Oshkosh (NYSE:OSK) Issues FY 2026 Earnings Guidance

Oshkosh (NYSE:OSK) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 11.500-11.500 for the period, compared to the consensus EPS estimate of 11.200. The company issued revenue guidance of $11.0 billion-$11.0 billion, compared to the consensus revenue estimate of $10.9 billion.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. Zacks Research raised shares of Oshkosh from a “strong sell” rating to a “hold” rating in a report on Thursday, March 5th. JPMorgan Chase & Co. reduced their target price on shares of Oshkosh from $182.00 to $158.00 and set a “neutral” rating for the company in a report on Friday, April 10th. Wall Street Zen raised shares of Oshkosh from a “hold” rating to a “buy” rating in a report on Saturday, February 21st. Sanford C. Bernstein set a $138.00 price target on shares of Oshkosh in a report on Thursday, April 9th. Finally, Raymond James Financial reissued an “outperform” rating and set a $175.00 price target on shares of Oshkosh in a report on Monday, March 2nd. Twelve research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, Oshkosh currently has a consensus rating of “Moderate Buy” and an average target price of $165.56.

Oshkosh Price Performance

Oshkosh stock traded down $15.13 during mid-day trading on Friday, reaching $137.93. The company had a trading volume of 1,937,059 shares, compared to its average volume of 552,714. Oshkosh has a 1 year low of $90.74 and a 1 year high of $180.49. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.94 and a quick ratio of 1.05. The company has a market capitalization of $8.64 billion, a P/E ratio of 13.77, a P/E/G ratio of 0.79 and a beta of 1.33. The stock’s 50-day simple moving average is $151.80 and its 200-day simple moving average is $144.33.

Oshkosh (NYSE:OSK) last issued its earnings results on Friday, May 8th. The company reported $0.85 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.04 by ($0.19). Oshkosh had a net margin of 6.21% and a return on equity of 15.69%. The company had revenue of $2.32 billion during the quarter, compared to analysts’ expectations of $2.29 billion. During the same period last year, the business posted $1.92 earnings per share. The company’s quarterly revenue was up .2% on a year-over-year basis. Oshkosh has set its FY 2026 guidance at 11.500-11.500 EPS. On average, equities analysts predict that Oshkosh will post 11.14 EPS for the current year.

Oshkosh Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a dividend of $0.57 per share. This represents a $2.28 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Tuesday, May 26th. Oshkosh’s payout ratio is 22.75%.

Insider Activity

In other news, SVP Anupam Khare sold 4,000 shares of Oshkosh stock in a transaction on Friday, February 27th. The stock was sold at an average price of $169.07, for a total transaction of $676,280.00. Following the completion of the transaction, the senior vice president owned 13,577 shares of the company’s stock, valued at $2,295,463.39. The trade was a 22.76% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 0.64% of the stock is owned by company insiders.

Key Stories Impacting Oshkosh

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Oshkosh reported revenue of $2.32 billion, topping Wall Street’s estimate of $2.29 billion, and the company also reaffirmed upbeat FY 2026 guidance for EPS of $11.50 and revenue of about $11.0 billion. Earnings release and conference call
• Positive Sentiment: The board also declared a quarterly dividend of $0.57 per share, signaling continued cash returns to shareholders.
• Neutral Sentiment: Shareholders backed the company’s board, pay, and governance direction at the annual meeting, reducing governance uncertainty. Shareholder update
• Negative Sentiment: Adjusted quarterly EPS of $0.85 missed analyst estimates of $1.04 and fell sharply from $1.92 a year ago, reinforcing concerns about slowing profitability. Earnings miss article
• Negative Sentiment: Several market recaps highlighted that the stock dropped after the report, with commentary pointing to Oshkosh needing to restart its growth engine to regain investor confidence. Market commentary

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of OSK. Southpoint Capital Advisors LP purchased a new position in shares of Oshkosh during the 4th quarter worth approximately $175,882,000. First Trust Advisors LP increased its stake in shares of Oshkosh by 408.7% during the 4th quarter. First Trust Advisors LP now owns 1,213,804 shares of the company’s stock worth $152,490,000 after purchasing an additional 975,206 shares in the last quarter. Alliancebernstein L.P. increased its stake in shares of Oshkosh by 908.0% during the 3rd quarter. Alliancebernstein L.P. now owns 913,497 shares of the company’s stock worth $118,481,000 after purchasing an additional 822,874 shares in the last quarter. Wasatch Advisors LP increased its stake in shares of Oshkosh by 4,522.3% during the 4th quarter. Wasatch Advisors LP now owns 438,467 shares of the company’s stock worth $55,085,000 after purchasing an additional 428,981 shares in the last quarter. Finally, UBS Group AG increased its stake in shares of Oshkosh by 162.3% during the 3rd quarter. UBS Group AG now owns 603,041 shares of the company’s stock worth $78,214,000 after purchasing an additional 373,172 shares in the last quarter. 92.36% of the stock is owned by hedge funds and other institutional investors.

About Oshkosh

Oshkosh Corporation (NYSE: OSK) is a leading designer, manufacturer and marketer of specialty trucks, military vehicles and access equipment. The company’s offerings span critical end markets, including defense, fire and emergency services, commercial construction and industrial sectors. By combining engineering expertise with advanced technologies, Oshkosh delivers solutions that enhance mobility, safety and productivity for its customers.

Founded in 1917 and headquartered in Oshkosh, Wisconsin, the company has evolved from producing heavy-duty dump trucks to a diversified portfolio of products and services.