Oshkosh: Ample Uncertainties Remain, But Looks Undervalued (Upgrade)
Oshkosh offers undervalued leverage to recovering non-resi markets, infrastructure spending, margin leverage, and organic growth opportunities from repurposing existing technologies. A Q4 miss and lower guidance for 2026 aren't great news, but I believe they reflect more about near-term uncertainties than long-term improvement opportunities. Core capabilities in electrification and autonomy could support value-added expansions into new markets.
How to Approach Oshkosh Stock After Q4 Earnings Release?
OSK stock faces mixed signals after Q4, with EPS slipping but sales rising as strong Vocational and Transport outlooks offset Access weakness.
Oshkosh Q4 Earnings Miss Estimates, Revenues Increase Y/Y
Oshkosh reports a Q4 earnings miss but beats on revenues as higher sales across key segments drive a 3.5% Y/Y increase.
Oshkosh Corporation (OSK) Q4 2025 Earnings Call Transcript
Oshkosh Corporation (OSK) Q4 2025 Earnings Call Transcript
Oshkosh (OSK) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Oshkosh (OSK) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Oshkosh (OSK) Q4 Earnings Miss Estimates
Oshkosh (OSK) came out with quarterly earnings of $2.26 per share, missing the Zacks Consensus Estimate of $2.33 per share. This compares to earnings of $2.58 per share a year ago.
Oshkosh (OSK) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Get a deeper insight into the potential performance of Oshkosh (OSK) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Earnings Preview: Oshkosh (OSK) Q4 Earnings Expected to Decline
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.
Why OSK's Defense Strength and AI Push Aren't Enough to Buy Now
Oshkosh's defense wins and AI-driven vehicles can't offset falling backlog, softer Access demand, and a trimmed 2025 outlook.
Oshkosh Corporation (OSK) Presents at UBS Global Industrials and Transportation Conference Transcript
Oshkosh Corporation (OSK) Presents at UBS Global Industrials and Transportation Conference Transcript
Why Is Oshkosh (OSK) Up 3.2% Since Last Earnings Report?
Oshkosh (OSK) reported earnings 30 days ago. What's next for the stock?
Oshkosh Corporation: This Bumpy Ride Will End In A Great Spot
Oshkosh Corporation remains a compelling value, trading at low multiples despite recent underperformance versus the S&P 500. OSK's Vocational segment is a standout, with strong revenue growth, robust backlog, and management initiatives supporting future expansion. Short-term headwinds have pressured the Access and Transport segments, but management projects significant revenue and profit growth by 2028.
