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Oshkosh (OSK)
NYSE:OSK
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.33Last Year’s EPS
1.92Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of encouraging operational and technological progress alongside near-term headwinds. Strengths include solid full-year revenue and EPS, robust vocational growth with a large backlog, transport production milestones and NGDV deployment, product innovation recognition at CES, disciplined capital allocation (repurchases and dividend), and a modestly improved 2026 consolidated outlook (~$11B sales and ~$11.50 EPS). Offsetting these positives are persistent tariff pressures (~$200M incremental in 2026), expected softness in the Access market (guide implies Access down ~6–7% and a weak Q1), Q4 margin compression (down 100 bps), NGDV ramp costs and mix-related volatility in vocational/refuse. Management expects the back half of 2026 to improve, but near-term earnings and margin volatility are likely. On balance, the positives (revenue/profitability, strong vocational momentum, technology awards, cash returns) modestly outweigh the lowlights, with the company maintaining a constructive multi-year view while acknowledging near-term risks.Company Guidance
Full-Year Revenue and Profitability
Fiscal 2025 revenue of $10.4 billion, adjusted operating income just over $1.0 billion, and adjusted EPS of $10.79 — results in line with guidance and supporting 2028 targets.
Q4 Consolidated Growth
Fourth quarter sales of ~$2.7 billion, up $91 million or 3.5% year-over-year, with adjusted EPS of $2.26 and adjusted operating margin of 8.4% (in line with prior guidance).
Vocational Segment Strength
Vocational full-year revenue > $3.7 billion, up nearly 13% year-over-year; robust adjusted operating margin of ~15.8% (Q4 vocational margin 16.2%). Fire apparatus sales up ~17% for the year and deliveries increased nearly 10% in H2 vs. a year ago; vocational backlog > $6.6 billion.
Transport Production Progress and Milestones
Transport Q4 sales $567 million (up $33 million), delivery vehicle revenue grew to $165 million and represented ~30% of transport revenue; surpassed 5,000 NGDV production milestone and fleet exceeded 10 million miles driven; NGDVs deployed in nearly all 50 states.
Order Momentum & Backlog in Access
Access Q4 orders > $1.7 billion with book-to-bill of 1.5 and backlog of $1.3 billion (backlog in the 3–6 month demand range), demonstrating strong customer reengagement and seasonal ordering normalization.
Technology Recognition and Product Innovation
Showcased robotics, autonomy, AI and electrification at CES; won two 'Best of Innovation' awards and additional innovation honors (including CAMS receiving a CES Picks award); demonstrated concepts for autonomous welding, airport robots, autonomous jet dock and AI-powered refuse contamination detection to be launched in Q1.
Capital Allocation and Cash Generation
Q4 share repurchases of 912,000 shares for $119 million; announced quarterly dividend of $0.57 per share; full-year free cash flow guidance for 2026 of $550–$650 million (~80% of net income) and continued repurchases planned.
2026 Consolidated Outlook
Management expects 2026 consolidated sales of ~ $11 billion (mid-single digit growth), adjusted operating income slightly above $1 billion, and adjusted EPS of ~ $11.50 (improvement from $10.79), with the second half expected to be stronger.
OSK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OSK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $150.39 | $146.16 | -2.81% |
Oct 29, 2025 | $137.53 | $124.81 | -9.25% |
Aug 01, 2025 | $126.07 | $130.06 | +3.17% |
Apr 30, 2025 | $87.47 | $83.03 | -5.08% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Oshkosh (OSK) report earnings?
Oshkosh (OSK) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
What is Oshkosh (OSK) earnings time?
Oshkosh (OSK) earnings time is at Apr 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OSK EPS forecast?
OSK EPS forecast for the fiscal quarter 2026 (Q1) is 1.33.
