AOS at a glance
A. O. Smith (AOS, SEC CIK 91142) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as July 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), A. O. Smith (AOS) reported revenue of $3.8 billion (up 0.3% from FY2024) and net income of $546.2 million. Diluted EPS was $3.85.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding A. O. Smith (AOS) shares worth $3.8 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.8B
- +0.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 34 funds
- $3.8B · +0 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Foreign currency risk with $93.3 million in forward contracts, potential $9.3 million gain/loss from 10% currency fluctuations
- Exposure to geopolitical conflicts in Ukraine and the Middle East impacting international trade and tariffs
- Supply chain risk from potential delays or cost increases in commodities, components, parts, and accessories
- Competitive pressures from new technologies and competitors challenging current product lines
- Risk of major customer default or bankruptcy causing substantial revenue loss
Management Discussion & Analysis
- Revenue $3,830.2M in 2025, up $12.1M vs $3,818.1M in 2024; growth from price increases, commercial water heaters, boilers, and Pureit acquisition ($54M)
- Gross profit margin 38.8% in 2025 vs 38.1% in 2024; North America margin 24.4% vs 24.0%, Rest of World margin 8.7% vs 7.0%
- North America segment best performer: $2,984.2M sales, $727.9M earnings, 24.4% margin; Rest of World worst: $880.4M sales, $76.4M earnings, 8.7% margin
- Operating cash flow $616.8M up from $581.8M; free cash flow $546.0M vs $473.8M; share repurchases $400.8M (5.9M shares); dividends $1.38/share (+6%); capex $70.8M down from $108.0M
- 2026 outlook: sales growth 2-5%, earnings per share $3.85-$4.15; risks include China demand softness and tariff changes; Leonard Valve acquisition $470M funded by term loan
AI summary of the AOS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $1,004.3M vs $1,011.3M, down $7.0M YoY
- Gross margin 38.6% vs 39.3%; net earnings $124.9M vs $152.2M
- Best segment North America sales $820.5M, up $41.5M; worst Rest of World sales $194.9M, down $45.2M
- Operating cash flow $253.8M vs $178.3M; free cash flow $233.3M vs $139.9M
- Guidance narrowed to sales growth 2%-3%, diluted EPS $3.60-$3.75, adjusted EPS $3.70-$3.85 amid residential softness
AI summary of the AOS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Earnings news release issued July 30, 2026
Item EX-99.1: Item EX-99.1
- Q2 sales fell 1% to $1,004.3M; GAAP EPS declined 15% to $0.91, while adjusted EPS fell 4% to $1.03
- North America sales rose 5% to $820.5M, but adjusted margin fell to 24.4% from higher steel and input costs
Item EX-99.1: Item EX-99.1
- Executive Chairman Kevin Wheeler retires effective July 1, remaining on the board
- CEO Stephen Shafer becomes chairman, combining board leadership with operational oversight
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Kevin J. Wheeler retires as Executive Chairman effective July 1, 2026
- Wheeler remains on A. O. Smith’s Board, preserving leadership continuity
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Carrie Anderson appointed EVP and CFO effective July 1, 2026, replacing retiring Charles T. Lauber
- Lauber remains temporarily employed after July 1 to support transition, reducing near-term succession risk
AI summaries of AOS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AOS
Don't miss the next AOS filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Anderson Carrie L | A | Jul 1, 2026 | 32,060 | $62.38 |
| Saak Aaron W | A | Apr 23, 2026 | 2,296 | $65.34 |
| MAPES CHRISTOPHER L | A | Apr 13, 2026 | 2,262 | $66.32 |
| Larsen Michael M | A | Apr 13, 2026 | 2,262 | $66.32 |
| Kadri Ilham | A | Apr 13, 2026 | 2,262 | $66.32 |
| MARTIN LOIS M | A | Apr 13, 2026 | 2,262 | $66.32 |
| Saak Aaron W | A | Apr 13, 2026 | 2,262 | $66.32 |
| HOLT VICTORIA M | A | Apr 13, 2026 | 2,262 | $66.32 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.8B | $3.8B |
| Gross Profit | $1.5B | $1.5B | $1.5B |
| Operating Income | - | $707.7M | $728.6M |
| Net Income | $556.6M | $533.6M | $546.2M |
| Gross Margin | - | 38.1% | 38.8% |
| Op. Margin | - | 18.5% | 19.0% |
| Net Margin | - | 14.0% | 14.3% |
| Balance Sheet | |||
| Total Assets | $3.2B | $3.2B | $3.1B |
| Equity | - | $1.9B | $1.9B |
| ROE | - | 28.3% | 29.4% |
| Per Share | |||
| EPS | $3.69 | $3.63 | $3.85 |
| Cash Flow | |||
| Operating CF | - | $581.8M | $616.8M |
Source: XBRL data in A. O. Smith (AOS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AOS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $3.80B |
| Q1 2026 | 34 | $3.70B |
| Q4 2025 | 31 | $3.63B |
| Q3 2025 | 33 | $3.59B |
| Q2 2025 | 32 | $3.19B |
| Q1 2025 | 29 | $2.53B |
| Q4 2024 | 26 | $2.30B |
| Q3 2024 | 24 | $1.63B |
- FMR LLC (Fidelity)+2.49M (+31%)
- State Street Corp+822.6K (+14%)
- Invesco Ltd+805.9K (+17%)
- BlackRock+699.6K (+10%)
- Ameriprise Financial+313.0K (+136%)
- Morgan Stanley−862.5K (-24%)
- Renaissance Technologies LLC−346.9K (-47%)
- Bank of America Corp−137.8K (-8%)
- JPMorgan Chase & Co−66.5K (-12%)
- Vanguard Portfolio Management LLC−47.9K (-1%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 243 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AOS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 8-K | May 19, 2026 | - | Analysis | |
| 4 | May 1, 2026 | - | - | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 28, 2026 | - | - | |
| 8-K | Apr 17, 2026 | - | Analysis | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Feb 24, 2026 | - | - | - |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - |
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AOS SEC filings: frequently asked questions
Which institutions hold AOS stock?
As of June 30, 2026, the largest A. O. Smith (AOS) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($653.4 million), BlackRock ($505.3 million), Vanguard Capital Management LLC ($457.0 million), Vanguard Portfolio Management LLC ($442.3 million), State Street Corp ($412.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AOS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), A. O. Smith (AOS) reported revenue of $3.8 billion (up 0.3% from FY2024) and net income of $546.2 million. Diluted EPS was $3.85. The figures come from the XBRL data in the 10-K.
What are the main risks in AOS's latest 10-K?
In the 10-K filed February 10, 2026, A. O. Smith (AOS) flagged: Foreign currency risk with $93.3 million in forward contracts, potential $9.3 million gain/loss from 10% currency fluctuations. Exposure to geopolitical conflicts in Ukraine and the Middle East impacting international trade and tariffs. (AI summary of the Risk Factors section.)
What did AOS report in its latest 8-K?
A. O. Smith (AOS) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest AOS SEC filings?
A. O. Smith (AOS) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on July 2, 2026.
What is AOS's SEC CIK number?
A. O. Smith (AOS)'s SEC Central Index Key (CIK) is 91142. EDGAR lists every AOS filing under that number.
Ask anything about AOS
The research agent reads AOS's filings, financials, insider trades and 13F holders, then answers with sources.