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Nov 18, 2025 11:00 AM Eastern Standard Time Oshkosh Corporation to Participate in the UBS Global Industrials and Transportation Conference Share OSHKOSH, Wis.--(BUSINESS WIRE)--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose- built vehicles, equipment and services, will participate in a fireside chat at the UBS Global Industrials and Transportation Conference. Presenting on behalf of Oshkosh will be President and CEO, John Pfeifer. The event is scheduled to start at 2:40 p.m. EST on December ...

Group 1 - Oshkosh Corporation (OSK) is a well-established vehicle manufacturer with global exposure across various industries [1] - The company gained significant investor interest after being awarded a fleet contract by the USPS [1] Group 2 - The article does not provide any financial performance metrics or specific investment recommendations related to Oshkosh Corporation [2][3]

OSHKOSH, Wis.--(BUSINESS WIRE)---- $OSK #oshkoshcorporation--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose-built vehicles, equipment and services, today announced that it has earned the 2026 Military Friendly® Employer designation. This marks the 15th consecutive year that Oshkosh Corporation has been recognized for its commitment to creating meaningful career opportunities for veterans and their spouses, helping to enrich their lives and support their futures. "At Oshkosh, putting people ...

Company Overview - Oshkosh Corporation is a leading manufacturer of specialty vehicles and equipment, serving diverse end markets including defense, construction, emergency response, and commercial services [5] - The company generates revenue through four key segments: Access Equipment, Defense, Fire & Emergency, and Commercial, supplemented by parts, services, and financing solutions [9] - As of November 6, 2025, Oshkosh's revenue (TTM) is $10.33 billion, with a net income of $666.30 million and a dividend yield of 1.65% [3] Recent Developments - SG Capital Management LLC reported a complete exit from its stake in Oshkosh Corporation, selling all 557,006 shares held in the prior quarter as part of a broader portfolio downsizing [1] - The exit from Oshkosh was significant for SG Capital, as it was the firm's second-largest holding at the end of June, and the firm completely exited 50 positions during the third quarter [6] - Shares of Oshkosh have gained 10.69% over the past year, underperforming the S&P 500 index, which rose by 12.7% during the same period [7][8] Financial Outlook - In August 2025, Oshkosh raised its outlook for adjusted earnings to $11.00 per share, but by late October, management revised the outlook to a range between $10.50 and $11.00 per share due to a shifting economic outlook [10]

Core Insights - Oshkosh Corporation has been recognized as a CES Innovation Awards 2026 Best of Innovation recipient in the Robotics and Travel & Tourism categories [1] - The company also received multiple CES Innovation Awards Honoree titles in the Construction and Industrial Tech category [1] - The JLG® Boom was specifically highlighted as a Best of Innovation recipient in the Robotics category [1]

Core Insights - Oshkosh Corporation (OSK) reported third-quarter 2025 adjusted earnings of $3.20 per share, exceeding the Zacks Consensus Estimate of $3.12 and the $2.93 from the same quarter last year [1][10] - Consolidated net sales decreased by 1.9% year over year to $2.69 billion, falling short of the Zacks Consensus Estimate of $2.82 billion [1][10] Segment Performance - **Access Segment**: Sales declined by 18.6% year over year to $1.11 billion, primarily due to lower sales volume in North America and increased discounts, missing the Zacks Consensus Estimate of $1.18 billion [2] - **Vocational Segment**: Sales increased by 18.9% year over year to $968 million, driven by higher production rates and improved pricing, surpassing the estimate of $955 million [3] - **Transport Segment**: Sales rose by 8.8% to $587.9 million, benefiting from the ramp-up of the U.S. Postal Service's Next Generation Delivery Vehicle production and higher international sales, but missed the estimate of $640 million [5] Financial Overview - Operating income decreased by 43.2% year over year to $118 million, representing 10.6% of sales, missing the estimate of $126 million [3] - Operating income for the Vocational segment increased by 42.3% to $141.7 million, representing 14.6% of sales, but fell short of the estimate of $144 million [4] - Operating income for the Transport segment surged by 226.8% to $36.6 million, or 6.2% of sales, reflecting IP license income and improved pricing, but missed the estimate of $40.05 million [6] - As of September 30, 2025, the company had cash and cash equivalents of $211.8 million and long-term debt of $1.09 billion, up from $599.5 million at the end of 2024 [7] Guidance Revision - The company revised its 2025 adjusted earnings per share guidance to a range of $10.50 to $11, down from the previous estimate of $11, and projected full-year net sales to be between $10.3 billion and $10.4 billion, reduced from $10.6 billion [8]

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Financial Data and Key Metrics Changes - The company reported adjusted operating margin of 10.2% on revenue of $2.7 billion for Q3 2025, leading to adjusted earnings per share (EPS) of $3.20, an increase of 9.2% year-over-year [6][14] - Consolidated sales decreased by $53 million, or 2%, from the same quarter last year, primarily due to lower sales volume in the access segment [14] - Adjusted operating income was $274 million, down slightly from the prior year, reflecting lower volume [14] Business Line Data and Key Metrics Changes - The access segment delivered adjusted operating income margins of 11% on sales of $1.1 billion, with sales down $254 million, or nearly 19% year-over-year, due to weaker market conditions in North America [15] - The vocational segment achieved adjusted operating income margin of 15.6% on $968 million in sales, with sales growing $154 million, or nearly 19% from last year, driven by improved throughput for municipal fire apparatus [16] - The transport segment saw sales increase by $48 million to $588 million, with delivery vehicle revenue growing by $114 million to $146 million, representing approximately one quarter of transport segment revenue [16] Market Data and Key Metrics Changes - The company noted that end market activity in the access segment remains healthy, but customers are being cautious with capital expenditures due to tariffs and the current economic environment [7][9] - The vocational segment continues to advance initiatives to support increased production of fire trucks, with strong orders recorded at $1.1 billion for the quarter [11] Company Strategy and Development Direction - The company is focusing on a local-for-local strategy in the access equipment world to manage the tariff landscape and minimize costs [47] - The long-term vision shared at the Investor Day aims to roughly double adjusted EPS to a range of $18 to $22 per share by 2028 [19] - The company is aggressively pursuing cost levers to offset the impact of tariffs and plans to raise prices in 2026 to keep pace with input costs [9][32] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the dynamic year in 2025, including the impact of tariffs and sustained higher interest rates, but expressed confidence in managing the near term while supporting long-term growth objectives [19] - The updated full-year adjusted EPS guidance is in the range of $10.50 to $11.00, reflecting lower revenue expectations for both access and transport segments [18] Other Important Information - The company repurchased approximately 666,000 shares for $91 million during the quarter, bringing year-to-date share repurchases to $159 million [15] - Free cash flow for the quarter was strong at $464 million compared to $272 million in the same quarter last year [15] Q&A Session Summary Question: What is the outlook for access equipment demand in 2026? - Management indicated that while there is hesitancy in the near term, long-term demand drivers remain strong, with ongoing mega projects and a positive sign in commercial construction activity [30] Question: How has the tariff situation changed and what is the mitigation strategy? - The estimated tariff impact for the year is $30 to $40 million, with plans to implement pricing adjustments in 2026 to offset these costs [32] Question: Can the company offset tariff headwinds in 2026? - Management stated that their approach includes negotiating supply chain adjustments and tariff engineering, with a focus on minimizing customer impact [40][41] Question: What is the expected order activity for the fourth quarter? - Management noted that order activity is uncertain, with potential for orders to slip into January due to price negotiations [95] Question: How is the company addressing warranty costs? - Warranty costs were attributed to a one-time charge related to defense sector vehicles, and management expects this issue to be resolved moving forward [53][54]