Oshkosh Corporation
NYSE•OSK
執行長: Mr. John C. Pfeifer
板塊: Industrials
行業: 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.
聯絡資訊
市值
$10.12B
本益比 (TTM)
15.6
35.7
股息率
1.3%
52周最高
$180.49
52周最低
$76.82
52周範圍
排名37Top 34.1%
4.4
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
一般 • 4.4 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025
財務儀表板
Q4 2025 數據
營業收入
$2.69B+3.49%
近4季度走勢
每股收益
$2.11-9.83%
近4季度走勢
自由現金流
$526.20M+0.00%
近4季度走勢
2025 Annual 財報亮點
核心亮點
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.
關注風險
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.
未來展望
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.
同行對比
營業收入 (TTM)
$54.63B
$15.50B
$12.67B
毛利率 (最新季度)
176.1%
62.3%
56.1%
關鍵指標
股票代碼 | 市值 | 本益比 (TTM) | 股東權益報酬率 (TTM) | 負債率 |
|---|---|---|---|---|
| DCI | $10.62B | 28.0 | 25.2% | 22.2% |
| SPXC | $10.57B | 41.4 | 13.3% | 13.8% |
| WTS | $10.44B | 30.7 | 17.8% | 6.9% |
長期趨勢
近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
5.1%
穩定增長
4季度淨利複合增長率
6.0%
盈利能力逐步提升
現金流穩定性
75%
現金流波動較大
深度研究
下次財報:2026年4月23日
每股收益:$1.04
|營業收入:$2.31B
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