---
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"
generated_at: "2026-05-15T01:27:36.778341+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# A. O. Smith Q1 EPS $0.85, sales $946M; cuts 2026 guidance on China weakness

## Summary
- 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).

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- 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/91142/000009114226000082/0000091142-26-000082-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/91142/000009114226000082/aos-20260430.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000091142-26-000082
- JSON: https://secwatch.observer/filing/0000091142-26-000082.json
- Plain text: https://secwatch.observer/filing/0000091142-26-000082.txt

## Key facts
- Earnings Releases
  SMITH A O CORP updated its full year 2026 guidance (lowered).
  - Period: full year 2026
  - Guidance: lowered
  - Result: guidance update
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/91142/000009114226000082/0000091142-26-000082-index.htm
- Earnings Releases
  SMITH A O CORP reported the quarter ended March 31, 2026 results: revenue $945.6 million, net income $118.0 million, EPS $0.85.
  - Period: the quarter ended March 31, 2026
  - Revenue: $945.6 million
  - Net income: $118.0 million
  - EPS: $0.85
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/91142/000009114226000082/0000091142-26-000082-index.htm

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