A. O. Smith Corporation

AOS Industrials Specialty Industrial Machinery

A. O. Smith Corporation’s revenue for fiscal 2025 (year ended December 2025) was $3.8 billion, roughly unchanged from fiscal 2024.

Revenue
−0.21%
EPS
−0.74%
Free cash flow
−32.3%
Total debt
+262.3%

Quarter to September 2026, against a year earlier

64.81 1.76 −2.64%
Market cap
$8.9B
P/E
18.5×
Fwd P/E
17.8×
Dividend yield
2.20%
F-score
8/9
Altman Z
8.31
Beneish M
−2.50
Dividend safety
93/100

A. O. Smith Corporation 8-K filed Oct 28, 2026

Period ended Oct 27, 2026 · Filed · accepted 8:57 PM ET · Document on sec.gov · Filing index

7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits

What it says

A. O. Smith announced definitive agreements with CPE to sell a majority interest in its China business. CPE would acquire about 81%, while A. O. Smith would retain about 19%. The China business is valued at about $400 million, and closing is expected in the first half of 2027, subject to approvals and customary conditions.

  • The transaction was announced October 27, 2026; CPE is the counterparty and the stated interest being sold is 81%.

    entered into definitive agreements with CPE, a leading alternative asset manager, to sell an 81% interest in the Company’s China business — the 8-K
  • The presentation states the China business valuation on a cash-free, debt-free basis.

    China business valued at ~$400 million, cash-free, debt-free — the exhibit filed with it
  • The presentation states the expected closing period and conditions.

    Expected close: first half of 2027 subject to regulatory approvals and other customary closing conditions — the exhibit filed with it
  • The presentation states anticipated total value and cash repatriation.

    Total value, including estimated value of future royalty payments, expected to exceed $500 million — the exhibit filed with it