Skip to main content
A. O. Smith10-Q: Margin pressure

Storm damage at Ashland City, TN plant caused production constraints, hurting North America margins.

What happened

A weather event at a key plant disrupted production and shipping, contributing to a decline in North America segment margin from 24.7% to 23.3%. This specific operational failure highlights a potential need for supply chain resilience, disaster recovery, and operational efficiency solutions.

Source

SEC EDGARApr 30, 2026

Quarterly report (Form 10-Q)

A. O. Smith 10-Q

Filing excerpt

Compared to the prior year quarter, our net sales increase was primarily driven by the benefits of 2025 pricing actions and incremental sales of approximately $16 million from the 2026 acquisition of Leonard Valve largely offset by lower residential water heater volumes which were impacted by weather-related production and shipping constraints, particularly as a direct result of storm damage at the Company’s Ashland City, Tennessee plant.

sec.gov/Archives/edgar/data/91142/000009114226000084/aos-20260331.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Margin pressure

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

Fiscal year end
03/31
Filed
Apr 30, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Percent
23.3% (North America segment margin in Q1 2026 (down from 24.7%))

Details

CIK
91142
Accession number
0000091142-26-000084
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Efficiency tools needed
Signal category
Financial

Topics and mentions

Regions named

  • North America

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
marginPressure

Use this data

Get every 10-Q signal for A. O. Smith and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at A. O. Smith this week?”

  2. Send it to your own tools

    The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

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/5f943c31-6670-477c-ae90-600eba7b46ba returns this record as JSON. POST /v1/companies/enrich returns every signal for aosmith.com.

{
  "signal_id": "5f943c31-6670-477c-ae90-600eba7b46ba",
  "signal_type": "sec-10q",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-05-05T08:48:22.72+00:00",
  "company": {
    "name": "A. O. Smith",
    "domain": "aosmith.com"
  },
  "data": {
    "detail": "A weather event at a key plant disrupted production and shipping, contributing to a decline in North America segment margin from 24.7% to 23.3%. This specific operational failure highlights a potential need for supply chain resilience, disaster recovery, and operational efficiency solutions.",
    "metrics": {
      "pct": 0.233,
      "timeframe": "current_quarter",
      "pct_context": "North America segment margin in Q1 2026 (down from 24.7%)"
    },
    "summary": "Storm damage at Ashland City, TN plant caused production constraints, hurting North America margins.",
    "excerpts": "Compared to the prior year quarter, our net sales increase was primarily driven by the benefits of 2025 pricing actions and incremental sales of approximately $16 million from the 2026 acquisition of Leonard Valve largely offset by lower residential water heater volumes which were impacted by weather-related production and shipping constraints, particularly as a direct result of storm damage at the Company’s Ashland City, Tennessee plant.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/91142/000009114226000084/aos-20260331.htm",
    "filing_date": "2026-04-30",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "financial",
    "regions_mentioned": [
      "North America"
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.