NYSE: AOS
SMITH A O CORPCIK 0000091142 · Consumer Discretionary · SIC 3630 · Household Appliances
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AOS Q2: Revenue flat, operating income -19% on China weakness, margin pressure, and $23M restructuring
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A. O. Smith CEO Stephen Shafer to add Chairman role as Kevin Wheeler retires July 1
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A. O. Smith names Carrie Anderson CFO, effective July 1, replacing retiring Charles Lauber
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A. O. Smith cuts 2026 EPS guidance on China weakness, Q1 earnings fall 11%
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AOS lowers 2026 EPS guidance 6% on China weakness, cuts buybacks 50% after $470M acquisition
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A.O. Smith board rejects director resignation after majority-withheld vote
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Latest financial statements
From 10-Q filed Jul 30, 2026 (period ending Jun 30, 2026). SEC XBRL (companyfacts) — not generated by the model.
Consolidated Statements of Operations (Unaudited)
| Description | Q2 ended Jun 30, 2026 | Q2 ended Jun 30, 2025 |
|---|---|---|
| Revenue: | ||
| Total revenue / net sales | 1,004 | 1,011 |
| Cost of revenue / cost of sales | 616.5 | 614.2 |
| Gross profit | 387.8 | 397.1 |
| Operating expenses: | ||
| Selling, general and administrative | 197.7 | 191.3 |
| Other operating expenses, net | 24.0 | (0.4) |
| Operating income | 166.1 | 206.2 |
| Interest expense | 8.1 | 4.6 |
| Other income/(expense), net | (1.4) | 0.4 |
| Income before income taxes | 158.0 | 201.6 |
| Income tax expense/(benefit) | 33.1 | 49.4 |
| Net income | 124.9 | 152.2 |
| Basic earnings per share | 0.91 | 1.07 |
| Diluted earnings per share | 0.91 | 1.07 |
Consolidated Balance Sheets (Unaudited)
| Description | Jun 30, 2026 | Jun 30, 2025 |
|---|---|---|
| Current assets: | ||
| Cash and equivalents | 181.3 | 177.9 |
| Short-term investments | — | — |
| Inventories | 482.7 | 519.3 |
| Prepaid expenses and other current assets | 55.5 | 51.0 |
| Other current assets | 669.8 | 640.3 |
| Total current assets | 1,389 | 1,388 |
| Property, plant and equipment, net | 619.0 | 637.1 |
| Operating lease right-of-use assets, net | 49.7 | 37.4 |
| Identifiable intangible assets, net | 589.0 | 372.0 |
| Goodwill | 915.2 | 713.6 |
| Deferred income taxes and other assets | 82.3 | 98.1 |
| TOTAL ASSETS | 3,644 | 3,247 |
| Current liabilities: | ||
| Current portion of long-term debt | 39.5 | 19.2 |
| Accrued liabilities | 160.9 | 148.3 |
| Deferred revenue, current | 24.3 | 21.3 |
| Other current liabilities | 647.0 | 654.2 |
| Total current liabilities | 871.7 | 843.0 |
| Long-term debt | 598.0 | 284.2 |
| Operating lease liabilities | 39.2 | 28.2 |
| Deferred income taxes and other liabilities | 151.7 | 117.8 |
| Other long-term liabilities | 142.0 | 127.6 |
| Total liabilities | 1,803 | 1,401 |
| Shareholders' equity: | ||
| Capital in excess of stated value | 623.1 | 609.4 |
| Accumulated other comprehensive income (loss) | (104.2) | (95.9) |
| Retained earnings (deficit) | 4,095 | 3,792 |
| Treasury stock | 3,067 | 2,755 |
| Total shareholders' equity | 1,842 | 1,846 |
| TOTAL LIABILITIES AND SHAREHOLDERS' EQUITY | 3,644 | 3,247 |
Consolidated Statements of Cash Flows (Unaudited)
| Description | Six months ended Jun 30, 2026 | Six months ended Jun 30, 2025 |
|---|---|---|
| Operating Activities: | ||
| Net cash from operating activities | 253.8 | 178.3 |
| Investing Activities: | ||
| Net cash from investing activities | (471.8) | (1.8) |
| Financing Activities: | ||
| Net cash from financing activities | 223.6 | (241.1) |
| Net increase/(decrease) in cash | 6.8 | (61.7) |
Amounts in millions USD; EPS as reported. Line labels are presentation-friendly mappings of filer XBRL tags — not a re-audit of the full statements. Use EDGAR for interactive notes and detail. Interactive statements & notes on EDGAR ↗