Oshkosh's analyst price target has increased to $153.08 from $150.54, as analysts cite strong sector earnings momentum and expectations for modest multiple expansion. This comes despite ongoing tariff headwinds impacting heavy equipment manufacturers.
Analyst Commentary
Analysts have provided a range of perspectives on Oshkosh, reflecting ongoing sector challenges alongside drivers for continued share price gains.
Bullish Takeaways- Bullish analysts see upward biases to earnings estimates supporting further multiple expansion across the machinery sector. Oshkosh is seen as benefiting from these positive trends.
- Recent upward revisions to price targets reflect confidence in Oshkosh's ability to execute, even amid market uncertainties.
- Solid sector-wide earnings momentum is expected to offset headwinds and provide a foundation for long-term growth.
- Adjustments to financial models following quarterly reports point toward strengthened fundamentals and potential for further valuation upside.
- Bearish analysts highlight the impact of expanded tariffs on steel, aluminum, and components, which add cost pressures for Oshkosh and its peers.
- Increasing net tariff headwinds are seen as a material risk to profitability estimates for heavy equipment manufacturers in 2025 and could weigh on share performance.
- Updated country-specific tariffs may adversely affect future earnings and introduce volatility to revenue projections across the industry.
- Bearish analysts caution that further multiple expansion could be limited if macro or policy risks persist and are not adequately managed.
What's in the News
- A Betaville alert to subscribers discussed a rumor involving OneStream and cited contacts familiar with the situation (Betaville/The Fly).
- Oshkosh Corporation raised its full-year 2025 earnings guidance, now expecting diluted earnings per share of approximately $10.25 and net sales of $10.6 billion. The updated outlook reflects a more limited impact of tariffs than previously estimated (Corporate Guidance).
- Reported unaudited intangible asset impairments for the second quarter of 2025 were $5.7 million, down significantly from $51.6 million a year earlier (Impairments/Write Offs).
- From April 1 to June 30, 2025, Oshkosh repurchased 414,755 shares for $39.68 million. This completed a total buyback of 17,003,659 shares, or 24.1% of shares outstanding since August 2015 (Buyback Tranche Update).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from $150.54 to $153.08 per share.
- Discount Rate has increased modestly, moving from 8.34% to 8.50%.
- Revenue Growth projections have improved, rising from 5.06% to 5.33% per year.
- Net Profit Margin estimates have declined marginally, from 7.81% to 7.59%.
- Future P/E ratio has edged up from 12.22x to 12.73x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.