Washington, D.C., Oct. 07, 2025 (GLOBE NEWSWIRE) -- WASHINGTON, D.C., Oct. 7, 2025 —  Forterra, the leader in autonomous mission systems, in collaboration with Raytheon, an RTX business, the world’s largest aerospace and defense company, and Oshkosh Defense, an Oshkosh Corporation company and leading innovator of purpose-built vehicles and equipment, will display two DeepFires™ autonomous launcher prototypes at the 2025 Association of the United States Army's Annual Meeting and Exposition. Together, the thr ...

Investors interested in Manufacturing - General Industrial stocks are likely familiar with Oshkosh (OSK) and Ingersoll Rand (IR) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores ...

Core Insights - Investing in stocks based on valuation metrics, particularly the price-to-sales (P/S) ratio, can identify opportunities with strong upside potential, especially for unprofitable or early-stage companies [1][2][3] Valuation Metrics - The P/S ratio compares a company's market capitalization to its revenues, providing a clearer picture of value when earnings are minimal or volatile [2][5] - A P/S ratio below 1 indicates a good bargain, as investors pay less than a dollar for each dollar of revenue generated [6] - The P/S ratio is preferred over the price-to-earnings (P/E) ratio due to the difficulty of manipulating sales figures compared to earnings [7][10] Investment Opportunities - Low P/S stocks can offer compelling opportunities, often trading below their intrinsic value, making them attractive for investors seeking upside potential [3][10] - Companies with low P/S ratios identified as potential investment opportunities include: - Macy's Inc. (M) [4][12] - Oshkosh Corporation (OSK) [4][14] - Green Dot (GDOT) [4][16] - The Mosaic Company (MOS) [4][18] - PagSeguro Digital (PAGS) [4][20] Company Profiles - **Macy's Inc. (M)**: Undergoing a transformation with its Bold New Chapter program, focusing on digital initiatives and omnichannel retailing, currently has a Value Score of A and Zacks Rank 1 [12][13] - **Oshkosh Corporation (OSK)**: Engaged in custom-built vehicles and equipment, focusing on electrification and innovation, currently has a Value Score of B and Zacks Rank 2 [14][15] - **Green Dot (GDOT)**: A leader in prepaid cards and Banking-as-a-Service, with strong partnerships and a solid balance sheet, currently has a Value Score of A and Zacks Rank 1 [16][17] - **The Mosaic Company (MOS)**: A major producer of phosphate and potash, benefiting from strong demand and cost transformation efforts, currently has a Value Score of A and Zacks Rank 2 [18][19] - **PagSeguro Digital (PAGS)**: Offers a suite of financial solutions in Brazil, focusing on digital banking and innovation, currently has a Value Score of B and Zacks Rank 1 [20][21]

Core Viewpoint - The comparison between Oshkosh (OSK) and Ingersoll Rand (IR) indicates that OSK presents a better value opportunity for investors at this time [1]. Valuation Metrics - OSK has a forward P/E ratio of 12.53, significantly lower than IR's forward P/E of 23.35 [5]. - The PEG ratio for OSK is 1.72, while IR's PEG ratio is considerably higher at 4.31, suggesting OSK is more reasonably priced relative to its expected earnings growth [5]. - OSK's P/B ratio stands at 1.97, compared to IR's P/B ratio of 3.08, indicating that OSK is undervalued in terms of market value versus book value [6]. - These metrics contribute to OSK receiving a Value grade of B, while IR has a Value grade of D [6]. Earnings Outlook - OSK is experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model [7]. - The positive earnings estimate revisions for OSK suggest a more favorable earnings outlook compared to IR, which is rated as a Hold [3][7].

Industry Overview - The Zacks Manufacturing – General Industrial industry is expected to grow due to increased investments in product development and technological advancements [1] - Industry participants are focusing on digitalizing operations and expanding market presence through strategic acquisitions [1] Current Challenges - Persistent weakness in the manufacturing sector has negatively impacted the industry's outlook, with the Manufacturing Purchasing Manager's Index at 48.7% in August, indicating contraction [2][6] - Despite a slight expansion in the New Orders Index to 51.4%, it had been in contraction territory for the previous six months [6] Major Trends - Continuous investments in innovation and technological advancements are driving growth, with a focus on product upgrades and new product development [4] - An acquisition-based growth strategy is being employed to broaden customer bases and enhance product portfolios, allowing companies to enter new markets [5] Industry Performance - The Zacks Manufacturing – General Industrial industry currently holds a Zacks Industry Rank of 46, placing it in the top 19% of 245 Zacks industries, indicating bright near-term prospects [7][8] - Over the past year, the industry has underperformed compared to the broader sector and the S&P 500, growing 6.4% versus 9.1% for the sector and 18.8% for the S&P 500 [10] Valuation Metrics - The industry is currently trading at a forward 12-month Price-to-Earnings (P/E) ratio of 21.01X, which is above the sector's P/E of 19.82X but below the S&P 500's 23.24X [13] Key Companies - **Oshkosh Corporation (OSK)**: Engaged in offering purpose-built vehicles and equipment, benefiting from higher demand for Next Generation Delivery Vehicles and international tactical wheeled vehicles. The Zacks Consensus Estimate for 2025 earnings has been revised upward by 6.2% to $10.93 per share [18][19] - **Flowserve Corporation (FLS)**: Manufactures precision-engineered flow control equipment, benefiting from strong demand in North America, the Middle East, and Africa. The Zacks Consensus Estimate for 2025 earnings has been revised upward by 5% to $3.37 per share [22][23] - **Helios Technologies, Inc. (HLIO)**: Supplies engineered motion control and electronic controls technology solutions, with increased demand in the health and wellness market. The consensus estimate for 2025 earnings has been revised upward by 34.1% [26][27] - **Crane Company (CR)**: Manufactures specialized industrial solutions, positioned to gain from higher commercial aircraft build rates. The Zacks Consensus Estimate for 2025 earnings has been revised upward by 4% [30][31]

Core Insights - Investing in stocks based on valuation metrics, particularly the price-to-sales (P/S) ratio, can identify opportunities with strong upside potential, especially for unprofitable or early-stage companies [1][2][3] Valuation Metrics - The P/S ratio compares a company's market capitalization to its revenues, providing a clearer picture of value when earnings are minimal or volatile [2][5] - A P/S ratio below 1 indicates a good bargain, as investors pay less than a dollar for each dollar of revenue generated [6] - The P/S ratio is preferred over the price-to-earnings (P/E) ratio due to the difficulty of manipulating sales figures compared to earnings [7] Investment Opportunities - Companies like Oshkosh Corporation (OSK), EPAM Systems, Inc. (EPAM), Green Dot (GDOT), The Mosaic Company (MOS), and PagSeguro Digital (PAGS) have low P/S ratios and strong growth drivers, making them attractive for investors [4][10] - Each of these companies combines low P/S ratios with strong fundamentals such as innovation, cost control, or digital expansion [10] Company Profiles - **Oshkosh Corporation (OSK)**: Engaged in designing and manufacturing custom-built vehicles, with a focus on electrification and strategic acquisitions to enhance its market presence. Currently holds a Value Score of B and Zacks Rank 1 [12][13] - **EPAM Systems, Inc. (EPAM)**: Provides software engineering and IT consulting services, benefiting from digital transformation and strategic acquisitions. Holds a Value Score of B and Zacks Rank 2 [14][15] - **Green Dot (GDOT)**: A leader in prepaid cards and Banking-as-a-Service, with a strong balance sheet and significant cash reserves. Holds a Value Score of A and Zacks Rank 1 [16][17] - **The Mosaic Company (MOS)**: A major producer of phosphate and potash, benefiting from strong demand in agriculture and cost transformation efforts. Holds a Value Score of A and Zacks Rank 2 [18][20] - **PagSeguro Digital (PAGS)**: Offers a suite of financial solutions in Brazil, focusing on digital banking and sustainable growth. Holds a Value Score of A and Zacks Rank 2 [21][22]

Company Overview - Oshkosh is a global industrial technology company with approximately $11 billion in revenue and around 18,000 employees worldwide [2] - The company specializes in providing custom-built machinery for demanding jobs [2] Strategic Focus - Oshkosh's strategy, outlined during the Investor Day in June, emphasizes three key areas: innovate, serve, and advance [2] - The focus on innovation aims to support customers in performing tough jobs, while serving them throughout the product life cycle with parts and accessories [2] - The company is also looking to expand into new adjacent categories and increase its capacity [2] Future Outlook - Oshkosh is committed to not only addressing current needs but also shaping the future of the industries it serves [3]

Summary of Oshkosh (OSK) 2025 Conference Call Company Overview - Oshkosh is a global industrial technology company with approximately $11 billion in revenue and around 18,000 employees [3][4] - The company focuses on providing machinery for challenging jobs, with a strategy centered on innovation, service, and advancement [4][10] Key Segments 1. **Access Segment** - Produces equipment for working at heights, including booms and telehandlers [5] - Revenue guidance for this segment is projected at $4.4 billion, down about 15% from the previous year [39] - Demand is mixed due to construction market uncertainties, with strong demand from data centers and mega projects but weakness in non-residential construction [20][39] 2. **Vocational Segment** - Includes fire trucks, refuse vehicles, and airport products [6] - Strong demand driven by aging fleets and funding from the CARES Act, leading to a significant backlog [23][24] - Capacity expansions are focused on intelligent manufacturing improvements to address backlog [29] 3. **Transport Segment** - Involves vehicles for the US Postal Service and the Department of Defense [7] - Margin expansion expected due to new contracts with economic price adjustment clauses, improving from a 2.5% margin in 2024 to a projected 10% by 2028 [59][61] Financial Projections - Oshkosh anticipates a 7-10% annual compound growth rate for revenue from now until 2028 [8] - Operating income is expected to increase from 10% to 14%, and EPS is projected to rise from $11 to between $18 and $22 per share [9][10] - Cash conversion is targeted to exceed 90% through the cycle from 2025 to 2028 [9] Tariffs and Economic Impact - Recent tariffs on steel components are expected to have a delayed impact, with no material effect anticipated in Q3 but potential effects in Q4 [14][15] - Demand across segments is affected differently by tariffs, with the transport and vocational segments showing resilience [16][18] Capacity and Production - The company is investing in capacity expansions to meet increased demand, particularly in the vocational segment [29] - Intelligent capacity actions include automation and ergonomic improvements to enhance production efficiency [29][33] Market Dynamics - The fire truck market is experiencing a peak due to increased orders and funding, with lead times extending to 2028 for custom orders [26][32] - The refuse vehicle market is also growing due to aging fleets and technological upgrades [35][37] Strategic Acquisitions - The acquisition of AeroTech is seen as a strategic move to expand into the airport machinery market, with potential for international growth [73][78] - The integration of AeroTech is expected to yield operational efficiencies and cost savings [77][78] Conclusion - Oshkosh presents a compelling investment thesis with strong growth prospects across its segments, driven by strategic initiatives, market demand, and operational efficiencies [10][11]

Core Viewpoint - Oshkosh (OSK) has been upgraded to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [4]. Company Performance and Outlook - The upgrade for Oshkosh indicates an improvement in the company's underlying business, which is expected to drive the stock price higher as investors recognize this trend [5][10]. - For the fiscal year ending December 2025, Oshkosh is projected to earn $10.93 per share, with a 7.6% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7][9]. - The upgrade of Oshkosh to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Core Insights - Oshkosh (OSK) currently presents a stronger investment opportunity compared to Ingersoll Rand (IR) based on Zacks Rank and valuation metrics [3][7] Valuation Metrics - OSK has a forward P/E ratio of 13.09, significantly lower than IR's forward P/E of 23.80 [5] - The PEG ratio for OSK is 1.80, while IR's PEG ratio is considerably higher at 4.39, indicating OSK's better valuation relative to its expected earnings growth [5] - OSK's P/B ratio stands at 2.06, compared to IR's P/B ratio of 3.14, further supporting OSK's valuation advantage [6] Analyst Outlook - OSK holds a Zacks Rank of 1 (Strong Buy), indicating a more favorable earnings estimate revision activity compared to IR, which has a Zacks Rank of 3 (Hold) [3][7] - The Value grade for OSK is B, while IR has a Value grade of D, highlighting OSK's superior valuation metrics [6]