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Forensic Analysis · Household Appliances · as of Nov 8, 2026

Smith A O Corp (AOS)

A forensic read on Smith A O Corp built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

B · Sound & dependable
Forensic grade
Safe
Financial health
8.1
Distress distance
Clean
Earnings quality
1
Forensic signals
29.2%
ROE
0.3%
Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Smith A O Corp earns a B (Sound & dependable) forensic quality grade, and its balance-sheet distress test reads 8.1, placing it in the Safe zone. 1 forensic signal was flagged in its latest SEC filings, led by shareholder returns.

What the filings flag

109% of FCF
FY2025
Shareholder returns. Returned $596M to shareholders (buybacks + dividends) in FY2025 — 109% of free cash flow. That is $50M (9%) more than free cash flow covered. It came out of the balance sheet's own liquid holdings, not new debt: cash and short-term investments fell $83M over FY2025, while total debt fell $38M. That ratio has been CLIMBING past free cash flow — 82% of free cash flow two years back — not just sitting there. Counting the $14M of stock-based comp paid out in shares on top of that, the combined claim on free cash flow is 112%.

Key fundamentals

Latest Revenue$3.83B
Revenue Growth YoY+0.3%
Revenue CAGR (2yr)-0.3%
Net Margin14.3%
Free Cash Flow$546.0M
Return on Equity29.2%
Debt / Equity0.08x

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Data from SEC EDGAR public filings · metrics as of Nov 8, 2026. Forensic signals flag probability, not certainty.

See a wrong number? Report an error with the filing it should match.