Oshkosh (NYSE:OSK) Updates FY 2026 Earnings Guidance

Oshkosh (NYSE:OSK) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 11.500-11.500 for the period, compared to the consensus earnings per share estimate of 11.200. The company issued revenue guidance of $11.0 billion-$11.0 billion, compared to the consensus revenue estimate of $10.9 billion.

Analysts Set New Price Targets

A number of research firms have recently issued reports on OSK. Sanford C. Bernstein set a $138.00 price objective on Oshkosh in a research report on Thursday, April 9th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Oshkosh in a research report on Tuesday, April 21st. Truist Financial set a $183.00 price objective on Oshkosh in a research report on Friday, January 30th. Zacks Research raised Oshkosh from a “strong sell” rating to a “hold” rating in a research report on Thursday, March 5th. Finally, Robert W. Baird set a $182.00 price objective on Oshkosh in a research report on Friday, January 30th. Twelve equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Oshkosh presently has an average rating of “Moderate Buy” and an average price target of $165.56.

Oshkosh Price Performance

Shares of NYSE OSK opened at $137.93 on Friday. The business has a fifty day moving average price of $151.80 and a two-hundred day moving average price of $144.33. The stock has a market capitalization of $8.64 billion, a PE ratio of 15.36, a P/E/G ratio of 0.71 and a beta of 1.33. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.94 and a quick ratio of 1.05. Oshkosh has a fifty-two week low of $90.74 and a fifty-two week high of $180.49.

Oshkosh (NYSE:OSK) last issued its quarterly earnings results on Friday, May 8th. The company reported $0.85 EPS for the quarter, missing analysts’ consensus estimates of $1.04 by ($0.19). Oshkosh had a return on equity of 15.69% and a net margin of 6.21%.The company had revenue of $2.32 billion during the quarter, compared to the consensus estimate of $2.29 billion. During the same quarter in the previous year, the business posted $1.92 EPS. The firm’s revenue for the quarter was up .2% on a year-over-year basis. Oshkosh has set its FY 2026 guidance at 11.500-11.500 EPS. As a group, equities analysts predict that Oshkosh will post 11.14 earnings per share for the current fiscal year.

Oshkosh Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be given a $0.57 dividend. The ex-dividend date is Tuesday, May 26th. This represents a $2.28 dividend on an annualized basis and a dividend yield of 1.7%. Oshkosh’s dividend payout ratio (DPR) is presently 22.75%.

Insider Activity at Oshkosh

In other news, SVP Anupam Khare sold 4,000 shares of Oshkosh stock in a transaction on Friday, February 27th. The stock was sold at an average price of $169.07, for a total value of $676,280.00. Following the transaction, the senior vice president owned 13,577 shares in the company, valued at approximately $2,295,463.39. This trade represents a 22.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.64% of the company’s stock.

Trending Headlines about Oshkosh

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Oshkosh reported revenue of $2.32 billion, topping Wall Street’s estimate of $2.29 billion, and the company also reaffirmed upbeat FY 2026 guidance for EPS of $11.50 and revenue of about $11.0 billion. Earnings release and conference call
• Positive Sentiment: The board also declared a quarterly dividend of $0.57 per share, signaling continued cash returns to shareholders.
• Neutral Sentiment: Shareholders backed the company’s board, pay, and governance direction at the annual meeting, reducing governance uncertainty. Shareholder update
• Negative Sentiment: Adjusted quarterly EPS of $0.85 missed analyst estimates of $1.04 and fell sharply from $1.92 a year ago, reinforcing concerns about slowing profitability. Earnings miss article
• Negative Sentiment: Several market recaps highlighted that the stock dropped after the report, with commentary pointing to Oshkosh needing to restart its growth engine to regain investor confidence. Market commentary

Hedge Funds Weigh In On Oshkosh

Several hedge funds and other institutional investors have recently modified their holdings of OSK. Goldman Sachs Group Inc. increased its stake in shares of Oshkosh by 43.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 225,130 shares of the company’s stock valued at $21,180,000 after purchasing an additional 68,165 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Oshkosh by 8.1% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 188,191 shares of the company’s stock valued at $17,705,000 after purchasing an additional 14,122 shares during the last quarter. Focus Partners Wealth bought a new position in shares of Oshkosh in the 1st quarter valued at $567,000. Sivia Capital Partners LLC bought a new position in shares of Oshkosh in the 2nd quarter valued at $325,000. Finally, California Public Employees Retirement System increased its stake in shares of Oshkosh by 1.3% in the 2nd quarter. California Public Employees Retirement System now owns 111,199 shares of the company’s stock valued at $12,626,000 after purchasing an additional 1,404 shares during the last quarter. Institutional investors own 92.36% of the company’s stock.

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.