Form 8-K · Current report

A. O. Smith 8-K, filed Oct 29, 2026

Filed
CIK
0000091142
Accession no.
0000091142-26-000102
AI-generated summary

Summary

A. O. Smith reported third quarter 2026 net sales of $940.5 million, net earnings of $126.3 million, and diluted EPS of $0.93, and said it agreed to sell an 81% interest in its China business to CPE while retaining a 19% stake and a long-term brand license. The company updated full-year 2026 guidance to exclude China and expects the transaction to close in the first half of 2027.

Key points

  • A. O. Smith reported third quarter 2026 net sales of $940.5 million, net earnings of $126.3 million, and diluted EPS of $0.93, with net earnings down 4% year over year.
  • North America segment sales rose 3% to $761.6 million, helped by the Leonard Valve acquisition, 13% boiler sales growth, and pricing, while Rest of World sales fell 7% to $192.8 million on continued weakness in China's consumer appliance market.
  • A. O. Smith announced definitive agreements for CPE to acquire an 81% interest in its China business, with A. O. Smith retaining a 19% stake and a long-term brand license; the transaction values the China business at about $400 million and is expected to close in the first half of 2027.
  • A. O. Smith updated full-year 2026 guidance to exclude China, forecasting net sales growth of approximately 4% and adjusted EPS of $3.42 to $3.52, and its board approved a 6% dividend increase.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02. Results of Operations and Financial Condition On October 29, 2026, A. O. Smith Corporation (“the Company”) issued a news release announcing the Company’s results for the quarter ended September 30, 2026. A copy of the Company’s news release is attached as Exhibit 99.1 to this Current Report on Form 8-K (this “Current Report”) and is incorporated by reference herein. Item 9.01 Financial Statements and Exhibits The following exhibit is being filed herewith: (99.1) News Release of A. O. …

An excerpt of the text as filed with the SEC, cut for length.

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