Smith A O Corp.
- AOS ยท NYSE
- Household Appliances
- Milwaukee, WI
- 11,500 employees
- CIK 0000091142
Updated from SEC filings through
Top things to know
Executives
- Steve Shafer Chairman and chief executive officer 8-K, 2026-10-29
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Carrie L. Anderson EVP & CFO 4, 2026-07-02 - Carrie Anderson Executive Vice President and Chief Financial Officer 8-K, 2026-05-19
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Darrell W. Schuh SVP; President & GM Lochinvar 4, 2026-03-04 - Benjamin A. Otchere Vice President and Controller 4, 2026-02-17
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Parag Kulkarni SVP - Int'l; President India 4, 2026-02-17
What leadership is saying
“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”
Earnings press release (8-K Ex. 99.1), filed October 29, 2026
Smith A O Corp is a U.S. public company in household appliances (SIC 3630), headquartered in Milwaukee, WI. It trades as AOS on NYSE. Revenue was $3.8B in the fiscal year ending December 31, 2025, +0.3% from the year before. It reported about 11,500 employees. Steve Shafer is Chairman and chief executive officer.
Five-year financials
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $3.8B 10-K, 2026-02-10 | $3.8B 10-K, 2026-02-10 | $3.9B 10-K, 2026-02-10 | $3.8B 10-K, 2024-02-13 | $3.5B 10-K, 2024-02-13 |
| Operating income | $729M 10-K, 2026-02-10 | $708M 10-K, 2026-02-10 | $746M 10-K, 2026-02-10 | $362M 10-K, 2024-02-13 | $682M 10-K, 2024-02-13 |
| SG&A | $759M 10-K, 2026-02-10 | $739M 10-K, 2026-02-10 | $727M 10-K, 2026-02-10 | $671M 10-K, 2024-02-13 | $701M 10-K, 2024-02-13 |
| Net income | $546M 10-K, 2026-02-10 | $534M 10-K, 2026-02-10 | $557M 10-K, 2026-02-10 | $236M 10-K, 2024-02-13 | $487M 10-K, 2024-02-13 |
Annual figures from XBRL in each company's own filings. Click a figure to open the filing. SG&A marked derived is general and administrative plus selling and marketing.
Leadership and board
| Name | Title | Source |
|---|---|---|
| Steve Shafer | Chairman and chief executive officer | 8-K, 2026-10-29 |
 Aaron W. Saak | Named in proxy bio: President and Chief Executive Officer | DEF 14A, 2026-03-04 |
| Victoria M. Holt | Board member (per proxy) bio: Retired President and Chief Executive Officer | DEF 14A, 2026-03-04 |
| Carrie L. Anderson | EVP & CFO | 4, 2026-07-02 |
| Carrie Anderson | Executive Vice President and Chief Financial Officer | 8-K, 2026-05-19 |
 Michael M. Larsen | Named in proxy bio: Senior Vice President and Chief Financial Officer | DEF 14A, 2026-03-04 |
| Darrell W. Schuh | SVP; President & GM Lochinvar | 4, 2026-03-04 |
| Benjamin A. Otchere Vice President and Controller at A. O. Smith | Vice President and Controller | 4, 2026-02-17 |
| Parag Kulkarni | SVP - Int'l; President India | 4, 2026-02-17 |
| Douglas Samuel Karge | SVP - President NA Water Treat | 4, 2026-02-17 |
 Paul J. Jones | SVP, GC & Chief Compliance Off | 4, 2026-02-11 |
| Christopher T. Howe | SVP Chief Digital Info Officer | 4, 2026-02-11 |
 D. Samuel Karge Highly Experienced P&L and Executive Leader; Specializing in the Water Treatment & Filtration Space | President, North America Water Treatment | 10-K, 2026-02-10 |
 Stephen M. Shafer Chairman and Chief Executive Officer | Chairman of the Company | 8-K, 2026-06-22 |
| Mark D. Smith | Board member (per proxy) bio: Retired Business Manager | DEF 14A, 2026-03-04 |
 Samuel M. Carver | SVP - Global Operations | 4, 2026-02-24 |
What Smith A O Corp does
Sales in our North America segment accounted for approximately 78 percent of our total sales in 2025.
Item 1. Business, 10-K for the year ending December 31, 2025
Shares and governance
| Shares outstanding | 75.7 million (as of August 5, 2015) | 10-Q, August 10, 2015 |
|---|---|---|
| Reportable segments | 2 (period ending September 30, 2026) | 10-Q, October 29, 2026 |
| Latest proxy statement | Meeting April 13, 2026 (filed March 4, 2026) | DEF 14A, March 4, 2026 |
| Auditor | Ernst & Young LLP (Milwaukee, Wisconsin) | Latest 10-K |
Insider trades
Open-market buys and sales by officers and directors, from Forms 4 and 5. One row per filing.
| Date | Insider | Trade | Shares | Value | Source |
|---|---|---|---|---|---|
| November 5, 2026 | Kevin J. Wheeler Director | Sale | 14,675 | $963K | Form 4, November 6, 2026 |
| March 4, 2026 | Darrell W. Schuh SVP; President & GM Lochinvar | Sale | 1,104 | $82K | Form 4, March 4, 2026 |
| February 13, 2026 | Darrell W. Schuh SVP; President & GM Lochinvar | Sale | 356 | $28K | Form 4, February 17, 2026 |
| August 7, 2025 | James F. Stern Exec VP, General Counsel & Sec | Sale | 17,434 | $1.2M | Form 4, August 7, 2025 |
| July 30, 2025 | Kevin J. Wheeler Executive Chairman | Sale | 22,200 | $1.6M | Form 4, July 30, 2025 |
| July 29, 2025 | Mark D. Smith Director | Sale | 2,400 | $171K | Form 4, July 29, 2025 |
Recent 8-K events
- 8-K filed 2026-10-29
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-10-28
- Item 7.01 Regulation FD disclosure
- 8-K filed 2026-07-30
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-06-22
- Item 5.02 Departure or appointment of directors or officers; compensation
- 8-K filed 2026-05-19
- Item 5.02 Departure or appointment of directors or officers; compensation
- 8-K filed 2026-04-30
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-04-17
- Item 5.07 Submission of matters to a vote of security holders
- Item 8.01 Other events
- 8-K filed 2026-01-29
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-01-06
- Item 2.03 Creation of a direct financial obligation
- Item 8.01 Other events
- 8-K filed 2025-11-12
- Item 8.01 Other events
Frequently asked questions about Smith A O Corp
- What does Smith A O Corp do?
- In its own words, from Item 1 of its 10-K: "Sales in our North America segment accounted for approximately 78 percent of our total sales in 2025."
- What is Smith A O Corp's revenue?
- $3.8B for the fiscal year ending December 31, 2025, from its 10-K filed February 10, 2026.
- Is Smith A O Corp profitable?
- Smith A O Corp reported net income of $546M for the fiscal year ending December 31, 2025.
- How many employees does Smith A O Corp have?
- About 11,500 as of December 31, 2025, as stated in its annual report.
- Who is the CEO of Smith A O Corp?
- Steve Shafer, Chairman and chief executive officer, as named in a 8-K filed October 29, 2026.
- Who is the CFO of Smith A O Corp?
- Carrie L. Anderson, EVP & CFO, as named in a 4 filed July 2, 2026.
- Where is Smith A O Corp headquartered?
- Milwaukee, WI.
- What is Smith A O Corp's stock ticker?
- AOS on NYSE.
- What industry is Smith A O Corp in?
- Household Appliances, SIC code 3630.
- What is Smith A O Corp's website?
- aosmith.com.
- When does Smith A O Corp report earnings next?
- January 28, 2027. Source: estimate_8k_pattern.
- Is Smith A O Corp a public company?
- Yes. Smith A O Corp files with the SEC under CIK 0000091142 and trades as AOS.
- Who audits Smith A O Corp?
- Ernst & Young LLP, Milwaukee, Wisconsin, as named in its latest annual report (10-K).
- How many shares of Smith A O Corp are outstanding?
- 75.7 million shares as of August 5, 2015, from its 10-Q filed August 10, 2015.
- How many business segments does Smith A O Corp report?
- 2 reportable segments for the period ending September 30, 2026, from its 10-Q filed October 29, 2026.
- When is Smith A O Corp's annual shareholder meeting?
- April 13, 2026, per its proxy statement (DEF 14A) filed March 4, 2026.
- Have Smith A O Corp insiders traded stock recently?
- Since July 29, 2025, officers and directors reported 6 open-market sales worth about $4.1M and 0 purchases on Forms 4 and 5. The most recent: Kevin J. Wheeler (Director) sold 14,675 shares on November 5, 2026.