Earnings summaries and quarterly performance for OSHKOSH.
Executive leadership at OSHKOSH.
John Pfeifer
Detailed
President and Chief Executive Officer
CEO
IC
Ignacio Cortina
Detailed
Executive Vice President, Chief Legal and Administrative Officer and Secretary
JI
Jayanthi Iyengar
Detailed
Executive Vice President and Chief Technology and Strategic Sourcing Officer
MN
Mahesh Narang
Detailed
Executive Vice President and President, Access Segment
MF
Matthew Field
Detailed
Executive Vice President and Chief Financial Officer
MP
Michael Pack
Detailed
Executive Vice President and President, Vocational Segment
Board of directors at OSHKOSH.
AC
Annette Clayton
Detailed
Director
DP
David Perkins
Detailed
Director
DD
Douglas Davis
Detailed
Director
DP
Duncan Palmer
Detailed
Director
KA
Keith Allman
Detailed
Chair of the Board
KM
Kimberley Metcalf-Kupres
Detailed
Director
SR
Sandra Rowland
Detailed
Director
TJ
Tyrone Jordan
Detailed
Director
WB
William Burns
Detailed
Director
Research analysts who have asked questions during OSHKOSH earnings calls.
Kyle Menges
Citigroup
8 questions for OSK
Also covers: AGCO, ALH, ALSN +11 more
Jamie Cook
Truist Securities
7 questions for OSK
Also covers: ACM, AGCO, AME +17 more
AC
Angel Castillo Malpica
Morgan Stanley
6 questions for OSK
Also covers: AGCO, ALSN, CAT +15 more
MD
Mircea Dobre
Robert W. Baird & Co.
6 questions for OSK
Also covers: AGCO, ALG, ASTE +15 more
TZ
Tami Zakaria
JPMorgan Chase & Co.
6 questions for OSK
Also covers: ADM, AGCO, ALSN +23 more
DR
David Raso
Evercore ISI
5 questions for OSK
Also covers: CAT, CMI, CNH +12 more
JR
Jerry Revich
Goldman Sachs Group Inc.
5 questions for OSK
Also covers: AGCO, ALSN, ATMU +28 more
SF
Steven Fisher
UBS
5 questions for OSK
Also covers: ACM, AGCO, BBCP +22 more
TT
Tim Thein
Raymond James Financial
5 questions for OSK
Also covers: AGCO, ALSN, CMI +11 more
SV
Stephen Volkmann
Jefferies
4 questions for OSK
Also covers: AGCO, CARR, CAT +21 more
Chad Dillard
AllianceBernstein
3 questions for OSK
Also covers: CAT, CMI, DE +6 more
CA
Charles Albert Dillard
Bernstein
3 questions for OSK
Also covers: CAT, CMI, DE +6 more
SB
Steve Barger
KeyBanc Capital Markets Inc.
3 questions for OSK
Also covers: AEIS, AME, AMKR +12 more
CD
Christian Dialon
KeyBank
2 questions for OSK
CZ
Christian Zylon
KeyBanc
2 questions for OSK
MD
Mig Dobre
Baird
2 questions for OSK
Also covers: TITN
Mike Shlisky
D.A. Davidson
2 questions for OSK
Also covers: BLBD, LAKE, SHYF
TT
Timothy Thein
Raymond James
2 questions for OSK
Also covers: AGCO, ALSN, CAT +14 more
Brendan Shea
Morgan Stanley
1 question for OSK
Also covers: REVG
Christian Zyla
KeyBanc Capital Markets
1 question for OSK
Also covers: FLEX, MYE, PKOH +3 more
JA
Judah Aronovitz
UBS Group AG
1 question for OSK
Also covers: ACM, FLR, J +2 more
Michael Shlisky
D.A. Davidson
1 question for OSK
Also covers: ALG, BLBD, CENN +19 more
SD
Stefan Diaz
Morgan Stanley
1 question for OSK
Also covers: AMBP, BALL, CCK +4 more
Recent press releases and 8-K filings for OSK.
Oshkosh Defense Secures Additional U.S. Army Contract for FMTV A2 LVADs
OSK
New Projects/Investments
Revenue Acceleration/Inflection
- Oshkosh Defense was awarded an additional $25 million contract from the U.S. Army for FMTV A2 Low-Velocity Airdrop (LVAD) 4x4 Cargo vehicles and kits.
- This order demonstrates strong and sustained customer demand for Oshkosh's mission-critical tactical mobility solutions.
- To date, the U.S. Army has placed orders for a total of 797 Oshkosh FMTV A2 LVADs, which are designed to be parachuted from aircraft to support airborne and rapidly deploying units.
1 day ago
Oshkosh Reports Q4 2025 Results, Raises Dividend, and Provides FY 2026 Guidance
OSK
Earnings
Dividends
Guidance Update
- Oshkosh reported fourth-quarter 2025 revenue of $2.69 billion, an increase of 2.5% year-over-year, and provided full-year 2026 revenue guidance centered near $11.0 billion.
- Fourth-quarter 2025 non-GAAP EPS was $2.26, missing consensus, and the company's adjusted EPS guidance for fiscal 2026 is $11.50 at the midpoint, which came in below analyst estimates.
- The board approved an 11.8% increase to the quarterly dividend, to $0.57 per share, raising the forward yield to about 1.56%.
- The company highlighted a backlog of approximately $14.2 billion supporting near-term demand.
- The FY2026 adjusted EPS target of $11.50 is being driven by strength in its vocational business and the ramp-up of the NGDV program.
Jan 29, 2026, 3:20 PM
Oshkosh Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook
OSK
Earnings
Guidance Update
Share Buyback
- Oshkosh reported full-year 2025 revenue of $10.4 billion and adjusted earnings per share (EPS) of $10.79, with Q4 2025 revenue at $2.7 billion and adjusted EPS at $2.26.
- For 2026, the company forecasts adjusted EPS of $11.50 and consolidated sales of approximately $11 billion, anticipating strong performance in the vocational and transport segments, partially offset by weaker conditions in the access segment.
- The company expects Q1 2026 adjusted EPS to be about half of last year's, primarily due to pull-forward sales in Q4 2025 for access products and an estimated $200 million impact from tariffs in 2026.
- Oshkosh announced a quarterly dividend of $0.57 per share and plans to continue share repurchases, having repurchased $278 million in 2025.
- Key operational highlights include receiving multiple innovation awards at CES for technologies like JLG robotics and CAMS, and the vocational segment holding a backlog of over $6.6 billion.
Jan 29, 2026, 2:30 PM
Oshkosh Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
OSK
Earnings
Guidance Update
Demand Weakening
- Oshkosh reported Q4 2025 adjusted EPS of $2.26 on $2.7 billion in revenue, contributing to full-year 2025 adjusted EPS of $10.79 and $10.4 billion in revenue.
- For full-year 2026, the company forecasts adjusted EPS of approximately $11.50 and consolidated sales of approximately $11 billion.
- The company anticipates Q1 2026 adjusted EPS to be about half of last year's due to expected weaker market conditions in the access segment and the impact of strong Q4 2025 sales pulled forward by pricing actions.
- Oshkosh announced a quarterly dividend of $0.57 per share and plans to continue share repurchases in 2026, having repurchased $278 million in 2025.
Jan 29, 2026, 2:30 PM
Oshkosh Corporation Announces Q4 and Full Year 2025 Results and 2026 Outlook
OSK
Earnings
Guidance Update
- Oshkosh Corporation (OSK) reported full year 2025 consolidated revenue of $10.42 billion and adjusted EPS of $10.79.
- For Q4 2025, consolidated net sales were $2,688.8 million and adjusted EPS was $2.26.
- The company provided a 2026 outlook, projecting revenues of approximately $11.0 billion and adjusted EPS of approximately $11.50.
- OSK anticipates free cash flow between $550 million and $650 million for 2026.
- The Vocational segment demonstrated strong Q4 2025 performance with $922.4 million in net sales and an adjusted operating income margin of 16.2%.
Jan 29, 2026, 2:30 PM
Oshkosh Corporation Reports Q4 and Full-Year 2025 Results, Provides 2026 Guidance
OSK
Earnings
Guidance Update
Demand Weakening
- Oshkosh Corporation reported Q4 2025 consolidated sales of nearly $2.7 billion and adjusted EPS of $2.26, contributing to full-year 2025 revenue of $10.4 billion and adjusted EPS of $10.79.
- For fiscal year 2026, the company projects consolidated sales of approximately $11 billion and adjusted EPS of approximately $11.50, with an anticipated $200 million impact from tariffs.
- The company expects weaker market conditions in the access segment for 2026, forecasting sales of approximately $4.2 billion, while the vocational segment has a backlog of over $6.6 billion.
- Oshkosh continued to advance its technology, showcasing innovations at CES and ramping up NGDV shipments, with the fleet exceeding 10 million miles driven.
Jan 29, 2026, 2:30 PM
Oshkosh Corporation Reports Q4 and Full Year 2025 Results, Initiates 2026 Guidance
OSK
Earnings
Guidance Update
Share Buyback
- Oshkosh Corporation reported fourth quarter 2025 sales of $2.69 billion and adjusted diluted earnings per share (EPS) of $2.26.
- For the full year 2025, the company achieved net sales of $10.42 billion and adjusted diluted EPS of $10.79.
- The company initiated its 2026 adjusted diluted EPS guidance at approximately $11.50 on projected net sales of approximately $11.0 billion.
- The Board of Directors declared a quarterly cash dividend of $0.57 per share.
- In the fourth quarter of 2025, Oshkosh repurchased 911,873 shares of common stock for $118.7 million.
Jan 29, 2026, 1:01 PM
Oshkosh Reports Strong Q4 and Full-Year 2025 Results, Initiates 2026 Guidance
OSK
Earnings
Guidance Update
Share Buyback
- Oshkosh Corporation reported fourth quarter 2025 sales of $2.69 billion, an increase of 3.5 percent, with diluted earnings per share (EPS) of $2.10 and adjusted diluted EPS of $2.26.
- For the full year 2025, the company achieved net sales of $10.42 billion and diluted EPS of $10.02, with adjusted diluted EPS of $10.79.
- The company initiated 2026 diluted EPS guidance of approximately $10.90 and adjusted diluted EPS guidance of approximately $11.50, on projected net sales of approximately $11.0 billion.
- In the fourth quarter of 2025, Oshkosh repurchased 911,873 shares of common stock for $118.7 million.
- The Access segment's operating income decreased 30.5 percent in Q4 2025, while the Vocational segment's operating income increased 26.5 percent and the Transport segment's operating income increased 52.0 percent.
Jan 29, 2026, 12:00 PM
Oshkosh Defense Secures Additional U.S. Army FMTV A2 LVAD Order
OSK
New Projects/Investments
- Oshkosh Defense was awarded a contract from the U.S. Army for 97 additional FMTV A2 Low-Velocity Airdrop (LVAD) 6x6 and 4x4 Cargo vehicles, including Arctic Kits.
- This order strengthens the Army’s modernization goals by enabling the rapid delivery of improved LVAD capabilities and supporting readiness for Arctic operations.
- The FMTV A2 LVAD Cargo variant is a critical asset for supplying Mobile Brigade Combat Teams (MBCTs) in austere and contested environments through rapid airdrop deployment.
- The 6x6 Cargo successfully completed airdrop testing in 2024, and the 4x4 Cargo completed its successful airdrops in early 2025 at the U.S. Army Yuma Proving Grounds.
Jan 20, 2026, 12:00 PM
Oshkosh Corporation Showcases Advanced Technologies at CES 2026
OSK
Product Launch
New Projects/Investments
- Oshkosh Corporation (OSK) showcased advanced technologies in autonomy, AI, connectivity, and electrification at CES 2026, aiming to transform job sites, neighborhoods, and airports.
- For job sites, OSK unveiled a next-generation electric, articulated boom lift with an autonomous end effector system, which received top honors in the CES 2026 Innovation Awards, and micro-sized scissor lifts with leader-follower technology. The company also acquired core technology from construction robotics company Canvas.
- In neighborhoods, OSK presented AI-powered contamination detection for refuse vehicles and an evolved HARR-E (Hailable Autonomous Refuse Robot, Electric). The Collision Avoidance Mitigation System (CAMS) is also being scaled to EMS, police, and tow truck operators.
- For airports, Oshkosh introduced the Oshkosh Striker® Volterra™ Electric Airport Rescue and Firefighting Vehicle (ARFF), which won a CES Innovation Award, and modular, autonomous airport robots designed to assist ground crews.
Jan 6, 2026, 3:01 PM
Quarterly earnings call transcripts for OSHKOSH.
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