Update shared on27 Aug 2025
Fair value Increased 1.98%Oshkosh's consensus price target was raised following upward earnings revisions, stronger Q2 results, and improved outlook on margins and tariff risks, leading analysts to lift fair value from $144.34 to $147.19.
Analyst Commentary
- Bullish analysts see upwardly revised earnings estimates and the potential for further multiple expansion in the machinery sector following strong Q2 results.
- Oshkosh's 2028 financial targets, particularly an earnings per share goal of $20, materially exceeded prior analyst expectations.
- Improving Transportation margins are anticipated, driven by the completion of contract renewals for tactical wheeled vehicle products post-COVID.
- Consensus estimates now adequately factor in tariff risks, reducing a previous valuation overhang.
- Declining construction equipment capital stock is viewed as a positive leading indicator for used equipment values and capital expenditures, supporting an improved outlook.
What's in the News
- Raised full-year 2025 earnings guidance to $10.25 diluted EPS and reaffirmed net sales outlook at $10.6 billion, with lower projected tariff impact.
- Reported $5.7 million in intangible asset impairments for Q2, down from $51.6 million a year earlier.
- Repurchased 414,755 shares (0.64% of outstanding) for $39.68 million in Q2, completing 24.1% of shares under the ongoing buyback program.
Valuation Changes
Summary of Valuation Changes for Oshkosh
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $144.34 to $147.19.
- The Future P/E for Oshkosh has risen slightly from 11.55x to 12.10x.
- The Net Profit Margin for Oshkosh has fallen slightly from 7.92% to 7.73%.
Disclaimer
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