Oshkosh (OSK)
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-09-04
$157.08+0.46%
Close 2026-09-04 · 1-day change
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-09-04
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 broken — EPS near $11.5 in FY26: EPS 10.5 vs 10.9.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on the balance sheet.
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 growth in Next Generation Delivery Vehicle (NGDV) production must continue to justify the price. Revenue grew 6.7% year over year, and the last quarter beat expectations. It trades at 17× P/E versus a 21× peer median, indicating the price reflects less growth than we forecast. The primary risk is the recent financial performance drop from the robust to the fragile percentile in its sector. Peer multiples imply a price about 13% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. 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 Sep 2026).
Based on 6 Wall Street analysts offering 12-month price targets for OSK in the last 4 months.
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Compare OSK with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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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 2026-09-04. 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.
Advances: Ramp up Next Generation Delivery Vehicle (NGDV) production
Government support boosts NGDV production outlook.
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 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $157.08
The last 12 months of price, then the range of analyst 12-month targets from today’s $157.08.
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
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Higher guidance supports improved cash from operating activities.
Threatens: Improve cash from operating activities
Margins compress, impacting cash from operating activities.
Advances: Maintain dividend payments
Tariff refunds improve cash flow and support dividend payments.
Advances: Maintain dividend payments
Confirmed dividend payment aligns with capital allocation goals.