{"filings":[{"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}