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Stefan Dias

Research Analyst at Morgan Stanley

Stefan Dias is an Analyst at Morgan Stanley, specializing in equity research with a focus on industrials, notably covering Oshkosh Corp. His recent professional activity includes participation in earnings calls and Q&A analysis, demonstrating a strong understanding of industry dynamics and company fundamentals. Though detailed quantitative performance metrics and broader company coverage are limited, his track record reflects direct engagement with senior management teams within the sector. Stefan Dias began his career with a research focus, and his professional credentials are being further developed with ongoing experience at Morgan Stanley.

Stefan Dias's questions to OSHKOSH (OSK) leadership

Stefan Dias's questions to OSHKOSH (OSK) leadership • Q3 2024

Question

Stefan Dias, on behalf of Angel Castillo, questioned the drivers behind the reduced Access segment sales outlook, asking about order cancellations or delays and the bridge to 2025. He also inquired about the incremental price upside within the Vocational segment's backlog.

Answer

President and CEO John Pfeifer explained the Access backlog has timing elements, with some orders scheduled for 2025, and acknowledged some pushouts and cancellations impacted Q3 orders but noted the overall backlog remains healthy. EVP and CFO Michael Pack added that the Vocational backlog contains strong double-digit price increases that will continue to benefit results for the next few years.

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