A.O. Smith Corporation
A.O. Smith Corporation is classed by the SEC under Household Appliances (industry code 3630), based in Milwaukee, WI. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $3.8 billion and a profit of $546 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a product business: prior from its industry code (SEC 3630, Household Appliances); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.5 out of ten, 9 of 9 metrics filed: past 7.3 out of ten, present 6.9 out of ten, future 5.1 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.6 out of ten. No warning events in its filings since 2017. 76th percentile among 43 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 6.7 out of ten. +4% a year over 10 filed years; profitable in 10 of 10. 67th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 8.3 out of ten. Share count shrank 3.1% a year. 85% of cash flow returned. Insiders: 2 sales, 0 purchases. 83rd percentile among 28 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 8.7 out of ten. ROE 29%: 29¢ of profit per shareholder dollar. Leverage 41%: owes 41¢ per asset dollar. 86th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 6.7 out of ten. top 33% of 42 in its family; net margin 14.3%. 67th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 3.7 out of ten. bottom 37% of 30 in its family for leadership; chief executive since 2026. 37th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 6.0 out of ten. top 41% of 42 in its family for room to expand. 59th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 3.8 out of ten. bottom 38% of 42 in its family for growth drivers. 38th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 5.3 out of ten. top 47% of 42 in its family for expectations against reality. 53rd percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-10 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-30 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-30 (on EDGAR). Newest filing: Form SCHEDULE 13G/A, 2026-08-07. Filings on record since 1994. Read from EDGAR 2026-10-12.
Where the revenue comes from
Lines of business in fiscal 2025: North America 77%, Rest of World 23%. By geography: United States 68%, China 18%, Canada 9%, Other Foreign 6%. As tagged in its annual report (Form 10-K, filed 2026-02-10).
Who runs it
Shafer, Stephen M (President and CEO); Wheeler, Kevin J. (Executive Chairman); Mapes, Christopher L (Executive Vice President); Schuh, Darrell W. (SVP; President & GM Lochinvar); Karge, Douglas Samuel (SVP - President NA Water Treat); Kulkarni, Parag (SVP - Int'l; President India); Otchere, Benjamin A (Vice President and Controller); Anderson, Carrie L (EVP & CFO); Lauber, Charles T (EVP & CFO); Howe, Christopher T. (SVP Chief Digital Info Officer); and 14 more. 24 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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