---
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"
generated_at: "2026-06-09T09:26:38.540455+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# A. O. Smith Q3 EPS $0.90 (+27% YoY); raises full-year adjusted EPS guidance to $3.70-$3.80

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000091142-23-000093
- JSON: https://secwatch.observer/filing/0000091142-23-000093.json
- Plain text: https://secwatch.observer/filing/0000091142-23-000093.txt

## Key facts
- Earnings Releases
  SMITH A O CORP updated its full year 2023 guidance (raised).
  - Period: full year 2023
  - Guidance: raised
  - Result: guidance update
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/91142/000009114223000093/0000091142-23-000093-index.htm
- Earnings Releases
  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.
  - Period: the quarter ended September 30, 2023
  - Revenue: $938 million
  - Net income: $135.4 million
  - EPS: $0.90
  - Guidance: raised
  - Result: reported results
  source text: (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_url: https://www.sec.gov/Archives/edgar/data/91142/000009114223000093/0000091142-23-000093-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.