Recent 8-K filings for AOS

• June 22, 2026, 5:01 PM ET leadership materiality 0.50 neutral item 5.02item 9.01 ◈ executive_change ×2

  Kevin Wheeler retiring as Executive Chairman; CEO Stephen Shafer to become Chairman

  Kevin Wheeler retires as Executive Chairman effective July 1, 2026; remains on board.

• May 19, 2026, 4:17 PM ET leadership materiality 0.65 neutral item 5.02item 9.01 ◈ executive_change ×2

  A. O. Smith appoints Carrie Anderson as CFO effective July 1, 2026; Lauber retiring

  Carrie Anderson will succeed Charles T. Lauber as EVP and CFO, effective July 1, 2026; Lauber to assist transition until retirement.

• April 30, 2026, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases ×2

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

  Diluted EPS $0.85 vs $0.95 YoY; net earnings $118M, down 14%.

• April 17, 2026, 7:59 PM ET other material materiality 0.60 neutral item 5.07item 8.01

  A.O. Smith board rejects resignation of director Ilham Kadri after majority withheld vote

  Dr. Ilham Kadri received more ‘withheld’ (50,510,430) than ‘for’ (46,774,289) votes for election.

• January 29, 2026, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

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

  Net sales $3.83B flat YoY; diluted EPS $3.85 up 6% to a record; net earnings $546.2M up 2%.

• January 6, 2026, 6:59 PM ET M&A materiality 0.75 positive item 2.03item 8.01item 9.01 ◈ Debt Financings

  A. O. Smith closes $470M acquisition of Leonard Valve; funds via new term loan

  Acquired LVC Holdco LLC (Leonard Valve) for $470M all-cash; valued at ~$412M after estimated tax benefits.

• November 12, 2025, 6:59 PM ET M&A materiality 0.75 positive item 8.01item 9.01

  A. O. Smith to acquire Leonard Valve for $470M, ~12x 2026E EBITDA

  All-cash purchase price of $470M (adjusted ~$412M after tax benefits); expected close in Q1 2026.

• October 28, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  A. O. Smith Q3 EPS $0.94 up 15% YoY; narrows FY2025 EPS guidance to $3.70-$3.85

  Sales $942.5M (+4% YoY); net earnings $132M (+10%); diluted EPS $0.94 (+15%).

• August 28, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02item 9.01

  A. O. Smith reshuffles C-suite: Stern to Corporate Development, Jones to General Counsel

  James F. Stern transitions from EVP/General Counsel/Secretary to EVP, Corporate Development, Strategy & Secretary, effective Oct 1, 2025.

• July 24, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  A. O. Smith Q2 EPS $1.07 (+1% YoY); raises full-year outlook; starts China strategic review

  Q2 net sales $1,011M (-1% YoY); net earnings $152.2M (-3%); diluted EPS $1.07 (+1%).

• April 29, 2025, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  A. O. Smith Q1 2025 sales down 2% to $964M, EPS $0.95 vs $1.00

  Sales $963.9M (-2% YoY), net earnings $136.6M (-7%), diluted EPS $0.95 (-5%).

• April 25, 2025, 7:59 PM ET leadership materiality 0.75 neutral item 5.02item 9.01 ◈ executive_change ×3

  A. O. Smith CEO Kevin Wheeler to become Executive Chairman; Stephen Shafer named CEO effective July 1, 2025

  Kevin Wheeler transitions from Chairman and CEO to Executive Chairman, focusing on strategy, M&A, and investor relations.

• April 14, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  A. O. Smith annual meeting: director Larsen receives majority withheld votes; other items pass

  Director Michael M. Larsen: 39.3M for vs 60.0M withheld, a majority against his election.

• January 30, 2025, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  A. O. Smith reports 2024 sales $3.8B, EPS $3.63; guides 2025 EPS $3.60-$3.90

  Full-year sales $3.818B (-1% YoY), net earnings $533.6M, diluted EPS $3.63 (-2%).

• November 4, 2024, 6:59 PM ET M&A materiality 0.65 positive item 8.01item 9.01

  A. O. Smith completes acquisition of Pureit from Unilever for ~$120M

  Purchase price approximately $120 million, subject to customary adjustments.

• October 22, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  A. O. Smith Q3 sales $903M, EPS $0.82; reaffirms lowered 2024 EPS guidance

  Net sales $902.6M (-4% YoY); net earnings $120.2M (-11%); diluted EPS $0.82 (-9%).

• October 11, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  A. O. Smith reports preliminary Q3 sales down 4%, EPS down 9%; lowers FY 2024 EPS guidance to $3.70-$3.85

  Preliminary Q3 sales $902.6M, down 4% YoY; diluted EPS $0.82, down 9% YoY.

• July 23, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  A.O. Smith reports record Q2 sales of $1.02B; narrows 2024 EPS guidance

  Record Q2 sales of $1.02B (+7% YoY); diluted EPS $1.06 (+2% YoY), adjusted EPS $1.06 (+5% YoY).

• July 15, 2024, 7:59 PM ET M&A materiality 0.55 neutral item 8.01item 9.01

  A. O. Smith to acquire Pureit water purification business from Unilever for ~$120M cash

  Purchase price ~$120M in cash, subject to customary adjustments.

• May 9, 2024, 7:59 PM ET leadership materiality 0.40 neutral item 5.02item 9.01 ◈ executive_change

  A. O. Smith SVP HR & Public Affairs Mark Petrarca to retire Aug 1, 2024

  Mark Petrarca, SVP Human Resources & Public Affairs, will retire effective August 1, 2024.

• April 25, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  A. O. Smith Q1 EPS $1.00 up 19% YoY; reaffirms FY2024 guidance

  EPS of $1.00 (GAAP and adjusted), up 19% YoY on sales of $979M (+1%).

• April 15, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×4

  A. O. Smith annual meeting: directors elected, comp approved, proposal defeated

  Directors elected: Victoria M. Holt had 45.2M for, 56.0M withheld; Dr. Ilham Kadri 33.5M for, 67.6M withheld.

• March 18, 2024, 7:59 PM ET leadership materiality 0.60 positive item 5.02item 9.01 ◈ executive_change ×2

  A.O. Smith appoints Stephen Shafer as President and COO effective March 18

  Shafer previously led 3M's Automotive and Aerospace Solutions Division and held roles at McKinsey and Ford.

• January 30, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  A. O. Smith reports record FY2023 sales $3.9B, EPS $3.69; guides FY2024 EPS $3.90-$4.15

  Record net sales $3,853M (+3% YoY); net earnings $556.6M ($3.69 EPS); adjusted EPS $3.81 (+21%).

• January 5, 2024, 6:59 PM ET leadership materiality 0.50 neutral item 5.02item 9.01 ◈ executive_change

  David Warren, SVP and North America Water Heating head, to retire April 1, 2024

  David R. Warren, SVP and President/General Manager of North American Water Heating, to retire April 1, 2024 after nearly 35 years.

• November 6, 2023, 6:59 PM ET other material materiality 0.20 neutral item 7.01item 9.01

  A. O. Smith files 8-K furnishing 2023 Investor Day slides; no specific figures disclosed

  Company held Investor Day on Nov 6, 2023; slides furnished via 8-K but not provided in filing excerpt.

• October 27, 2023, 7:59 PM ET other materiality 0.10 neutral item 2.02item 7.01item 9.01

  A. O. Smith furnishes transcript of Q3 2023 earnings call due to audio difficulties

  Technical audio issues during Oct 26 earnings call made answers unintelligible to some participants.

• October 26, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  A. O. Smith Q3 EPS $0.90 (+27% YoY); raises full-year adjusted EPS guidance to $3.70-$3.80

  Q3 sales $938M (+7% YoY); North America sales up 9%, Rest of World up 1% (6% in local currency).

• July 27, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  A. O. Smith Q2 2023: Record EPS $1.04 (+28%), raised FY adjusted EPS guidance to $3.45-$3.60

  Sales $960.8M (-1% YoY); net earnings $157.0M; diluted EPS $1.04 (record, +28%).

• April 27, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  A. O. Smith Q1 adjusted EPS $0.94, up 22% YoY; raises 2023 outlook

  Net sales $966.4M (-1% YoY); North America +3%, Rest of World -14% (-8% LC).

• April 17, 2023, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×6

  A. O. Smith shareholders elect directors, approve compensation, set say-on-pay annually

  All 12 directors elected; Class A directors near-unanimous. Common directors Brown (69.9M withheld) and Wolf (19.9M withheld) saw significant opposed votes.

• January 31, 2023, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  A.O. Smith reports record 2022 sales of $3.8B; adjusted EPS $3.14, up 6%; guides 2023 EPS $3.15-$3.45

  Record 2022 sales of $3.754B, up 6% YoY; GAAP EPS $1.51 includes $1.60 pension settlement charge.

• October 27, 2022, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  A. O. Smith Q3 EPS $0.71 (-13% YoY); revenue down 4% to $874M; guides FY adj. EPS $3.05-$3.15

  Net sales $874.2M (-4% YoY) on residential water heater destocking; earnings $109.8M (-17%).

• October 13, 2022, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  A. O. Smith preliminary Q3 EPS $0.71 (-13% YoY); cuts FY2022 guidance

  Preliminary Q3 net sales $874M (-4% YoY); diluted EPS $0.71 (-13%); adjusted EPS $0.69 (-15%).

• July 28, 2022, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  A.O. Smith Q2 sales +12% to $966M, EPS $0.81, reaffirms 2022 adj EPS $3.35-$3.55

  Net sales $965.9M (+12% YoY), net earnings $126.2M (+7%), diluted EPS $0.81 (+11%).

• April 28, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  A. O. Smith Q1 sales up 27% to $978M; adjusted EPS $0.77, reaffirms FY adjusted EPS $3.35-$3.55

  Sales $978M (+27% YoY); net earnings $119.8M (+23%); diluted EPS $0.76 (+27%).

• April 18, 2022, 7:59 PM ET other material materiality 0.10 neutral item 5.07

  A. O. Smith shareholders elect all director nominees, approve say-on-pay and auditor ratification

  Class A directors elected: Ronald Brown (25,162,014 for), Earl Exum (25,160,934), Ilham Kadri (25,162,014), Ajita Rajendra (25,162,014), Mark Smith (25,162,014), Kevin Wheeler (25,162,014).

• March 3, 2022, 6:59 PM ET leadership materiality 0.40 neutral item 5.02item 9.01 ◈ executive_change

  Board member Bruce M. Smith to retire at end of term on April 12, 2022; remains trustee of controlling family trust

  Bruce M. Smith will retire from the Board at the conclusion of his current term on April 12, 2022.

• January 27, 2022, 6:59 PM ET earnings materiality 0.78 positive item 2.02item 9.01

  A. O. Smith reports record 2021 EPS $3.02 (+42% YoY); guides 2022 adjusted EPS $3.35-$3.55

  Record sales $3.539B (+22% YoY); net earnings $487.1M (+41%); operating cash flow $641.1M (+14%).

• December 2, 2021, 6:59 PM ET leadership materiality 0.40 neutral item 5.02item 9.01 ◈ executive_change ×2

  A. O. Smith promotes Gurholt and Otchere to VP roles effective Dec 1, 2021

  Helen E. Gurholt promoted from VP and Controller to VP Financial Planning and Analysis.

• October 28, 2021, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  A. O. Smith reports record Q3 sales of $914.6M; raises FY 2021 EPS guidance to $2.86-$2.90

  Net sales $914.6M (+20% YoY); diluted EPS $0.82 (+26% YoY); net earnings $131.6M (+25%).

• October 19, 2021, 7:59 PM ET M&A materiality 0.70 positive item 8.01item 9.01

  A. O. Smith acquires Giant Factories for ~$192M; expands Canada water heater presence

  Purchase price ~$192M cash for Canada water-heater maker Giant Factories, with trailing sales of ~$105M.

• July 29, 2021, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  A. O. Smith Q2 sales $859.8M (+30%), EPS $0.73 (+74%), raises FY2021 guidance

  Record Q2: sales $859.8M (+30%), net earnings $118.2M (+74%), EPS $0.73 (+74%).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

18 positive 7 negative 18 neutral

source · AOS on sec.gov