Company Performance - Oshkosh reported quarterly earnings of $3.41 per share, exceeding the Zacks Consensus Estimate of $2.98 per share, and showing an increase from $3.34 per share a year ago [1] - The earnings surprise for this quarter was +14.43%, while the previous quarter had a surprise of -4.95% with actual earnings of $1.92 per share against an expectation of $2.02 [2] - The company posted revenues of $2.73 billion for the quarter, surpassing the Zacks Consensus Estimate by 3.15%, although this represents a decline from $2.85 billion in the same quarter last year [3] Stock Performance - Oshkosh shares have increased approximately 33.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.8% [4] - The current consensus EPS estimate for the upcoming quarter is $2.88 on revenues of $2.7 billion, and for the current fiscal year, it is $10.29 on revenues of $10.38 billion [8] Industry Outlook - The Manufacturing - General Industrial industry, to which Oshkosh belongs, is currently ranked in the top 12% of over 250 Zacks industries, indicating a favorable outlook [9] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [6]

Group 1 - Deere reported quarterly earnings of $6.64 per share, exceeding the Zacks Consensus Estimate of $5.68 per share, but down from $8.53 per share a year ago, representing an earnings surprise of 16.90% [1] - The company posted revenues of $11.17 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 4.89%, compared to year-ago revenues of $13.61 billion [2] - Deere has surpassed consensus EPS estimates four times over the last four quarters and topped consensus revenue estimates three times during the same period [2] Group 2 - The stock has gained approximately 17.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.2% [3] - The current consensus EPS estimate for the upcoming quarter is $5.35 on revenues of $10.44 billion, and for the current fiscal year, it is $18.89 on revenues of $38.23 billion [7] - The Zacks Industry Rank for Manufacturing - Farm Equipment is currently in the bottom 36% of over 250 Zacks industries, indicating potential challenges for stock performance [8]