Oshkosh (NYSE:OSK) Releases FY 2026 Earnings Guidance

Oshkosh (NYSE:OSK) issued an update on 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 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.

Analysts Set New Price Targets

Several brokerages have recently issued reports on OSK. JPMorgan Chase & Co. decreased their price objective on Oshkosh from $158.00 to $145.00 and set a “neutral” rating for the company in a research note on Monday, May 11th. Robert W. Baird boosted their price objective on shares of Oshkosh from $172.00 to $180.00 and gave the stock an “outperform” rating in a report on Wednesday. Morgan Stanley lowered their price objective on Oshkosh from $157.00 to $150.00 and set an “equal weight” rating for the company in a report on Tuesday, May 12th. Citigroup downgraded Oshkosh from a “buy” rating to a “neutral” rating and cut their target price for the company from $180.00 to $170.00 in a research note on Monday, April 13th. Finally, Sanford C. Bernstein set a $138.00 target price on Oshkosh in a report on Thursday, April 9th. Eleven investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $170.47.

Oshkosh Stock Performance

Shares of NYSE:OSK traded down $8.18 during trading on Wednesday, hitting $144.32. 189,449 shares of the stock were exchanged, compared to its average volume of 774,003. The company’s fifty day simple moving average is $139.93 and its 200-day simple moving average is $148.22. Oshkosh has a 1-year low of $116.77 and a 1-year high of $180.49. The company has a market capitalization of $9.00 billion, a price-to-earnings ratio of 16.06, a price-to-earnings-growth ratio of 0.77 and a beta of 1.23. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.83 and a current ratio of 1.63.

Oshkosh (NYSE:OSK) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $2.87 earnings per share for the quarter, topping analysts’ consensus estimates of $2.63 by $0.24. Oshkosh had a net margin of 5.54% and a return on equity of 13.90%. The business had revenue of $2.92 billion during the quarter, compared to the consensus estimate of $2.79 billion. During the same period in the previous year, the firm posted $3.41 earnings per share. Oshkosh’s revenue for the quarter was up 6.7% compared to the same quarter last year. Oshkosh has set its FY 2026 guidance at 11.000-11.000 EPS. Sell-side analysts expect that Oshkosh will post 10.87 EPS for the current fiscal year.

Oshkosh Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, August 27th. Investors of record on Thursday, August 13th will be issued a dividend of $0.57 per share. This represents a $2.28 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Thursday, August 13th. Oshkosh’s payout ratio is presently 25.39%.

Insider Transactions at Oshkosh

In other news, Director Duncan Palmer sold 505 shares of the stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $133.86, for a total transaction of $67,599.30. Following the transaction, the director owned 39,684 shares in the company, valued at approximately $5,312,100.24. This trade represents a 1.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.64% of the stock is owned by corporate insiders.

Trending Headlines about Oshkosh

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Robert W. Baird raised its price target from $172 to $180 and upgraded or reaffirmed an “outperform” rating. The new target implies approximately 18% upside from the referenced share price, signaling confidence in Oshkosh’s earnings outlook and valuation. Benzinga
• Positive Sentiment: Second-quarter results exceeded expectations. Adjusted EPS was $2.87 versus the consensus estimate of $2.63, while revenue rose 6.7% year over year to $2.92 billion, ahead of the $2.79 billion forecast. The performance provides evidence of solid demand despite ongoing execution pressures. Oshkosh Corporation Reports 2026 Second Quarter Results
• Positive Sentiment: Oshkosh maintained full-year 2026 adjusted EPS guidance of $11.00 and set revenue guidance at approximately $11.2 billion, above the roughly $11.0 billion analyst consensus. The sales outlook suggests continued business momentum. Oshkosh Full-Year Guidance
• Positive Sentiment: The company declared a quarterly dividend of $0.57 per share, payable August 27 to shareholders of record August 13. The dividend provides ongoing income support and represents an annualized yield of approximately 1.5%. Oshkosh Dividend Announcement
• Negative Sentiment: Profitability weakened compared with the prior-year quarter. Reported net income fell to $183.2 million from $204.8 million, while adjusted EPS declined to $2.87 from $3.41. Coverage also cited operational challenges, creating a potential concern regarding margins and execution. Oshkosh Q2 Earnings Call Highlights

Hedge Funds Weigh In On Oshkosh

A number of institutional investors and hedge funds have recently made changes to their positions in OSK. Southpoint Capital Advisors LP bought a new position in shares of Oshkosh during the 4th quarter worth approximately $175,882,000. First Trust Advisors LP increased its stake in Oshkosh by 408.7% in 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 during the period. Alliancebernstein L.P. increased its stake in shares of Oshkosh by 908.0% during the third quarter. Alliancebernstein L.P. now owns 913,497 shares of the company’s stock valued at $118,481,000 after buying an additional 822,874 shares during the period. Wasatch Advisors LP raised its holdings in Oshkosh by 4,522.3% in the fourth 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 lifted its position in Oshkosh by 162.3% during the 3rd quarter. UBS Group AG now owns 603,041 shares of the company’s stock valued at $78,214,000 after acquiring an additional 373,172 shares during the period. 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.