Oshkosh (OSK)
NYSE:OSK
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.72Last Year’s EPS
3.41Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Consolidated Sales Stable
Consolidated sales of approximately $2.3 billion in Q1, essentially flat year-over-year, with pricing and favorable currency largely offsetting lower volume.
Maintained Full-Year EPS Guidance
Reported adjusted EPS of $0.85 for Q1 and management maintained full-year adjusted EPS guidance of $11.50, with expectation that roughly 30% of earnings will occur in the first half and the back half will be stronger.
Access Orders and Book-to-Bill Strength
Access orders exceeded $1.5 billion in the quarter, producing a book-to-bill ratio of 1.6 (vs 1.0 a year ago) and a backlog of $1.8 billion heading into the summer construction season.
Strong Vocational Backlog and Production Gains
Vocational backlog of $6.6 billion; fire truck production increased year-over-year (though shipments were impacted by logistics/weather), and capital investments underway to improve throughput.
Transport / NGDV Ramp and Delivery Growth
Transport sales rose $50 million to $513 million; Delivery Vehicle revenue grew by $166 million to $217 million (42% of transport sales) and delivery revenue rose more than 30% sequentially vs Q4 2025. NGDV fleet surpassed 20 million miles and operates in 48 states; full-year production target range of 16,000–20,000 units (guidance assumes low end).
Product Innovation and Commercial Wins
Notable product and tech launches and customer interest: new JLG boom lifts and 26-foot micro scissor lift at ConExpo, autonomy demonstrations (Canvas Robotics, robotic welding end effector), McNeilus AI-enabled contamination detection, and AeroTech wins for air cargo loaders and jetway bridges (Reno, Orlando, Nashville).
Working Capital and Balance Sheet Actions
Free cash flow improved to negative $189 million in Q1 versus negative $435 million prior year (improvement of $246 million, ~56.6% better), repurchased ~300,000 shares for $47 million, and refinanced the revolving credit facility ($1.6 billion capacity at slightly lower interest).
AeroTech Backlog Extension and Capacity Investments
Jetway passenger boarding bridge backlog now extends beyond 12 months and management is investing in capacity to improve delivery times and throughput.
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 |
|---|---|---|---|
May 08, 2026 | $153.06 | $137.97 | -9.86% |
Jan 28, 2026 | $149.89 | $145.67 | -2.81% |
Oct 29, 2025 | $136.51 | $123.88 | -9.25% |
Aug 01, 2025 | $125.14 | $129.10 | +3.17% |
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 Aug 05, 2026, Before Open (Confirmed).
What is Oshkosh (OSK) earnings time?
Oshkosh (OSK) earnings time is at Aug 05, 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 (Q2) is 2.72.
