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 EPS guidance of 11.000-11.000 for the period, compared to the consensus earnings per share 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.

Oshkosh Trading Down 2.0%

Shares of OSK stock traded down $2.88 during mid-day trading on Thursday, reaching $139.94. 73,544 shares of the stock traded hands, compared to its average volume of 776,302. The stock’s fifty day simple moving average is $140.27 and its two-hundred day simple moving average is $148.19. The company has a market cap of $8.73 billion, a price-to-earnings ratio of 16.06, a price-to-earnings-growth ratio of 0.75 and a beta of 1.23. Oshkosh has a 1-year low of $116.77 and a 1-year high of $180.49. The company has a quick ratio of 0.83, a current ratio of 1.72 and a debt-to-equity ratio of 0.13.

Oshkosh (NYSE:OSK) last released its quarterly earnings data on Tuesday, July 28th. The company reported $2.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.63 by $0.24. The company had revenue of $2.92 billion for the quarter, compared to analysts’ expectations of $2.80 billion. Oshkosh had a net margin of 5.24% and a return on equity of 12.95%. The business’s revenue was up 6.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.41 EPS. Oshkosh has set its FY 2026 guidance at 11.000-11.000 EPS. On average, research analysts anticipate that Oshkosh will post 11 EPS for the current fiscal year.

Oshkosh Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, August 27th. Shareholders of record on Thursday, August 13th will be paid a dividend of $0.57 per share. The ex-dividend date is Thursday, August 13th. This represents a $2.28 annualized dividend and a yield of 1.6%. Oshkosh’s dividend payout ratio (DPR) is 25.39%.

Wall Street Analyst Weigh In

OSK has been the subject of several analyst reports. Robert W. Baird increased their target price on shares of Oshkosh from $172.00 to $180.00 and gave the company an “outperform” rating in a report on Wednesday. Weiss Ratings upgraded shares of Oshkosh from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, July 13th. Zacks Research downgraded Oshkosh from a “hold” rating to a “strong sell” rating in a research note on Thursday, July 23rd. Truist Financial upped their target price on Oshkosh from $176.00 to $190.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. Finally, JPMorgan Chase & Co. lifted their price target on Oshkosh from $145.00 to $150.00 and gave the stock a “neutral” rating in a report on Wednesday. Eleven investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $171.33.

Insider Buying and Selling

In other news, Director Duncan Palmer sold 505 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $133.86, for a total value of $67,599.30. Following the sale, the director owned 39,684 shares of the company’s stock, valued at $5,312,100.24. The trade was a 1.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.64% of the stock is currently owned by company insiders.

Institutional Trading of Oshkosh

A number of hedge funds and other institutional investors have recently made changes to their positions in OSK. Global Retirement Partners LLC grew its holdings in Oshkosh by 284.9% during the 4th quarter. Global Retirement Partners LLC now owns 408 shares of the company’s stock valued at $51,000 after buying an additional 302 shares in the last quarter. Geneos Wealth Management Inc. grew its stake in Oshkosh by 30.8% during the second quarter. Geneos Wealth Management Inc. now owns 594 shares of the company’s stock valued at $67,000 after acquiring an additional 140 shares in the last quarter. Brown Brothers Harriman & Co. increased its holdings in Oshkosh by 610.4% during the 4th quarter. Brown Brothers Harriman & Co. now owns 753 shares of the company’s stock worth $95,000 after acquiring an additional 647 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main bought a new stake in Oshkosh during the 2nd quarter worth approximately $89,000. Finally, UMB Bank n.a. boosted its holdings in Oshkosh by 20.9% in the 4th quarter. UMB Bank n.a. now owns 820 shares of the company’s stock valued at $103,000 after purchasing an additional 142 shares during the period. 92.36% of the stock is currently owned by institutional investors.

About Oshkosh

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.