{"schema_version":"secwatch.filing_event.v1","accession":"0000091142-26-000082","form_type":"8-K","ticker":"AOS","cik":"0000091142","company_name":"SMITH A O CORP","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.921513+00:00","generated_at":"2026-05-15T01:27:36.778341+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"A. O. Smith Q1 EPS $0.85, sales $946M; cuts 2026 guidance on China weakness","bullets":["Diluted EPS $0.85 vs $0.95 YoY; net earnings $118M, down 14%.","North America segment sales $753.4M (+1%) with Leonard Valve; soft water heater volumes and weather disruptions.","Rest of World sales $200.7M (-11%); China sales down 17% in local currency on weak consumer demand.","Full-year 2026 adjusted EPS guidance lowered to $3.70-$4.00 (from $3.85-$4.15); sales growth 2%-4%.","Board approved $0.36/share dividend payable May 15; Q1 share repurchases $51.3M (0.7M shares)."],"urls":{"canonical":"https://secwatch.observer/filing/0000091142-26-000082","json":"https://secwatch.observer/filing/0000091142-26-000082.json","markdown":"https://secwatch.observer/filing/0000091142-26-000082.md","text":"https://secwatch.observer/filing/0000091142-26-000082.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/91142/000009114226000082/0000091142-26-000082-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/91142/000009114226000082/aos-20260430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T01:27:36.778341+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":"89e21c75720c96f6ab4ef1ffc270264428f048a0","claim":"SMITH A O CORP updated its full year 2026 guidance (lowered).","evidence_excerpt":"the Company also lowered its full-year 2026 adjusted EPS outlook to be between $3.70 and $4.00, down from $3.85 to $4.15","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/91142/000009114226000082/0000091142-26-000082-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2026"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"fe9457f53048153bd8c89f12f4417a69d4e5f9c5","claim":"SMITH A O CORP reported the quarter ended March 31, 2026 results: revenue $945.6 million, net income $118.0 million, EPS $0.85.","evidence_excerpt":"Reports First Quarter 2026 Results and Lowers Full Year 2026 Outlook First Quarter 2026 Highlights (Comparisons are year-over-year (“YoY”), unless otherwise noted) • Sales of $946 million; net earnings of $118 million and diluted earnings per share (EPS) of $0.85 • North America segment sales of $753.4 million increased 1% with the addition of Leonard Valve and","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/91142/000009114226000082/0000091142-26-000082-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$945.6 million"},{"label":"Net income","value":"$118.0 million"},{"label":"EPS","value":"$0.85"},{"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"}