AOS SMITH A O CORP

CIK 0000091142 43 ready 8-Ks latest May 19, 2026, 4:17 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline Risk accumulating: repeated leadership change (4)

Ready 8-Ks 43

Latest filing June 22, 2026, 5:01 PM ET

Top materiality 0.85

Event mix earnings ×22 · leadership ×9 · m_and_a ×5

Sentiment 18 pos · 7 neg · 18 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for AOS

Highest-materiality recent filing

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

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

Record net sales $3,853M (+3% YoY); net earnings $556.6M ($3.69 EPS); adjusted EPS $3.81 (+21%).
North America segment sales $2,922.9M (+4%); adjusted segment margin 24.8% (vs 21.7% in 2022).

Read filing →

May 19, 2026, 4:17 PM ET leadership materiality 0.65 neutral item 5.02 item 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 2.02 item 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 5.07 item 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 2.02 item 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 2.03 item 8.01 item 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 8.01 item 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 2.02 item 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%).
July 24, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 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 2.02 item 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 5.02 item 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.
January 30, 2025, 6:59 PM ET earnings materiality 0.70 negative item 2.02 item 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 8.01 item 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 2.02 item 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 2.02 item 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 2.02 item 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).
April 25, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02 item 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%).
March 18, 2024, 7:59 PM ET leadership materiality 0.60 positive item 5.02 item 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 2.02 item 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%).
October 26, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 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 2.02 item 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 2.02 item 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).
January 31, 2023, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 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 2.02 item 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 2.02 item 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 2.02 item 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 2.02 item 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%).
January 27, 2022, 6:59 PM ET earnings materiality 0.78 positive item 2.02 item 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%).
October 28, 2021, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 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 8.01 item 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 2.02 item 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

Departed

Kevin J. Wheeler

Executive Chairman

AOS · SMITH A O CORP

Effective: 2026-07-01
Successor: Stephen M. Shafer
Filed: June 22, 2026, 5:01 PM ET

Kevin J. Wheeler will retire as Executive Chairman of the Company.

Appointed

Stephen M. Shafer

Chairman

AOS · SMITH A O CORP

Effective: 2026-07-01
Filed: June 22, 2026, 5:01 PM ET

Stephen M. Shafer will assume the role of Chairman of the Company.

Departed

Charles T. Lauber

Executive Vice President and Chief Financial Officer

AOS · SMITH A O CORP

Successor: Carrie Anderson
Filed: May 19, 2026, 4:17 PM ET

She will succeed Charles T. Lauber, who has decided to retire from the Company.

Appointed

Carrie Anderson

Executive Vice President and Chief Financial Officer

AOS · SMITH A O CORP

Effective: 2026-07-01
Filed: May 19, 2026, 4:17 PM ET

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.

Role change

Kevin J. Wheeler

Executive Chairman

AOS · SMITH A O CORP

Effective: 2025-07-01
Filed: April 25, 2025, 7:59 PM ET

Kevin J. Wheeler will be transitioning from Chairman and Chief Executive Officer of the Company to Executive Chairman, effective July 1, 2025.

Role change

Stephen M. Shafer

Chief Executive Officer and President

AOS · SMITH A O CORP

Effective: 2025-07-01
Filed: April 25, 2025, 7:59 PM ET

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.

Appointed

Stephen M. Shafer

Board of Directors

AOS · SMITH A O CORP

Effective: 2025-07-01
Filed: April 25, 2025, 7:59 PM ET

Mr. Shafer has also been elected to the Board of Directors effective July 1, 2025.

Departed

Mark Petrarca

Senior Vice President - Human Resources and Public Affairs

AOS · SMITH A O CORP

Effective: 2024-08-01
Filed: May 9, 2024, 7:59 PM ET

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.

Role change

Kevin J. Wheeler

Chairman and Chief Executive Officer

AOS · SMITH A O CORP

Effective: 2024-03-18
Filed: March 18, 2024, 7:59 PM ET

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.

Appointed

Stephen M. Shafer

President and Chief Operating Officer

AOS · SMITH A O CORP

Effective: 2024-03-18
Filed: March 18, 2024, 7:59 PM ET

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.

Departed

David R. Warren

Senior Vice President and President/General Manager of North American Water Heating Business Unit

AOS · SMITH A O CORP

Effective: 2024-04-01
Filed: January 5, 2024, 6:59 PM ET

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.

Departed

Bruce M. Smith

member of the Board of Directors

AOS · SMITH A O CORP

Effective: 2022-04-12
Filed: March 3, 2022, 6:59 PM ET

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.

Earnings & guidance

2026-Q1 EPS reported $0.85 filing →

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