Oshkosh Corporation

Informe acción NYSE:OSK

Capitalización de mercado: US$8.7b

Oshkosh Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Oshkosh ha aumentado sus beneficios a una tasa media anual de 16.8%, mientras que los beneficios de la industria de Machinery han experimentado un crecimiento de 8.3% anual. Los ingresos han ido creciendo a una tasa media de 8.5% al año. La rentabilidad financiera de Oshkosh es de 12.9%, y sus márgenes netos son de 5.5%.

Información clave

16.85%

Tasa de crecimiento de los beneficios

18.11%

Tasa de crecimiento del BPA

Crecimiento de la industria Machinery 8.77%
Tasa de crecimiento de los ingresos8.52%
Rentabilidad financiera12.94%
Margen neto5.54%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jun 16

OSK: Defense Contracts And AI Waste Tech Will Drive Future Upswing

Oshkosh's updated analyst price target edges down by about $2.60 to $162.19, as analysts factor in slightly softer growth assumptions and modestly lower valuation multiples following a series of recent price target cuts across the Street. Analyst Commentary Recent Street research on Oshkosh has leaned more cautious, with several firms trimming price targets and one downgrade.
Actualización de narrativa Jun 01

OSK: Tariff Headwinds And Execution Risks Will Test Backlog Driven Outlook

Oshkosh's analyst fair value estimate shifts to $138 from $125, as analysts adjust assumptions around revenue growth, profit margins, discount rate, and future P/E in light of a recent wave of reduced price targets across the Street. Analyst Commentary Recent Street research on Oshkosh has leaned more cautious, with several firms trimming price targets and one high profile downgrade.
Actualización de narrativa May 15

OSK: AI Waste Tech And Mega Projects Will Support Future Upswing

Oshkosh's updated analyst price target has shifted to $164.79 from $172.67. This reflects a series of target reductions across firms as analysts incorporate a higher discount rate alongside assumptions for steadier revenue growth, profit margins, and a lower future P/E multiple.
Seeking Alpha May 11

Oshkosh: A Tough Start And Uncertain End-Markets Weigh On Sentiment

Summary Oshkosh faces near-term pressure after a weak Q1, but I remain bullish on long-term upside potential from a broader non-residential construction recovery. Current guidance is heavily back-end weighted, requiring strong H2 execution amid macro and sector uncertainties. OSK should benefit from healthy backlogs, pricing actions, and exposure to data centers, power, and mega-projects, with automation offering some competitive differentiation. Valuation appears attractive below $150–$160, with upside if non-residential construction rebounds more quickly. Read the full article on Seeking Alpha
Actualización de narrativa Apr 28

OSK: Non Residential Construction And AI Systems Will Support Medium Term Earnings Power

Oshkosh's analyst price target framework is unchanged at $204, as analysts balance modest tweaks to growth, margin, and P/E assumptions with mixed recent research that includes both target increases driven by stronger non-residential construction and several target cuts that cite more cautious views. Analyst Commentary Recent Street research around Oshkosh reflects a mix of enthusiasm tied to construction end markets and more cautious moves on individual price targets.
Actualización de narrativa Apr 14

OSK: Non Residential Construction Demand Will Support Medium Term Earnings Power

The analyst fair value estimate for Oshkosh has shifted to $204 from $183, as analysts incorporate updated price targets that reflect mixed recent revisions but continued support from firms citing stronger non residential construction and rental equipment demand. Analyst Commentary Recent research on Oshkosh reflects a mix of recalibrated targets and ratings, with several firms adjusting their views as they update assumptions around construction activity and rental equipment demand.
Actualización de narrativa Mar 31

OSK: AI And Autonomy Will Ride Mega Project Construction Upswing

Oshkosh’s analyst price targets have shifted higher, with several firms now in the $175 to $204 range. Analysts cite stronger confidence in U.S. non-residential construction, healthier rental equipment trends, and a solid pipeline of large construction projects.
Actualización de narrativa Mar 17

OSK: Autonomy And AI Will Leverage Rebound In Non Residential Construction

The updated analyst price target for Oshkosh edges higher to about $173, reflecting slightly stronger assumptions around revenue growth, profit margins, and future P/E multiples, as analysts in recent research point to improving U.S. non residential construction trends and equipment rental demand. Analyst Commentary Recent research on Oshkosh reflects a generally constructive tone, with multiple firms adjusting price targets and ratings as they reassess construction exposure, rental equipment trends, and private non residential spending assumptions.
Actualización de narrativa Mar 03

OSK: Autonomy And AI Set To Meet Construction Cycle Reassessment

The analyst price target for Oshkosh in our model has shifted from $160.53 to $168.73, reflecting updated Street research that cites adjusted construction forecasts and a series of recent target changes following reassessments of demand across non residential construction and related end markets. Analyst Commentary Street research on Oshkosh has been active, with several firms revising price targets and ratings as they reassess non residential construction demand, capital spending in areas like data centers and power, and the company’s ability to execute against that backdrop.
Actualización de narrativa Feb 17

OSK: Medium Term Earnings Power Will Offset Mixed Expectations For Access Demand

The analyst price target for Oshkosh has eased by $2 to $183, reflecting a mix of recent target raises and cuts as analysts adjust their views on revenue growth, margins, and the appropriate future P/E multiple. Analyst Commentary Recent research on Oshkosh shows a mix of higher and lower price targets, with several bullish analysts highlighting potential for execution on current initiatives and support for the current valuation framework.
Actualización de narrativa Feb 02

OSK: Autonomy And AI Technologies Will Drive Future Upside Potential

The analyst price target for Oshkosh has moved higher to reflect a fair value estimate of about $160.53, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E multiples informed by their recent target changes across firms such as DA Davidson, Citi, Truist, UBS, Baird, JPMorgan, Wells Fargo and BofA. Analyst Commentary Bullish and bearish analysts have both been active on Oshkosh, updating price targets in quick succession and contributing to the current blended fair value view around $160.53.
Artículo de análisis Feb 01

Oshkosh's (NYSE:OSK) Dividend Will Be Increased To $0.57

Oshkosh Corporation's ( NYSE:OSK ) dividend will be increasing from last year's payment of the same period to $0.57 on...
Actualización de narrativa Jan 19

OSK: Fair Value View Balances Autonomy Push With Tariff And Demand Risks

Analysts have raised their Oshkosh fair value estimate by about $3 to $156.51, citing higher price targets from multiple firms and updated assumptions that combine slightly lower revenue growth with a stronger profit margin profile and a modestly lower future P/E. Analyst Commentary Recent research on Oshkosh has been active, with several firms adjusting their price targets and reacting to the latest earnings print.
Actualización de narrativa Jan 04

OSK: Tariff Uncertainty And Access Demand Weakness Will Shape Earnings Outlook

Analysts have raised their Oshkosh fair value estimate from $90.00 to $125.00 per share, reflecting slightly higher assumed discount and growth rates as they balance near term weakness in Access equipment demand with a still constructive longer term earnings outlook. Analyst Commentary Bearish analysts have recently tempered their expectations for Oshkosh, pointing to a more challenging demand backdrop and execution risks that could cap upside to the newly raised fair value estimate.
Actualización de narrativa Dec 14

OSK: Medium Term Earnings Power Will Outweigh Access Demand Headwinds

Analysts have modestly reduced their price target on Oshkosh to approximately $185 from about $188, reflecting slightly softer revenue growth expectations, a higher perceived risk profile, and tempered valuation multiples following recent earnings and demand headwinds. Analyst Commentary Bullish analysts acknowledge that the near term outlook has been clouded by softer demand in certain end markets, but they continue to view Oshkosh as fundamentally well positioned to execute on its long term strategy.
Artículo de análisis Nov 01

Oshkosh Corporation Recorded A 5.1% Miss On Revenue: Analysts Are Revisiting Their Models

There's been a notable change in appetite for Oshkosh Corporation ( NYSE:OSK ) shares in the week since its quarterly...
Actualización de narrativa Oct 29

Earnings Estimate Revisions Will Drive Additional Momentum Despite Tariff Headwinds

Oshkosh's price target has been raised from $147 to $171 per share, as analysts point to upward earnings estimate revisions and expectations for multiple expansion in the machinery sector. Analyst Commentary Bullish and bearish analyst viewpoints have emerged in response to recent macroeconomic shifts and company-specific developments impacting Oshkosh and its sector.
Actualización de narrativa Oct 14

Infrastructure Expansion And Electric Mobility Will Define Future Markets

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.
Artículo de análisis Sep 10

Oshkosh Corporation (NYSE:OSK) Might Not Be As Mispriced As It Looks

With a price-to-earnings (or "P/E") ratio of 13.4x Oshkosh Corporation ( NYSE:OSK ) may be sending bullish signals at...
Actualización de narrativa Aug 27

Infrastructure Expansion And Electric Mobility Will Define Future Markets

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.
Artículo de análisis Aug 04

Earnings Beat: Oshkosh Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

As you might know, Oshkosh Corporation ( NYSE:OSK ) just kicked off its latest quarterly results with some very strong...
Seeking Alpha Mar 11

Oshkosh Expected To Slip This Year, Rebound In 2026

Summary Oshkosh Corporation's earnings have plateaued despite steady revenue growth, with a forecasted dip in 2025, leading to a 'Hold' rating. The company specializes in purpose-built vehicles for various industries and is recognized for innovation and advanced technologies. OSK's Q4-2024 earnings beat estimates, but profitability is expected to decline in 2025, with potential growth resuming in 2026. Oshkosh's dividend yield is 2.09%, with consistent increases over the past decade, making it appealing for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha Dec 27

Oshkosh Corporation: Price-Informed Sell-Off Opens A High-Risk Value Opportunity

Summary Oshkosh is oversold due to overreaction on USPS contract issues, but is suitable for experienced traders or long-term investors. Segment diversification protects OSK during demand cycles, with access, vocational, and defense segments showing varied growth. The USPS contract is crucial for OSK, but investors are prematurely re-rating the company on a failure scenario. Valuation suggests a 21.5% upside to $116 per share, contingent on successful USPS contract execution and improvement in the order backlog after stagnation in the next 2 quarters. Read the full article on Seeking Alpha
Seeking Alpha Oct 25

Oshkosh's Stable Dividend Driven By Long-Term Contract Wins

Summary Oshkosh has a strong growth outlook with a 1.8% dividend yield, driven by major contracts, municipal spending, and European expansion. The estimated fair value for Oshkosh is $165.2, based on a 14.0x P/E ratio and projected EPS of $11.80 for 2025. Key segments like vocational and access equipment show robust backlog and revenue growth, despite short-term defense segment challenges. Oshkosh's financial health is solid with low leverage and consistent dividend increases, positioning it well for future shareholder returns. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Oshkosh. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:OSK Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2610,4275788160
31 Dec 2510,4226478120
30 Sep 2510,3326668220
30 Jun 2510,3846508540
31 Mar 2510,4996148620
31 Dec 2410,7306818490
30 Sep 2410,5996798640
30 Jun 2410,3676838260
31 Mar 249,9346897920
31 Dec 239,6585988080
30 Sep 239,3955227310
30 Jun 238,9524067090
31 Mar 238,6042636920
31 Dec 228,2821746960
30 Sep 227,8701236400
30 Jun 227,8661466460
31 Mar 228,0093286570
31 Dec 217,9534276750
30 Sep 217,7375096700
30 Jun 217,4594836500
31 Mar 216,8313496030
31 Dec 206,7383185860
30 Sep 206,8573226580
30 Jun 207,2683756490
31 Mar 208,0804866840
31 Dec 198,2745467010
30 Sep 198,3825796860
30 Jun 198,2435816860
31 Mar 198,0265426900
31 Dec 187,9235256860
30 Sep 187,7064726860
30 Jun 187,6124146810
31 Mar 187,4733896750
31 Dec 177,2053236740
30 Sep 176,8302866720
30 Jun 176,6222546480
31 Mar 176,3332096390
31 Dec 166,2392216240
30 Sep 166,2792166120
30 Jun 166,1022055990
31 Mar 165,9672115780
31 Dec 155,9972095760
30 Sep 156,0982295870
30 Jun 156,1882566000

Ingresos de calidad: OSK tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(5.5%) de OSK son inferiores a los del año pasado (5.9%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de OSK han crecido un 16.8% al año en los últimos 5 años.

Acelerando crecimiento: OSK ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: OSK tuvo un crecimiento negativo de los beneficios (-5.9%) durante el año pasado, lo que dificulta la comparación con la media de la industria Machinery (1.9%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de OSK (12.9%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/22 20:35
Precio de las acciones al final del día2026/06/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Oshkosh Corporation está cubierta por 35 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullArgus Research Company
Mircea DobreBaird
Adam SeidenBarclays