Company facts
- Industry
- Household Appliances
- Headquarters
- Milwaukee, Wisconsin
- Most recent report
- 10-Q, filed Jul 30, 2026
- Incorporated
- Delaware
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 91142
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 47
News 8 of 98
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 795
- 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
- SCHEDULE 13G Large holder reported a passive stake Apr 29, 2026
- SCHEDULE 13G Large holder reported a passive stake Apr 28, 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: Jun 2026 10-Q
SECSift found 2 of 10 sections worth reading, with 1 positive, 2 notable, and 4 negative flags.
Financial Statements (Item 1)
Core financial data with acquisition, restructuring, China decline, and debt surge.Management's Discussion (Item 2)
Multiple concerns: earnings drop, restructuring, China decline, leverage jump, guidance cut.Negative- China third-party sales down 28% local currency in Q2 2026 due to weak demand and subsidy end.
- Gross profit margin fell to 38.6% in Q2 2026 from 39.3% on lower volumes and higher material costs.
- Restructuring charge of $22.6M in Q2 2026 for water treatment business, mostly non-cash impairment.
- Leverage jumped to 25.7% at June 30, 2026 from 7.7% at Dec 31, 2025 from acquisition debt.
What changed: Jun 2026 vs. Mar 2026
About 19% of AOS's Jun 2026 10-Q is new information. 34 paragraphs were added, 94 changed, and 18 removed. Below are the most important lines SECSift identified.
Changed
- Acquisition purchase price allocation updated: goodwill decreased by $2.1M in Q2 2026. Item 1
- CFO signatory changed from Charles T. Lauber to Carrie L. Anderson, and controller title changed to Chief Accounting Officer. Item 6
- Chinese supply-chain provider loans all paid off as of June 30, 2026; arrangement terminated. Item 1
- Weather event: insurance claim submitted in Q2 2026; company expects no material impact. Item 1
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 Aug 20, 2026, from the 10-Q for Jun 2026.