Here's Why You Should Retain Oshkosh Stock in Your Portfolio
Oshkosh (OSK) stock is a "Hold" due to strong Access backlog, airport demand, NGDV program, and defense growth, leading to improving free cash flow and shareholder returns. However, challenges such as weak refuse demand, compressed Access margins, tariff pressures, and slower fire truck production could hinder near-term earnings and profitability. Despite these concerns, the company is undervalued based on its price/sales ratio, making it a stock worth retaining.
Equity Investment Corp Takes $91.73 Million Position in Oshkosh Corporation $OSK
Equity Investment Corp has acquired a new position in Oshkosh Corporation (NYSE:OSK) during the second quarter, purchasing 597,697 shares valued at approximately $91.73 million, representing about 0.97% of the company's stock. Other institutional investors have also adjusted their holdings in Oshkosh. The company recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $0.57 per share.
Is Oshkosh’s Digital Battlefield Manufacturing Capability Altering The Investment Case For Oshkosh (OSK)?
Oshkosh Defense recently demonstrated a secure digital manufacturing capability during Exercise Valiant Shield, producing LVSR replacement parts in Japan and Georgia, which could enhance defense readiness and resilience. This innovation, alongside its broader technology stack including AI and autonomy, supports the bull case for Oshkosh to achieve more resilient earnings. However, the company still faces margin pressure and reliance on large U.S. government contracts, which remain key investment considerations.
Mesa to sue over fire truck prices
Mesa is preparing to sue major fire apparatus manufacturers, specifically REV Group, LLC and Oshkosh Corporation, for alleged collusion to inflate fire truck prices and prolong delivery times. The city council has approved retaining legal counsel for the lawsuit, which seeks compensation for overcharges since 2023. Other cities like Tempe, Gilbert, and Tucson are also pursuing similar lawsuits, following concerns raised by fire safety organizations and a U.S. Senate subcommittee regarding the industry's consolidation and its impact on fire department budgets and operations.
JLG to Advance Future Vision with Nextera Robotics
JLG Industries, through its parent company Oshkosh Corp., has made a strategic equity investment in Nextera Robotics. This partnership aims to integrate Nextera's visual AI and autonomous robotics technology into future JLG products, enhancing construction site connectivity, project insights, and safety. JLG will support Nextera's commercialization, aligning with its strategy for advanced job site solutions.
OshKosh makes strategic investment in robotics company, United States. News story in Forkliftaction News
OshKosh Corporation has made a strategic investment in Boston-based AI, robotics, and industrial automation company, Nextera Robotics. The investment's value and the acquired stake were not disclosed, but OshKosh plans to accelerate the deployment of Nextera's technology within the construction sector. Nextera develops autonomous technologies that create digital maps of construction sites using visual AI and robotics, providing insights into project progress, quality, and safety.
Wasatch Advisors LP Buys 32,959 Shares of Oshkosh Corporation $OSK
Wasatch Advisors LP increased its stake in Oshkosh Corporation by 12.6% in the second quarter, purchasing 32,959 shares to reach a total of 293,645 shares valued at $45.1 million. The company has a "Moderate Buy" consensus rating and recently beat earnings expectations with $2.87 EPS and $2.92 billion in revenue, also declaring a quarterly dividend of $0.57 per share. Several other institutional investors also adjusted their holdings in Oshkosh, with 92.36% of the stock owned by institutional investors.
Oshkosh Defense and Marine Depot Maintenance Command Demonstrate Point-of-Need Manufacturing to Accelerate Readiness
Oshkosh Defense and the Marine Depot Maintenance Command (MDMC) successfully demonstrated point-of-need manufacturing during Exercise Valiant Shield 2026. They securely manufactured mission-critical replacement parts in Japan and Georgia using the AdvMFG Hub Digital Sustainment Platform. This initiative aims to reduce dependence on vulnerable supply chains, shorten repair timelines, and enhance operational readiness for tactical vehicles in contested environments.
AQR Capital discloses 5.42% Oshkosh Corp (OSK) stake in Schedule 13G filing
AQR Capital Management, LLC and its parent, AQR Capital Management Holdings, LLC, have disclosed a 5.42% beneficial ownership stake in Oshkosh Corp (OSK) through a Schedule 13G filing. The filing indicates that the AQR entities beneficially own 3,379,539 shares of Oshkosh common stock, with shared voting power over 3,341,091 shares and shared dispositive power over all 3,379,539 shares. This passive investment reflects that the shares were acquired and are held in the ordinary course of business, not for the purpose of influencing control of the issuer.
Oshkosh Defense demonstrates on-demand parts manufacturing in Japan By Investing.com
Oshkosh Defense showcased its secure on-demand manufacturing capabilities for military vehicle replacement parts in Japan during Exercise Valiant Shield 2026. Utilizing its AdvMFG Hub Digital Sustainment Platform, the company produced an approved part for the LVSR vehicle, simultaneously with manufacturing at MDMC facilities in Georgia, demonstrating the ability to rapidly produce critical components closer to the point of need. This initiative aims to enhance operational resilience by reducing reliance on traditional supply chains and improving maintenance efficiency for mission-critical parts.
Oshkosh Defense demonstrates on-demand parts manufacturing in Japan By Investing.com
Oshkosh Defense, a unit of Oshkosh Corporation, showcased its ability to securely manufacture military vehicle replacement parts on demand in Japan during Exercise Valiant Shield 2026. Utilizing its AdvMFG Hub Digital Sustainment Platform, the company produced an approved part for the LVSR vehicle, simultaneously manufacturing the same part in Georgia, USA. This demonstration highlights how digital manufacturing can enhance operational resilience and reduce reliance on traditional supply chains by enabling parts production closer to the point of need.
Oshkosh Defense and Marine Depot Maintenance Command Demonstrate Point-of-Need Manufacturing to Accelerate Readiness
Oshkosh Defense and the Marine Depot Maintenance Command (MDMC) successfully demonstrated point-of-need manufacturing during Exercise Valiant Shield 2026. This initiative involved securely producing mission-critical replacement parts for tactical vehicles in both Japan and Albany, Georgia, using a digital sustainment platform. The goal is to reduce reliance on vulnerable supply lines, shorten repair timelines, and enhance operational readiness for the U.S. Marine Corps in distributed environments.
Pierce and IAFC Honor Extraordinary Leadership with 2026 Fire Chief of the Year Awards
Pierce Manufacturing Inc. and the International Association of Fire Chiefs (IAFC) have recognized Volunteer Fire Chief Gail Schmidt and Career Fire Chief Amy Ramon as the 2026 Fire Chief of the Year honorees. These awards celebrate their exceptional leadership, innovation, and dedication to the fire service, including significant contributions to operational readiness, firefighter health and safety, and community service. The awards were presented at the Fire Rescue International (FRI) event in Kansas City, Missouri.
Heavy Transportation Equipment Stocks Q2 Teardown: Oshkosh (NYSE:OSK) Vs The Rest
This article analyzes the Q2 performance of heavy transportation equipment stocks, highlighting Oshkosh (NYSE:OSK) which reported strong revenues exceeding expectations. Wabash (NYSE:WNC) also had a strong quarter, while Greenbrier (NYSE:GBX) delivered the weakest performance with significant misses on guidance. Commercial Vehicle Group (NASDAQ:CVGI) showed the biggest analyst estimate beat, while Trinity (NYSE:TRN) had a slower quarter with an EPS miss.
Pacer Advisors Inc. Decreases Stock Position in Oshkosh Corporation $OSK
Pacer Advisors Inc. significantly reduced its stake in Oshkosh Corporation by 96.7% in the first quarter, selling over 220,000 shares and retaining a position valued at $1.1 million. Despite this, Oshkosh reported strong quarterly earnings, beating analyst expectations with EPS of $2.87 and revenue of $2.92 billion. The company maintains a "Moderate Buy" consensus rating from analysts and recently declared a quarterly dividend of $0.57 per share.
Oshkosh (OSK) Gains An AI Angle As Nextera Deal Puts Fair Value In Focus
Oshkosh (OSK) has invested in Nextera Robotics, an AI and robotics firm, integrating AI into its equipment ecosystem. This strategic move, along with recent financial updates, has drawn investor attention, with the stock currently undervalued at $155.26 compared to a fair value of $167.25. Analysts anticipate steady revenue growth and rising margins, positioning Oshkosh for future business wins despite potential challenges from government contracts and supply chain costs.
Polianta Ltd Makes New $2.01 Million Investment in Oshkosh Corporation $OSK
Polianta Ltd has made a new $2.01 million investment in Oshkosh Corporation, acquiring 13,100 shares during the second quarter. Institutional investors hold a significant 92.36% of Oshkosh's stock, and analysts maintain a "Moderate Buy" rating with an average price target of $171.33. The company recently surpassed earnings and revenue expectations and declared a quarterly dividend of $0.57 per share.
Aristotle Capital Management (NYSE: OSK) reports 1.97% Oshkosh ownership in 13G/A
Aristotle Capital Management, LLC has filed an amended Schedule 13G/A, disclosing a beneficial ownership of 1,217,877 shares in Oshkosh Corp (OSK), which represents 1.97% of the outstanding common stock. The firm holds sole voting and dispositive power over these shares, managed within various investment advisory client accounts, with the clients retaining economic rights to dividends and sale proceeds. This filing indicates that Aristotle Capital Management is deemed a beneficial owner due to its discretionary authority over investment decisions for these shares.
Bank of America Corp DE Buys 8,531 Shares of Oshkosh Corporation $OSK
Bank of America Corp DE increased its stake in Oshkosh Corporation by 0.9%, purchasing an additional 8,531 shares to bring its total holding to 978,610 shares valued at $144.1 million. Institutional investors now own 92.36% of the company. Oshkosh also reported strong quarterly earnings, beating expectations with $2.87 EPS and $2.92 billion in revenue, and declared a quarterly dividend of $0.57 per share.
JLG takes stake in AI and robotics specialist
JLG’s parent company, Oshkosh Corporation, has made an equity investment in Nextera Robotics, an AI and autonomous robotics specialist. This partnership aims to integrate Nextera's visual AI and robotics technology into JLG products to enhance construction site connectivity, improve project insights, and advance JLG's future technology roadmap. JLG will also support Nextera's commercialization efforts through customer engagement and application expertise.
Murfreesboro Fire Rescue Department Enhances Aerial Capabilities with Three Pierce Ascendant 107’ Heavy-Duty Aerial Ladders
The Murfreesboro Fire Rescue Department has ordered three Pierce Ascendant 107’ Heavy-Duty Aerial Ladders to enhance its aerial capabilities. This investment aims to support the rapidly growing community by providing increased maneuverability and aerial reach, crucial for navigating confined spaces and serving multi-story structures. The new apparatus will improve operational efficiency and expand the department's response capacity, with one unit assigned to a new ladder company.
Nextera Robotics' AI Platform Tracks Construction Progress
Oshkosh Corporation (NYSE: OSK) has made a strategic equity investment in Nextera Robotics, an AI and robotics company specializing in autonomous technologies for construction project management and job site intelligence. This investment aims to strengthen Oshkosh's leadership in autonomy, AI, and connectivity, advancing its vision for the future of job sites. Nextera's Didge™ platform, which combines autonomous mobile robots with AI-powered analytics, will complement JLG's connected equipment ecosystem to provide enhanced job site insights.
Oshkosh Corporation Advances Job Site of the Future Vision with Strategic Equity Investment in Nextera Robotics
Oshkosh Corporation has made a strategic equity investment in Nextera Robotics, an AI and robotics company specializing in autonomous technologies for construction project management and job site intelligence. This investment aims to strengthen Oshkosh's leadership in autonomy, AI, and connectivity, advancing its vision for the future of connected and intelligent job sites. Nextera's Didge™ platform, which uses autonomous mobile robots and AI-powered analytics, will complement JLG's ClearSky Smart Fleet™, offering enhanced safety monitoring, quality control, and real-time reporting for construction customers.
Oshkosh Corp. labor dispute led July news, plus 4 more stories to know
The article highlights the top five most-read stories from July by the Oshkosh Northwestern, excluding EAA AirVenture coverage. Leading the list was a labor dispute involving Oshkosh Corp., followed by discussions on AI data centers, an I-41 crash, city leadership changes, and modifications to garbage pickup services. This demonstrates the publication's diverse local news coverage beyond the major annual aviation event.
California State Teachers Retirement System Acquires 13,344 Shares of Oshkosh Corporation $OSK
The California State Teachers Retirement System has increased its holdings in Oshkosh Corporation (NYSE:OSK) by 21.9%, acquiring an additional 13,344 shares to bring its total ownership to 74,153 shares valued at approximately $10.9 million. Oshkosh recently surpassed quarterly earnings and revenue expectations, reporting $2.87 EPS and $2.92 billion in revenue, and analysts generally maintain a "Moderate Buy" rating with an average price target of $171.33. The company also declared a quarterly dividend of $0.57 per share.
Redwood Investment Management LLC Purchases Shares of 7,255 Oshkosh Corporation $OSK
Redwood Investment Management LLC acquired 7,255 shares of Oshkosh Corporation (NYSE:OSK) in the first quarter, valued at approximately $1.07 million. Institutional investors now own 92.36% of the company. Oshkosh reported strong Q1 earnings, beating analyst estimates with an EPS of $2.87 and revenue up 6.7% year-over-year, and also declared a quarterly dividend of $0.57 per share.
Oshkosh Corporation Just Beat EPS By 16%: Here's What Analysts Think Will Happen Next
Oshkosh Corporation recently reported strong quarterly results, with revenues exceeding expectations by 4.6% and statutory EPS beating forecasts by 16%. Despite a minor downgrade to future EPS forecasts, analysts maintained a stable consensus price target, suggesting the strong performance and anticipated revenue growth, which is expected to outpace the industry, are positive indicators for the company's valuation. The company's revenue growth is projected to accelerate significantly compared to its historical performance.
Union says Oshkosh Corp. must remove nonunion workers | Exclusive
UAW Local 578 announced a victory in its arbitration dispute with Oshkosh Corp., stating that a decision requires the company to remove nonunion employees from contractually bargained facilities. This development follows recent layoffs, recalls, and new defense contracts that could impact workers at the Oshkosh plant. The union president, Bob Lynk, informed members of the arbitration outcome in a July 27 letter.
DA Davidson raises Oshkosh stock price target on improving business mix
DA Davidson has increased its price target for Oshkosh (NYSE:OSK) to $176 from $168, maintaining a Buy rating, despite reducing its 2026 EPS outlook due to a slower ramp-up in the Fire business. This adjustment reflects an improved business mix, particularly in the Access segment, and confidence in the company's long-term EPS targets. The firm's analysis, supported by InvestingPro, suggests Oshkosh stock is currently undervalued.
Oshkosh Corp (OSK) Q2 2026 Earnings Call Highlights: Strong Sales Growth Amid Operational Challenges
Oshkosh Corp (OSK) reported Q2 2026 consolidated sales of $2.9 billion, a 6.7% increase, and adjusted EPS of $2.87. Despite strong sales growth in the Access and Transport segments and strategic investments in AI, the company faced operational challenges, particularly in the Vocational segment, leading to a decrease in adjusted operating income and a revised full-year EPS guidance of $11. Management outlined plans to address production bottlenecks and ramp up new orders to improve profitability in the latter half of the year.
Oshkosh Corporation (NYSE:OSK) to Issue Quarterly Dividend of $0.57
Oshkosh Corporation (NYSE:OSK) has declared a quarterly dividend of $0.57 per share, payable on August 27th to shareholders of record on August 13th. This marks the company's 13th consecutive year of dividend increases, with analysts expecting future earnings to comfortably cover the $2.28 annualized dividend. The announcement follows strong quarterly results where Oshkosh exceeded expectations with EPS of $2.87 and revenue of $2.92 billion.
Oshkosh Corp Q2 2026: Revenue $2.92B, EPS $2.92— 10-Q Summary
Oshkosh Corp reported its Q2 2026 results, showing a revenue increase to $2.915B, up 6.7% year-over-year, driven by higher volume and pricing, especially in the Access segment. Despite the revenue growth, net income and diluted EPS saw declines, settling at $183.2M and $2.92 respectively. The company noted improved operating cash flow and multi-quarter visibility from its backlog, anticipating a stronger fourth quarter.
Oshkosh: Q2 Earnings Snapshot
This article provides a snapshot of Oshkosh's Q2 earnings. Due to the limited content, specific financial details or performance indicators are not available, but it indicates a focus on reporting quarterly financial results.
Oshkosh Corp (NYSE:OSK) Earnings Beat Drives Breakout Setup
Oshkosh Corp (NYSE:OSK) reported fiscal second-quarter results beating analyst expectations for both revenue and EPS, driven by increased sales volume and improved pricing. Despite a dip in operating income due to unfavorable sales mix and higher manufacturing costs, the company saw strong sales growth in its Access and Transport segments. Oshkosh updated its full-year 2026 guidance, raising net sales estimates but slightly lowering adjusted EPS expectations due to production challenges in fire truck manufacturing.
Oshkosh: Q2 Earnings Snapshot
Oshkosh Corp. (OSK) reported strong second-quarter results, with profits of $183.2 million and earnings of $2.92 per share, exceeding Wall Street expectations. The company's revenue reached $2.92 billion, also surpassing analyst forecasts. Oshkosh anticipates full-year earnings of $11 per share.
Oshkosh: Q2 Earnings Snapshot
Oshkosh Corp. reported strong second-quarter results, with profits of $183.2 million and earnings of $2.92 per share, surpassing Wall Street expectations. The heavy vehicle manufacturer's revenue reached $2.39 billion, also exceeding forecasts. The company projects full-year earnings to be $11 per share.
Oshkosh Corp. (OSK) Tops Q2 EPS by 24c
Oshkosh Corp. (OSK) announced its Q2 earnings, reporting an EPS of $2.87, which exceeded analyst estimates by $0.24. The company's revenue for the quarter was $2.92 billion, also surpassing the consensus estimate of $2.8 billion.
Oshkosh Corp (OSK) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of Oshkosh Corp (OSK), showing its current valuation score is 8.54, ranking 78 out of 180 in its industry. The company's P/E ratio is 17.15, which is significantly below its recent high and above its recent low. Other valuation metrics like P/B, P/S, and P/CF are not yet disclosed by the company.
Oshkosh Corp (OSK) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of Oshkosh Corp (OSK), listing major institutional shareholders and their proportional holdings. It also provides a breakdown of shareholder types and a historical overview of institutional shareholding, including quarterly changes in the number of institutions and shares held.
Oshkosh Corp (OSK) Q2 2026 Earnings Call Highlights: Strong Sales Growth Amid Operational Challenges
Oshkosh Corp reported strong consolidated sales of $2.9 billion for Q2 2026, marking a 6.7% increase, and significant free cash flow improvement to $348 million. Despite this growth, adjusted operating income decreased due to unfavorable mix and higher manufacturing costs, leading to a revised full-year adjusted EPS guidance of $11. The company is investing in AI and autonomy, and experiencing production challenges in the Vocational segment while the Access segment shows strong performance.
Oshkosh Corporation $OSK Shares Bought by Sei Investments Co.
Sei Investments Co. increased its stake in Oshkosh Corporation (NYSE:OSK) by 2.8% in Q1, bringing its total holdings to 404,156 shares valued at $59.5 million. Institutional ownership of Oshkosh remains high at 92.36%, with other major investors also increasing their positions. Analysts maintain a "Moderate Buy" consensus rating with a target price of $168.60, despite recent earnings missing EPS estimates but surpassing revenue expectations.
Oshkosh Corp Revenue Breakdown – LSE:0KDI
Oshkosh Corp's last year's revenue was $10.42 billion USD, with the Access segment contributing the most at $4.49 billion USD. Geographically, the United States was the largest contributor, accounting for $8.56 billion USD of the total revenue.
ABN Amro Investment Solutions Sells 25,000 Shares of Oshkosh Corporation $OSK
ABN Amro Investment Solutions reduced its stake in Oshkosh Corporation by 72.3% in the first quarter, selling 25,000 shares and retaining 9,600 shares valued at $1.41 million. Other institutional investors like PNC Financial Services Group and Dimensional Fund Advisors increased their holdings. Wall Street analysts have a "Moderate Buy" consensus rating for Oshkosh with a target price of $168.60, while a director recently sold some shares.
Towle & Co. Sells 27,942 Shares of Oshkosh Corporation $OSK
Towle & Co. significantly reduced its stake in Oshkosh Corporation by 38% in the first quarter, selling 27,942 shares and leaving them with 45,676 shares valued at $6.7 million. Despite this, other institutions showed mixed activity, with some increasing their holdings, and institutional investors collectively still owning 92.36% of the company. Oshkosh maintains a "Moderate Buy" consensus from analysts with an average price target of $168.60, even after reporting mixed quarterly results.
Bowen Hanes & Co. Inc. Buys New Stake in Oshkosh Corporation $OSK
Bowen Hanes & Co. Inc. has acquired a new stake in Oshkosh Corporation, purchasing 277,380 shares valued at approximately $40.8 million during the first quarter. This new position represents 0.44% of Oshkosh shares, contributing to the significant institutional ownership of 92.36%. Despite a recent EPS miss, the company's shares were up 2.3% on the day, with analysts maintaining a "Moderate Buy" consensus rating.
6,821 Shares in Oshkosh Corporation $OSK Bought by Illinois Municipal Retirement Fund
The Illinois Municipal Retirement Fund recently purchased 6,821 shares of Oshkosh Corporation (NYSE:OSK) valued at approximately $1 million, establishing a new position in the company during the first quarter. Institutional investors and hedge funds collectively own 92.36% of Oshkosh's stock. Despite some recent target price cuts by analysts, the company maintains a "Moderate Buy" consensus rating with an average price target of $168.60.
Mathes Company Inc. Acquires Shares of 24,885 Oshkosh Corporation $OSK
Mathes Company Inc. has acquired a new position in Oshkosh Corporation, purchasing 24,885 shares valued at approximately $3.66 million, which represents about 1.3% of Mathes' portfolio. Institutional interest in Oshkosh remains high, with 92.36% of the stock owned by institutional investors and hedge funds, and several major firms increasing their holdings. Analysts maintain a "Moderate Buy" consensus rating for OSK with a target price of $168.60, despite the company recently missing EPS estimates but exceeding revenue expectations and continuing its quarterly dividend.
Oshkosh (OSK) Expected to Release Quarterly Earnings on Tuesday
Oshkosh (NYSE:OSK) is scheduled to release its Q2 2026 earnings before market open on Tuesday, July 28th. Analysts anticipate earnings of $2.60 per share and revenue of $2.7875 billion, following a previous quarter where the company missed EPS estimates but exceeded revenue expectations. The stock currently holds a "Moderate Buy" consensus rating with an average price target of $168.60, and institution ownership stands at 92.36%.
Oshkosh Corporation to Announce Second Quarter 2026 Earnings on July 28, 2026
Oshkosh Corporation (NYSE: OSK) will release its second-quarter 2026 financial results on Tuesday, July 28, 2026. The company will host a live webcast of the earnings discussion, starting at 9:00 a.m. EDT. Investors can access the webcast and accompanying slides on the company's investor relations website.
Oshkosh Corporation to Announce Second Quarter 2026 Earnings on July 28, 2026
Oshkosh Corporation (NYSE: OSK) announced it will release its second quarter 2026 financial results on Tuesday, July 28, 2026. The company will discuss these results during a live webcast starting at 9:00 a.m. EDT. Investors can access the webcast and accompanying slides on the company's investor relations website.
