Oshkosh (OSK)
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-11-04
$143.40+0.48%
Close 2026-11-04 · 1-day change
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-11-04
Research Workspace
Put OSK beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Construction Machinery & Heavy Transportation Equipment is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS near $11.5 in FY26: Comparison needs review.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 21%.
View QualityManagement screens strong on capital allocation.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 33% in its worst 12-month stretch.
View RiskOSK's recovery needs to hold. Revenue growth is slowing. The latest quarter missed estimates. Revenue grew 5.7% last year. The stock trades at 17 times earnings. Peers trade at 18 times earnings. Expectations look modest for this stock. The thesis comparison is not yet verified. The next miss risk is 27%. Peer multiples imply a price about 15% above where it trades. This read is provisional. The thesis is on watch.
Trailing returns as of 2026-11-04. OSK is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering OSK (as of Nov 2026).
Based on 4 Wall Street analysts offering 12-month price targets for OSK in the last 4 months.
Continue this research
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OSK Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Construction Machinery & Heavy Transportation Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put OSK next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Transform fire truck manufacturing and increase production
Delayed fire unit ramp hinders production transformation.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $143.40
The last 12 months of price, then the range of analyst 12-month targets from today’s $143.40.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Improve operating income and margins amid sales mix challenges
FY2026 EPS guidance reflects pressure from Pierce's production reset, challenging margin improvement.
Advances: Improve operating income and margins amid sales mix challenges
Management's brighter growth outlook supports operating improvement, though conference commentary is not execution.
Advances: Ramp up Next Generation Delivery Vehicle (NGDV) production
Government support boosts NGDV production outlook.
Advances: Improve operating income and margins amid sales mix challenges
Higher 2026 guidance after earnings supports improving fundamentals despite modest valuation framing.
Threatens: Improve operating income and margins amid sales mix challenges
Revenue growth alongside margin compression challenges the operating-improvement objective.
Advances: Improve operating income and margins amid sales mix challenges
Quarterly earnings beat supports execution, though headline lacks detail on margin durability.
Advances: Improve operating income and margins amid sales mix challenges
Tariff refunds may modestly offset costs, but are not a core operating catalyst.