Oshkosh (NYSE:OSK) Releases FY 2026 Earnings Guidance

Oshkosh (NYSE:OSK) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 11.500-11.500 for the period, compared to the consensus estimate of 12.320. The company issued revenue guidance of $11.0 billion-$11.0 billion, compared to the consensus revenue estimate of $10.9 billion.

Oshkosh Stock Performance

Shares of OSK stock opened at $145.53 on Friday. Oshkosh has a 52 week low of $76.82 and a 52 week high of $158.53. The company has a market capitalization of $9.20 billion, a price-to-earnings ratio of 14.20, a PEG ratio of 1.97 and a beta of 1.41. The company has a 50-day simple moving average of $136.53 and a 200 day simple moving average of $133.48. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.99 and a current ratio of 1.98.

Oshkosh (NYSE:OSK) last released its quarterly earnings results on Thursday, January 29th. The company reported $2.26 EPS for the quarter, missing analysts’ consensus estimates of $2.33 by ($0.07). Oshkosh had a return on equity of 16.60% and a net margin of 6.43%.The business had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $2.60 billion. On average, sell-side analysts predict that Oshkosh will post 10.96 earnings per share for the current year.

Oshkosh Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th will be issued a $0.57 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $2.28 dividend on an annualized basis and a dividend yield of 1.6%. This is a boost from Oshkosh’s previous quarterly dividend of $0.51. Oshkosh’s dividend payout ratio (DPR) is 19.90%.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on OSK. Truist Financial decreased their price target on shares of Oshkosh from $171.00 to $158.00 and set a “buy” rating on the stock in a report on Thursday, October 30th. JPMorgan Chase & Co. boosted their target price on shares of Oshkosh from $132.00 to $145.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Oshkosh in a report on Thursday, January 22nd. Wall Street Zen upgraded Oshkosh from a “hold” rating to a “buy” rating in a research note on Sunday, January 18th. Finally, KeyCorp restated an “overweight” rating on shares of Oshkosh in a research report on Thursday, December 18th. Thirteen investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $153.31.

More Oshkosh News

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Oshkosh raised its quarterly dividend to $0.57 (an 11.8% increase), payable Mar 3 with an ex?dividend date of Feb 17 — supports income investors and signals confidence in cash flow.
• Positive Sentiment: Revenue beat in Q4: sales were $2.69B vs. Street ~ $2.60B, showing continued top?line demand that offsets some earnings weakness. Oshkosh beats revenue expectations, misses on earnings in fourth quarter
• Positive Sentiment: At least one analyst upgraded their outlook / raised a price target after the print, suggesting some investors still see upside into 2026. Oshkosh: I’m More Positive In 2026 Than 2025, Raising My Price Target
• Neutral Sentiment: Company held an earnings call and published a transcript/slide deck providing details on segment trends, backlog and margin drivers — useful for assessing whether earnings pressure is transitory. Oshkosh Corporation (OSK) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: News outlets and analyst writeups provide deeper metric comparisons (margins, ROE) vs. estimates — useful background but less market-moving than guidance. Oshkosh Corporation Reports 2025 Fourth Quarter and Full Year Results
• Negative Sentiment: Q4 EPS missed: reported $2.26 vs. consensus ~$2.33 and below last year’s $2.58 — indicates margin pressure or one?time items reducing profitability. Oshkosh (OSK) Q4 Earnings Miss Estimates
• Negative Sentiment: FY?2026 EPS guidance lowered to $11.50 (company), well under the prior consensus of ~$12.32, even though revenue guidance was nudged to $11.0B (slightly above consensus) — the EPS shortfall is the key reason the stock is under pressure today.

Institutional Investors Weigh In On Oshkosh

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. increased its stake in shares of Oshkosh by 30.8% in the second quarter. Geneos Wealth Management Inc. now owns 594 shares of the company’s stock worth $67,000 after purchasing an additional 140 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main purchased a new position in shares of Oshkosh during the second quarter worth about $89,000. Tower Research Capital LLC TRC increased its holdings in shares of Oshkosh by 6.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 1,763 shares of the company’s stock worth $200,000 after buying an additional 100 shares during the last quarter. Kestra Investment Management LLC increased its stake in Oshkosh by 62.6% in the second quarter. Kestra Investment Management LLC now owns 1,794 shares of the company’s stock valued at $204,000 after acquiring an additional 691 shares during the last quarter. Finally, NewEdge Advisors LLC increased its position in shares of Oshkosh by 1,207.3% during the 2nd quarter. NewEdge Advisors LLC now owns 1,961 shares of the company’s stock valued at $223,000 after purchasing an additional 1,811 shares during the last quarter. Hedge funds and other institutional investors own 92.36% of the company’s stock.

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.