---
schema_version: "secwatch.filing_event.v1"
accession: "0000091142-26-000096"
form_type: "8-K"
ticker: "AOS"
cik: "0000091142"
company_name: "SMITH A O CORP"
filed_at: "2026-07-30T10:58:56+00:00"
generated_at: "2026-07-30T11:00:09.524197+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# A. O. Smith Q2 EPS $0.91, down 15% YoY; narrows FY2026 adjusted EPS guidance to $3.70-$3.85

## Summary
- Q2 net sales $1.00B (-1% YoY); diluted EPS $0.91 (-15%); adjusted EPS $1.03 (-4%).
- North America sales +5% to $820.5M (organic +3%); segment margin 21.6% (25.4% prior) due to restructuring charges.
- Rest of World sales -19% to $194.9M; China sales -28% in local currency on weak demand.
- FY2026 outlook: sales growth 2-3% (prev 2-4%); adjusted EPS $3.70-$3.85 (prev $3.70-$4.00).
- Share repurchase target raised 50% to $300M; quarterly dividend $0.36 payable Aug 17.

## SEC filing metadata
- accession: 0000091142-26-000096
- form_type: 8-K
- ticker: AOS
- cik: 0000091142
- company_name: SMITH A O CORP
- filed_at: 2026-07-30T10:58:56+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/91142/000009114226000096/0000091142-26-000096-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/91142/000009114226000096/aos-20260730.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000091142-26-000096
- JSON: https://secwatch.observer/filing/0000091142-26-000096.json
- Plain text: https://secwatch.observer/filing/0000091142-26-000096.txt

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