Oshkosh Corporation remains a compelling value, with shares still cheap despite recent mixed financial results and profitability weakness. Management maintains bullish guidance for 2026 and beyond, targeting adjusted EPS of $11.50 this year and $18–$22 by 2028. Segment pressures stem from tariffs, unfavorable product mix, and soft market conditions, but innovation and strong aviation/NGDV demand support the growth thesis.
Oshkosh NYSE: OSK reported first-quarter 2026 results that came in modestly below its internal expectations, but management maintained its full-year outlook and said demand remains solid across its major businesses.
OSK misses Q1 earnings estimates as weaker Access and Vocational profitability offsets steady revenues and strong backlog-driven demand visibility.
Oshkosh Corporation (OSK) Q1 2026 Earnings Call Transcript
Although the revenue and EPS for Oshkosh (OSK) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Oshkosh (OSK) came out with quarterly earnings of $0.85 per share, missing the Zacks Consensus Estimate of $1.04 per share. This compares to earnings of $1.92 per share a year ago.
Oshkosh (OSK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Oshkosh Corporation (OSK) remains well-positioned for upside despite a 50.5% stock price increase since May 2025. 2026 guidance implies modest 5.5% sales growth and stable 9.6% operating margins, with free cash flow guidance of $550–$650 million. Vocational segment leads near-term performance; Access lacks momentum and Transport faces margin dilution from legacy contracts and delivery vehicle ramp.
Oshkosh Corporation (OSK) Presents at JPMorgan Industrials Conference 2026 Transcript
Atlantic Investment Management Inc. decreased its position in Oshkosh Corporation (NYSE: OSK) by 28.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 149,100 shares of the company's stock after selling 60,000 shares during the period. Oshkosh comprises 11.1% of Atlantic Investment Management
Not every vehicle manufacturer is created equal. Across the spectrum from mass-market automobiles to defense trucks to recreational boats, three companies tell very different stories.
Oshkosh Corporation (OSK) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript