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Market Cap

US$9.3b

Last Updated

2021/05/16 22:49 UTC

Data Sources

Company Financials +

Executive Summary

Oshkosh Corporation designs, manufactures, and markets specialty vehicles and vehicle bodies worldwide. More Details


Snowflake Analysis

Flawless balance sheet with moderate growth potential.


Similar Companies

Share Price & News

How has Oshkosh's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: OSK is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.

Volatility Over Time: OSK's weekly volatility (5%) has been stable over the past year.


Market Performance


7 Day Return

1.0%

OSK

-1.1%

US Machinery

-1.7%

US Market


1 Year Return

121.9%

OSK

98.1%

US Machinery

50.8%

US Market

Return vs Industry: OSK exceeded the US Machinery industry which returned 98.1% over the past year.

Return vs Market: OSK exceeded the US Market which returned 50.8% over the past year.


Shareholder returns

OSKIndustryMarket
7 Day1.0%-1.1%-1.7%
30 Day11.8%2.7%-1.5%
90 Day36.6%13.0%0.4%
1 Year125.0%121.9%102.6%98.1%53.3%50.8%
3 Year83.3%75.3%66.0%56.2%61.5%51.4%
5 Year219.4%198.1%174.3%146.8%125.8%100.7%

Long-Term Price Volatility Vs. Market

How volatile is Oshkosh's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Oshkosh undervalued compared to its fair value and its price relative to the market?

26.45x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: OSK ($135.36) is trading above our estimate of fair value ($106.1)

Significantly Below Fair Value: OSK is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: OSK is good value based on its PE Ratio (26.4x) compared to the US Machinery industry average (34.6x).

PE vs Market: OSK is poor value based on its PE Ratio (26.4x) compared to the US market (19.8x).


Price to Earnings Growth Ratio

PEG Ratio: OSK is poor value based on its PEG Ratio (1.3x)


Price to Book Ratio

PB vs Industry: OSK is good value based on its PB Ratio (3.1x) compared to the US Machinery industry average (3.3x).


Future Growth

How is Oshkosh forecast to perform in the next 1 to 3 years based on estimates from 14 analysts?

20.7%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: OSK's forecast earnings growth (20.7% per year) is above the savings rate (2%).

Earnings vs Market: OSK's earnings (20.7% per year) are forecast to grow faster than the US market (14.7% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: OSK's revenue (8.9% per year) is forecast to grow slower than the US market (9% per year).

High Growth Revenue: OSK's revenue (8.9% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: OSK's Return on Equity is forecast to be low in 3 years time (18%).


Past Performance

How has Oshkosh performed over the past 5 years?

13.7%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: OSK has high quality earnings.

Growing Profit Margin: OSK's current net profit margins (5.1%) are lower than last year (6%).


Past Earnings Growth Analysis

Earnings Trend: OSK's earnings have grown by 13.7% per year over the past 5 years.

Accelerating Growth: OSK's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: OSK had negative earnings growth (-28.2%) over the past year, making it difficult to compare to the Machinery industry average (-6.7%).


Return on Equity

High ROE: OSK's Return on Equity (11.6%) is considered low.


Financial Health

How is Oshkosh's financial position?


Financial Position Analysis

Short Term Liabilities: OSK's short term assets ($4.0B) exceed its short term liabilities ($1.9B).

Long Term Liabilities: OSK's short term assets ($4.0B) exceed its long term liabilities ($1.4B).


Debt to Equity History and Analysis

Debt Level: OSK's debt to equity ratio (21.7%) is considered satisfactory.

Reducing Debt: OSK's debt to equity ratio has reduced from 53.4% to 21.7% over the past 5 years.

Debt Coverage: OSK's debt is well covered by operating cash flow (146.2%).

Interest Coverage: OSK's interest payments on its debt are well covered by EBIT (11.6x coverage).


Balance Sheet


Dividend

What is Oshkosh current dividend yield, its reliability and sustainability?

0.97%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: OSK's dividend (0.98%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.24%).

High Dividend: OSK's dividend (0.98%) is low compared to the top 25% of dividend payers in the US market (3.42%).


Stability and Growth of Payments

Stable Dividend: Whilst dividend payments have been stable, OSK has been paying a dividend for less than 10 years.

Growing Dividend: OSK's dividend payments have increased, but the company has only paid a dividend for 8 years.


Current Payout to Shareholders

Dividend Coverage: With its low payout ratio (24.6%), OSK's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: OSK's dividends in 3 years are forecast to be well covered by earnings (15.4% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

4.5yrs

Average management tenure


CEO

John Pfeifer (55 yo)

0.083

Tenure

US$2,950,377

Compensation

Mr. John C. Pfeifer is Chief Executive Officer and Director of Oshkosh Corporation since April 02, 2021. He was Chief Operating Officer at Oshkosh Corporation since May 1, 2019 until April 02, 2021 and its...


CEO Compensation Analysis

Compensation vs Market: John's total compensation ($USD2.95M) is below average for companies of similar size in the US market ($USD6.51M).

Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: OSK's management team is considered experienced (4.5 years average tenure).


Board Members

Experienced Board: OSK's board of directors are considered experienced (4 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: OSK insiders have only sold shares in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Oshkosh Corporation's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Oshkosh Corporation
  • Ticker: OSK
  • Exchange: NYSE
  • Founded: 1917
  • Industry: Construction Machinery and Heavy Trucks
  • Sector: Capital Goods
  • Market Cap: US$9.288b
  • Shares outstanding: 68.62m
  • Website: https://www.oshkoshcorp.com

Number of Employees


Location

  • Oshkosh Corporation
  • 1917 Four Wheel Drive
  • Oshkosh
  • Wisconsin
  • 54902
  • United States

Listings


Biography

Oshkosh Corporation designs, manufactures, and markets specialty vehicles and vehicle bodies worldwide. The company’s Access Equipment segment provides aerial work platforms and telehandlers for use in var...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/05/16 22:49
End of Day Share Price2021/05/14 00:00
Earnings2021/03/31
Annual Earnings2020/09/30


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.