 (+28%), raised FY adjusted EPS guidance to $3.45-$3.60","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $960.8M (-1% YoY); net earnings $157.0M; diluted EPS $1.04 (record, +28%).","North America segment sales -3% to $722.3M; segment margin expanded 610 bps to 27.6%.","Rest of World sales +6% (12% in local currency); China water treatment demand stronger.","Balance sheet: cash $409.7M, debt $206.0M; repurchased 1.075M shares for $69.6M YTD.","FY2023 outlook raised: sales flat to up 2%; adjusted EPS $3.45-$3.60 (midpoint +12% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":1927200000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310094,"accession_number":"0000091142-23-000058","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q1 adjusted EPS $0.94, up 22% YoY; raises 2023 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $966.4M (-1% YoY); North America +3%, Rest of World -14% (-8% LC).","Record Q1 GAAP EPS $0.84 (+11%); adjusted EPS $0.94 (+22%) on lower steel costs.","Raised 2023 guidance: adj. EPS $3.30-$3.50 (mid-point +8% YoY); sales flat +/-2%.","Share repurchase outlook increased by $100M to $300M for 2023.","Declared $0.30/share dividend (payable May 15), marking 83 consecutive years."],"consensus_eps_estimate":null,"consensus_eps_actual":0.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":966400000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310093,"accession_number":"0000091142-23-000056","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2023-04-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"A. O. Smith shareholders elect directors, approve compensation, set say-on-pay annually","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 12 directors elected; Class A directors near-unanimous. Common directors Brown (69.9M withheld) and Wolf (19.9M withheld) saw significant opposed votes.","Advisory vote to approve named executive officer compensation passed: 33.9M For, 1.9M Against.","Ratification of Ernst & Young as independent auditor ratified: 35.5M For, 1.1M Against.","Say-on-frequency set to every year (35.6M votes). Shareholder proposal on workplace inclusion rejected (3.2M For, 32.6M Against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328763,"accession_number":"0000091142-23-000003","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2023-01-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A.O. Smith reports record 2022 sales of $3.8B; adjusted EPS $3.14, up 6%; guides 2023 EPS $3.15-$3.45","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record 2022 sales of $3.754B, up 6% YoY; GAAP EPS $1.51 includes $1.60 pension settlement charge.","Adjusted EPS of $3.14, up 6% YoY; Q4 adjusted EPS $0.86, up 1% despite 6% sales decline.","North America adjusted segment margin 21.7% (vs 22.9%); Rest of World margin 10.0% (up 120bps).","2023 outlook: sales $3.64-$3.87B (flat +/-3%); EPS $3.15-$3.45, up ~5% at midpoint.","Dividend $0.30/share (83rd consecutive year); Board ups buyback auth by 7.5M shares; $200M repurchases planned."],"consensus_eps_estimate":null,"consensus_eps_actual":1.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":3753900000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346424,"accession_number":"0000091142-22-000097","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q3 EPS $0.71 (-13% YoY); revenue down 4% to $874M; guides FY adj. EPS $3.05-$3.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $874.2M (-4% YoY) on residential water heater destocking; earnings $109.8M (-17%).","Adjusted EPS $0.69 (-15%); North America segment flat, Rest of World down 13% on China COVID lockdowns.","Reaffirms lowered FY 2022 EPS guidance $1.29-$1.39; adj. EPS $3.05-$3.15 (midpoint +5% YoY).","Board approved 7% dividend increase (5-year CAGR 15%); repurchased 4.47M shares for $282M in 9 months.","Pension plan termination in Q4 2022 will accelerate ~$445M non-cash pre-tax expense (≈$1.73 EPS)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":2817800000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346423,"accession_number":"0000091142-22-000095","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2022-10-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith preliminary Q3 EPS $0.71 (-13% YoY); cuts FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q3 net sales $874M (-4% YoY); diluted EPS $0.71 (-13%); adjusted EPS $0.69 (-15%).","Full-year EPS guidance lowered to $1.29-$1.39 from $1.56-$1.76; adjusted EPS to $3.05-$3.15 from $3.35-$3.55.","North America residential water heater industry volumes expected down 12-13% due to deeper destocking.","Board approved 7% dividend increase; five-year compound annual dividend growth rate of 15%.","Management cites improved China market share but higher material costs and production inefficiency hurt margins."],"consensus_eps_estimate":null,"consensus_eps_actual":2.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":2817800000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362819,"accession_number":"0000091142-22-000080","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2022-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A.O. Smith Q2 sales +12% to $966M, EPS $0.81, reaffirms 2022 adj EPS $3.35-$3.55","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $965.9M (+12% YoY), net earnings $126.2M (+7%), diluted EPS $0.81 (+11%).","North America segment sales $744.1M (+23%) on pricing; Rest of World $229.9M (-13%) on China COVID lockdowns.","Adjusted EPS $0.82 (+14%); reaffirms FY2022 adjusted EPS guidance $3.35-$3.55 (midpoint +17% YoY).","Expects ~$445M non-cash pension settlement expense in Q4 2022 from plan termination.","Repurchased 2.87M shares for $190.4M in H1 2022; board declares $0.28 dividend payable Aug 15."],"consensus_eps_estimate":null,"consensus_eps_actual":1.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":1943600000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382462,"accession_number":"0000091142-22-000063","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2022-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q1 sales up 27% to $978M; adjusted EPS $0.77, reaffirms FY adjusted EPS $3.35-$3.55","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $978M (+27% YoY); net earnings $119.8M (+23%); diluted EPS $0.76 (+27%).","Adjusted EPS $0.77 (+31%); pension termination expected in Q4 2022 with $445M pre-tax non-cash charge.","North America segment sales $730M (+32%); Rest of World segment sales $256M (+15%).","Reaffirms 2022 adjusted EPS guidance $3.35-$3.55; GAAP EPS $1.56-$1.76 reflecting pension settlement.","Expects $400M in share repurchases in 2022; board declares $0.28 per share dividend, payable May 16."],"consensus_eps_estimate":null,"consensus_eps_actual":0.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":977700000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382461,"accession_number":"0000091142-22-000059","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2022-04-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"A. O. Smith shareholders elect all director nominees, approve say-on-pay and auditor ratification","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Class A directors elected: Ronald Brown (25,162,014 for), Earl Exum (25,160,934), Ilham Kadri (25,162,014), Ajita Rajendra (25,162,014), Mark Smith (25,162,014), Kevin Wheeler (25,162,014).","Common Stock directors elected: Victoria Holt (82.3M for), Michael Larsen (107.5M), Idelle Wolf (96.1M), Gene Wulf (97.7M).","Advisory vote on executive compensation approved: 34,492,886 for, 1,535,557 against, 12,052 abstain.","Ratification of Ernst & Young as auditor for FY2022 approved: 35,452,492 for, 1,241,322 against, 6,161 abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400359,"accession_number":"0000091142-22-000047","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2022-03-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Board member Bruce M. Smith to retire at end of term on April 12, 2022; remains trustee of controlling family trust","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bruce M. Smith will retire from the Board at the conclusion of his current term on April 12, 2022.","He reached the director retirement age of 72; Board requested he stay an additional year for continuity.","He will remain a trustee of the Smith Family Voting Trust, which holds a controlling stock position in the Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400358,"accession_number":"0000091142-22-000004","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2022-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith reports record 2021 EPS $3.02 (+42% YoY); guides 2022 adjusted EPS $3.35-$3.55","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record sales $3.539B (+22% YoY); net earnings $487.1M (+41%); operating cash flow $641.1M (+14%).","Q4 sales $995.5M (+19%); EPS $0.87 (+18%); North America segment sales $714.8M (+27%).","2022 guidance: GAAP EPS $1.56-$1.76; adjusted EPS $3.35-$3.55; sales growth 16%-18%.","Board approved pension plan termination; expects $445M pretax non-cash charge in Q4 2022.","Authorized additional 3.5M share repurchase; expects $400M buyback in 2022; dividend $0.28/share."],"consensus_eps_estimate":null,"consensus_eps_actual":3.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":3538900000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419329,"accession_number":"0000091142-21-000157","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2021-12-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"A. O. Smith promotes Gurholt and Otchere to VP roles effective Dec 1, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Helen E. Gurholt promoted from VP and Controller to VP Financial Planning and Analysis.","Benjamin A. Otchere, 48, appointed VP and Controller, succeeding Gurholt as principal accounting officer.","Otchere joined A. O. Smith in 2012 and most recently served as VP Finance and International Controller."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419328,"accession_number":"0000091142-21-000139","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2021-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith reports record Q3 sales of $914.6M; raises FY 2021 EPS guidance to $2.86-$2.90","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $914.6M (+20% YoY); diluted EPS $0.82 (+26% YoY); net earnings $131.6M (+25%).","North America sales $658.2M (+21%); operating margin 23.1% vs 24.5% on higher material costs.","Rest of World sales $263.1M (+19%); operating margin 10.2% vs 7.5% on higher volumes.","Acquired Giant Factories for $192M; Canada-based water heater maker with ~$105M trailing sales.","Board approved 8% dividend increase; FY share repurchases projected at $400M; guidance raised."],"consensus_eps_estimate":null,"consensus_eps_actual":2.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":2543400000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419327,"accession_number":"0000091142-21-000136","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2021-10-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"A. O. Smith acquires Giant Factories for ~$192M; expands Canada water heater presence","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price ~$192M cash for Canada water-heater maker Giant Factories, with trailing sales of ~$105M.","Expected tax benefit of ~$6.5M yields a ~9.5x EBITDA multiple on projected 2023 adjusted EBITDA.","Deal expected neutral to Q4 2021 EPS due to purchase accounting, but accretive in first full year post-close.","Giant employs >300 people, operates two Montreal facilities; A. O. Smith cites expanded Canada presence and decarbonization.","A. O. Smith to discuss acquisition details on Q3 2021 earnings call Oct 28."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":436883,"accession_number":"0000091142-21-000129","cik":91142,"company_name":"SMITH A O CORP","ticker":"AOS","form_type":"8-K","filed_at":"2021-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"A. O. Smith Q2 sales $859.8M (+30%), EPS $0.73 (+74%), raises FY2021 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2: sales $859.8M (+30%), net earnings $118.2M (+74%), EPS $0.73 (+74%).","North America sales $603.6M (+26%), margin 23.5% vs 21.9%; Rest of World $263.2M (+39%), China up 26% local currency.","Raises FY2021 guidance: sales growth 17-18% (prev 14.5%), EPS $2.70-$2.76 (prev midpoint $2.60).","Cash from ops H1 $196M; repurchased 2.98M shares for $198.1M; remaining authorization ~5.6M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":1.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":1628800000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7995438982.538145,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}