Oshkosh (OSK): Assessing Valuation After Recent Momentum and Multi-Year Growth Prospects

Oshkosh (OSK) stock has seen a modest uptick lately, gaining ground over the past week and month. Investors seem to be weighing recent momentum with the company's sustained growth in revenue and net income over the past year.

See our latest analysis for Oshkosh.

Oshkosh’s recent 6.4% share price return over the past month reflects a healthy rebound in momentum, after already posting a strong 49.5% gain year-to-date. Over the longer run, total shareholder return of nearly 119% in five years shows the company’s track record of rewarding investors is no fluke.

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The big question for investors is whether Oshkosh’s strong track record and recent momentum are fully reflected in today’s valuation, or if there is still room for further gains as future growth unfolds.

Most Popular Narrative: 8.6% Undervalued

Compared to the last close price of $139.90, the narrative suggests Oshkosh’s fair value sits at $153.08. This premium signals that the most widely followed narrative expects more upside than today's market price reflects.

Expansion of large-scale infrastructure projects and growth in data center construction are fueling robust demand for Oshkosh's specialty vehicles and equipment. This is creating a multi-year tailwind for order volume and sustained revenue growth. Oshkosh's accelerating innovation in electric, hybrid, and autonomous vehicle technologies positions the company to win incremental business and command higher margins as customers shift toward sustainability and digital solutions.

Read the complete narrative.

What’s the real math behind this bullish outlook? The narrative’s future price hinges on a make-or-break projection. Three big levers—revenue growth, higher profit margins, and a contracting share count—combine with a sector-defying profit multiple. Curious which part of the formula drives most of the upside? The full story lays out the bold assumptions you’ll want to see before making your own call.

Result: Fair Value of $153.08 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, ongoing tariff headwinds and heavy reliance on government contracts could trigger volatility or undermine the current bullish outlook.

Find out about the key risks to this Oshkosh narrative.

Build Your Own Oshkosh Narrative

If you think there’s another side to the story or want to test your own assumptions, dive in and build your own view in just a few minutes with Do it your way.

A great starting point for your Oshkosh research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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