Oshkosh
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 7,296 funds
0
Analysts bullish %
of 11 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
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$91
18%
downside
Avg. target
$119
8%
upside
High target
$169
52%
upside
11 analyst ratings
7 positive
64%
3 neutral
27%
1 negative
9%
B of A Securities Ross Gilardi | 7%downside $103 | Underperform Maintained | 6 Jun 2025 |
JP Morgan Tami Zakaria | 4%downside $106 | Neutral Maintained | 6 Jun 2025 |
Baird Mircea Dobre | 52%upside $169 | Outperform Maintained | 6 Jun 2025 |
Truist Securities Jamie Cook | 14%upside $127 | Buy Upgraded | 3 Jun 2025 |
Evercore ISI Group David Raso | 32%upside $147 | Outperform Maintained | 19 May 2025 |
Financial journalist opinion
Based on 9 articles about OSK published over the past 30 days
Neutral
Business Wire
2 days 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 week 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 week 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 week 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 week 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 week 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
2 weeks 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?
Positive
Seeking Alpha
2 weeks ago
Oshkosh Corporation: Buy This Undervalued Tactical Vehicle Leader
Oshkosh's diverse portfolio, especially its defense segment and USPS delivery vehicle ramp-up, underpins my Buy rating and long-term value thesis. Despite Q1 sales and margin declines, strong vocational segment performance and aftermarket opportunities support future growth. Tariffs pose a $1 EPS headwind, but cost reductions and resilient demand help offset this risk, keeping guidance at $10.50 EPS.
Neutral
Seeking Alpha
2 weeks ago
Oshkosh Corporation: Balancing Near Term Headwind With Long-Term Potential
Oshkosh holds steady near 15-year revenue highs despite a tough Q1. Innovation in EVs and autonomy positions Oshkosh for long-term growth. Oshkosh stock looks undervalued, with room for a strong rebound.
Neutral
Business Wire
1 month ago
Oshkosh Corporation to Host Investor Day on June 5, 2025
OSHKOSH, Wis.--(BUSINESS WIRE)---- $OSK #oshkoshcorporation--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose-built vehicles and equipment, will host an Investor Day in New York City on Thursday, June 5, 2025, at 9:30 a.m. EDT. John Pfeifer, president and CEO, will be joined by Matthew Field, executive vice president and CFO, and other senior leaders of the executive team to provide an in-depth review of Oshkosh Corporation's strategic initiatives, technology highlights, capital allocation priorities and fin.
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