Why Oshkosh (OSK) Is Up 5.8% After Unveiling Autonomous Vehicles and Securing Major Army Order

• Earlier this week, Oshkosh Defense introduced a new family of autonomous military vehicles and announced an US$89 million order from the U.S. Army for Palletized Load System vehicles, ahead of the company's third-quarter 2025 earnings announcement.
• This combination of technological advancement and recent contract wins has fueled heightened investor expectations for Oshkosh's near-term performance and sector leadership.
• We'll examine how Oshkosh's unveiling of autonomous military vehicles and major U.S. Army contract could reshape its investment outlook.

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Oshkosh Investment Narrative Recap

Being an Oshkosh shareholder is ultimately about believing in the company's ability to secure and execute long-term government contracts while advancing its vehicle technology. The recent unveiling of autonomous military vehicles and the US$89 million Army order bring a potential near-term catalyst ahead of Q3 2025 earnings, though risks tied to Oshkosh's reliance on large contracts and shifting government priorities remain material for investors to watch. Of the latest company announcements, the raised 2025 earnings guidance to approximately US$10.25 per share stands out in context of these new contracts, suggesting management's confidence in both backlog strength and margin potential as innovation drives contract wins. Yet, investors should not overlook the risk that any future delays or changes in government funding priorities could...

Read the full narrative on Oshkosh (it's free!)

Oshkosh's narrative projects $12.0 billion in revenue and $940.2 million in earnings by 2028. This requires 5.1% yearly revenue growth and a $289.8 million earnings increase from $650.4 million today.

Uncover how Oshkosh's forecasts yield a $153.08 fair value, a 10% upside to its current price.

Exploring Other Perspectives

Seven members of the Simply Wall St Community valued Oshkosh between US$10 and US$188 per share, revealing sharp differences in investor outlook. While some focus on contract wins and earnings guidance, others highlight the ongoing risk of fluctuating government spending priorities affecting future performance.

Explore 7 other fair value estimates on Oshkosh - why the stock might be worth as much as 35% more than the current price!

Build Your Own Oshkosh Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Oshkosh research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Oshkosh research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Oshkosh's overall financial health at a glance.

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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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