Oshkosh (NYSE:OSK) Issues 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 guidance of 11.500-11.500 for the period, compared to the consensus earnings per share 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 Upgrades and Downgrades

Several research firms recently weighed in on OSK. Wells Fargo & Company upped their price target on Oshkosh from $168.00 to $204.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 25th. Zacks Research raised Oshkosh from a “strong sell” rating to a “hold” rating in a research note on Thursday, March 5th. Wall Street Zen upgraded Oshkosh from a “hold” rating to a “buy” rating in a report on Saturday, February 21st. Raymond James Financial reiterated an “outperform” rating and issued a $175.00 price target on shares of Oshkosh in a research note on Monday, March 2nd. Finally, UBS Group increased their price objective on shares of Oshkosh from $167.00 to $197.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Twelve investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $165.56.

Oshkosh Stock Down 10.4%

Shares of Oshkosh stock traded down $15.88 on Friday, reaching $137.18. The company’s stock had a trading volume of 1,118,173 shares, compared to its average volume of 739,298. The company has a market capitalization of $8.59 billion, a price-to-earnings ratio of 13.69, a P/E/G ratio of 0.80 and a beta of 1.33. The firm’s fifty day simple moving average is $151.80 and its two-hundred day simple moving average is $144.33. Oshkosh has a 52 week low of $90.74 and a 52 week high of $180.49. The company has a quick ratio of 1.05, a current ratio of 1.94 and a debt-to-equity ratio of 0.24.

Oshkosh (NYSE:OSK) last announced its quarterly 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 business had revenue of $2.32 billion for the quarter, compared to the consensus estimate of $2.29 billion. During the same period in the previous year, the company earned $1.92 earnings per share. The company’s revenue for the quarter was up .2% compared to the same quarter last year. Oshkosh has set its FY 2026 guidance at 11.500-11.500 EPS. Equities analysts anticipate that Oshkosh will post 11.14 earnings per share for the current year.

Insider Transactions at Oshkosh

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

Oshkosh News Summary

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Revenue roughly met/beat expectations — Oshkosh reported $2.32B in Q1 sales (up ~0.2% y/y), which came in slightly above some analyst forecasts and shows top-line stability amid the mix shift. MarketBeat Earnings
• Positive Sentiment: Financial position remains solid — the company carries low leverage (debt-to-equity ~0.24) and reasonable liquidity metrics, which supports balance-sheet stability through cyclical demand swings. (Background company metrics)
• Neutral Sentiment: Analysts entered the quarter with revised expectations and mixed ratings — several forecasters adjusted models ahead of the print, so some of the market move reflects updated consensus rather than new surprise information. Benzinga
• Neutral Sentiment: Company provided conference call materials and a slide deck for investors — additional color is available from management’s remarks and the transcript for those looking for segment-level detail or backlog comments. Earnings Transcript (Yahoo)
• Negative Sentiment: EPS significantly missed consensus — Oshkosh reported $0.85 EPS vs. a ~$1.04 consensus, a large decline from $1.92 a year ago. The EPS shortfall is the central reason traders marked down the stock after the release. Zacks
• Negative Sentiment: Market reaction: the stock traded down on the print with elevated volume as investors re-priced near-term profitability prospects and absorbed the EPS miss despite the revenue beat. MSN

Institutional Investors Weigh In On Oshkosh

A number of large investors have recently added to or reduced their stakes in the stock. Sivia Capital Partners LLC purchased a new position in shares of Oshkosh in the 2nd quarter worth $325,000. Occudo Quantitative Strategies LP bought a new position in Oshkosh in the third quarter valued at about $502,000. CI Investments Inc. boosted its position in Oshkosh by 421.0% in the fourth quarter. CI Investments Inc. now owns 3,225 shares of the company’s stock worth $405,000 after purchasing an additional 2,606 shares during the last quarter. Caxton Associates LLP bought a new stake in shares of Oshkosh during the 3rd quarter valued at about $379,000. Finally, Banco Bilbao Vizcaya Argentaria S.A. purchased a new stake in shares of Oshkosh during the 3rd quarter valued at about $330,000. 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.