Oshkosh Performance degli utili passati
Criteri Il passato verificati 2/6
Oshkosh ha registrato una crescita degli utili a un tasso medio annuo di 16.8%, mentre il settore Machinery ha registrato utili in crescita a un tasso medio annuo di 8%. I ricavi sono stati in crescita a un tasso medio annuo di 8.5%. Il ritorno sul capitale proprio di Oshkosh è 12.9% e ha margini netti di 5.5%.
Informazioni chiave
16.85%
Tasso di crescita degli utili
18.11%
Tasso di crescita dell'EPS
| Machinery Crescita del settore | 8.77% |
| Tasso di crescita dei ricavi | 8.52% |
| Rendimento del capitale proprio | 12.94% |
| Margine netto | 5.54% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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...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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Oshkosh guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 10,427 | 578 | 816 | 0 |
| 31 Dec 25 | 10,422 | 647 | 812 | 0 |
| 30 Sep 25 | 10,332 | 666 | 822 | 0 |
| 30 Jun 25 | 10,384 | 650 | 854 | 0 |
| 31 Mar 25 | 10,499 | 614 | 862 | 0 |
| 31 Dec 24 | 10,730 | 681 | 849 | 0 |
| 30 Sep 24 | 10,599 | 679 | 864 | 0 |
| 30 Jun 24 | 10,367 | 683 | 826 | 0 |
| 31 Mar 24 | 9,934 | 689 | 792 | 0 |
| 31 Dec 23 | 9,658 | 598 | 808 | 0 |
| 30 Sep 23 | 9,395 | 522 | 731 | 0 |
| 30 Jun 23 | 8,952 | 406 | 709 | 0 |
| 31 Mar 23 | 8,604 | 263 | 692 | 0 |
| 31 Dec 22 | 8,282 | 174 | 696 | 0 |
| 30 Sep 22 | 7,870 | 123 | 640 | 0 |
| 30 Jun 22 | 7,866 | 146 | 646 | 0 |
| 31 Mar 22 | 8,009 | 328 | 657 | 0 |
| 31 Dec 21 | 7,953 | 427 | 675 | 0 |
| 30 Sep 21 | 7,737 | 509 | 670 | 0 |
| 30 Jun 21 | 7,459 | 483 | 650 | 0 |
| 31 Mar 21 | 6,831 | 349 | 603 | 0 |
| 31 Dec 20 | 6,738 | 318 | 586 | 0 |
| 30 Sep 20 | 6,857 | 322 | 658 | 0 |
| 30 Jun 20 | 7,268 | 375 | 649 | 0 |
| 31 Mar 20 | 8,080 | 486 | 684 | 0 |
| 31 Dec 19 | 8,274 | 546 | 701 | 0 |
| 30 Sep 19 | 8,382 | 579 | 686 | 0 |
| 30 Jun 19 | 8,243 | 581 | 686 | 0 |
| 31 Mar 19 | 8,026 | 542 | 690 | 0 |
| 31 Dec 18 | 7,923 | 525 | 686 | 0 |
| 30 Sep 18 | 7,706 | 472 | 686 | 0 |
| 30 Jun 18 | 7,612 | 414 | 681 | 0 |
| 31 Mar 18 | 7,473 | 389 | 675 | 0 |
| 31 Dec 17 | 7,205 | 323 | 674 | 0 |
| 30 Sep 17 | 6,830 | 286 | 672 | 0 |
| 30 Jun 17 | 6,622 | 254 | 648 | 0 |
| 31 Mar 17 | 6,333 | 209 | 639 | 0 |
| 31 Dec 16 | 6,239 | 221 | 624 | 0 |
| 30 Sep 16 | 6,279 | 216 | 612 | 0 |
| 30 Jun 16 | 6,102 | 205 | 599 | 0 |
| 31 Mar 16 | 5,967 | 211 | 578 | 0 |
| 31 Dec 15 | 5,997 | 209 | 576 | 0 |
| 30 Sep 15 | 6,098 | 229 | 587 | 0 |
| 30 Jun 15 | 6,188 | 256 | 600 | 0 |
Guadagni di qualità: OSK ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di OSK (5.5%) sono inferiori rispetto allo scorso anno (5.9%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di OSK sono cresciuti del 16.8% all'anno negli ultimi 5 anni.
Accelerare la crescita: OSK ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: OSK ha avuto una crescita negativa degli utili ( -5.9% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Machinery ( 1.6% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 12.9% ) di OSK è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/24 11:33 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| 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 |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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 |