{"schema_version":"secwatch.filing_event.v1","accession":"0000091142-23-000079","form_type":"8-K","ticker":"AOS","cik":"0000091142","company_name":"SMITH A O CORP","filed_at":"2023-07-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.996960+00:00","generated_at":"2026-06-13T01:53:52.946447+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"A. O. Smith Q2 2023: Record EPS $1.04 (+28%), raised FY adjusted EPS guidance to $3.45-$3.60","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)."],"urls":{"canonical":"https://secwatch.observer/filing/0000091142-23-000079","json":"https://secwatch.observer/filing/0000091142-23-000079.json","markdown":"https://secwatch.observer/filing/0000091142-23-000079.md","text":"https://secwatch.observer/filing/0000091142-23-000079.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/91142/000009114223000079/0000091142-23-000079-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/91142/000009114223000079/aos-20230727.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T01:53:52.946447+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6182d5f005fdeb44020cb24c7c30161ee161310c","claim":"SMITH A O CORP reported second quarter 2023 results: revenue $960.8 million, net income $157.0 million, EPS $1.04.","evidence_excerpt":"Reports Record Earnings Per Share (EPS) in the Second Quarter 2023 Second Quarter 2023 Highlights (Comparisons are year-over-year (“YoY”), unless otherwise noted) • Sales of $961 million, a decrease of 1% ◦ North America decreased 3% ◦ Rest of World increased 6%, an increase of 12% in local currency • Net earnings of $157.0 million resulted in record EPS of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/91142/000009114223000079/0000091142-23-000079-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter 2023"},{"label":"Revenue","value":"$960.8 million"},{"label":"Net income","value":"$157.0 million"},{"label":"EPS","value":"$1.04"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"effe82dfe9805d9cb2a1f0eef8c82021be5d6042","claim":"SMITH A O CORP reported the full year 2023 results: EPS EPS of between $3.38 and $3.53. Guidance raised.","evidence_excerpt":"2023 Outlook raised to: ◦ Sales flat, to up 2%, compared to 2022 ◦ EPS of between $3.38 and $3.53 and adjusted EPS between $3.45 and $3.60","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/91142/000009114223000079/0000091142-23-000079-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the full year 2023"},{"label":"EPS","value":"EPS of between $3.38 and $3.53"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}