Oshkosh (NYSE:OSK) Issues FY 2026 Earnings Guidance
by Michael Walen · The Markets DailyOshkosh (NYSE:OSK – Get Free Report) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 11.500-11.500 for the period, compared to the consensus EPS estimate of 12.320. The company issued revenue guidance of $11.0 billion-$11.0 billion, compared to the consensus revenue estimate of $10.9 billion.
Analysts Set New Price Targets
Several equities analysts have recently commented on the stock. Argus lowered their price target on shares of Oshkosh from $175.00 to $160.00 and set a “buy” rating on the stock in a report on Wednesday, December 10th. Weiss Ratings reissued a “buy (b-)” rating on shares of Oshkosh in a research report on Thursday, January 22nd. UBS Group restated a “buy” rating and issued a $167.00 target price on shares of Oshkosh in a research note on Friday. JPMorgan Chase & Co. raised their price target on Oshkosh from $145.00 to $155.00 and gave the stock a “neutral” rating in a research note on Friday. Finally, Zacks Research cut Oshkosh from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 22nd. Twelve equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Oshkosh presently has an average rating of “Moderate Buy” and an average target price of $157.07.
View Our Latest Report on Oshkosh
Oshkosh Stock Down 1.0%
OSK opened at $143.86 on Friday. The firm has a market cap of $9.10 billion, a P/E ratio of 14.36, a price-to-earnings-growth ratio of 1.96 and a beta of 1.41. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.99 and a current ratio of 1.94. The business has a 50 day moving average price of $136.94 and a 200 day moving average price of $133.62. Oshkosh has a twelve month low of $76.82 and a twelve month high of $158.53.
Oshkosh (NYSE:OSK – Get Free Report) last released its earnings results on Thursday, January 29th. The company reported $2.26 earnings per share for the quarter, missing analysts’ consensus estimates of $2.33 by ($0.07). The firm had revenue of $2.69 billion for the quarter, compared to analyst estimates of $2.60 billion. Oshkosh had a return on equity of 15.69% and a net margin of 6.21%.The firm’s revenue was up 3.5% on a year-over-year basis. During the same period in the prior year, the firm earned $2.58 EPS. Research analysts forecast that Oshkosh will post 10.96 EPS for the current year.
Oshkosh Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th will be given a $0.57 dividend. This represents a $2.28 annualized dividend and a yield of 1.6%. This is an increase from Oshkosh’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Tuesday, February 17th. Oshkosh’s dividend payout ratio (DPR) is 20.36%.
Oshkosh News Roundup
Here are the key news stories impacting Oshkosh this week:
- Positive Sentiment: Board raised the quarterly dividend to $0.57 (11.8% increase); ex-dividend Feb 17 — supports income-focused holders and signals confidence in cash flow.
- Positive Sentiment: JPMorgan raised its price target from $145 to $155 (maintaining a “neutral” rating), implying upside vs. the current price and providing some analyst support for the stock. Benzinga
- Neutral Sentiment: Q4 revenue grew 3.5% Y/Y to $2.69B and topped estimates — demand across key segments remained intact, which helps near-term top-line outlook. Zacks: Q4 Revenues Increase
- Neutral Sentiment: Company released earnings materials and the full earnings-call transcript and slides — useful for digging into segment-level trends, margin drivers and backlog commentary. MarketBeat: Conference Call & Slides
- Negative Sentiment: Oshkosh reported Q4 EPS of $2.26, missing consensus of $2.33 and down from $2.58 a year ago — the earnings shortfall is weighing on near-term sentiment and valuation multiples. Zacks: Q4 Earnings Miss
- Negative Sentiment: FY2026 EPS guidance of $11.50 (midpoint) was well below the Street (~$12.32), creating the biggest near-term negative catalyst as it lowers consensus expectations despite revenue guidance roughly in line with estimates.
Institutional Trading of Oshkosh
A number of large investors have recently bought and sold shares of the stock. Goldman Sachs Group Inc. increased its holdings in Oshkosh by 43.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 225,130 shares of the company’s stock valued at $21,180,000 after purchasing an additional 68,165 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Oshkosh by 8.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 188,191 shares of the company’s stock worth $17,705,000 after purchasing an additional 14,122 shares during the last quarter. Focus Partners Wealth acquired a new stake in shares of Oshkosh in the first quarter valued at $567,000. Sivia Capital Partners LLC bought a new position in shares of Oshkosh in the second quarter valued at about $325,000. Finally, California Public Employees Retirement System lifted its position in Oshkosh by 1.3% during the 2nd quarter. California Public Employees Retirement System now owns 111,199 shares of the company’s stock worth $12,626,000 after buying an additional 1,404 shares in the last quarter. 92.36% of the stock is currently owned by institutional investors.
Oshkosh Company Profile
Oshkosh Corporation (NYSE: OSK) is a leading designer, manufacturer and marketer of specialty trucks, military vehicles and access equipment. The company’s offerings span critical end markets, including defense, fire and emergency services, commercial construction and industrial sectors. By combining engineering expertise with advanced technologies, Oshkosh delivers solutions that enhance mobility, safety and productivity for its customers.
Founded in 1917 and headquartered in Oshkosh, Wisconsin, the company has evolved from producing heavy-duty dump trucks to a diversified portfolio of products and services.