---
schema_version: "secwatch.filing_event.v1"
accession: "0000091142-26-000005"
form_type: "8-K"
ticker: "AOS"
cik: "0000091142"
company_name: "SMITH A O CORP"
filed_at: "2026-01-29T23:59:59+00:00"
generated_at: "2026-05-16T06:48:43.618753+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Record 2025 diluted EPS $3.85, North America margins expand to 24.4%; 2026 EPS guidance $3.85-$4.15

## Summary
- 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.

## SEC filing metadata
- accession: 0000091142-26-000005
- form_type: 8-K
- ticker: AOS
- cik: 0000091142
- company_name: SMITH A O CORP
- filed_at: 2026-01-29T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/91142/000009114226000005/0000091142-26-000005-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/91142/000009114226000005/aos-20260129.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000091142-26-000005
- JSON: https://secwatch.observer/filing/0000091142-26-000005.json
- Plain text: https://secwatch.observer/filing/0000091142-26-000005.txt

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