Company facts
- Industry
- Household Appliances
- Headquarters
- Milwaukee, Wisconsin
- Most recent report
- 10-Q, filed Oct 29, 2026
- Incorporated
- Delaware
- Filings on record
- 1,001+ filings
- On EDGAR
- CIK 91142
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 48
News 8 of 99
Prospectuses and Registrations 1
Proxies 8 of 17
- DEF 14A Proxy statement for a shareholder vote Mar 4, 2026
- DEFA14A Extra proxy material Mar 12, 2025
- DEF 14A Proxy statement for a shareholder vote Feb 27, 2025
- PX14A6G Shareholder's own proxy material Mar 13, 2024
- DEF 14A Proxy statement for a shareholder vote Feb 29, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 2, 2023
- DEF 14A Proxy statement for a shareholder vote Mar 3, 2022
- DEF 14A Proxy statement for a shareholder vote Mar 4, 2021
Ownership 8 of 794
- 4 Insider reported a trade Nov 6, 2026
- 144 Notice of a proposed sale of restricted stock Nov 5, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Aug 7, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Aug 6, 2026
- 4 Insider reported a trade Jul 2, 2026
- 3 Insider reported their initial holding Jul 2, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended May 6, 2026
- 4/A Insider reported a trade, amended May 1, 2026
Other 8 of 42
- 11-K Employee stock plan report Jun 26, 2026
- SD Conflict minerals disclosure May 21, 2026
- UPLOAD Comment letter from SEC staff Apr 30, 2026
- CORRESP Reply to SEC staff Apr 29, 2026
- UPLOAD Comment letter from SEC staff Apr 21, 2026
- ARS Annual report sent to shareholders Mar 4, 2026
- 11-K Employee stock plan report Jun 30, 2025
- SD Conflict minerals disclosure May 20, 2025
What to read: Sep 2026 10-Q
SECSift found 3 of 10 sections worth reading, with 1 positive, 7 notable, and 2 negative flags.
Financial Statements (Item 1)
Acquisition, restructuring, debt jump, and China sale announcement all in one quarter.Notable- China customer deposits fell to $18.6M from $34.2M, signaling reduced advance payments before the sale.
- Acquired Leonard Valve for $469.5M cash on Jan 6, 2026, adding $209.7M goodwill and $247.8M intangibles.
- Restructuring in water treatment business: $22.6M charge in Q2 2026, including $12.4M asset impairments.
- On Oct 27, 2026, agreed to sell 81% of China business for ~$400M; will retain 19% and a brand license.
Management's Discussion (Item 2)
China sale, declining earnings, rising leverage from acquisition, and margin compression demand a close read.NotableUnregistered Sales and Repurchases (Item 2)
Specific Q3 2026 share repurchase data and authorization increase.
What changed: Sep 2026 vs. Jun 2026
About 7% of AOS's Sep 2026 10-Q is new information. 12 paragraphs were added, 102 changed, and 23 removed. Below are the most important lines SECSift identified.
Everything here comes from Smith A O Corp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.