Oshkosh Corporation is upgraded to 'Strong Buy' due to deep undervaluation and significant upside potential. Despite recent share underperformance and mixed bottom-line results, OSK's revenue growth and discounted valuation support a bullish stance. Management forecasts adjusted EPS of $18–$22 by 2028, implying annualized upside of 30%+ if targets are met at current multiples.
Oshkosh Corporation is upgraded to a strong buy with a $180.56 price target, driven by a robust balance sheet and multi-year growth trajectory. Despite recent margin compression and operational challenges in Vocational and Transport, OSK's strong backlog and Access/Defense opportunities underpin long-term upside. Q2 saw revenue growth but lower margins; near-term performance hinges on improved fire truck throughput and NGDV production ramp.
Oshkosh (OSK) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
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.
Oshkosh NYSE: OSK reported second-quarter 2026 sales of $2.9 billion, up 6.7% from a year earlier, while adjusted earnings per share totaled $2.87. The company raised its outlook for Access segment revenue but reduced its full-year adjusted EPS expectation to about $11, citing a more gradual-than-expected ramp in fire-truck production.
The headline numbers for Oshkosh (OSK) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Oshkosh (OSK) came out with quarterly earnings of $2.87 per share, beating the Zacks Consensus Estimate of $2.6 per share. This compares to earnings of $3.41 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 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.