Oshkosh Corporation
NYSE•OSK
CEO: Mr. John C. Pfeifer
セクター: Industrials
業種: Agricultural - Machinery
上場日: 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.
連絡先情報
時価総額
$9.78B
PER (TTM)
15.1
35.7
配当利回り
1.4%
52週高値
$180.49
52週安値
$76.82
52週レンジ
順位37Top 34.1%
4.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$2.69B+3.49%
直近4四半期の推移
EPS
$2.11-9.83%
直近4四半期の推移
フリーCF
$526.20M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
$54.63B
$15.50B
$12.67B
粗利益率 (最新四半期)
176.1%
62.3%
56.1%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| DCI | $10.28B | 27.1 | 25.2% | 22.2% |
| WTS | $10.21B | 30.0 | 17.8% | 6.9% |
| SPXC | $10.21B | 40.0 | 13.3% | 13.8% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
5.1%
安定成長
4四半期純利益CAGR
6.0%
収益性の着実な向上
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年4月23日
EPS:$1.04
|売上高:$2.31B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし