AOSA. O. Smith

Industrials · Household Appliances · NYSE

Sales in our North America segment accounted for approximately 78 percent of our total sales in 2025. 10-K, Item 1

Employees: 11,500
Headquarters: Milwaukee, WI
Next results: around Jan 28, 2027

Key numbers

Latest fiscal year, with ten years behind each

RevenueFY2016–25 $3.8B+0.3% FY2024: $3.8B 10-K FY2025 · XBRL Net incomeFY2016–25 $546.2M+2.4% FY2024: $533.6M 10-K FY2025 · XBRL Free cash flowFY2016–25 $546.0M+15.2% FY2024: $473.8M 10-K FY2025 · XBRL Operating marginFY2016–25 19.0%+0.5 pts 19.2% in FY2016 10-K FY2025 · XBRL

What changed

10-K filed Feb 10, 2026 against Feb 11, 2025

Area	What changed	Source
Risk factors	1 new paragraph, nothing like it in the previous 10-K	10-K Item 1A
Accounting checks	11 other checks clear	10-K · XBRL
Insiders	No open-market buys in the last 90 days	Form 4
Filings	3 in the last 30 days	EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

10-K filed Feb 10, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-11. Quoted as filed.

In 2025, we announced a strategic assessment of our China business. This may lead to uncertain outcomes, costs, and impacts that could negatively affect the company. The announcement might also cause uncertainty among employees, customers, suppliers, and investors that could have a material adverse effect on our financial position,…
10-K, Item 1A

Accounting checks

latest 10-K

11 of 11 clear 0 worth a look. Checks, not verdicts.

✓
Receivables +7.6% vs revenue +0.3% (+7.2 pts)
✓
Cash from operations $616.8M vs net income $546.2M (FY ending 2025-12-31)
✓
Inventory -9.9% vs revenue +0.3% (-10.2 pts)
✓
Same auditor in both 10-Ks: Ernst & Young LLP
✓
No statement of substantial doubt about going concern
✓
No 8-K item 4.02 in the last 2 years
✓
No NT 10-K or NT 10-Q in the last 2 years
✓
The same matters as last year: Product Warranty Liability
✓
No sentence in the 10-K concludes that controls were not effective because of a material weakness
✓
No 8-K item 2.06 in the last 2 years
✓
No 8-K item 1.03 in the last 2 years

How each check works, with sources →

In the last 30 days

All filings →

Oct 29, 20268-K Quarterly results 8-K item 2.02
Oct 29, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
Oct 28, 20268-K Regulation FD disclosure 8-K item 7.01

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Work on AOS in a spreadsheet: Excel workbook (a sheet per section, ten years by column, charts, links to the filings) · CSV. For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/AOS/export.csv") into a cell.