SMITH A O CORP
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No SEC Form 4 filings for $AOS in the last 30 days.
See all $AOS insider activity →A. O. Smith (AOS) reported 21% year-over-year sales growth in its North America boiler business in Q2 2026. The company expects 2-3% total sales growth for 2026, with acquisitions contributing $70M. It repurchased $162.4M in shares and paid $99.8M in dividends in the first half of 2026. However, China segment revenues declined 15.3% due to lower volumes, and operating expenses rose 3.3%.
A. O. Smith (AOS) shares have underperformed the S&P 500 and Global X Clean Water ETF (AQWA) over the past year. Q2 earnings beat estimates, but margin pressure and weak China sales led to a 3.6% share drop. Analysts are mixed, with a consensus 'Hold' rating and a mean price target of $69.36.
A. O. Smith launched the Voltex X, a split heat pump water heater designed for apartments and mobile homes. The system uses CO2 refrigerant, operates in extreme cold, and offers multiple tank sizes. Priced at $4,000-$4,500, it aims to expand access to heat pump water heaters. The company is one of the industry's 'big three' and partnered with Panasonic.
Over the past 7 days, alphai's AI scored 2 news stories mentioning AOS (SMITH A O CORP). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent AOS coverage spans earnings, technology and corporate actions.
Guidance beat expectations and sizable buyback suggest near‑term upside potential.
Earnings beat may support short‑term upside, but modest guidance could pressure the stock.
New product may open market segment and drive modest sales growth.
The launch is a positive product-cycle catalyst for AOS, but the article provides no financial guidance or confirmed near-term revenue impact.
Guidance cut tied to residential water heater weakness and China softness, partially offset by boiler pull-forward and cost actions.
alphai scores every news story that mentions AOS with an AI model for sentiment and relevance, and aggregates insider trades from SMITH A O CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
A. O. Smith (AOS) reported 21% year-over-year sales growth in its North America boiler business in Q2 2026. The company expects 2-3% total sales growth for 2026, with acquisitions contributing $70M. It repurchased $162.4M in shares and paid $99.8M in dividends in the first half of 2026. However, China segment revenues declined 15.3% due to lower volumes, and operating expenses rose 3.3%.
2 min readA. O. Smith (AOS) shares have underperformed the S&P 500 and Global X Clean Water ETF (AQWA) over the past year. Q2 earnings beat estimates, but margin pressure and weak China sales led to a 3.6% share drop. Analysts are mixed, with a consensus 'Hold' rating and a mean price target of $69.36.
3 min readA. O. Smith launched the Voltex X, a split heat pump water heater designed for apartments and mobile homes. The system uses CO2 refrigerant, operates in extreme cold, and offers multiple tank sizes. Priced at $4,000-$4,500, it aims to expand access to heat pump water heaters. The company is one of the industry's 'big three' and partnered with Panasonic.
2 min readA. O. Smith said it is launching the Voltex X split heat pump water heater, partnering with Panasonic. The CO2-based system uses water lines between indoor tank and outdoor unit, offers multiple tank sizes, and is designed for cold weather down to -25°F. The residential unit is rated at 4.5 kW, with a 6 kW commercial version planned. Pricing cited is about $4,000 to $4,500.
6 min readA. O. Smith reported Q2 updates on water treatment and water heating demand. North America water treatment sales fell 2% and adjusted segment earnings were $200 million, with margin down to 24.4%. Rest of World sales dropped 19% to $195 million as China sales fell 28% in local currency. The company raised its 2026 repurchase target to $300 million, narrowed 2026 guidance to adj. EPS $3.70-$3.85, and expects China decline to persist.
4 min readA. O. Smith reported Q2 2026 results on an earnings call, citing 3% North America organic growth despite weaker residential water heater volumes. Boiler sales rose 21%. China sales fell 28% in local currency. Full-year 2026 adjusted EPS guidance was narrowed to $3.70 to $3.85, and the 2026 buyback target increased 50% to $300M.
7 min readStephen M. Shafer: Thank you, Helen, and good morning, everyone. Before we get into our results, I want to start by recognizing Chuck Lauber, and thanking him for his many years of service as our CFO. Chuck has had a long and meaningful career with A. O. Smith. And his leadership has had a significant impact on our company. On behalf of all of us, Chuck, thank you for your many contributions and we wish you all the best in retirement. At the same time, I am very pleased to welcome Carrie L.
6 min readA. O. Smith (NYSE:AOS) reported Q2 CY2026 revenue of about $1.00 billion, flat year over year but 1.4% above estimates, and adjusted non-GAAP EPS of $1.03, up 11.5% versus analysts’ consensus. The company guided full-year revenue to about $3.93 billion and expected EPS to rise to $4.03. Shares rose 2.1% to $63.34 after results.
5 min readSMITH A O CORP (AOS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Media Relations: Curt Selby 414-359-4191 curt.selby@aosmith.com Investor Relations: Helen Gurholt 414-359-4157 hgurholt@aosmith.com FOR IMMEDIATE RELEASE July 30, 2026 A. O. Smith Reports Second Quarter 2026 Results Second Quarter 2026 Highlights (Comparisons are yea
6 min readA. O. Smith Corporation (NYSE: AOS) said its directors declared a regular quarterly cash dividend of $0.36 per share on its common stock and Class A common stock. The dividend is payable Aug. 17, 2026, to shareholders of record July 31, 2026.
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