Research / Stocks / AOS AOS NYSE CIK 0000091142
SMITH A O CORP · Household Appliances
COVERAGE / STANDARD
Latest filing 10-Q · Oct 29, 2026
Research state Latest filing analysis is current
Last SEC check Nov 2, 2026
Filing → research 29 min
Data basis Official SEC · no quote feed Component status Filing Evidence Research Current Official SEC filing history is available
Structured Financials Research Current Validated structured financial research is available
Filing Analysis Research Current No filing analysis job is currently running
Fundamental State Research Current Fundamental State depends on validated comparable financial metrics
RESEARCH SNAPSHOT SMITH A O CORP's latest supported as-filed period reports revenue of $940.5M . Every value below links to its SEC accession and metric lineage.
Deterministic / evidence backed Key research observations No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
Profile-correct / independently verified Company quality vector Separate current dimensions—not a universal score or investment ranking.
Evidence coverage 7 / 9 General Corporate · 2026-09-30
Growth Typical
Direction Improving
Own history —
Peers 24th
Persistence EMERGING Margin Typical
Direction Stable
Own history 56th
Peers 51th
Persistence TRANSIENT Profitability Typical
Direction Inflecting
Own history 22th
Peers 82th
Persistence REVERSING Cash generation Strong
Direction Inflecting
Own history 78th
Peers 70th
Persistence REVERSING Leverage Pressure
Direction Inflecting
Own history 100th
Peers —
Persistence REVERSING Capital investment Context Only
Direction Inflecting
Own history 22th
Peers 24th
Persistence REVERSING R&D investment Source Unavailable
Direction Unknown
Own history —
Peers —
Persistence TRANSIENT Current configuration / point in time Fundamental state A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Debt relative to revenue 100th Own-history percentile · N=9
Method Level · gp.fundamentals.debt_to_revenue
Raw value 71.57% · OPTIONAL
Capex intensity 22th Own-history percentile · N=9
Method Level · gp.fundamentals.capex_revenue_ratio
Raw value 1.35% · OPTIONAL
Operating cash generation 78th Own-history percentile · N=9
Method Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 18.67% · OPTIONAL
Revenue growth RAW Current state valid · history insufficient
Method Yoy · gp.fundamentals.revenue
Raw value -0.21% · CORE
Inventory pressure 78th Own-history percentile · N=9
Method Level · gp.fundamentals.inventory_revenue_ratio
Raw value 54.15% · OPTIONAL
Gross margin 56th Own-history percentile · N=9
Method Level · gp.fundamentals.gross_margin
Raw value 38.78% · CORE
Operating margin 22th Own-history percentile · N=9
Method Level · gp.fundamentals.operating_margin
Deterministic multi-period research Company direction Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
As filed Sep 30, 2026 General Corporate
Capital Allocation 4 evidence-backed dimensions Balance Sheet Leverage Inflecting Capex Intensity Inflecting Cash Generation Inflecting Sbc Intensity Stable [email protected] · 10 historical states · 38% confidenceCompany Direction 8 evidence-backed dimensions Balance Sheet Leverage Inflecting Capex Intensity Inflecting Cash Generation Inflecting Inventory Pressure Inflecting Margin Stable [email protected] · 10 historical states · 38% confidenceFinancial Quality 6 evidence-backed dimensions Balance Sheet Leverage Inflecting Cash Generation Inflecting Inventory Pressure Inflecting Margin Stable Profitability Inflecting [email protected] · 10 historical states · 38% confidenceGovernance Evidence 4 evidence-backed dimensions Filing Amendments None Detected Auditor Changes None Detected Sbc Intensity Observed Insider Activity Observed [email protected] · 10 historical states · 50% confidenceInterpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Comparable evidence Peer context Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
Sbc Intensity
AOS 0.4
Peer median 3.5
Peer percentile 6th 144 valid peers · 83% coverage · -0.7 robust σ Capex Intensity
AOS 1.4
Peer median 3.3
Peer percentile 24th 141 valid peers · 82% coverage · -0.6 robust σ Profitability
AOS 18.5
Peer median 3.1
Peer percentile 82th 146 valid peers · 84% coverage · +0.6 robust σ Inventory Pressure
AOS 54.2
Peer median 76.0
Peer percentile 28th 149 valid peers · 86% coverage · -0.6 robust σ Growth
AOS -0.2
Peer median 14.4
Peer percentile 24th 139 valid peers · 80% coverage · -0.5 robust σ Cash Generation
AOS 18.7
Peer median 8.1
Peer percentile 70th 148 valid peers · 86% coverage · +0.4 robust σ Open group breadth → Divergence is context, not positive or negative. INSIDER STATE / 90D Recent disclosed activity
Open-market purchases 0
Sales 0
Distinct buyers 0
Repeat buyer NO Conservative Form 4 classification · not a sentiment label Flagship analysis / V3 What changed? The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
Current 10-Q 0000091142-26-000104 70 governed changes · top 7 shown
Margin Pressure Profitability margins compressed This cluster groups 2 independently calculated changes: Gross margin moved 65 bp lower; Operating margin moved 385 bp lower.
2 evidence-backed components Inventory Build Inventory built relative to revenue This cluster groups 2 independently calculated changes: Inventory increased 0.4%; Inventory / revenue moved 33 bp higher.
2 evidence-backed components 01
MEDIUM IMPORTANCE Free Cash Flow Proxy 50TH HISTORICAL PCTL · N=2
Free-cash-flow proxy decreased 32.3% Free-cash-flow proxy changed -32.3% from the comparable as-filed period.
Why this ranks medium
Magnitude 25
Metric Family 24
Denominator Penalty 0
Historical Unusualness 0
Persistence Or Reversal 2
Significance Percent Of Revenue 8.261562998405103668261562998
Financial Statement Significance 7
Lowest Level true
Sample Count 2
Highest Level false
Largest Decline true
Largest Increase false
Reversal After Periods 0
Consecutive Direction Periods 2 [email protected] · [email protected]
As-filed financials Financial trajectory Each point keeps the date investors could first observe it and its accession.
As filed Current normalized · later
Capex / revenue 1.35% +35.6% ↑ Capital expenditure $12.7M +27.0% ↑ Cash & equivalents $234.5M +29.3% ↑ Debt $39.5M -5.0% ↓ Free-cash-flow proxy $162.9M +42.4% ↑ Gross margin 38.78% +0.4% ↑ Interest expense $7.7M -4.9% ↓ Inventory $509.3M +5.5% ↑
ACTIVE TRACE Revenue AOS · as filed with the SEC · reported-date aware
Capex / revenue Q3 / 2026-09-30 1.35% +35.6% sequential point Trace ↗ Evidence inspector
Loading lineage… × Capital expenditure Q3 / 2026-09-30 $12.7M +27.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Cash & equivalents Q3 / 2026-09-30 $234.5M +29.3% sequential point Trace ↗ Evidence inspector
Loading lineage… × Debt Q2 / 2026-06-30 $39.5M -5.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Free-cash-flow proxy Q3 / 2026-09-30 $162.9M +42.4% sequential point Trace ↗ Evidence inspector
Loading lineage… × Gross margin Q3 / 2026-09-30 38.78% +0.4% sequential point Trace ↗ Evidence inspector
Loading lineage… × Interest expense Q3 / 2026-09-30 $7.7M -4.9% sequential point Trace ↗ Evidence inspector
Loading lineage… × Inventory Q3 / 2026-09-30 $509.3M +5.5% sequential point Trace ↗ Evidence inspector
Loading lineage… × Net income Q3 / 2026-09-30 $126.3M +1.1% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating cash flow Q3 / 2026-09-30 $175.6M +41.2% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating margin Q3 / 2026-09-30 18.54% +12.1% sequential point Trace ↗ Evidence inspector
Loading lineage… × Research & development FY / 2025-12-31 $95.0M -6.6% sequential point Trace ↗ Evidence inspector
Loading lineage… × Primary evidence Filing timeline Direct SEC links, filing dates, report periods, and amendment flags.
10-Q Oct 29, 2026 Period Sep 30, 2026 0000091142-26-000104SEC ↗ 8-K Oct 29, 2026 Period Oct 29, 2026 0000091142-26-000102SEC ↗ 8-K Oct 28, 2026 Period Oct 27, 2026 0000091142-26-000100SEC ↗ 10-Q Jul 30, 2026 Period Jun 30, 2026 0000091142-26-000098SEC ↗ 8-K Jul 30, 2026 Period Jul 30, 2026 0000091142-26-000096SEC ↗ 4 Jul 2, 2026 Period Jul 1, 2026 0001706446-26-000006SEC ↗ 8-K Jun 22, 2026 Period Jun 22, 2026 0000091142-26-000091SEC ↗ 8-K Form 4 Insider activity Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
“Insider purchase” rule Code P · non-derivative · acquired · direct ownership · positive price and shares · not amended
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