Oshkosh Corporation ( OSK ) Q3 2025 Earnings Call October 29, 2025 9:30 AM EDT Company Participants Patrick Davidson - Senior Vice President of Investor Relations John Pfeifer - President, CEO & Director Matthew Field - Executive VP & Chief Financial Officer Conference Call Participants Mircea Dobre - Robert W. Baird & Co. Incorporated, Research Division Stephen Volkmann - Jefferies LLC, Research Division Jamie Cook - Truist Securities, Inc., Research Division Tami Zakaria - JPMorgan Chase & Co, Research Division Michael Shlisky - D.A.
The headline numbers for Oshkosh (OSK) give insight into how the company performed in the quarter ended September 2025, 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 $3.2 per share, beating the Zacks Consensus Estimate of $3.12 per share. This compares to earnings of $2.93 per share a year ago.
Oshkosh Corporation (NYSE:OSK ) Jefferies Mining and Industrials Conference 2025 September 4, 2025 8:10 AM EDT Company Participants Matthew Field - Executive VP & Chief Financial Officer Conference Call Participants Stephen Volkmann - Jefferies LLC, Research Division Presentation Stephen Volkmann Equity Analyst All right. Good morning, everybody, and welcome to day 2 of the Jefferies Industrials Conference for the machinery sector.
Oshkosh (OSK) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Oshkosh Corporation operates globally, specializing in manufacturing and distributing specialty vehicles across Access, Defense, and Vocational segments. My DCF analysis suggests Oshkosh is overvalued by 18.21%, with an intrinsic value of $109 per share. Key risks include its dependency on contracts and segment performance.
Oshkosh continues to execute well, with strong fundamentals, a robust backlog, and non-demanding valuation multiples supporting a positive long-term outlook. Recent results show resilient earnings despite sales softness and backlog depletion, with management maintaining full-year guidance and ambitious 2028 margin targets. Shares have rallied 25% recently, making the risk-reward less compelling in the near term, though long-term prospects remain attractive given growth drivers and capital discipline.
Oshkosh Corporation (NYSE:OSK ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants John C. Pfeifer - President, CEO & Director Matthew Allen Field - Executive VP & Chief Financial Officer Patrick N.
Although the revenue and EPS for Oshkosh (OSK) give a sense of how its business performed in the quarter ended June 2025, 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 $3.41 per share, beating the Zacks Consensus Estimate of $2.98 per share. This compares to earnings of $3.34 per share a year ago.
Besides Wall Street's top-and-bottom-line estimates for Oshkosh (OSK), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
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.