Oshkosh (OSK) reported earnings 30 days ago. What's next for the stock?
Oshkosh's diverse portfolio, especially its defense segment and USPS delivery vehicle ramp-up, underpins my Buy rating and long-term value thesis. Despite Q1 sales and margin declines, strong vocational segment performance and aftermarket opportunities support future growth. Tariffs pose a $1 EPS headwind, but cost reductions and resilient demand help offset this risk, keeping guidance at $10.50 EPS.
Oshkosh holds steady near 15-year revenue highs despite a tough Q1. Innovation in EVs and autonomy positions Oshkosh for long-term growth. Oshkosh stock looks undervalued, with room for a strong rebound.
OSK reports lower-than-expected Q1 results and expects a negative impact from the tariff of $1 per share in 2025, partially offset by cost reductions of 50 cents.
Oshkosh Corporation (NYSE:OSK ) Q1 2025 Earnings Conference Call April 30, 2025 9:30 AM ET Company Participants Patrick Davidson - Senior Vice President, Investor Relations John Pfeifer - President and Chief Executive Officer Matt Field - Executive Vice President and Chief Financial Officer Conference Call Participants Stephen Volkmann - Jefferies Mig Dobre - Baird Jamie Cook - Truist Jerry Revich - Goldman Sachs Brendan Shea - Morgan Stanley Tami Zakaria - J.P. Morgan Kyle Menges - Citi Chad Dillard - Bernstein Steve Barger - KeyBanc Judah Aronovitz - UBS David Raso - Evercore Operator Greetings, and welcome to the Oshkosh Corporation First Quarter 2025 Results Conference Call.
While the top- and bottom-line numbers for Oshkosh (OSK) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Oshkosh (OSK) came out with quarterly earnings of $1.92 per share, missing the Zacks Consensus Estimate of $2.02 per share. This compares to earnings of $2.89 per share a year ago.
Get a deeper insight into the potential performance of Oshkosh (OSK) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
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.
Investors interested in Automotive - Original Equipment stocks are likely familiar with Oshkosh (OSK) and Ferrari (RACE). But which of these two stocks presents investors with the better value opportunity right now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
The average of price targets set by Wall Street analysts indicates a potential upside of 25.1% in Oshkosh (OSK). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.