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Oshkosh's diverse portfolio, especially its defense segment and USPS delivery vehicle ramp-up, underpins my Buy rating and long-term value thesis. Despite Q1 sales and margin declines, strong vocational segment performance and aftermarket opportunities support future growth. Tariffs pose a $1 EPS headwind, but cost reductions and resilient demand help offset this risk, keeping guidance at $10.50 EPS.
Oshkosh holds steady near 15-year revenue highs despite a tough Q1. Innovation in EVs and autonomy positions Oshkosh for long-term growth. Oshkosh stock looks undervalued, with room for a strong rebound.
OSHKOSH, Wis.--(BUSINESS WIRE)---- $OSK #oshkoshcorporation--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose-built vehicles and equipment, will host an Investor Day in New York City on Thursday, June 5, 2025, at 9:30 a.m. EDT. John Pfeifer, president and CEO, will be joined by Matthew Field, executive vice president and CFO, and other senior leaders of the executive team to provide an in-depth review of Oshkosh Corporation's strategic initiatives, technology highlights, capital allocation priorities and fin.
OSHKOSH, Wis.--(BUSINESS WIRE)---- $OSK #oshkoshcorporation--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose-built vehicles and equipment, today announced that Keith Allman, an Oshkosh director since 2015, has been appointed as independent chair of the board of Oshkosh Corporation. Allman's appointment was effective at the Company's annual meeting of shareholders. He succeeds Steve Newlin who has served as chair since 2020 and is leaving the Oshkosh Board after reaching the mandatory retirement age. “On beh.
Oshkosh Corporation OSK posted weaker-than-expected earnings for the first quarter on Wednesday.
OSK reports lower-than-expected Q1 results and expects a negative impact from the tariff of $1 per share in 2025, partially offset by cost reductions of 50 cents.
Oshkosh Corporation (NYSE:OSK ) Q1 2025 Earnings Conference Call April 30, 2025 9:30 AM ET Company Participants Patrick Davidson - Senior Vice President, Investor Relations John Pfeifer - President and Chief Executive Officer Matt Field - Executive Vice President and Chief Financial Officer Conference Call Participants Stephen Volkmann - Jefferies Mig Dobre - Baird Jamie Cook - Truist Jerry Revich - Goldman Sachs Brendan Shea - Morgan Stanley Tami Zakaria - J.P. Morgan Kyle Menges - Citi Chad Dillard - Bernstein Steve Barger - KeyBanc Judah Aronovitz - UBS David Raso - Evercore Operator Greetings, and welcome to the Oshkosh Corporation First Quarter 2025 Results Conference Call.
While the top- and bottom-line numbers for Oshkosh (OSK) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Oshkosh (OSK) came out with quarterly earnings of $1.92 per share, missing the Zacks Consensus Estimate of $2.02 per share. This compares to earnings of $2.89 per share a year ago.
OSHKOSH, Wis.--(BUSINESS WIRE)---- $OSK #oshkoshcorporation--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose-built vehicles and equipment, today reported 2025 first quarter net income of $112.2 million, or $1.72 per diluted share, compared to net income of $179.4 million, or $2.71 per diluted share, for the first quarter of 2024. Adjusted1 net income was $124.8 million, or $1.92 per diluted share, for the first quarter of 2025 compared to $191.1 million, or $2.89 per diluted share, for the first quarter of.