Sign in

You're signed outSign in or to get full access.

Christian Zylon

Research Analyst at KeyBanc

Christian Zyla is an Analyst-Equity at KeyBanc Capital Markets, specializing in equity research within finance and consumer services sectors. He covers companies connected through his professional network, including interactions with analysts tracking firms in communications, health services, and retail trade, though specific company names are not detailed in available records; performance metrics such as success rates or returns are not publicly available. Zyla joined KeyBanc Capital Markets in 2021 and holds prior experience including roles at Northern Trust Co. (Research) as a Corporate Officer/Principal, with education from State University of New York at Buffalo and Daniels College of Business. He is FINRA-registered as a broker (CRD# 6301991) with active securities licenses.

Christian Zylon's questions to OSHKOSH (OSK) leadership

Question · Q4 2025

Christian Zylon asked if any customer-specific ordering dynamics in the Access segment, beyond the pricing pull-forward, influenced Q4 2025 sales and are unlikely to recur. Zylon also inquired about the strategic drivers behind Oshkosh's decision to showcase a non-USPS delivery vehicle concept at CES, focusing on market size, unit economics, financials, or synergies.

Answer

CFO Matt Field indicated that Q4 2025 Access sales included a strong sale into inventories, which is expected to normalize in 2026, but no other unique ordering dynamics were noted. CEO John Pfeifer explained that the CES showcase for a non-USPS delivery vehicle was driven by a combination of factors, including market opportunity, unit economics, and synergies, highlighting the advanced technology and purpose-built nature of their NGDV platform for broader last-mile delivery applications to enhance productivity, safety, and economic performance.

Ask follow-up questions

Fintool

Fintool can predict OSHKOSH logo OSK's earnings beat/miss a week before the call

Question · Q4 2025

Christian Zylstra asked if there were any other industry or customer-specific ordering dynamics in the Access segment, beyond pricing pull-forward, that are not expected to recur. He also inquired about the rationale behind showcasing a non-USPS delivery vehicle at CES, considering market size, unit economics, financials, and synergies.

Answer

EVP and CFO Matt Field indicated that there were no unique ordering dynamics beyond a strong sale into inventories in Q4, which is expected to normalize. President and CEO John Pfeifer explained that the non-USPS delivery vehicle showcase at CES was driven by all the mentioned factors, aiming to demonstrate capability for purpose-built, technologically advanced last-mile delivery vehicles for other market segments, leveraging the NGDV's safety and productivity features.

Ask follow-up questions

Fintool

Fintool can write a report on OSHKOSH logo OSK's next earnings in your company's style and formatting