Oshkosh (OSK) reported earnings 30 days ago. What's next for the stock?
OSK's strong Access backlog, airport demand, NGDV and defense growth support the stock, but weak refuse demand and margin pressure remain risks.
Oshkosh tops Q2 estimates as sales rise 6.7% and Access orders hit $1.5B, but margin pressure and a slower fire truck ramp trim its 2026 outlook.
| Machinery Industry | Industrials Sector | John C. Pfeifer CEO | LSE Exchange | 688239201 CUSIP |
| US Country | 18,400 Employees | 13 Aug 2026 Last Dividend | 29 Aug 2005 Last Split | 26 Mar 1990 IPO Date |
Oshkosh Corporation, headquartered in Oshkosh, Wisconsin, is a global leader in the manufacturing of purpose-built vehicles and equipment. Since its inception in 1917, originally known as Oshkosh Truck Corporation, the company has grown into a diversified entity operating across three major segments: Access, Defense, and Vocational. Oshkosh Corporation is dedicated to offering a wide range of specialized vehicles and equipment designed to meet the varied needs of construction, industrial, defense, and emergency services sectors, among others. Through direct sales representatives, dealers, and distributors, Oshkosh Corporation ensures a widespread availability of its products and services globally, cementing its reputation as a trusted provider in the industry.
This segment focuses on the design and manufacturing of aerial work platforms and telehandlers used in construction, industrial, and maintenance applications. Oshkosh offers comprehensive financing and leasing solutions, including rental fleet loans, leases, floor plan and retail financing. Further, it provides towing and recovery equipment such as carriers, wreckers, and rotators, alongside equipment installation and the sale of chassis and service parts.
Oshkosh is engaged in the manufacture and sale of heavy, medium, and light tactical wheeled vehicles and related services for the department of defense. This segment underscores Oshkosh’s commitment to supporting military operations with advanced, reliable vehicular solutions.
This diverse segment encompasses a variety of specialized vehicles and services, including:
The Vocational segment demonstrates Oshkosh’s capability to engineer solutions that meet the specialized requirements of a broad range of industries, ensuring operational efficiency and reliability.