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
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.
OSK stock faces mixed signals after Q4, with EPS slipping but sales rising as strong Vocational and Transport outlooks offset Access weakness.