Oshkosh (OSK) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

Core Viewpoint - Oshkosh (OSK) is expected to report a quarterly earnings per share (EPS) of $2.33, reflecting a decline of 9.7% year-over-year, with revenues forecasted at $2.56 billion, a decrease of 2.3% compared to the same period last year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 2% in the past 30 days, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Forecasts - Analysts predict 'Net sales- Vocational- Total' to reach $1.00 billion, representing a year-over-year increase of 13.7% [5]. - The estimate for 'Net Sales- Access- Total' is $981.37 million, indicating a decline of 15.2% from the prior year [5]. - 'Net Sales- Corporate and other' is expected to be $24.77 million, reflecting a decrease of 7.2% year-over-year [5]. Segment Performance - 'Net Sales- Access- Aerial work platforms' is forecasted at $462.40 million, down 15.3% from the previous year [6]. - 'Net Sales- Access- Other' is estimated at $245.27 million, also down 15.3% year-over-year [6]. - 'Net Sales- Access- Telehandlers' is projected to reach $272.90 million, indicating a decline of 15.3% compared to the same quarter last year [6]. Operating Income Estimates - Analysts expect 'Adjusted Access segment operating income (non-GAAP)' to be $80.58 million, down from $151.60 million reported in the same quarter last year [7]. - 'Adjusted Vocational segment operating income (non-GAAP)' is anticipated to be $168.96 million, compared to $122.90 million in the same quarter of the previous year [7]. Stock Performance - Oshkosh shares have returned +19.1% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.4% change [7]. - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [7].