Compared to Estimates, Oshkosh (OSK) Q4 Earnings: A Look at Key Metrics

Financial Performance - For the quarter ended December 2024, Oshkosh reported revenue of $2.62 billion, an increase of 6.4% year-over-year, and EPS of $2.58, compared to $2.56 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $2.43 billion by 8.16%, while the EPS surpassed the consensus estimate of $2.18 by 18.35% [1] Key Metrics - Net sales in the Vocational segment totaled $880.60 million, exceeding the four-analyst average estimate of $814.67 million, representing a year-over-year change of +19.8% [4] - Net sales in the Access segment reached $1.16 billion, slightly above the estimated $1.09 billion, with a year-over-year change of +0.6% [4] - Net sales in the Defense segment were $559.10 million, surpassing the average estimate of $487.70 million, but reflecting a year-over-year decline of -4.7% [4] - Adjusted Access segment operating income was $151.60 million, exceeding the average estimate of $141.91 million [4] - Adjusted Vocational segment operating income was $122.90 million, above the estimated $107.36 million [4] Stock Performance - Shares of Oshkosh have returned +0.6% over the past month, compared to the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]