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Oshkosh Corporation

NYSE•OSK
CEO: Mr. John C. Pfeifer
板块: Industrials
行业: Agricultural - Machinery
上市日期: 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.
联系方式
1917 Four Wheel Drive, Oshkosh, WI, 54902, United States
920-502-3400
www.oshkoshcorp.com
市值
$10.12B
市盈率 (TTM)
15.6
35.7
股息率
1.3%
52周最高
$180.49
52周最低
$76.82
52周范围
80%
排名37Top 34.1%
4.4
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
一般 • 4.4 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$2.69B+3.49%
近4季度走势

每股收益

$2.11-9.83%
近4季度走势

自由现金流

$526.20M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

AAL stock ticker logoAAL
$54.63B
+0.8%
FLR stock ticker logoFLR
$15.50B
-5.0%
R stock ticker logoR
$12.67B
+0.2%

毛利率 (最新季度)

ADT stock ticker logoADT
176.1%
-1.7pp
AL stock ticker logoAL
62.3%
-1.1pp
AAL stock ticker logoAAL
56.1%
-3.3pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
DCI$10.62B28.025.2%22.2%
SPXC$10.57B41.413.3%13.8%
WTS$10.44B30.717.8%6.9%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
5.1%
稳定增长
4季度净利润复合增长率
6.0%
盈利能力稳步提升
现金流稳定性
75%
现金流波动较大

深度研究

下次财报:2026年4月23日
|
每股收益:$1.04
|
营业收入:$2.31B
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