Oshkosh (NYSE:OSK) Issues FY 2026 Earnings Guidance

Oshkosh (NYSE:OSK) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 11.000-11.000 for the period, compared to the consensus EPS estimate of 10.970. The company issued revenue guidance of $11.2 billion-$11.2 billion, compared to the consensus revenue estimate of $11.0 billion.

Oshkosh Stock Performance

NYSE:OSK opened at $156.04 on Tuesday. Oshkosh has a 1 year low of $116.77 and a 1 year high of $180.49. The firm has a 50 day moving average of $139.28 and a 200-day moving average of $148.14. The company has a current ratio of 1.63, a quick ratio of 0.83 and a debt-to-equity ratio of 0.13. The stock has a market capitalization of $9.73 billion, a P/E ratio of 17.44, a price-to-earnings-growth ratio of 0.77 and a beta of 1.23.

Oshkosh (NYSE:OSK) last released its quarterly earnings results on Tuesday, July 28th. The company reported $2.87 EPS for the quarter, topping analysts’ consensus estimates of $2.61 by $0.26. The business had revenue of $2.92 billion for the quarter, compared to analyst estimates of $2.79 billion. Oshkosh had a return on equity of 13.90% and a net margin of 5.54%.Oshkosh’s revenue for the quarter was up 6.7% on a year-over-year basis. During the same period in the prior year, the company earned $3.41 EPS. Oshkosh has set its FY 2026 guidance at 11.000-11.000 EPS. As a group, sell-side analysts anticipate that Oshkosh will post 10.87 EPS for the current fiscal year.

Oshkosh Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were issued a $0.57 dividend. This represents a $2.28 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Tuesday, May 26th. Oshkosh’s payout ratio is currently 25.39%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the stock. Weiss Ratings raised shares of Oshkosh from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, July 13th. Truist Financial boosted their target price on shares of Oshkosh from $176.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. Evercore reiterated an “outperform” rating and set a $181.00 target price on shares of Oshkosh in a research report on Monday, May 11th. Morgan Stanley decreased their price target on shares of Oshkosh from $157.00 to $150.00 and set an “equal weight” rating on the stock in a research note on Tuesday, May 12th. Finally, Zacks Research lowered shares of Oshkosh from a “hold” rating to a “strong sell” rating in a report on Thursday, July 23rd. Eleven investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $168.60.

Insider Activity at Oshkosh

In related news, Director Duncan Palmer sold 505 shares of the company’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $133.86, for a total value of $67,599.30. Following the completion of the sale, the director owned 39,684 shares in the company, valued at $5,312,100.24. This represents a 1.26% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.64% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Oshkosh

Several large investors have recently modified their holdings of OSK. Southpoint Capital Advisors LP acquired a new position in shares of Oshkosh in the 4th quarter valued at approximately $175,882,000. First Trust Advisors LP lifted its position in Oshkosh by 408.7% in the 4th quarter. First Trust Advisors LP now owns 1,213,804 shares of the company’s stock valued at $152,490,000 after acquiring an additional 975,206 shares in the last quarter. Alliancebernstein L.P. lifted its holdings in shares of Oshkosh by 908.0% in the third quarter. Alliancebernstein L.P. now owns 913,497 shares of the company’s stock valued at $118,481,000 after purchasing an additional 822,874 shares in the last quarter. Wasatch Advisors LP raised its position in Oshkosh by 4,522.3% in the 4th quarter. Wasatch Advisors LP now owns 438,467 shares of the company’s stock valued at $55,085,000 after buying an additional 428,981 shares during the last quarter. Finally, UBS Group AG boosted its position in 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 acquiring an additional 373,172 shares during the last quarter. 92.36% of the stock is currently owned by institutional investors.

Oshkosh Company Profile

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.