Oshkosh Corporation

NYSE:OSK Stok Raporu

Piyasa değeri: US$7.8b

Oshkosh Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Oshkosh kazanç ve gelirin sırasıyla yıllık 15.4% ve 6.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 16.5% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 17.5% olacağı tahmin edilmektedir.

Anahtar bilgiler

15.4%

Kazanç büyüme oranı

16.52%

EPS büyüme oranı

Machinery kazanç büyümesi16.3%
Gelir büyüme oranı6.1%
Gelecekteki özkaynak getirisi17.51%
Analist kapsamı

Good

Son güncelleme16 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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...
Analiz Makalesi • 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...

Recent updates

Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • May 23

Should You Investigate Oshkosh Corporation (NYSE:OSK) At US$98.43?

Oshkosh Corporation ( NYSE:OSK ), is not the largest company out there, but it led the NYSE gainers with a relatively...
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 Alpha
Seeking 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
Seeking 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 Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:OSK - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202812,3909608559709
12/31/202711,74884070785715
12/31/202610,97767465275915
3/31/202610,4275788211,017N/A
12/31/202510,422647572783N/A
9/30/202510,332666755974N/A
6/30/202510,384650589811N/A
3/31/202510,499614278511N/A
12/31/202410,730681262550N/A
9/30/202410,599679-58239N/A
6/30/202410,367683-25679N/A
3/31/20249,934689-150164N/A
12/31/20239,658598270600N/A
9/30/20239,395522246583N/A
6/30/20238,952406289578N/A
3/31/20238,604263-1352N/A
12/31/20228,282174332601N/A
9/30/20227,870123-228-25N/A
6/30/20227,86614619219N/A
3/31/20228,009328549693N/A
12/31/20217,953427560690N/A
9/30/20217,7375091,1171,222N/A
6/30/20217,4594839971,108N/A
3/31/20216,831349853957N/A
12/31/20206,738318733845N/A
9/30/20206,857322197327N/A
6/30/20207,268375329499N/A
3/31/20208,080486300480N/A
12/31/20198,274546N/A504N/A
9/30/20198,382579N/A568N/A
6/30/20198,243581N/A322N/A
3/31/20198,026542N/A545N/A
12/31/20187,923525N/A321N/A
9/30/20187,706472N/A436N/A
6/30/20187,612414N/A343N/A
3/31/20187,473389N/A142N/A
12/31/20177,205323N/A192N/A
9/30/20176,830286N/A247N/A
6/30/20176,622254N/A544N/A
3/31/20176,333209N/A636N/A
12/31/20166,239221N/A595N/A
9/30/20166,279216N/A584N/A
6/30/20166,102205N/A283N/A
3/31/20165,967211N/A249N/A
12/31/20155,997209N/A208N/A
9/30/20156,098229N/A91N/A
6/30/20156,188256N/A64N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: OSK 'nin tahmini kazanç büyümesi (yıllık 15.4% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: OSK şirketinin kazançlarının (yıllık 15.4% ) US pazarından (yıllık 16.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: OSK şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: OSK şirketinin gelirinin (yıllık 6.1% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: OSK şirketinin gelirinin (yıllık 6.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: OSK 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 17.5 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 21:36
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Oshkosh Corporation 38 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
null nullArgus Research Company
Mircea DobreBaird
Adam SeidenBarclays