# Smith A O Corp (AOS)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/smith-a-o-corp/ JSON: https://steadybase.io/company/smith-a-o-corp.json Checked Nov 10, 2026. Latest filing read: Oct 29, 2026.

## Company

- Legal name: SMITH A O CORP
- Ticker: AOS (NYSE)
- SEC CIK: 0000091142
- Industry: Household Appliances (SIC 3630)
- Headquarters: Milwaukee, WI
- Fiscal year ends: December 31
- SEC filer category: Large accelerated filer
- Website: aosmith.com
- LinkedIn: https://www.linkedin.com/company/a-o-smith-corporation
- Next earnings date: Jan 28, 2027 (estimated from past 8-K timing)

## Key facts

- Revenue: $3.8B for the fiscal year ended Dec 31, 2025 (10-K filed Feb 10, 2026). Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/0000091142-26-000008-index.html
- Operating income: $728.6M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 10, 2026). Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/0000091142-26-000008-index.html
- Net income: $546.2M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 10, 2026). Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/0000091142-26-000008-index.html
- SG&A: $759.4M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 10, 2026). Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/0000091142-26-000008-index.html
- Employees: 11,500 as of Dec 31, 2025, as reported in an SEC filing. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/aos-20251231.htm
- Shares outstanding: 75,732,188 as of Aug 5, 2015 (10-Q filed Aug 10, 2015). Source: https://www.sec.gov/Archives/edgar/data/91142/000119312515284570/0001193125-15-284570-index.html
- Auditor: Ernst & Young LLP, Milwaukee, Wisconsin, named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/aos-20251231.htm

## Business

Sales in our North America segment accounted for approximately 78 percent of our total sales in 2025.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/aos-20251231.htm

## Annual results

| Fiscal year ended | Revenue | Operating income | Net income | SG&A |
|---|---|---|---|---|
| Dec 31, 2025 | $3.8B | $728.6M | $546.2M | $759.4M |
| Dec 31, 2024 | $3.8B | $707.7M | $533.6M | $739.3M |
| Dec 31, 2023 | $3.9B | $745.5M | $556.6M | $727.4M |
| Dec 31, 2022 | $3.8B | $362.0M | $235.7M | $670.9M |
| Dec 31, 2021 | $3.5B | $682.0M | $487.1M | $701.4M |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/smith-a-o-corp.json

## Officers and directors

- Steve Shafer, Chairman and chief executive officer. Source: 8-K filed Oct 29, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000102/a9302026exhibit991.htm
- Carrie L. Anderson, EVP & CFO. Source: Form 4 filed Jul 2, 2026, https://www.sec.gov/Archives/edgar/data/91142/000170644626000006/0001706446-26-000006-index.htm
- Carrie Anderson, Executive Vice President and Chief Financial Officer. Source: 8-K filed May 19, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000086/aos-20260519.htm
- D. Samuel Karge, President, North America Water Treatment. LinkedIn: https://linkedin.com/in/samuel-karge-7b68457. Source: 10-K filed Feb 10, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/aos-20251231.htm
- Benjamin A. Otchere, Vice President and Controller. LinkedIn: https://linkedin.com/in/benjamin-otchere-4639416. Source: Form 4 filed Feb 17, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000050/0000091142-26-000050-index.htm
- Christopher T. Howe, SVP Chief Digital Info Officer. Source: Form 4 filed Feb 11, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000014/0000091142-26-000014-index.htm
- Paul J. Jones, SVP, GC & Chief Compliance Off. Source: Form 4 filed Feb 11, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000016/0000091142-26-000016-index.htm
- Stephen M. Shafer, Chairman of the Company. LinkedIn: https://linkedin.com/in/stephen-shafer-82167117. Source: 8-K filed Jun 22, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000091/aos-20260622.htm
- Darrell W. Schuh, SVP; President & GM Lochinvar. Source: Form 4 filed Mar 4, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000066/0000091142-26-000066-index.htm
- Samuel M. Carver, SVP - Global Operations. Source: Form 4 filed Feb 24, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000060/0000091142-26-000060-index.htm
- Douglas Samuel Karge, SVP - President NA Water Treat. Source: Form 4 filed Feb 17, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000042/0000091142-26-000042-index.htm
- Jack Qiu, SVP - Pres. A. O. Smith China. Source: Form 4 filed Feb 17, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000052/0000091142-26-000052-index.htm
- James F. Stern, Exec VP, Corp Dev, Strat & Sec. Source: Form 4 filed Feb 17, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000056/0000091142-26-000056-index.htm
- Parag Kulkarni, SVP - Int'l; President India. LinkedIn: https://linkedin.com/in/parag-kulkarni-10779027. Source: Form 4 filed Feb 17, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000046/0000091142-26-000046-index.htm
- Stephen D. O'Brien, SVP; Pres & General Mngr NAWH. Source: Form 4 filed Feb 17, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000048/0000091142-26-000048-index.htm
- Curtis E. Selby, Senior VP - H.R. & P.A.. LinkedIn: https://linkedin.com/in/curtis-selby-ab84554. Source: Form 4 filed Feb 11, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000032/0000091142-26-000032-index.htm
- Ming Cheng, SVP, CTO. LinkedIn: https://linkedin.com/in/ming-cheng-87b543a. Source: Form 4 filed Feb 11, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000012/0000091142-26-000012-index.htm
- Christopher L. Mapes, Audit Committee. Source: 10-K filed Feb 10, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/aos-20251231.htm
- Lois M. Martin, Audit Committee. Source: 10-K filed Feb 10, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/aos-20251231.htm
- Todd W. Fister, Audit Committee. LinkedIn: https://linkedin.com/in/toddfister. Source: 10-K filed Feb 10, 2026, https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/aos-20251231.htm
- Aaron W. Saak, Named in proxy. Source: DEF 14A filed Mar 4, 2026, https://www.sec.gov/Archives/edgar/data/91142/000119312526089938/d79196ddef14a.htm
- Mark D. Smith, Board member (per proxy). Source: DEF 14A filed Mar 4, 2026, https://www.sec.gov/Archives/edgar/data/91142/000119312526089938/d79196ddef14a.htm
- Michael M. Larsen, Named in proxy. Source: DEF 14A filed Mar 4, 2026, https://www.sec.gov/Archives/edgar/data/91142/000119312526089938/d79196ddef14a.htm
- Victoria M. Holt, Board member (per proxy). Source: DEF 14A filed Mar 4, 2026, https://www.sec.gov/Archives/edgar/data/91142/000119312526089938/d79196ddef14a.htm

## Recent 8-K events

- Oct 29, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000102/aos-20261029.htm
- Oct 28, 2026: Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000100/aos-20261027.htm
- Jul 30, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000096/aos-20260730.htm
- Jun 22, 2026: Item 5.02, Departure or appointment of directors or officers; compensation; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000091/aos-20260622.htm
- May 19, 2026: Item 5.02, Departure or appointment of directors or officers; compensation; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000086/aos-20260519.htm
- Apr 30, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000082/aos-20260430.htm
- Apr 17, 2026: Item 5.07, Submission of matters to a vote of security holders; Item 8.01, Other events. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000078/aos-20260413.htm
- Jan 29, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000005/aos-20260129.htm
- Jan 6, 2026: Item 2.03, Creation of a direct financial obligation; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000003/aos-20260105.htm
- Nov 12, 2025: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114225000153/aos-20251112.htm

## Insider trades (Form 4)

- Nov 5, 2026: Kevin J. Wheeler (Director) sold 14,675 shares, about $963,285. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000106/0000091142-26-000106-index.htm
- Mar 4, 2026: Darrell W. Schuh (SVP; President & GM Lochinvar) sold 1,104 shares, about $82,127. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000066/0000091142-26-000066-index.htm
- Feb 13, 2026: Darrell W. Schuh (SVP; President & GM Lochinvar) sold 356 shares, about $28,441. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000054/0000091142-26-000054-index.htm
- Aug 7, 2025: James F. Stern (Exec VP, General Counsel & Sec) sold 17,434 shares, about $1.2M. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114225000109/0000091142-25-000109-index.htm
- Jul 30, 2025: Kevin J. Wheeler (Executive Chairman) sold 22,200 shares, about $1.6M. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114225000105/0000091142-25-000105-index.htm
- Jul 29, 2025: Mark D. Smith (Director) sold 2,400 shares, about $171,264. Source: https://www.sec.gov/Archives/edgar/data/91142/000009114225000103/0000091142-25-000103-index.htm

## What management said

- "Disciplined execution across our businesses remained a priority in the third quarter as we navigated persistent inflationary pressures, softer residential water heater demand in North America, and ongoing market challenges in China" Steve Shafer, chairman and chief executive officer (8-K filed Oct 29, 2026). Source: https://www.sec.gov/Archives/edgar/data/91142/000009114226000102/a9302026exhibit991.htm

## Latest filings

- 8-K filed Oct 29, 2026: https://www.sec.gov/Archives/edgar/data/91142/000009114226000102/aos-20261029.htm
- 10-K filed Feb 10, 2026: https://www.sec.gov/Archives/edgar/data/91142/000009114226000008/aos-20251231.htm
- 10-Q filed Oct 29, 2026: https://www.sec.gov/Archives/edgar/data/91142/000009114226000104/aos-20260930.htm
- DEF 14A filed Mar 4, 2026: https://www.sec.gov/Archives/edgar/data/91142/000119312526089938/d79196ddef14a.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/

