OshkoshOSK
OSK
About: Oshkosh Corp is the top producer of access equipment, specialty vehicles, and military trucks. It serves diverse end markets, where it is typically the market share leader in North America, or, in the case of JLG aerial work platforms. The company had manufactured joint light tactical vehicles for the U.S. Department of Defense. The company reports in three segments: Access, Vocational and Defense. It derives maximum revenue from Access Segment.
Employees: 18,500
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
56% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 55
47% more call options, than puts
Call options by funds: $14M | Put options by funds: $9.53M
23% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 150
5% more funds holding
Funds holding: 472 [Q4 2024] → 494 (+22) [Q1 2025]
1.25% more ownership
Funds ownership: 91.92% [Q4 2024] → 93.17% (+1.25%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]
1% less capital invested
Capital invested by funds: $5.69B [Q4 2024] → $5.65B (-$35M) [Q1 2025]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$91
28%
downside
Avg. target
$126
0%
upside
High target
$169
34%
upside
10 analyst ratings
7 positive
70%
2 neutral
20%
1 negative
10%
UBS Steven Fisher | 18%upside $149 | Buy Maintained | 10 Jul 2025 |
Goldman Sachs Jerry Revich | 4%upside $131 | Buy Upgraded | 1 Jul 2025 |
Citigroup Kyle Menges | 3%upside $130 | Buy Maintained | 24 Jun 2025 |
B of A Securities Ross Gilardi | 18%downside $103 | Underperform Maintained | 6 Jun 2025 |
JP Morgan Tami Zakaria | 16%downside $106 | Neutral Maintained | 6 Jun 2025 |
Financial journalist opinion
Based on 4 articles about OSK published over the past 30 days
Neutral
Business Wire
1 week ago
Oshkosh Defense Receives FHTV Orders to Support Army Transformation and Homeland Defense Efforts
OSHKOSH, Wis.--(BUSINESS WIRE)--Oshkosh Defense LLC, an Oshkosh Corporation [NYSE: OSK] business, has received orders from the U.S. Army valued at $167 million for 225 trucks and 54 trailers under the Family of Heavy Tactical Vehicles contract. These orders reflect continued momentum for Oshkosh's heavy tactical vehicle portfolio and reinforce the company's role in supporting the Army's long-term modernization strategy. The vehicles will support multiple U.S. Army customers, including the Natio.
Positive
Schwab Network
1 week ago
Overlooked Stock: OSK Taps 52-Week High Off Goldman Sachs Upgrade
Oshkosh (OSK) rallied to a new 52-week high after Goldman Sachs upgraded the stock. George Tsilis adds that defense spending behind the "big, beautiful bill" is driving some optimism due to the company's tactical vehicle exposure.
Neutral
Business Wire
2 weeks ago
The Netherlands MoD Signs Agreement for Oshkosh Dutch Expeditionary Vehicle (DXPV)
OSHKOSH, Wis.--(BUSINESS WIRE)--Oshkosh Defense Europe B.V. together with Oshkosh Defense, LLC, an Oshkosh Corporation [NYSE: OSK] business, announced today the signing of a significant agreement with the Netherlands Ministry of Defense (MoD) for the procurement of 150 Dutch Expeditionary Patrol Vehicles (DXPV), known as the “Kaaiman.” The signing ceremony, held on June 25, 2025, in Doorn, Netherlands, marks a key milestone in the Netherlands' ongoing modernization of its expeditionary capabili.
Neutral
Business Wire
4 weeks ago
Oshkosh Defense Secures Three-Year Contract Extension for FMTV A2
OSHKOSH, Wis.--(BUSINESS WIRE)--Oshkosh Defense LLC, an Oshkosh Corporation [NYSE: OSK] business, announced today a three-year contract extension for the Family of Medium Tactical Vehicles A2 (FMTV A2). This award allows the U.S. Army to continue ordering the FMTV A2, including three FMTV A2 Low Velocity Air Drop (LVAD) variants, through February 2028. “The FMTV A2 contract extension enables the Army to continue modernizing its fleet with proven medium tactical vehicles in support of the Army T.
Neutral
Fox Business
1 month ago
Mitigating trade uncertainty? Equipment manufacturing giant develops tariff task force
Oshkosh Corporation CEO John Pfeifer explains how the company is 'driving the future' of the sector on 'The Claman Countdown.'
Neutral
GlobeNewsWire
1 month ago
Pratt & Whitney's iconic 747SP test bed to soar into EAA AirVenture Oshkosh 2025
American aerospace leader continues its centennial celebration with a special showcase during the world's greatest aviation gathering American aerospace leader continues its centennial celebration with a special showcase during the world's greatest aviation gathering
Neutral
Business Wire
1 month ago
Oshkosh Corporation Poised for Solid Revenue Growth and Margin Expansion
OSHKOSH, Wis.--(BUSINESS WIRE)---- $OSK #NYSE--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose-built vehicles and equipment, shared its strategy for growth and 2028 financial targets at its Investor Day held June 5, 2025. The Company announced the following 2028 consolidated financial targets: $13 billion-$14 billion revenue 12%-14% adjusted1 operating income margin $18.00-$22.00 adjusted1 earnings per share 90%+ free cash flow conversion2 across the cycle _______________________________ 1 Thi.
Neutral
Business Wire
1 month ago
Oshkosh Corporation Hosting 2025 Investor Day
OSHKOSH, Wis.--(BUSINESS WIRE)---- $OSK #NYSE--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose-built vehicles and equipment, is hosting its Investor Day today, June 5, 2025, at the New York Stock Exchange beginning at 9:30 a.m. EDT. Register for the full live event here: Live webcast (register/join). The presentations will provide an in-depth review of Oshkosh's business strategy, growth drivers and financial objectives. During the event, there will be an opportunity for both live and webcast.
Neutral
Business Wire
1 month ago
Oshkosh Corporation Renames Defense Segment to Transport Segment and Appoints Steve Nordlund as President
OSHKOSH, Wis.--(BUSINESS WIRE)---- $OSK #oshkoshcorporation--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose-built vehicles and equipment, today announced the renaming of its Defense segment to the Transport segment. The Transport segment will continue to deliver leading tactical wheeled vehicles and mobility solutions to defense customers. Additionally, it will focus on expanding into commercial markets, exemplified by Oshkosh's Next Generation Delivery Vehicle (NGDV) contract for the United States Postal.
Positive
Zacks Investment Research
1 month ago
Why Is Oshkosh (OSK) Up 15.8% Since Last Earnings Report?
Oshkosh (OSK) reported earnings 30 days ago. What's next for the stock?
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