Oshkosh Crescita futura
Criteri Future verificati 1/6
Oshkosh prevede che gli utili e i ricavi cresceranno rispettivamente di 12% e 5.7% all'anno. Si prevede che l'EPS crescerà di 13.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 17.5% in 3 anni.
Informazioni chiave
12.0%
Tasso di crescita degli utili
13.23%
Tasso di crescita dell'EPS
| Machinery crescita degli utili | 16.4% |
| Tasso di crescita dei ricavi | 5.7% |
| Rendimento futuro del capitale proprio | 17.49% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 13 Apr 2026 |
Aggiornamenti recenti sulla crescita futura
Articolo di analisi • 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...Articolo di analisi • 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...Recent updates
Aggiornamento dell'analisi • 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.Seeking Alpha • Apr 16
Oshkosh: This Rally Isn't Over Yet, Though Macro Headwinds Loom
Summary Oshkosh Corporation (OSK) remains well-positioned for upside despite a 50.5% stock price increase since May 2025. 2026 guidance implies modest 5.5% sales growth and stable 9.6% operating margins, with free cash flow guidance of $550–$650 million. Vocational segment leads near-term performance; Access lacks momentum and Transport faces margin dilution from legacy contracts and delivery vehicle ramp. I maintain a buy rating with a raised price target of $175.06, but highlight tariff risks and cyclical exposure in Access. Read the full article on Seeking AlphaAggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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
Nuova analisi • Aug 28
Next-Gen Delivery Vehicles And Critical Acquisitions Power Long-Term Growth And Market Expansion
Transition to a dealer network for Refuse and Recycling vehicles aims to enhance market penetration and improve margins through better sales and service efficiency.Seeking Alpha • Aug 27
Oshkosh Corporation: Strong Earnings And Strategic Innovations Drive Growth
Summary Oshkosh Corporation, founded in 1917, is a leading manufacturer of specialty vehicles and equipment for defense, access equipment, and commercial sectors. The Access Equipment segment offers aerial work platforms and telehandlers, with financing and leasing options, catering to construction and industrial maintenance needs. Oshkosh Defense secures significant contracts with the U.S. military, including a $543 million JLTV contract and a $1.5 billion heavy tactical vehicles contract. The Vocational unit produces custom firefighting trucks, emergency vehicles, garbage trucks, and concrete mixers, supporting essential city services and construction industries. Read the full article on Seeking AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 12,261 | 947 | 787 | 1,193 | 7 |
| 12/31/2027 | 11,712 | 852 | 745 | 839 | 15 |
| 12/31/2026 | 10,921 | 694 | 790 | 844 | 15 |
| 12/31/2025 | 10,422 | 647 | 572 | 783 | N/A |
| 9/30/2025 | 10,332 | 666 | 755 | 974 | N/A |
| 6/30/2025 | 10,384 | 650 | 589 | 811 | N/A |
| 3/31/2025 | 10,499 | 614 | 290 | 511 | N/A |
| 12/31/2024 | 10,730 | 681 | 262 | 550 | N/A |
| 9/30/2024 | 10,599 | 679 | -58 | 239 | N/A |
| 6/30/2024 | 10,367 | 683 | -256 | 79 | N/A |
| 3/31/2024 | 9,934 | 689 | -150 | 164 | N/A |
| 12/31/2023 | 9,658 | 598 | 270 | 600 | N/A |
| 9/30/2023 | 9,395 | 522 | 246 | 583 | N/A |
| 6/30/2023 | 8,952 | 406 | 289 | 578 | N/A |
| 3/31/2023 | 8,604 | 263 | -1 | 352 | N/A |
| 12/31/2022 | 8,282 | 174 | 332 | 601 | N/A |
| 9/30/2022 | 7,870 | 123 | -228 | -25 | N/A |
| 6/30/2022 | 7,866 | 146 | 19 | 219 | N/A |
| 3/31/2022 | 8,009 | 328 | 549 | 693 | N/A |
| 12/31/2021 | 7,953 | 427 | 560 | 690 | N/A |
| 9/30/2021 | 7,737 | 509 | 1,117 | 1,222 | N/A |
| 6/30/2021 | 7,459 | 483 | 997 | 1,108 | N/A |
| 3/31/2021 | 6,831 | 349 | 853 | 957 | N/A |
| 12/31/2020 | 6,738 | 318 | 733 | 845 | N/A |
| 9/30/2020 | 6,857 | 322 | 197 | 327 | N/A |
| 6/30/2020 | 7,268 | 375 | 329 | 499 | N/A |
| 3/31/2020 | 8,080 | 486 | 300 | 480 | N/A |
| 12/31/2019 | 8,274 | 546 | 308 | 504 | N/A |
| 9/30/2019 | 8,382 | 579 | N/A | 568 | N/A |
| 6/30/2019 | 8,243 | 581 | N/A | 322 | N/A |
| 3/31/2019 | 8,026 | 542 | N/A | 545 | N/A |
| 12/31/2018 | 7,923 | 525 | N/A | 321 | N/A |
| 9/30/2018 | 7,706 | 472 | N/A | 436 | N/A |
| 6/30/2018 | 7,612 | 414 | N/A | 343 | N/A |
| 3/31/2018 | 7,473 | 389 | N/A | 142 | N/A |
| 12/31/2017 | 7,205 | 323 | N/A | 192 | N/A |
| 9/30/2017 | 6,830 | 286 | N/A | 247 | N/A |
| 6/30/2017 | 6,622 | 254 | N/A | 544 | N/A |
| 3/31/2017 | 6,333 | 209 | N/A | 636 | N/A |
| 12/31/2016 | 6,239 | 221 | N/A | 595 | N/A |
| 9/30/2016 | 6,279 | 216 | N/A | 584 | N/A |
| 6/30/2016 | 6,102 | 205 | N/A | 283 | N/A |
| 3/31/2016 | 5,967 | 211 | N/A | 249 | N/A |
| 12/31/2015 | 5,997 | 209 | N/A | 208 | N/A |
| 9/30/2015 | 6,098 | 229 | N/A | 91 | N/A |
| 6/30/2015 | 6,188 | 256 | N/A | 64 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di OSK ( 12% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di OSK ( 12% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.6% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di OSK cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di OSK ( 5.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.5% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di OSK ( 5.7% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di OSK sarà basso tra 3 anni ( 17.5 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 07:19 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Oshkosh Corporation è coperta da 38 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| null null | Argus Research Company |
| Mircea Dobre | Baird |
| Adam Seiden | Barclays |