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Earnings transcript
Read the complete earnings call transcript.
OSK
Oshkosh Corp
$157.48
2.25
(1.45%)
| Exchange: | NYSE |
| Market Cap: | 9.723B |
| Shares Outstanding: | 50.973M |
Delayed data
About The Company
| Sector: | Industrials | |||||
| Industry: | Agricultural – Machinery | |||||
| CEO: | John C. Pfeifer | |||||
| Full Time Employees: | 18400 | |||||
| Address: |
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| Website: | https://www.oshkoshcorp.com |
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.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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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 | 1,819,000 |
| 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 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 12,081,855.867 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 13,346,640.945 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 12,617,734.606 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 1,990,731.378 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 2,199,130.433 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 2,079,028.295 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 907,282.615 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 1,217,265.564 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 1,010,356.530 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 986,055.297 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 1,089,280.169 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 1,029,790.802 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 16.710 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 18.860 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 14.050 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 10 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 8 | Research Access | Research Access | Research Access | Research 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.
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Common questions about OSK valuation
Is Oshkosh Corp (OSK) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Oshkosh Corp (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
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Daily snapshot
1.45
Trading Metrics:
| Open: | 155.23 | Previous Close: | 155.23 | |
| Day Low: | 154.73 | Day High: | 159.14 | |
| Year Low: | 116.77 | Year High: | 180.49 | |
| Price Avg 50: | 148.58 | Price Avg 200: | 144.6 | |
| Volume: | 411234 | Average Volume: | 768343 |
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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…
