Oshkosh Corporation
NYSE•OSK
CEO: Mr. John C. Pfeifer
Sector: Industrials
Industry: Agricultural - Machinery
Listing Date: 1985-10-02
Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Defense, and Vocational segment. Its Access Equipment segment design and manufacture aerial work platform and telehandlers for use in construction, industrial, and maintenance applications; offers financing and leasing solutions including rental fleet loans, leases, and floor plan and retail financing; and towing and recovery equipment, which includes carriers, wreckers, and rotators, as well as provides equipment installation and sale of chassis and service parts. The Defense segment engages in the manufacture and sale of heavy, medium, and light tactical wheeled vehicles and related services for department of defense. Its Vocational segment offers custom and commercial firefighting equipment, fire apparatus, and emergency vehicles, including pumpers, aerial platform, ladder and tiller trucks, and tankers; light, medium, and heavy-duty rescue vehicles; and wildland rough terrain response, bomb squad, hazardous materials control vehicles, mobile command and control centers, and other emergency response vehicles. Additionally, this segment produces and sells custom and commercial firefighting vehicles, as well as command vehicles, ARFF vehicles; design and manufacture refuse collection vehicles for waste services industry; front discharge concrete mixers for the concrete ready-mix industry; and field service vehicles and truck-mounted cranes for construction, equipment dealer, building supply, utility, tire service, railroad, and mining industries. Further, the company provides its products through direct sales representatives, dealers, and distributors. Oshkosh Corporation was formerly known as Oshkosh Truck Corporation. The company was founded in 1917 and is headquartered in Oshkosh, Wisconsin.
Contact Information
Market Cap
$9.31B
P/E (TTM)
14.4
35.2
Dividend Yield
1.4%
52W High
$180.49
52W Low
$76.82
52W Range
Rank37Top 34.1%
4.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q4 2025 Data
Revenue
$2.69B+3.49%
4-Quarter Trend
EPS
$2.11-9.83%
4-Quarter Trend
FCF
$526.20M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Strong Operating Cash Flow Operating cash flow provided $783.4M, increasing $233M from 2024, driven by lower tax payments and customer advances.
Vocational Segment Sales Growth Vocational segment sales increased 12.6% to $3.73B, achieving 14.7% operating margin, up 270 basis points.
Reduced Asset Impairments Intangible asset impairments decreased 89.0% to $5.7M versus $51.6M recorded in the prior fiscal year.
Dividend Growth Continues Quarterly dividend increased 11.8% to $0.57 per share, marking the twelfth consecutive year of double-digit growth.
Risk Factors
Cyclical Market Sales Decline Access segment net sales declined 13.0% to $4.49B due to softer market conditions and contract expiration.
USPS Contract Impairment Risk NGDV contract faces potential impairment of $135M in deferred costs exceeding estimated future profits on existing orders.
Rising Tariff Cost Exposure Tariff impact cost $35M in 2025; estimated 2026 tariff impact is projected to sharply increase to $200M.
Government Contract Dependency Approximately 20% of 2025 sales derived from U.S. government contracts subject to budget uncertainty and competition.
Outlook
2026 Sales and EPS Guidance 2026 consolidated sales estimated at $11.0B, projecting diluted EPS of $10.90, excluding amortization impacts.
Segment Sales Growth Forecast Vocational sales projected up 13.0% to $4.2B; Transport sales expected 19% increase to $2.5B reflecting NGDV ramp.
Anticipated Capital Expenditures Anticipated capital expenditures for 2026 are projected to be $200M to support capacity expansion initiatives.
Focus on Technology Innovation Strategy emphasizes developing advanced technology like autonomy and electrification across all core product lines.
Peer Comparison
Revenue (TTM)
$54.63B
$15.50B
$12.67B
Gross Margin (Latest Quarter)
176.1%
62.3%
49.5%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| SPXC | $9.95B | 39.0 | 13.3% | 13.8% |
| DCI | $9.94B | 26.2 | 25.2% | 22.2% |
| WTS | $9.93B | 29.2 | 17.8% | 6.9% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
5.1%
Steady Growth
4Q Net Income CAGR
6.0%
Profitability Improving
Cash Flow Stability
75%
Volatile Cash Flow
Deep Research
Next earnings:Apr 23, 2026
EPS:$1.04
|Revenue:$2.31B
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data