Full text
Earnings transcript
Read the complete earnings call transcript.
OSK
Oshkosh Corporation
$132.62
1.23
(0.94%)
| Exchange: | NYSE |
| Market Cap: | 8.269B |
| Shares Outstanding: | 50.973M |
Delayed data
About The Company
| Sector: | Industrials | |||||
| Industry: | Industrial – Machinery | |||||
| CEO: | John C. Pfeifer | |||||
| Full Time Employees: | 18000 | |||||
| Address: |
| |||||
| Website: | https://www.oshkoshcorp.com |
Oshkosh Corporation operates globally as a designer, manufacturer, and marketer of specialized vehicles and vehicle bodies. The company’s diverse operations are structured into four primary segments: 1. Access Equipment: This segment provides aerial work platforms and telehandlers, essential for diverse applications in construction, industry, institutions, and general maintenance. In addition to machinery, this segment provides financial solutions, such as rental fleet loans and leases, as well as floor plan and retail financing through third-party arrangements. It also supplies towing and recovery equipment, carriers, wreckers, equipment installation services, and fundamental chassis and service parts. 2. Defense: The Defense segment specializes in providing the Department of Defense with a comprehensive lineup of heavy, medium, and light tactical wheeled vehicles, complemented by associated services. 3. Fire & Emergency: This division produces a broad spectrum of specialized apparatus designed for crucial response scenarios. This encompasses custom and commercial firefighting equipment like pumpers, aerial platforms, ladder and tiller trucks, tankers, and rescue vehicles. It also extends to specialized emergency vehicles such as wildland rough terrain responders, mobile command and control centers, bomb squad units, hazardous materials control vehicles, and various other emergency response apparatus. Further offerings include aircraft rescue and firefighting (ARFF) vehicles, snow removal equipment, broadcast vehicles, command trucks, and military simulator shelters and trailers. 4. Commercial: The Commercial segment caters to a wide range of industrial requirements. It provides front and rear-discharge concrete mixers for the ready-mix sector; refuse collection vehicles and related components for commercial and municipal waste haulers; and field service vehicles and truck-mounted cranes tailored for the construction, equipment dealer, building supply, utility, tire service, railroad, and mining industries. Oshkosh Corporation distributes its products globally through a network of direct sales representatives, dealers, and distributors. Established in 1917 and headquartered in Oshkosh, Wisconsin, the company adopted its current name in February 2008, having previously been known as Oshkosh Truck Corporation.
Click to read more…
Revenue Segmentation
EPS
Historical EPS and analyst estimates in one chart. Log in for the full interactive view and links to detailed estimates.
Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
Log in to continue
Log in to read the full transcript and AI-generated earnings summaries.
Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 9,657,900 | 10,730,200 | 10,422,300 |
| Gross Profit | 1,680,800 | 1,969,400 | 1,763,900 |
| EBITDA | 1,026,100 | 1,222,600 | 1,183,700 |
| Operating Income | 837,600 | 1,010,700 | 945,200 |
| Net Income | 598,000 | 681,400 | 647,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 9,129,200 | 9,423,100 | 10,072,400 |
| Total Liabilities | 5,423,900 | 5,271,000 | 5,541,900 |
| Total Stockholders Equity | 3,705,300 | 4,152,100 | 4,530,500 |
| Total Debt | 772,500 | 961,800 | 1,100,900 |
| Cash and Cash Equivalents | 125,400 | 204,900 | 479,800 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 599,600 | 550,100 | 783,400 |
| Capital Expenditure | -325,300 | -281,000 | -165,400 |
| Free Cash Flow | 274,300 | 269,100 | 618,000 |
| Net Income | 598,000 | 681,400 | 647,000 |
| Net Change in Cash | -680,500 | 79,500 | 274,900 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 12,351,122.931 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 12,357,200.917 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 12,354,161.924 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 2,035,098.601 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 2,036,100.073 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 2,035,599.337 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 5,331,344.942 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 7,152,853.657 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 6,242,099.300 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 1,008,031.409 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 1,008,527.461 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 1,008,279.435 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 16.360 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 19.140 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 14.260 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 9 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 7 | Full Access | Full Access | Full Access | Full Access |
Log in to continue
Log in and subscribe to Full Access to see up to 5 years of analyst estimates.
Login — it's free(* All numbers are in thousands)
Current Key Metrics
Log in to continue
Log in to see all key valuation metrics and ratios for this symbol.
Login — it's freeForward P/E Ratios
Log in to continue
Log in with Full Access for forward P/E high/low estimates and the full multi-year table.
Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Revenue Performance: OSK has demonstrated consistent revenue growth as per recent income statements, supported by robust demand in its core product segments. This aligns with positive industry trends in the industrial machinery sector, as evidenced by favorable sector performance metrics over the past year.
- Healthy Financial Metrics: Key metrics such as a competitive current ratio (TTM) and strong gross profit margin (TTM) indicate solid liquidity and operational efficiency, positioning OSK favorably against industry peers.
- Positive Earnings Call Insights: The latest earnings call transcript highlights management’s confidence in operational results exceeding expectations, particularly in key markets, reflecting effective execution of strategic initiatives.
Log in with Full Access for Weaknesses, Opportunities, Threats, and the complete SWOT.
At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates OSK intrinsic value between $60.30 – $148.61 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about OSK valuation
Is Oshkosh Corporation (OSK) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Oshkosh Corporation (OSK) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is OSK a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether OSK trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is OSK’s P/E ratio?
You can see OSK’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for OSK?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is OSK a good long-term investment?
Whether OSK fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
OSK
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
0.94
Trading Metrics:
| Open: | 132.59 | Previous Close: | 131.39 | |
| Day Low: | 129.68 | Day High: | 135.67 | |
| Year Low: | 106.37 | Year High: | 180.49 | |
| Price Avg 50: | 140.9 | Price Avg 200: | 140.87 | |
| Volume: | 777541 | Average Volume: | 712147 |
Log in to continue
Log in for multi-period charts (1W–5Y), period tabs, and the same layout as members.
Login — it's freeOSK full analysis
Welcome to MARKETSNAP’s SWOT analysis for Oshkosh Corporation, a powerhouse in the specialty vehicle and equipment space. If you’re a long-term investor looking to dig into a company that’s got its hands in everything from military vehicles to fire trucks, you’re in the right place. Let’s break down what makes Oshkosh tick, look at the latest trends, and analyze their strengths, weaknesses, opportunities, and threats—all with an eye on building wealth over the long haul. Grab a coffee, and let’s…
