Oshkosh（OSK）株式概要
オシュコシュ・コーポレーションは、目的に応じた車両や機器を世界中に提供しています。 詳細
報酬
リスク分析
リスクチェックの結果、OSK 、リスクは検出されなかった。
OSK Community Fair Values
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Analyst Price Targets
Oshkosh Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$146.34 |
| 52週高値 | US$180.49 |
| 52週安値 | US$116.77 |
| ベータ | 1.23 |
| 1ヶ月の変化 | 15.27% |
| 3ヶ月変化 | -3.59% |
| 1年変化 | 16.31% |
| 3年間の変化 | 64.06% |
| 5年間の変化 | 25.24% |
| IPOからの変化 | 5,142.03% |
最新ニュース
ナラティブの更新 • Jun 30
OSK: Non Residential Construction And AI Systems Will Support Future Earnings Execution
Oshkosh's analyst fair value estimate has been adjusted from $204.00 to about $194.24 as analysts incorporate a series of lower Street price targets along with updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. Analyst Commentary Street research on Oshkosh has recently reflected a more cautious tone, with several firms cutting price targets and one downgrade from Citi.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • Jun 30
OSK: Non Residential Construction And AI Systems Will Support Future Earnings Execution
Oshkosh's analyst fair value estimate has been adjusted from $204.00 to about $194.24 as analysts incorporate a series of lower Street price targets along with updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. Analyst Commentary Street research on Oshkosh has recently reflected a more cautious tone, with several firms cutting price targets and one downgrade from Citi.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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 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 Alpha株主還元
| OSK | US Machinery | US 市場 | |
|---|---|---|---|
| 7D | 2.6% | -1.2% | 0.7% |
| 1Y | 16.3% | 38.3% | 20.6% |
業界別リターン: OSK過去 1 年間で38.3 % の収益を上げたUS Machinery業界を下回りました。
リターン対市場: OSKは、過去 1 年間で20.6 % のリターンを上げたUS市場を下回りました。
価格変動
| OSK volatility | |
|---|---|
| OSK Average Weekly Movement | 6.6% |
| Machinery Industry Average Movement | 6.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: OSK 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: OSKの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1915 | 18,400 | John Pfeifer | www.oshkoshcorp.com |
オシュコシュ・コーポレーションは、目的に応じた車両や機器を世界中に提供している。同社は3つのセグメントで事業を展開：アクセス部門、職業用部門、輸送部門。アクセス部門は、建設、産業、メンテナンス用途の高所作業車やテレハンドラー、キャリア、レッカー、ローテータなどの牽引・回収機器の設計・製造、レンタル・フリート・ローン、リース、フロアプラン・ファイナンス、リテール・ファイナンスなどのファイナンスおよびリースソリューションを提供している。当セグメントはまた、機器の据付、シャーシやサービス部品の販売、部品やアクセサリーの提供も行っている。輸送部門は、防衛用の大型・中型・小型戦術車輪付き車両の製造・販売および関連サービス、戦闘車両、ミサイルシステム、弾薬、燃料、兵員・荷物の運搬を行っている。職業用セグメントでは、ポンプ車、高所作業車、はしご車、耕運機、タンカー、小型、中型、大型レスキュー車、荒地対応車、その他の緊急対応車を含む、カスタムおよび商業用消防機器、消防設備、緊急車両を提供している。また、航空機救難・消防車両、空港地上支援機器、手荷物、空港施設・運営、機器監視技術サービス、ごみ・リサイクル収集車両および部品、IMTブランドの現場サービス車両およびトラック積載型クレーン、前線通信ブランドのシミュレーター、指揮車およびその他の通信車両、前面排出型コンクリートミキサー車も製造・販売している。同社は直販代理店、ディーラー、ディストリビューターを通じて製品を販売している。以前はオシュコシュ・トラック・コーポレーショ ンとして知られていた。オシュコシュ・コーポレーションは1915 年に設立され、ウィスコンシン州オシュコシュに本社を置く。
Oshkosh Corporation 基礎のまとめ
| OSK 基礎統計学 | |
|---|---|
| 時価総額 | US$8.90b |
| 収益（TTM） | US$577.90m |
| 売上高(TTM) | US$10.43b |
15.8x
PER（株価収益率0.9x
P/SレシオOSK は割高か？
公正価値と評価分析を参照収益と収入
| OSK 損益計算書（TTM） | |
|---|---|
| 収益 | US$10.43b |
| 売上原価 | US$8.70b |
| 売上総利益 | US$1.73b |
| その他の費用 | US$1.15b |
| 収益 | US$577.90m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 28, 2026
| 一株当たり利益（EPS） | 9.27 |
| グロス・マージン | 16.60% |
| 純利益率 | 5.54% |
| 有利子負債／自己資本比率 | 25.7% |
OSK の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.6%
現在の配当利回り23%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/10 13:53 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Oshkosh Corporation 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Mircea Dobre | Baird |
| Adam Seiden | Barclays |