{"schema_version":"secwatch.filing_event.v1","accession":"0000091142-23-000093","form_type":"8-K","ticker":"AOS","cik":"0000091142","company_name":"SMITH A O CORP","filed_at":"2023-10-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.369319+00:00","generated_at":"2026-06-09T09:26:38.540455+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"A. O. Smith Q3 EPS $0.90 (+27% YoY); raises full-year adjusted EPS guidance to $3.70-$3.80","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000091142-23-000093","json":"https://secwatch.observer/filing/0000091142-23-000093.json","markdown":"https://secwatch.observer/filing/0000091142-23-000093.md","text":"https://secwatch.observer/filing/0000091142-23-000093.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/91142/000009114223000093/0000091142-23-000093-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/91142/000009114223000093/aos-20231026.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T09:26:38.540455+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":"125e5185340e7445e4e83fd3210a94965e544aae","claim":"SMITH A O CORP updated its full year 2023 guidance (raised).","evidence_excerpt":"Our revised outlook for the full year 2023 projects our sales to grow approximately 2% compared to last year. We raised our expected full year adjusted EPS to be between $3.70 and $3.80","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/91142/000009114223000093/0000091142-23-000093-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2023"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"72ad6207e6c40a23c7fa72cfb1748f7cb711bc0e","claim":"SMITH A O CORP reported the quarter ended September 30, 2023 results: revenue $938 million, net income $135.4 million, EPS $0.90. Guidance raised.","evidence_excerpt":"(EPS) of $0.90 in Third Quarter 2023, a Year-Over-Year Increase of 27% Third Quarter 2023 Highlights (Comparisons are year-over-year (“YoY”), unless otherwise noted) • Sales of $938 million, an increase of 7% ◦ North America increased 9% ◦ Rest of World increased 1%, an increase of 6% in local currency • Net earnings of $135.4 million resulted in EPS of $0.90, an","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/91142/000009114223000093/0000091142-23-000093-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2023"},{"label":"Revenue","value":"$938 million"},{"label":"Net income","value":"$135.4 million"},{"label":"EPS","value":"$0.90"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}