secwatch.observer — SEC 8-K summary
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Issuer:     SMITH A O CORP (AOS)
CIK:        0000091142
Form:       8-K
Filed at:   2026-01-29T23:59:59+00:00
Accession:  0000091142-26-000005
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/91142/000009114226000005/0000091142-26-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/91142/000009114226000005/aos-20260129.htm
  HTML page:      https://secwatch.observer/filing/0000091142-26-000005

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer