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A. O. Smith10-Q: Inflation impact

A. O. Smith projects double-digit increases for steel and freight costs in 2026

What happened

The company expects steel and freight costs to increase by double digits for the full year 2026, with second-half freight increases well above the full-year rate.

Source

SEC EDGAROct 29, 2026

Quarterly report (Form 10-Q)

A. O. Smith 10-Q for Quarter ended Sep 30, 2026

Filing excerpt

Steel and freight costs, two of our largest cost categories, are expected to each increase by double digits for the full year, with second-half increases in freight costs well above the full-year rate.

sec.gov/Archives/edgar/data/91142/000009114226000104/aos-20260930.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Inflation impact

What this signalsFilings often name leadership changes, deals and spending plans.

Period
Quarter ended Sep 30, 2026
Fiscal year end
09/30
Filed
Oct 29, 2026

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The full record

From the Signal API record

Numbers

Percent
9.5% (announced price increases on water heater products in North America in response to input costs)

Details

CIK
91142
Accession number
0000091142-26-000104
Timeframe
Current year
Quarter
Q3
Filing year
2026
Period end date
Sep 30, 2026
Why it matters
Efficiency tools needed
Signal category
Operations

Topics and mentions

Regions named

  • North America

Extraction

Confidence
High
Relevance
75%
Sentiment
Negative
Detected
Nov 3, 2026
signal_type
sec-10q
signal_subtype
inflationImpact

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/2cbc558b-419a-4f66-9142-e228ba78acf1 returns this record as JSON. POST /v1/companies/enrich returns every signal for aosmith.com.

{
  "signal_id": "2cbc558b-419a-4f66-9142-e228ba78acf1",
  "signal_type": "sec-10q",
  "signal_subtype": "inflationImpact",
  "detected_at": "2026-11-03T07:04:05.204+00:00",
  "company": {
    "name": "A. O. Smith",
    "domain": "aosmith.com"
  },
  "data": {
    "detail": "The company expects steel and freight costs to increase by double digits for the full year 2026, with second-half freight increases well above the full-year rate. Vendors offering freight optimization, supply chain analytics, or cost management software may find immediate interest.",
    "metrics": {
      "pct": 0.095,
      "timeframe": "current_year",
      "pct_context": "announced price increases on water heater products in North America in response to input costs"
    },
    "quarter": "Q3",
    "summary": "A. O. Smith projects double-digit increases for steel and freight costs in 2026",
    "excerpts": "Steel and freight costs, two of our largest cost categories, are expected to each increase by double digits for the full year, with second-half increases in freight costs well above the full-year rate.",
    "relevance": 0.75,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/91142/000009114226000104/aos-20260930.htm",
    "filing_date": "2026-10-29",
    "filing_year": 2026,
    "fiscal_year": 2026,
    "fiscal_year_end": "09/30",
    "period_end_date": "2026-09-30",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "North America"
    ]
  }
}

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