Oshkosh (OSK)
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-11-04
$143.40+0.48%
Close 2026-11-04 · 1-day change
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-11-04
QuarterlyIQ Insights · OSK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-04.
The screen ranks OSK against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Our backlog for fire trucks remains elevated, and we remain confident that the actions we are taking as we move to high-flow lines will result in increased production levels over time, supporting a s…
Stated in 4 of 4 supplied quarters. Management reported: “Our backlog for fire trucks remains elevated, and we remain confident that the actions we are taking as we move to high-flow lines will result in increased production levels over time, supporting a strong outlook for fire trucks and returns in the Vocational segment consistent with our long-term expectations.” “Oshkosh Corporation Reports Results for 2026 Second Quarter July 28, 2026 Page 2 “We are continuing actions to transform our fire truck manufacturing operations and expand production to better serve strong customer demand and support long-term growth.” Revenue was $2.842 billion in 2026-Q3.
“Our backlog for fire trucks remains elevated, and we remain confident that the actions we are taking as we move to high-flow lines will result in increased production levels over time, supporting a s…”
“Oshkosh Corporation Reports Results for 2026 Second Quarter July 28, 2026 Page 2 “We are continuing actions to transform our fire truck manufacturing operations and expand production to better serve…”
“Our Transport segment performed in line with our expectations as we continue to ramp NGDV production and execute on our defense portfolio.”
“We are continuing to ramp up our NGDV production and to invest in additional U.S. fire truck production into 2026 to meet customer demand for these products.”
We remain focused on ramping-up Next Generation Delivery Vehicle (NGDV) production and modernizing legacy manufacturing processes in our Vocational segment.
Stated in 3 of 4 supplied quarters. Management reported: “We remain focused on ramping-up Next Generation Delivery Vehicle (NGDV) production and modernizing legacy manufacturing processes in our Vocational segment.” “Our Transport segment performed in line with our expectations as we continue to ramp NGDV production and execute on our defense portfolio.” Operating income was $197.100 million in 2026-Q3.
“We remain focused on ramping-up Next Generation Delivery Vehicle (NGDV) production and modernizing legacy manufacturing processes in our Vocational segment.”
We are taking focused actions to improve material flow and strengthen production scheduling, and we believe this is a near-term issue.
Stated in 4 of 4 supplied quarters. Management reported: “We are taking focused actions to improve material flow and strengthen production scheduling, and we believe this is a near-term issue.” “As we implement new material flow processes we anticipate a more gradual improvement in fire truck throughput than we previously expected.” Operating income was $197.100 million in 2026-Q3.
“We are taking focused actions to improve material flow and strengthen production scheduling, and we believe this is a near-term issue.”
“We remain focused on disciplined execution and continue to believe our strong market positions, differentiated products and investments in technology and manufacturing capabilities position Oshkosh…
Stated in 4 of 4 supplied quarters. Management reported: “We are maintaining our full-year expectation of adjusted earnings per share in the range of $11.50,” added Pfeifer.” ““Looking ahead, we are initiating 2026 adjusted earnings per share expectations in the range of $11.50, reflecting expected improved results in our Vocational and Transport segments, supported by a solid backlog and momentum in innovation across the business, partly offset by continued weakness in non-residential construction affecting our Access segment.”
Implement new material flow processes and expand fire truck production to meet strong customer demand and support long-term growth.
Over the trailing year it converted -1.97x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
5 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-04.
“Our Transport segment performed in line with our expectations as we continue to ramp NGDV production and execute on our defense portfolio.”
“We are continuing to ramp up our NGDV production and to invest in additional U.S. fire truck production into 2026 to meet customer demand for these products.”
“As we implement new material flow processes we anticipate a more gradual improvement in fire truck throughput than we previously expected.”
“We are maintaining our full-year expectation of adjusted earnings per share in the range of $11.50,” added Pfeifer.”
““Looking ahead, we are initiating 2026 adjusted earnings per share expectations in the range of $11.50, reflecting expected improved results in our Vocational and Transport segments, supported by a s…”
““We remain focused on disciplined execution and continue to believe our strong market positions, differentiated products and investments in technology and manufacturing capabilities position Oshkosh…”
“Serve. Advance. strategy continues to strengthen our competitive position through investments in differentiated products, advanced technologies and manufacturing capabilities,” added Pfeifer.”
“We are maintaining our full-year expectation of adjusted earnings per share in the range of $11.50,” added Pfeifer.”
““Looking ahead, we are initiating 2026 adjusted earnings per share expectations in the range of $11.50, reflecting expected improved results in our Vocational and Transport segments, supported by a s…”