A. O. Smith AOS

A. O. Smith is the 495th largest S&P 500 company by market cap, worth $8.4 billion. 10 directors have filed with the SEC in the last 12 months (who counts), 1 of them an executive. 13 other officers are on file. At 30 Jun 2026, Vanguard was its largest institutional holder, with 11.1% of the company.

CEO: Stephen M. Shafer
Chair: Kevin J. Wheeler
Sector: Industrials
Sub-industry: Building Products
Headquarters: Milwaukee, Wisconsin
Founded: 1916
More: Wikipedia

Market cap: $8.4B; 495th largest, 23 Oct 2026 close
Revenue: $3.8B; Fiscal year 2025
Price to sales: 2.2; Market cap over revenue
Employees: 11,500; 10-K, 31 Dec 2025
Market cap per employee: $729K; Market cap over employees
Connections: 4; S&P 500 companies sharing a director or officer

Largest institutional holders

Each fund group's share of A. O. Smith. Where a company has several share classes, the share is of its total value.

13F filings for the quarter to 30 Jun 2026

These five hold 33.3% of A. O. Smith.

Board and officers

4 people here also hold roles at other S&P 500 companies.

Roles filed up to 30 Sep 2026

Name	Title
Directors (10)
Kevin J. WheelerChairmanLast filed 17 Feb 2026	Chairman
Stephen M. ShaferPresident and CEOLast filed 11 Feb 2026	President and CEO
Todd W. FisterDirector	Director
Victoria M. HoltDirectorAlso at Waste Management	Director
Ilham KadriDirectorAlso at Baker Hughes	Director
Michael M. LarsenDirectorAlso at Illinois Tool Works	Director
Christopher L. MapesDirectorAlso at Nordson	Director
Lois M. MartinDirector	Director
Aaron W. SaakDirector	Director
Mark D. SmithDirector	Director
Officers (13)
Carrie L. AndersonEVP & CFOLast filed 2 Jul 2026	EVP & CFO
Samuel M. CarverSVP - Global OperationsLast filed 24 Feb 2026	SVP - Global Operations
Ming ChengSVP, CTOLast filed 11 Feb 2026	SVP, CTO
Christopher T. HoweSVP Chief Digital Info OfficerLast filed 11 Feb 2026	SVP Chief Digital Info Officer
Paul J. JonesSVP, GC & Chief Compliance OffLast filed 11 Feb 2026	SVP, GC & Chief Compliance Off
Douglas Samuel KargeSVP - President NA Water TreatLast filed 17 Feb 2026	SVP - President NA Water Treat
Parag KulkarniSVP - Int'l; President IndiaLast filed 17 Feb 2026	SVP - Int'l; President India
Stephen D. O'BrienSVP; Pres & General Mngr NAWHLast filed 17 Feb 2026	SVP; Pres & General Mngr NAWH
Benjamin A. OtchereVice President and ControllerLast filed 17 Feb 2026	Vice President and Controller
Jack QiuSVP - Pres. A. O. Smith ChinaLast filed 17 Feb 2026	SVP - Pres. A. O. Smith China
Darrell W. SchuhSVP; President & GM LochinvarLast filed 4 Mar 2026	SVP; President & GM Lochinvar
Curtis E. SelbySenior VP - H.R. & P.ALast filed 11 Feb 2026	Senior VP - H.R. & P.A
James F. SternExec VP, Corp Dev, Strat & SecLast filed 17 Feb 2026	Exec VP, Corp Dev, Strat & Sec

Companies that share people with A. O. Smith

Each person's title here, then at the other company.

Baker Hughes BKR
- Ilham Kadri: Director here, Director there
Illinois Tool Works ITW
- Michael M. Larsen: Director here, SVP & CFO there
Nordson NDSN
- Christopher L. Mapes: Director here, Director there
Waste Management WM
- Victoria M. Holt: Director here, Director there

A. O. Smith's market cap since December 2008

Marked weeks are changes in the share count, such as a merger, not market moves.

Weekly, up to 23 Oct 2026

Log scaleShow equal percentage changes as equal steps.

The last week of each year, and the latest week
Week ending	Market cap
23 Oct 2026	$8.4B
26 Dec 2025	$9.4B
27 Dec 2024	$9.9B
29 Dec 2023	$12.3B
30 Dec 2022	$8.7B
31 Dec 2021	$13.7B
25 Dec 2020	$9.0B
27 Dec 2019	$7.8B
28 Dec 2018	$7.3B
29 Dec 2017	$10.5B
30 Dec 2016	$8.2B
25 Dec 2015	$6.8B
26 Dec 2014	$4.3B
27 Dec 2013	$4.9B
28 Dec 2012	$2.9B
30 Dec 2011	$1.9B
31 Dec 2010	$1.7B
25 Dec 2009	$1.5B
26 Dec 2008	$960M

Workforce

Headcount at 31 Dec 2025

Employees: 11,500

HUMAN CAPITAL We employed approximately 11,500 employees as of December 31, 2025 with approximately 6,500 in North America and 5,000 in Rest of World.

A. O. Smith Form 10-K

Insider trades

Open-market buys and sales by directors and officers. Grants, option exercises and shares withheld for tax are left out.

Trades from 30 Sep 2025 to 30 Sep 2026

Directors and officers sold $110,568 of stock in 2 sales and made no open-market purchases in the 12 months to 30 Sep 2026.

Date	Person	Title	Type	Shares	Value
4 Mar 2026Sale	Darrell W. SchuhSVP; President & GM Lochinvar	SVP; President & GM Lochinvar	Sale	1,104	$82K
13 Feb 2026Sale	Darrell W. SchuhSVP; President & GM Lochinvar	SVP; President & GM Lochinvar	Sale	356	$28K

Trades by members of Congress and officials

Trades members of Congress and senior executive branch officials disclosed, including their families'. Amounts are filed as ranges.

Trades from 20 Oct 2023 to 20 Oct 2026

4 people disclosed 1 purchase and 8 sales of A. O. Smith stock since October 2023.

Date	Member or official	Type	Amount
25 Sep 2025	Julie Johnson (House, D-TX)House, D-TX · Sold	Sale	$1,001 to $15,000$1K to $15K
23 Sep 2025	Julie Johnson (House, D-TX)House, D-TX · Sold	Sale	$1,001 to $15,000$1K to $15K
23 Sep 2025	Julie Johnson (House, D-TX)House, D-TX · Bought	Purchase	$1,001 to $15,000$1K to $15K
16 Apr 2025	April McClain Delaney (House, D-MD)House, D-MD · Sold	Sale	$1,001 to $15,000$1K to $15K
10 Apr 2025	April McClain Delaney (House, D-MD)House, D-MD · Sold	Sale	$1,001 to $15,000$1K to $15K
6 Mar 2025	April McClain Delaney (House, D-MD)House, D-MD · Sold	Sale	$1,001 to $15,000$1K to $15K
25 Feb 2025	Rob Bresnahan (House, R-PA)House, R-PA · Sold	Sale	$1,001 to $15,000$1K to $15K
18 Feb 2025	April McClain Delaney (House, D-MD)House, D-MD · Sold	Sale	$15,001 to $50,000$15K to $50K
8 Nov 2024	Jared Moskowitz (House, D-FL)House, D-FL · Sold	Sale	$1,001 to $15,000$1K to $15K

WARN layoff notices

Notices filed under A. O. Smith's own name. Subsidiaries that file under their own names are not included.

Notices from 26 Oct 2023 to 26 Oct 2026

A. O. Smith filed 1 notice covering 92 workers since October 2023.

Notice	Place	Workers	Effective
23 Jun 2026	Groveport, OH	92	24 Aug 2026