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Oshkosh CorporationNYSE:OSK Rapport sur les actions

Capitalisation boursière US$7.4b
Prix de l'action
US$125.80
US$164.79
23.7% sous-évalué décote intrinsèque
1Y27.7%
7D0.4%
Valeur du portefeuille
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Oshkosh Corporation

NYSE:OSK Rapport sur les actions

Capitalisation boursière : US$7.4b

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Oshkosh Corporation Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Oshkosh
Historique des cours de bourse
Prix actuel de l'actionUS$125.80
Plus haut sur 52 semainesUS$180.49
Plus bas sur 52 semainesUS$96.03
Bêta1.33
Variation sur 1 mois-17.13%
Variation sur 3 mois-26.21%
Variation sur 1 an27.74%
Variation sur 3 ans70.67%
Variation sur 5 ans-3.65%
Évolution depuis l'introduction en bourse4,406.27%

Nouvelles et mises à jour récentes

Mise à jour du récit 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
Mise à jour du récit 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.

Recent updates

Mise à jour du récit 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
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse Jun 10

Oshkosh Corporation (NYSE:OSK) Shares Could Be 46% Below Their Intrinsic Value Estimate

Key Insights Oshkosh's estimated fair value is US$204 based on 2 Stage Free Cash Flow to Equity Oshkosh is estimated to...
Article d’analyse May 23

Should You Investigate Oshkosh Corporation (NYSE:OSK) At US$98.43?

Oshkosh Corporation ( NYSE:OSK ), is not the largest company out there, but it led the NYSE gainers with a relatively...
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

Rendement pour les actionnaires

OSKUS MachineryUS Marché
7D0.4%-2.6%-0.3%
1Y27.7%40.4%26.7%

Rendement vs Industrie: OSK a sous-performé le secteur US Machinery qui a rapporté 40.4 % au cours de l'année écoulée.

Rendement vs marché: OSK a dépassé le marché US qui a rapporté 26.7 % au cours de l'année écoulée.

Volatilité des prix

Is OSK's price volatile compared to industry and market?
OSK volatility
OSK Average Weekly Movement6.7%
Machinery Industry Average Movement6.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Cours de l'action stable: OSK n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de OSK ( 7% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
191518,400John Pfeiferwww.oshkoshcorp.com

Oshkosh Corporation fournit des véhicules et des équipements spécialisés dans le monde entier. L'entreprise opère à travers trois segments : Accès, Professionnel et Transport. Le segment Accès conçoit et fabrique des nacelles élévatrices et des chariots télescopiques destinés aux applications de construction, industrielles et de maintenance, ainsi que des équipements de remorquage et de récupération, qui comprennent des transporteurs, des épaves et des rotateurs, et fournit des solutions de financement et de location, notamment des prêts aux flottes de location, des contrats de location, des plans d'aménagement et des financements de détail.

Oshkosh Corporation Résumé des fondamentaux

Comment les bénéfices et les revenus de Oshkosh se comparent-ils à sa capitalisation boursière ?
OSK statistiques fondamentales
Capitalisation boursièreUS$7.43b
Bénéfices(TTM)US$577.90m
Recettes(TTM)US$10.43b
13.6x
Ratio P/E
0.8x
Ratio P/S

Le site OSK est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
OSK compte de résultat (TTM)
RecettesUS$10.43b
Coût des recettesUS$8.70b
Marge bruteUS$1.73b
Autres dépensesUS$1.15b
Les revenusUS$577.90m

Derniers bénéfices déclarés

Mar 31, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)9.27
Marge brute16.60%
Marge bénéficiaire nette5.54%
Ratio dettes/capitaux propres25.7%

Quelles ont été les performances à long terme de OSK?

Voir les performances historiques et les comparaisons

Dividendes

1.8%
Rendement actuel des dividendes
23%
Ratio de distribution

Le site OSK verse-t-il des dividendes fiables ?

Voir OSK l'historique des dividendes et les indices de référence
Quand faut-il acheter OSK pour recevoir un dividende à venir ?
Oshkosh dates des dividendes
Date ex-dividendeMay 26 2026
Date de paiement du dividendeJun 09 2026
Jours jusqu'au dividende Ex4 days
Jours jusqu'à la date de paiement du dividende18 days

Le site OSK verse-t-il des dividendes fiables ?

Voir OSK l'historique des dividendes et les indices de référence

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 14:51
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Oshkosh Corporation est couverte par 38 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullArgus Research Company
Mircea DobreBaird
Adam SeidenBarclays