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Oshkosh Corporation (OSK)
NYSE:OSK
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Oshkosh (OSK) Price & Analysis

778 Followers

OSK Stock Chart & Stats

$147.87
-$0.86(-0.93%)
At close: 4:00 PM EST
$147.87
-$0.86(-0.93%)

Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationSustained, high-quality cash generation (TTM FCF ~$0.85B and strong YoY FCF growth) provides durable funding for capital investment, backlog fulfillment, buybacks, and working capital. This reduces reliance on external financing and supports resilience through demand cycles over the next 2–6 months.
Conservative Leverage / Balance SheetVery low net leverage (debt-to-equity ~0.12) gives the company financial flexibility to absorb cyclical revenue swings, invest in throughput and capacity, and support large defense and municipal programs without stressing liquidity. This structural strength lowers refinancing and solvency risk.
Large Backlogs & Order MomentumSubstantial, multi-billion dollar backlogs (Vocational $6.6B; Access book-to-bill 1.6) create durable revenue visibility and production cadence into the medium term. Firm orders smooth near-term demand variability and support higher utilization and margin recovery as throughput investments come online.
Bears Say
Margin Compression / Operating Income DeclineA sharp, material drop in operating income reflects persistent margin pressure from adverse mix, higher overhead and lower volumes. If mix or cost pressures continue, margin recovery may be slow, weighing on sustainable profitability and returns even with back-end recovery plans.
Near-term Cash Conversion RiskQ1 negative FCF (-$189M) underscores working-capital and timing sensitivity tied to order shipments. Combined with management’s back‑loaded earnings profile, reliance on H2 execution creates execution and liquidity risk if shipments or receivable timing slip versus plan.
End-market & Tariff ExposureSignificant refuse volume weakness (~25% decline) and a volatile tariff environment increase revenue cyclicality and cost pass‑through uncertainty. Municipal and waste markets can remain soft for quarters, and tariff/cost fluctuations can compress margins and complicate longer-term pricing dynamics.

Oshkosh News

OSK FAQ

What was Oshkosh Corporation’s price range in the past 12 months?
Oshkosh Corporation lowest stock price was $106.37 and its highest was $180.49 in the past 12 months.
    What is Oshkosh Corporation’s market cap?
    Oshkosh Corporation’s market cap is $8.90B.
      When is Oshkosh Corporation’s upcoming earnings report date?
      Oshkosh Corporation’s upcoming earnings report date is Jul 30, 2026 which is in 25 days.
        How were Oshkosh Corporation’s earnings last quarter?
        Oshkosh Corporation released its earnings results on May 08, 2026. The company reported $0.85 earnings per share for the quarter, missing the consensus estimate of $1.04 by -$0.19.
          Is Oshkosh Corporation overvalued?
          According to Wall Street analysts Oshkosh Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Oshkosh Corporation pay dividends?
            Oshkosh Corporation pays a Quarterly dividend of $0.57 which represents an annual dividend yield of 1.56%. See more information on Oshkosh Corporation dividends here
              What is Oshkosh Corporation’s EPS estimate?
              Oshkosh Corporation’s EPS estimate is 2.63.
                How many shares outstanding does Oshkosh Corporation have?
                Oshkosh Corporation has 62,351,310 shares outstanding.
                  What happened to Oshkosh Corporation’s price movement after its last earnings report?
                  Oshkosh Corporation reported an EPS of $0.85 in its last earnings report, missing expectations of $1.04. Following the earnings report the stock price went down -9.859%.
                    Which hedge fund is a major shareholder of Oshkosh Corporation?
                    Currently, no hedge funds are holding shares in OSK
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Oshkosh Corporation

                      Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Vocational, and Transport segment. The Access segment designs and manufactures aerial work platform and telehandlers for use in construction, industrial, and maintenance applications; and towing and recovery equipment, which includes carriers, wreckers, and rotators, as well as provides financing and leasing solutions, including rental fleet loans, leases, and floor plan and retail financing. This segment also offers equipment installation and sale of chassis and service parts, as well as offers parts and accessories. The Transport segment engages in the manufacture and sale of heavy, medium, and light tactical wheeled vehicles and related services for defense; and hauling combat vehicles, missile systems, ammunition, fuel, and troops and cargos. The Vocational segment offers custom and commercial firefighting equipment, fire apparatus, and emergency vehicles, including pumpers, aerial platform, ladder and tiller trucks, and tankers; light, medium, and heavy-duty rescue vehicles; and wildland rough terrain response other emergency response vehicles. This segment also produces and sells aircraft rescue and firefighting vehicles; airport ground support equipment; baggage, airport facility and operations, and equipment-monitoring technology services; refuse and recycling collection vehicles and components; and IMT-branded field service vehicles and truck-mounted cranes, frontline communications-branded simulators, command vehicles and other communication vehicles, and front-discharge concrete mixer vehicles. The company sells its products through direct sales representatives, dealers, and distributors. The company was formerly known as Oshkosh Truck Corporation. Oshkosh Corporation was founded in 1915 and is headquartered in Oshkosh, Wisconsin.

                      Oshkosh (OSK) Earnings & Revenues

                      OSK Company Deck

                      OSK Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      Neutral — The quarter showed clear operational and margin challenges (adjusted operating income down ~50%, shipment shortfalls, tariff uncertainty and negative Q1 free cash flow) but was offset by meaningful positives: robust order intake (Access book-to-bill 1.6), sizable backlogs (Vocational $6.6B, Access $1.8B, AeroTech multi-month backlog), NGDV ramp progress, product and technology momentum, improved working capital vs prior year, and the company maintaining full-year EPS ($11.50) and free cash flow ($550M–$650M) guidance. The positives provide a credible path to recovery, but near-term execution and macro/tariff risks keep the assessment balanced.View all OSK earnings summaries

                      OSK Stock 12 Month Forecast

                      Average Price Target

                      $161.70
                      ▲(9.35% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 17,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":129.101,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 20,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":138.337,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n     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style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":149.05,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":155.29,"date":1777593600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 14,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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                      Ownership Overview

                      0.79%33.45%<0.01%38.02%
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