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Oshkosh (OSK) 2025 Earnings Call Presentation
Oshkosh Oshkosh (US:OSK)2025-06-05 13:38

Company Strategy & Overview - Oshkosh's 2024 revenue reached $107 billion[65] - The company is focused on transforming into an industrial technology company, leveraging advanced technologies to extend market leadership[28, 30] - A key strategy is "Innovate Serve Advance," which involves developing safe solutions, supporting the installed base, and expanding into adjacent markets[56, 59, 62] Technology & Innovation - The company has a significant intellectual property portfolio with ~1,300 active patents, including 570+ electrification patents and applications[78] - Oshkosh is focused on electrification, autonomy and active safety, and intelligent products, powered by AI[73] - The company is targeting a vitality index increase from 13% in 2022 to 33% in 2028, driven by new product innovation[125] Segment Performance & Targets - Access segment sales target for 2028 is ~$53-58 billion with an adjusted operating margin of ~14-16%[183] - Transport segment sales target for 2028 is ~$23 billion with an adjusted operating margin of ~4%[245] - Vocational segment sales target for 2028 is ~$38 billion with an adjusted operating margin of ~16%[289]