Pulling SEC filings + quote and writing the call…

OSHKOSH CORP
Next earnings Jul 30, 2026 (before open) · consensus $2.69 EPS, $2.83B rev
Last earnings -9.9% on 2026-05-08
Oshkosh earned $10.02 a share in 2025 despite tariff and access-equipment headwinds, and guides 2026 EPS to ~$10.90 — at ~14x that's cheap.
Sources: SEC EDGAR (CIK 0000775158, latest 10-Q filed 2026-05-08) · EODHD · analysis by claude-code · as of 6/21/2026, 8:53:56 PM.
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The fundamentals carry the rating, but the price is rich (~65% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Oshkosh is a diversified specialty-vehicle maker spanning Access (JLG aerial platforms/telehandlers), Vocational (fire trucks, refuse, airport equipment), and Transport (defense tactical vehicles and USPS delivery vans). FY2025 was a resilient year in a 'dynamic and unpredictable' trade environment: revenue dipped 2.9% to $10.4B and net income eased 5.0% to $647M, but management reports actual diluted EPS of $10.02 — even after tariffs cost $35M ($0.42/share). The mix shift is encouraging: Vocational sales rose 12.6% with margins up 270bps to 14.7%, USPS delivery-vehicle sales jumped 352% (+$365M) as production ramped, and Access held an 11.2% operating margin despite sales down 13.0% on softer non-residential construction.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $7.74B | $8.28B | $9.66B | $10.7B | $10.4B |
| Gross profit | $1.27B | $1.05B | $1.68B | $1.97B | $1.82B |
| Operating income | $592M | $372M | $838M | $1.01B | $940M |
| Net income | $509M | $174M | $598M | $681M | $647M |
| Diluted EPS | — | — | — | — | — |
| Net margin | 6.6% | 2.1% | 6.2% | 6.4% | 6.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1048 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 1 sale
| 2026-05-12 | Palmer Duncan Director | Sell | 505.00 @ $133.86 | $67.6K |
| 2026-05-05 | DAVIS DOUGLAS LEE Director | Award | 1.11K | |
| 2026-05-05 | Allman Keith J. Director | Award | 1.11K | |
| 2026-05-05 | Burns Bill Director | Award | 1.11K | |
| 2026-05-05 | CLAYTON ANNETTE K Director | Award | 1.11K | |
| 2026-05-05 | Jordan Tyrone Michael Director | Award | 1.11K | |
| 2026-05-05 | Metcalf-Kupres Kimberley Director | Award | 1.11K | |
| 2026-05-05 | Palmer Duncan Director | Award | 1.11K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.