Lumida
/OSK
⌘K
Oshkosh Corp

Oshkosh Corp

OSK
$143.66USD↓-2.09%-3.06 today

MARKET CAP

9.0B

P/E (TTM)

14.8x

FWD P/E

10.3x

DAY RANGE

$143 – $148

52W RANGE

$117
$180

AI Summary

Stalk
Buy NowHigh

OSK is in a Stage 2 advance with a primary higher highs & higher lows pattern indicating demand dominance. Price holds above rising 9 and 20 EMAs in a shallow consolidation without signs of exhaustion, offering a favorable entry on pullbacks. Medium- and long-term biases remain bullish, supported by healthy volume on up legs and controlled corrective behavior. Therefore, Buy Now is recommended to participate in the ongoing uptrend.

  • ↑$6.6B vocational and defense backlog supports stable revenue growth
  • ↑Repurchased 300K shares for $47M, highlighting cash-return focus
  • ↓Negative profitability score reflects margin pressure from higher costs
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The case for & against

Bull & Bear analysis

Bearish

Oshkosh Corporation (NYSE: OSK) is a leading manufacturer in the specialty vehicle sector, focusing on markets such as access equipment, vocational vehicles, and defense solutions. The company is well-regarded for its quality products tailored for first responders and various infrastructure needs. Positioned strategically within the construction and public safety industries, Oshkosh leverages innovation, electrification, and automation to maintain competitiveness, especially in the context of rising demand for infrastructure development and technological advancements.

Bull says

  • ↑$6.6B vocational and defense backlog supports stable revenue growth
  • ↑Repurchased 300K shares for $47M, highlighting cash-return focus
  • ↑Government contracts underpin recurring revenue streams in key segments
  • ↑Maintains full-year EPS guidance of $11.50 despite mixed results
  • ↑Plans $150M CapEx to modernize production and boost efficiency
  • ↑High earnings yield and strong book-to-price ratios imply stock undervaluation

Bear says

  • ↓Negative profitability score reflects margin pressure from higher costs
  • ↓Q1 adjusted EPS $0.85 missed estimates, driven by shipment volatility
  • ↓Tariffs expected to reduce EPS by roughly $1, pressuring profits
  • ↓Free cash flow at –$189M indicates ongoing cash burn despite improvement
  • ↓Elevated short interest points to investor skepticism on growth
  • ↓Weak growth factor and negative analyst revisions suggest downward risk

Investment themes with OSK

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-08-2026neutral

Transcript signals

Bull points

  • Customer engagement around our new products and technologies has been strong, as demonstrated at CES and the many trade shows where we have participated in 2026.
  • Demand across our segments remains solid and we have good visibility for the remainder of the year.
  • We are focused on execution and continue to expect improved performance as the year progresses.

Bear points

  • First quarter earnings per share were modestly below the expectations we outlined on our last call, where we indicated EPS would be approximately half of the prior year's amount.
  • Performance in the quarter compared with our expectations was impacted by fewer fire truck shipments in our vocational segment where a number of planned customer pickups were not completed even though we are still making progress on increasing production.
  • We are operating in a dynamic environment, including changes in tariffs and geopolitical uncertainty, but we are actively managing those factors through pricing, cost actions, and supply chain actions.
Read full transcript analysis ›