Company Dossier · Industrials
A. O. Smith
- S&P 500
- Russell 1000
What A. O. Smith is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $3.80 billion, up 0.3% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.64 billion, up 31% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.05 billion, down 50% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.40 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.09 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.20 on a −1 to +1 scale (mixed), confidence 0.65 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 1 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 10, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $0.1 million on the open market.SEC Form 4
- 615 institutional managers reported a position at June 30, 2026 (−21 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 4 (4 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What A. O. Smith is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Hedging
Expanding ↔ Retrenching
Retrenching
- Capital spending4th pct
- Debt raised—
- Buybacks vs capex12th pct
- Hiring filings83rd pct
- Deals and private raises48th pct
- Patent publications74th pct
Confident ↔ Hedging
Hedging
- Call sentiment36th pct
- Call confidence32nd pct
- Guidance changes4th pct
- Risk factors added72nd pct
- Insider open-market trades—
- − Guidance changes
- − Call confidence
- − Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver90th pct
- Stress filings50th pct
Credit
How these are built →A. O. Smith's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$0.6B
- Due within a year $0.0B
- Longer term $0.6B
- Default point $0.3B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (CAPITOL RESOURCES, LLC)third_quarter 2026 · $0.0 million
- Oct 17, 2026LobbyingLobbying report (PENN AVENUE PARTNERS)third_quarter 2026 · $0.0 million
- Oct 6, 2026Patent
- Sep 8, 2026Patent
- Jul 17, 2026LobbyingLobbying report (CAPITOL RESOURCES, LLC)second_quarter 2026 · $0.1 million
- Jul 14, 2026Patent
- Jul 7, 2026LobbyingLobbying report (PENN AVENUE PARTNERS)second_quarter 2026 · $0.0 million
- Jun 23, 2026Patent
- Jun 22, 20268-KDirector or officer changeItem 5.02
- May 19, 20268-KDirector or officer changeItem 5.02
- Apr 21, 2026LobbyingLobbying report (CAPITOL RESOURCES, LLC)first_quarter 2026 · $0.1 million
- Apr 17, 20268-KShareholder vote resultsItem 5.07
- Apr 7, 2026Patent
- Apr 2, 2026LobbyingLobbying report (PENN AVENUE PARTNERS)first_quarter 2026 · $0.0 million
- Feb 10, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 21, 2026LobbyingLobbying report (CAPITOL RESOURCES, LLC)fourth_quarter 2025 · $0.1 million
- Jan 9, 2026LobbyingLobbying report (PENN AVENUE PARTNERS)fourth_quarter 2025 · $0.0 million
- Aug 28, 20258-KDirector or officer changeItem 5.02
- Apr 25, 20258-KDirector or officer changeItem 5.02
- Apr 14, 20258-KShareholder vote resultsItem 5.07
- Feb 11, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Feb 13, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Allegion ALLE | $4.3B | $0.7B | Jun 30, 2026 |
| Fortune Brands Innovations FBIN | $4.4B | $0.4B | Jun 27, 2026 |
| Lennox International LII | $5.3B | $0.7B | Mar 31, 2026 |
| Simpson Manufacturing Company SSD | $2.4B | $0.5B | Jun 30, 2026 |
| AAON, INC. AAON | $1.9B | — | Jun 30, 2026 |
| Masco MAS | $7.7B | $0.9B | Mar 31, 2026 |
| Owens Corning OC | $9.8B | $0.9B | Jun 30, 2026 |
| Trex Company, Inc. TREX | $1.2B | $0.2B | Jun 30, 2026 |