Research / Stocks / AOS AOS NYSE CIK 0000091142
SMITH A O CORP · Household Appliances
COVERAGE / STANDARD
Latest filing 10-Q · Jul 30, 2026
Research state Latest filing analysis is current
Last SEC check Sep 13, 2026
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 $1.0B ; gross margin moved 65 basis points lower on the same comparison basis. 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.
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 88th Own-history percentile · N=8
Method Level · gp.fundamentals.debt_to_revenue
Raw value 63.48% · OPTIONAL
Capex intensity 0th Own-history percentile · N=8
Method Level · gp.fundamentals.capex_revenue_ratio
Raw value 1.00% · OPTIONAL
Operating cash generation 38th Own-history percentile · N=8
Method Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 12.39% · OPTIONAL
Revenue growth RAW Current state valid · history insufficient
Method Yoy · gp.fundamentals.revenue
Raw value -0.69% · CORE
Inventory pressure 13th Own-history percentile · N=8
Method Level · gp.fundamentals.inventory_revenue_ratio
Raw value 48.06% · OPTIONAL
Gross margin 13th Own-history percentile · N=8
Method Level · gp.fundamentals.gross_margin
Raw value 38.61% · CORE
Operating margin 0th Own-history percentile · N=8
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 Jun 30, 2026 General Corporate
Capital Allocation 4 evidence-backed dimensions Balance Sheet Leverage Deteriorating Capex Intensity Decreasing Cash Generation Stable Sbc Intensity Deteriorating [email protected] · 9 historical states · 38% confidenceCompany Direction 8 evidence-backed dimensions Balance Sheet Leverage Deteriorating Capex Intensity Decreasing Cash Generation Stable Inventory Pressure Improving Margin Stable [email protected] · 9 historical states · 36% confidenceFinancial Quality 6 evidence-backed dimensions Balance Sheet Leverage Deteriorating Cash Generation Stable Inventory Pressure Improving Margin Stable Profitability Deteriorating [email protected] · 9 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] · 9 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 0.3
Peer median 3.2
Peer percentile 8th 155 valid peers · 91% coverage · -0.8 robust σ Capex Intensity
AOS 1.0
Peer median 3.2
Peer percentile 16th 146 valid peers · 86% coverage · -0.7 robust σ Inventory Pressure
AOS 48.1
Peer median 74.5
Peer percentile 21th 154 valid peers · 91% coverage · -0.7 robust σ Profitability
AOS 16.5
Peer median 2.0
Peer percentile 77th 154 valid peers · 91% coverage · +0.5 robust σ Growth
AOS -0.7
Peer median 12.9
Peer percentile 26th 145 valid peers · 85% coverage · -0.5 robust σ Cash Generation
AOS 12.4
Peer median 5.8
Peer percentile 65th 155 valid peers · 91% coverage · +0.2 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 0000091142-26-000098 10 governed changes · top 7 shown
01
INFORMATIONAL IMPORTANCE Cash 0TH HISTORICAL PCTL · N=1
Cash & equivalents increased 1.9% Cash & equivalents changed +1.9% from the comparable as-filed period.
Why this ranks here · [email protected] $177.9M → $181.3M Comparable → current
02
HIGH IMPORTANCE Debt 67TH HISTORICAL PCTL · N=3
Debt increased 105.7% Debt changed +105.7% from the comparable as-filed period.
Why this ranks here · [email protected] $19.2M → $39.5M Comparable → current
03
INFORMATIONAL IMPORTANCE Margin 67TH HISTORICAL PCTL · N=3
Gross margin moved 65 bp lower Gross margin changed -65 basis points from the comparable as-filed period.
Why this ranks here · [email protected] 39.27% → 38.61% Comparable → current
04
INFORMATIONAL IMPORTANCE Margin 33TH HISTORICAL PCTL · N=3
Gross profit decreased 2.3% Gross profit changed -2.3% from the comparable as-filed period.
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 1.00% -10.3% ↓ Capital expenditure $10.0M -4.8% ↓ Cash & equivalents $181.3M +0.0% ↑ Debt $39.5M -5.0% ↓ Free-cash-flow proxy $114.4M -3.8% ↓ Gross margin 38.61% +0.0% ↑ Interest expense $8.1M +14.1% ↑ Inventory $482.7M -1.2% ↓
ACTIVE TRACE Revenue AOS · as filed with the SEC · reported-date aware
Capex / revenue Q2 / 2026-06-30 1.00% -10.3% sequential point Trace ↗ Evidence inspector
Loading lineage… × Capital expenditure Q2 / 2026-06-30 $10.0M -4.8% sequential point Trace ↗ Evidence inspector
Loading lineage… × Cash & equivalents Q2 / 2026-06-30 $181.3M +0.0% 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 Q2 / 2026-06-30 $114.4M -3.8% sequential point Trace ↗ Evidence inspector
Loading lineage… × Gross margin Q2 / 2026-06-30 38.61% +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Interest expense Q2 / 2026-06-30 $8.1M +14.1% sequential point Trace ↗ Evidence inspector
Loading lineage… × Inventory Q2 / 2026-06-30 $482.7M -1.2% sequential point Trace ↗ Evidence inspector
Loading lineage… × Net income Q2 / 2026-06-30 $124.9M +5.8% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating cash flow Q2 / 2026-06-30 $124.4M -3.9% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating margin Q2 / 2026-06-30 16.54% +0.0% 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 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 May 19, 2026 Period May 19, 2026 0000091142-26-000086SEC ↗ 4/A May 1, 2026 Period Apr 23, 2026 0001930489-26-000004SEC ↗ 10-Q Apr 30, 2026 Period Mar 31, 2026 0000091142-26-000084SEC ↗ 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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