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.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Raymond James Financial reissued an “outperform” rating and issued a $175.00 target price on shares of Oshkosh in a research report on Monday, March 2nd. DA Davidson boosted their price objective on Oshkosh from $160.00 to $168.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Robert W. Baird set a $182.00 target price on Oshkosh in a report on Friday, January 30th. Zacks Research raised Oshkosh from a “strong sell” rating to a “hold” rating in a research report on Thursday, March 5th. Finally, UBS Group increased their price objective on Oshkosh from $167.00 to $197.00 and gave the company a “buy” rating in a 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 company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $165.56.

Oshkosh Price Performance

NYSE:OSK traded down $14.35 during trading hours on Friday, reaching $138.72. 1,405,265 shares of the company traded hands, compared to its average volume of 742,282. 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 stock has a market cap of $8.69 billion, a P/E ratio of 13.83, a P/E/G ratio of 0.80 and a beta of 1.33. The firm’s 50-day moving average is $151.80 and its 200-day moving average is $144.33. Oshkosh has a 1-year low of $90.74 and a 1-year high of $180.49.

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

Insider Transactions at Oshkosh

In other news, SVP Anupam Khare sold 4,000 shares of Oshkosh stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $169.07, for a total value of $676,280.00. Following the completion of the transaction, the senior vice president directly owned 13,577 shares of the company’s stock, valued at approximately $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 accessible through this hyperlink. 0.64% of the stock is owned by company insiders.

More Oshkosh News

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Company issued FY‑2026 guidance of $11.50 EPS and $11.0B revenue, above Street revenue and EPS consensus — a bullish sign for forward earnings expectations and valuation.
• Positive Sentiment: Shareholders re‑elected the board and backed the company’s pay and governance direction, removing near‑term proxy/governance overhangs. Oshkosh shareholders back board, pay and governance direction
• Neutral Sentiment: Q1 revenue of $2.32B slightly beat the ~$2.29B consensus and was essentially flat year‑over‑year (+0.2%), indicating stable top‑line performance. Q1 earnings call summary
• Neutral Sentiment: Analysts had adjusted expectations ahead of the release and offered mixed takes after the print, so near‑term analyst reaction and revisions will influence sentiment. Analyst expectations revamp ahead of Q1
• Negative Sentiment: Q1 EPS missed materially: $0.85 vs. ~$1.04 expected and down sharply from $1.92 a year ago, reflecting margin pressure and lower profitability that hurt investor confidence. Oshkosh misses Q1 earnings
• Negative Sentiment: Market reaction: the stock fell on the EPS miss despite the solid guide — higher trading volume suggests investors are re‑pricing near‑term profitability risks. Beats on revenue but stock drops

Hedge Funds Weigh In On Oshkosh

Several hedge funds have recently modified their holdings of OSK. Sivia Capital Partners LLC purchased a new position in Oshkosh in the 2nd quarter worth about $325,000. FORA Capital LLC purchased a new position in Oshkosh in the third quarter valued at about $602,000. MML Investors Services LLC increased its holdings in Oshkosh by 46.4% in the fourth quarter. MML Investors Services LLC now owns 4,784 shares of the company’s stock worth $601,000 after buying an additional 1,516 shares during the last quarter. Aviva PLC bought a new position in shares of Oshkosh during the 4th quarter valued at $581,000. Finally, Wealthspire Advisors LLC lifted its position in shares of Oshkosh by 13.4% in the fourth quarter. Wealthspire Advisors LLC now owns 4,606 shares of the company’s stock worth $579,000 after buying an additional 545 shares during the last quarter. 92.36% of the stock is currently owned by institutional investors and hedge funds.

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.