secwatch.observer — SEC 8-K summary
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Issuer:     SMITH A O CORP (AOS)
CIK:        0000091142
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0000091142-26-000082
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/91142/000009114226000082/0000091142-26-000082-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/91142/000009114226000082/aos-20260430.htm
  HTML page:      https://secwatch.observer/filing/0000091142-26-000082

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