Stephen M. Shafer was appointed as Chairman at SMITH A O CORP.
“Stephen M. Shafer will assume the role of Chairman of the Company.”
SMITH A O CORP — fact timeline
Source-grounded facts extracted from SMITH A O CORP's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Kevin J. Wheeler departed as Executive Chairman at SMITH A O CORP.
“Kevin J. Wheeler will retire as Executive Chairman of the Company.”
Charles T. Lauber departed as Executive Vice President and Chief Financial Officer at SMITH A O CORP.
“She will succeed Charles T. Lauber, who has decided to retire from the Company.”
Carrie Anderson was appointed as Executive Vice President and Chief Financial Officer at SMITH A O CORP.
“On May 19, 2026, A. O. Smith Corporation (the “Company") disclosed that it has selected Carrie Anderson as its Executive Vice President and Chief Financial Officer effective July 1, 2026.”
SMITH A O CORP updated its full year 2026 guidance (lowered).
“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”
SMITH A O CORP reported the quarter ended March 31, 2026 results: revenue $945.6 million, net income $118.0 million, EPS $0.85.
“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”
SMITH A O CORP incurred term loan of $470 million with Bank of America, N.A. (as administrative agent) at Term SOFR plus an applicable margin ranging from 0.875% to 1.375% or Base Rate p maturing January 5, 2029.
“On January 5, 2026, A. O. Smith Corporation (the “Company”) entered into a Credit Agreement (the “Credit Agreement”) among the Company, the various lenders party thereto, and Bank of America, N.A., as administrative agent (the “Agent”). The Credit Agreement provided for an unsecured term loan in the amount of $470 million that matures on January 5, 2029.”
Stephen M. Shafer was elected as Board of Directors at SMITH A O CORP.
“Mr. Shafer has also been elected to the Board of Directors effective July 1, 2025.”
Stephen M. Shafer was elected as Chief Executive Officer and President at SMITH A O CORP.
“Stephen M. Shafer, the Company’s President and Chief Operating Officer, has been elected Chief Executive Officer of the Company effective July 1, 2025, in addition to serving in his capacity as President.”
Kevin J. Wheeler changed role as Executive Chairman at SMITH A O CORP.
“Kevin J. Wheeler will be transitioning from Chairman and Chief Executive Officer of the Company to Executive Chairman, effective July 1, 2025.”
Mark Petrarca departed as Senior Vice President - Human Resources and Public Affairs at SMITH A O CORP.
“On May 9, 2024, A. O. Smith Corporation (the “Company”) announced that Mark Petrarca, Senior Vice President - Human Resources and Public Affairs, will retire effective August 1, 2024.”
SMITH A O CORP reported the quarter ended March 31, 2024 results: revenue $978.8 million, net income $147.6 million, EPS $1.00. Guidance reaffirmed.
“April 25, 2024 A. O. Smith Reports Strong First Quarter Performance First Quarter 2024 Highlights (Comparisons are year-over-year (“YoY”), unless otherwise noted) • Sales of $979 million, an increase of 1% • Earnings per share (EPS) of $1.00, a YoY increase of 19% and an increase of 6% compared to prior year adjusted EPS • Strong operating cash flow of $107”
SMITH A O CORP shareholders rejected Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people at the 2024-04-09 meeting.
“The voting results for a stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people were as follows: Total Votes For 2,421,076 Against 33,258,311 Abstain 90,526 Broker Non-Votes 681,393”
SMITH A O CORP shareholders approved Ratification of the appointment of Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2024 at the 2024-04-09 meeting.
“The voting results for the ratification of the appointment of Ernst & Young LLP as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2024, were as follows: Total Votes For 35,439,034 Against 1,002,466 Abstain 9,806 Broker Non-Votes 0”
SMITH A O CORP shareholders approved Advisory vote to approve the compensation of our named executive officers at the 2024-04-09 meeting.
“The advisory voting results for the approval of the compensation of our named executive officers were as follows: Total Votes For 34,550,676 Against 1,202,529 Abstain 16,709 Broker Non-Votes 681,393”
SMITH A O CORP shareholders approved Election of Directors at the 2024-04-09 meeting.
“A. O. Corporation (the “Company”) held its Annual Meeting of Stockholders on April 9, 2024, for the purposes of the election of the Company’s Board of Directors”
Kevin J. Wheeler changed role as Chairman and Chief Executive Officer at SMITH A O CORP.
“Kevin J. Wheeler, who has been serving as Chairman, President and Chief Executive Officer of the Company, will continue to serve with the title of Chairman and Chief Executive Officer.”
Stephen M. Shafer was named as President and Chief Operating Officer at SMITH A O CORP.
“On March 18, 2024, A. O. Smith Corporation (“A. O. Smith”) announced that Stephen M. Shafer has been named President and Chief Operating Officer of the Company effective March 18, 2024.”
SMITH A O CORP reported Q4 2023 results: revenue $988.1, net income $137.3, EPS $0.92. Guidance initiated.
“non-operating pension expense. See accompanying GAAP to Non-GAAP reconciliations Fourth Quarter (in millions, except per share amounts) Q4 2023 Q4 2022 % Change YoY Net sales $988.1 $936.1 6% Net earnings (loss) $137.3 $(120.1) 214% Adjusted earnings $144.4 3 $131.6 4 10% Diluted earnings (loss) per share $0.92 $(0.78) 218% Adjusted earnings per share $0.97 3”
SMITH A O CORP reported the year ended December 31, 2023 results: revenue $3,853, net income $556.6, EPS $3.69. Guidance initiated.
“AOS) today announced its full year and fourth quarter 2023 results. Key Financial Metrics Full Year (in millions, except per share amounts) 2023 2022 % Change YoY Net sales $3,853 $3,754 3% Net earnings $556.6 $235.7 136% Adjusted earnings $574.8 1 $488.7 2 18% Diluted earnings per share $3.69 $1.51 144% Adjusted earnings per share $3.81 1 $3.14 2 21% 1”
David R. Warren departed as Senior Vice President and President/General Manager of North American Water Heating Business Unit at SMITH A O CORP.
“On January 2, 2024, David R. Warren, Senior Vice President of A. O. Smith Corporation (the “Company”), and President and General Manager of the Company’s North American Water Heating Business Unit, informed the Company that he will retire from the Company effective April 1, 2024.”
SMITH A O CORP updated its full year 2023 guidance (raised).
“Our revised outlook for the full year 2023 projects our sales to grow approximately 2% compared to last year. We raised our expected full year adjusted EPS to be between $3.70 and $3.80”
SMITH A O CORP reported the quarter ended September 30, 2023 results: revenue $938 million, net income $135.4 million, EPS $0.90. Guidance raised.
“(EPS) of $0.90 in Third Quarter 2023, a Year-Over-Year Increase of 27% Third Quarter 2023 Highlights (Comparisons are year-over-year (“YoY”), unless otherwise noted) • Sales of $938 million, an increase of 7% ◦ North America increased 9% ◦ Rest of World increased 1%, an increase of 6% in local currency • Net earnings of $135.4 million resulted in EPS of $0.90, an”
SMITH A O CORP reported the full year 2023 results: EPS EPS of between $3.38 and $3.53. Guidance raised.
“2023 Outlook raised to: ◦ Sales flat, to up 2%, compared to 2022 ◦ EPS of between $3.38 and $3.53 and adjusted EPS between $3.45 and $3.60”
SMITH A O CORP reported second quarter 2023 results: revenue $960.8 million, net income $157.0 million, EPS $1.04.
“Reports Record Earnings Per Share (EPS) in the Second Quarter 2023 Second Quarter 2023 Highlights (Comparisons are year-over-year (“YoY”), unless otherwise noted) • Sales of $961 million, a decrease of 1% ◦ North America decreased 3% ◦ Rest of World increased 6%, an increase of 12% in local currency • Net earnings of $157.0 million resulted in record EPS of”
SMITH A O CORP reported the quarter ended March 31, 2023 results: revenue $966.4 million, net income $126.9 million, EPS $0.84. Guidance raised.
“27, 2023 A. O. Smith Reports Strong First Quarter 2023 Performance First Quarter 2023 Highlights (Comparisons are year-over-year (“YoY”), unless otherwise noted) • Sales of $966 million, a decrease of 1% ◦ North America increased 3% year over year ◦ Rest of World decreased 14% year over year, a decrease of 8% in local currency • Net earnings of $126.9 million”
SMITH A O CORP shareholders rejected Stockholder proposal requesting a Board report assessing inclusion in our workplace at the 2023-04-11 meeting.
“The voting results for a stockholder proposal requesting a Board report assessing inclusion in our workplace were as follows: Total Votes For 3,223,288 Against 32,569,877 Abstain 64,686 Broker Non-Votes 710,730”
SMITH A O CORP shareholders approved Advisory vote on frequency of future advisory votes on executive compensation at the 2023-04-11 meeting.
“The advisory voting results on whether the Company will conduct future advisory votes on the compensation of our named executive officers every year, every two years or every three years were as follows: Total Votes One Year 35,571,654 Two Years 43,728 Three Years 223,926 Abstain 18,543 Broker Non-Votes 710,730”
SMITH A O CORP shareholders approved Ratification of the appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2023 at the 2023-04-11 meeting.
“The voting results for the ratification of the appointment of Ernst & Young LLP as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2023, were as follows: Total Votes For 35,494,128 Against 1,067,112 Abstain 7,341 Broker Non-Votes 0”
SMITH A O CORP shareholders approved Advisory vote to approve the compensation of our named executive officers at the 2023-04-11 meeting.
“The advisory voting results for the approval of the compensation of our named executive officers were as follows: Total Votes For 33,897,467 Against 1,944,269 Abstain 16,115 Broker Non-Votes 710,730”
SMITH A O CORP shareholders approved Election of Common Stock Directors at the 2023-04-11 meeting.
“Common Stock Directors For Authority Withheld Broker Non-Vote Ronald D. Brown 35,603,689 69,873,911 7,107,303 Earl E. Exum 103,739,272 1,738,328 7,107,303 Michael M. Larsen 103,745,440 1,732,160 7,107,303 Idelle K. Wolf 85,601,819 19,875,781 7,107,303”
SMITH A O CORP shareholders approved Election of Class A Common Stock Directors at the 2023-04-11 meeting.
“A. O. Corporation (the “Company”) held its Annual Meeting of Stockholders on April 11, 2023, for the purposes of the election of the Company’s Board of Directors, to hold an advisory vote to approve the compensation of our named executive officers, to ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2023, to hold an advisory vote whether the Company will conduct future advisory votes on the compensation of our named executive officers every year, every two years or every three years and to consider a stockholder proposal requesting a Board report assessing inclusion in our workplace.”
SMITH A O CORP reported Fourth Quarter 2022 results: revenue $936.1, net income $(120.1), EPS $(0.78). Guidance initiated.
“Fourth Quarter (in millions, except per share amounts) Q4 2022 Q4 2021 % Change YoY Net sales $936.1 $995.5 -6% Net (loss) earnings $(120.1) $139.6 -186% Adjusted earnings 3 $131.6 $136.9 -4% Diluted (loss) earnings per share $(0.78) $0.87 -190%”
SMITH A O CORP reported Full Year 2022 results: revenue $3.8 billion, net income $235.7 million, EPS $1.51. Guidance initiated.
“Record sales of $3.8 billion, an increase of 6% primarily driven by previously announced inflation-related pricing actions • Net earnings of $235.7 million, including an after-tax non-cash pension settlement expense of $249.6 million, resulting in earnings per share (EPS) of $1.51”
Bruce M. Smith departed as member of the Board of Directors at SMITH A O CORP.
“Bruce M. Smith, who is currently a member of the Board of Directors of A. O. Smith Corporation (“the Company”), advised the Company that he will retire as a member of the Board upon the conclusion of his current term on April 12, 2022.”
Benjamin A. Otchere was appointed as Vice President and Controller at SMITH A O CORP.
“On December 1, 2021, Benjamin A. Otchere, 48, who is currently the Company’s Vice President, Finance and International Controller, was appointed as Vice President and Controller of the Company effective December 1, 2021.”
Helen E. Gurholt changed role as Vice President Financial Planning and Analysis at SMITH A O CORP.
“On December 1, 2021, Helen E. Gurholt, currently A. O. Smith Corporation's (“the Company”) Vice President and Controller, was promoted to Vice President Financial Planning and Analysis effective December 1, 2021.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.