Oshkosh (NYSE:OSK) Updates FY 2026 Earnings Guidance

Oshkosh (NYSE:OSK) updated 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 EPS 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.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on OSK. JPMorgan Chase & Co. decreased their price target on Oshkosh from $158.00 to $145.00 and set a “neutral” rating for the company in a report on Monday, May 11th. Evercore reaffirmed an “outperform” rating and issued a $181.00 target price on shares of Oshkosh in a report on Monday, May 11th. Sanford C. Bernstein set a $138.00 price target on shares of Oshkosh in a report on Thursday, April 9th. Citigroup lowered Oshkosh from a “buy” rating to a “neutral” rating and lowered their price objective for the company from $180.00 to $170.00 in a report on Monday, April 13th. Finally, Wall Street Zen cut Oshkosh from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Eleven research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Oshkosh presently has a consensus rating of “Moderate Buy” and an average target price of $168.60.

Oshkosh Stock Down 0.4%

OSK stock opened at $154.51 on Tuesday. The company has a current ratio of 1.63, a quick ratio of 0.83 and a debt-to-equity ratio of 0.13. The company’s 50-day moving average price is $139.28 and its 200 day moving average price is $148.14. Oshkosh has a 52 week low of $116.77 and a 52 week high of $180.49. The company has a market cap of $9.63 billion, a P/E ratio of 17.21, a P/E/G ratio of 0.77 and a beta of 1.23.

Oshkosh (NYSE:OSK) last posted 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). The company had revenue of $2.32 billion for the quarter, compared to analyst estimates of $2.29 billion. Oshkosh had a net margin of 5.54% and a return on equity of 13.90%. Oshkosh’s revenue was up .2% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.92 earnings per share. Oshkosh has set its FY 2026 guidance at 11.500-11.500 EPS. On average, research analysts expect that Oshkosh will post 10.87 earnings per share for the current fiscal year.

Oshkosh Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were given a dividend of $0.57 per share. This represents a $2.28 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Tuesday, May 26th. Oshkosh’s payout ratio is presently 25.39%.

Insiders Place Their Bets

In other Oshkosh news, Director Duncan Palmer sold 505 shares of the company’s stock in a transaction on Tuesday, May 12th. The stock was 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 approximately $5,312,100.24. This represents a 1.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.64% of the company’s stock.

Institutional Investors Weigh In On Oshkosh

Large investors have recently added to or reduced their stakes in the business. Dimensional Fund Advisors LP increased its holdings in Oshkosh by 6.2% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,005,205 shares of the company’s stock valued at $377,547,000 after acquiring an additional 175,139 shares in the last quarter. Invesco Ltd. grew its position in shares of Oshkosh by 20.4% in the fourth quarter. Invesco Ltd. now owns 1,777,735 shares of the company’s stock valued at $223,337,000 after purchasing an additional 300,766 shares during the last quarter. AQR Capital Management LLC increased its stake in shares of Oshkosh by 25.4% during the 2nd quarter. AQR Capital Management LLC now owns 1,709,338 shares of the company’s stock worth $193,728,000 after purchasing an additional 345,782 shares in the last quarter. Southpoint Capital Advisors LP acquired a new position in shares of Oshkosh during the 4th quarter worth approximately $175,882,000. Finally, First Trust Advisors LP raised its position in shares of Oshkosh by 408.7% during 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 last quarter. 92.36% of the stock is owned by institutional investors and hedge funds.

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.