Oshkosh (NYSE:OSK) Issues FY 2026 Earnings Guidance

Oshkosh (NYSE:OSK) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 11.500-11.500 for the period, compared to the consensus EPS estimate of 12.320. The company issued revenue guidance of $11.0 billion-$11.0 billion, compared to the consensus revenue estimate of $10.9 billion.

Oshkosh Price Performance

Oshkosh stock opened at $143.86 on Friday. The stock’s 50 day moving average is $136.94 and its 200 day moving average is $133.70. Oshkosh has a one year low of $76.82 and a one year high of $158.53. The firm has a market cap of $9.10 billion, a P/E ratio of 14.36, a P/E/G ratio of 1.96 and a beta of 1.41. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.94 and a quick ratio of 0.99.

Oshkosh (NYSE:OSK) last released its quarterly earnings results on Thursday, January 29th. The company reported $2.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.33 by ($0.07). The firm had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $2.60 billion. Oshkosh had a return on equity of 15.69% and a net margin of 6.21%.The firm’s revenue for the quarter was up 3.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.58 EPS. As a group, research analysts expect that Oshkosh will post 10.96 EPS for the current year.

Oshkosh Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th will be issued a $0.57 dividend. The ex-dividend date is Tuesday, February 17th. This is a positive change from Oshkosh’s previous quarterly dividend of $0.51. This represents a $2.28 annualized dividend and a yield of 1.6%. Oshkosh’s dividend payout ratio (DPR) is presently 20.36%.

Wall Street Analysts Forecast Growth

OSK has been the subject of a number of recent analyst reports. Morgan Stanley increased their price target on Oshkosh from $147.00 to $155.00 and gave the stock an “equal weight” rating in a report on Friday, January 23rd. Sanford C. Bernstein raised their target price on Oshkosh from $132.00 to $140.00 and gave the stock a “market perform” rating in a research note on Friday, December 19th. Wells Fargo & Company lifted their target price on Oshkosh from $144.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. Weiss Ratings reissued a “buy (b-)” rating on shares of Oshkosh in a research note on Thursday, January 22nd. Finally, Truist Financial set a $183.00 price objective on shares of Oshkosh in a research report on Friday. Twelve research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $157.07.

More Oshkosh News

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Board raised the quarterly dividend to $0.57 (11.8% increase); ex-dividend Feb 17 — supports income-focused holders and signals confidence in cash flow.
• Positive Sentiment: JPMorgan raised its price target from $145 to $155 (maintaining a “neutral” rating), implying upside vs. the current price and providing some analyst support for the stock. Benzinga
• Neutral Sentiment: Q4 revenue grew 3.5% Y/Y to $2.69B and topped estimates — demand across key segments remained intact, which helps near-term top-line outlook. Zacks: Q4 Revenues Increase
• Neutral Sentiment: Company released earnings materials and the full earnings-call transcript and slides — useful for digging into segment-level trends, margin drivers and backlog commentary. MarketBeat: Conference Call & Slides
• Negative Sentiment: Oshkosh reported Q4 EPS of $2.26, missing consensus of $2.33 and down from $2.58 a year ago — the earnings shortfall is weighing on near-term sentiment and valuation multiples. Zacks: Q4 Earnings Miss
• Negative Sentiment: FY2026 EPS guidance of $11.50 (midpoint) was well below the Street (~$12.32), creating the biggest near-term negative catalyst as it lowers consensus expectations despite revenue guidance roughly in line with estimates.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Coldstream Capital Management Inc. raised its holdings in shares of Oshkosh by 342.7% in the 3rd quarter. Coldstream Capital Management Inc. now owns 16,291 shares of the company’s stock worth $2,113,000 after acquiring an additional 12,611 shares during the last quarter. Danske Bank A S bought a new stake in Oshkosh during the 3rd quarter worth approximately $13,351,000. Caxton Associates LLP purchased a new stake in shares of Oshkosh in the third quarter worth approximately $379,000. PharVision Advisers LLC purchased a new stake in shares of Oshkosh in the third quarter worth approximately $250,000. Finally, XTX Topco Ltd lifted its holdings in shares of Oshkosh by 143.7% in the third quarter. XTX Topco Ltd now owns 14,456 shares of the company’s stock valued at $1,875,000 after purchasing an additional 8,524 shares in 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.