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Earnings transcript
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OSK
Oshkosh Corporation
$147.51
-1.54
(-1.03%)
| Exchange: | NYSE |
| Market Cap: | 9.241B |
| Shares Outstanding: | 50.973M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Agricultural – Machinery | |||||
| CEO: | John C. Pfeifer | |||||
| Full Time Employees: | 18000 | |||||
| Address: |
| |||||
| Website: | https://www.oshkoshcorp.com |
Oshkosh Corporation designs, manufactures, and markets specialty vehicles and vehicle bodies worldwide. The company’s Access Equipment segment provides aerial work platforms and telehandlers for use in various construction, industrial, institutional, and general maintenance applications. This segment also offers rental fleet loans and leases, and floor plan and retail financing through third-party funding arrangements; towing and recovery equipment; carriers and wreckers; equipment installation services; and chassis and service parts sales. Its Defense segment provides heavy, medium, and light tactical wheeled vehicles and related services for the department of defense. The company’s Fire & Emergency segment offers custom and commercial firefighting vehicles and equipment; and commercial fire apparatus and emergency vehicles, such as pumpers, aerial platform, ladder and tiller trucks, tankers, rescue vehicles, wild land rough terrain response vehicles, mobile command and control centers, bomb squad vehicles, hazardous materials control vehicles, and other emergency response vehicles. This segment also provides aircraft rescue and firefighting, snow removal, and broadcast vehicles, as well as command trucks, and military simulator shelters and trailers. Its Commercial segment offers front-and rear-discharge concrete mixers for the concrete ready-mix industry; refuse collection vehicles and related components to commercial and municipal waste haulers; and field service vehicles and truck-mounted cranes for the construction, equipment dealer, building supply, utility, tire service, railroad, and mining industries. Oshkosh Corporation provides its products through direct sales representatives, dealers, and distributors. The company was formerly known as Oshkosh Truck Corporation and changed its name to Oshkosh Corporation in February 2008. Oshkosh Corporation was founded in 1917 and is headquartered in Oshkosh, Wisconsin.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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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) | 12,165,976.625 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 12,229,571.475 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 12,197,774.050 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 2,004,591.983 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 2,015,070.528 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 2,009,831.255 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 5,545,790.264 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 7,254,321.667 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 6,400,055.966 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 992,920.775 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 998,111.041 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 995,515.908 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 16.260 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 19.410 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 14.840 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 7 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 5 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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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.
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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.
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
-1.03
Trading Metrics:
| Open: | 144.64 | Previous Close: | 149.05 | |
| Day Low: | 142.27 | Day High: | 149.29 | |
| Year Low: | 76.82 | Year High: | 180.49 | |
| Price Avg 50: | 157.79 | Price Avg 200: | 137.62 | |
| Volume: | 677790 | Average Volume: | 782678 |
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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…
