Tearsheet
Investment Highlights Market Valuation Price Chart Business Description Interactive Breakdown Latest Trefis Analyses Better Bets vs. OSK Recent Active Movers More From Trefis Peer Financials Peer Growth & Margins Peer Valuation Peer Returns Peer Analyses FDIC Bank Data Financials Segment Financials Price Behavior Short Interest Earnings Returns History SEC Filings Insider Activity Industry Resource Links External Quote Links

Oshkosh (OSK)

Market Price (9/18/2025): $134.5 | Market Cap: $8.7 Bil
Sector: Industrials | Industry: Construction Machinery & Heavy Transportation Equipment

Oshkosh (OSK)

Market Price (9/18/2025): $134.5
Market Cap: $8.7 Bil
Sector: Industrials
Industry: Construction Machinery & Heavy Transportation Equipment

Investment Highlights

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.0%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.5%, FCF Yield is 6.8%		 Weak multi-year price returns
2Y Excs Rtn is -9.6%		 Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -4.0%
1 Low stock price volatility
Vol 12M is 40%		  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.0%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.5%, FCF Yield is 6.8%
1 Low stock price volatility
Vol 12M is 40%
2 Weak multi-year price returns
2Y Excs Rtn is -9.6%
3 Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -4.0%

Market Valuation

 9/18/252024202320222021
Share Price CYE$134.50$93.80$105.19$84.38$105.69
Market Cap CYE ($ Bil)8.76.16.95.57.1
Total Debt ($ Bil)1.51.00.80.60.8
Total Cash ($ Bil)0.20.20.10.81.4
Enterprise Value ($ Bil)10.07.17.76.17.9
Valuation Ratios     
P/S TTM0.80.60.70.71.0
P/EBIT TTM8.86.18.217.613.0
P/E TTM13.39.111.833.315.2
Sector Ratios     
P/S TTM (Sector)1.71.41.41.11.6
P/EBIT TTM (Sector)11.310.210.08.312.1
P/E TTM (Sector)16.613.713.911.215.6
 9/18/2520242023
Share Price CYE$134.50$93.80$105.19
Market Cap CYE ($ Bil)8.76.16.9
Total Debt ($ Bil)1.51.00.8
Total Cash ($ Bil)0.20.20.1
Enterprise Value ($ Bil)10.07.17.7
Valuation Ratios   
P/S TTM0.80.60.7
P/EBIT TTM8.86.18.2
P/E TTM13.39.111.8
Sector Ratios   
P/S TTM (Sector)1.71.41.4
P/EBIT TTM (Sector)11.310.210.0
P/E TTM (Sector)16.613.713.9

Market Cap Chart

Business Description

Oshkosh Corporation designs, manufactures, and markets specialty vehicles and vehicle bodies worldwide. The company's Access Equipment segment provides aerial work platforms and telehandlers for use in various construction, industrial, institutional, and general maintenance applications. This segment also offers rental fleet loans and leases, and floor plan and retail financing through third-party funding arrangements; towing and recovery equipment; carriers and wreckers; equipment installation services; and chassis and service parts sales. Show more

Price Returns Compared

Expand for Detailed View

 202020212022202320242025Total [1]
Returns
OSK Return-8%33%-20%25%-11%43%59%
Peers Return161%19%-1%42%39%9%570%
S&P 500 Return16%27%-19%24%23%12%104%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: TSLA, PCAR, CAT, CMI, WAB. See OSK Returns vs. Peers.
[3] 2025 data is for the year up to 9/17/2025 (YTD)

Better Bets than Oshkosh (OSK)

 OSKBetter Performance than OSK
MetricValueIndustry (Construction Machinery & Heavy)
Rev Chg LTM0.2%WAB (3.4%), FSS (9.1%), GATX (11.7%), GBX (0.7%), ASTE (1.2%)
Rev Chg 3Y Avg9.9%CMI (11.6%), PCAR (11.3%), WAB (10.0%), FSS (15.2%), TRN (22.3%)
Op Mgn LTM9.3%CAT (18.2%), CMI (11.1%), PCAR (13.5%), WAB (16.2%), FSS (15.6%)
CFO/Rev LTM7.8%CAT (18.0%), CMI (8.4%), PCAR (12.6%), WAB (15.8%), FSS (13.0%)
FCF/Rev LTM5.7%CAT (12.3%), PCAR (7.3%), WAB (13.7%), FSS (11.5%), GATX (39.0%)
Total Yield9.0%PCAR (10.7%), TRN (10.2%), GBX (18.9%)
 OSKBetter Performance than OSK
MetricValueAll Other Sectors
Rev Chg LTM0.2%NVDA (71.6%), MSFT (14.9%), AAPL (6.0%), GOOGL (13.1%), AMZN (10.9%)
Rev Chg 3Y Avg9.9%NVDA (92.0%), MSFT (12.5%), GOOGL (10.2%), AMZN (11.3%), META (13.0%)
Op Mgn LTM9.3%NVDA (58.1%), MSFT (45.6%), AAPL (31.9%), GOOGL (32.7%), AMZN (11.4%)
CFO/Rev LTM7.8%NVDA (46.6%), MSFT (48.3%), AAPL (26.6%), GOOGL (36.0%), AMZN (18.1%)
FCF/Rev LTM5.7%NVDA (43.6%), MSFT (25.4%), AAPL (23.5%), GOOGL (18.0%), META (30.7%)
Total Yield9.0%XOM (9.7%), BABA (37.9%), UNH (9.4%), CVX (9.2%), WFC (9.7%)

Latest Trefis Analyses

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1ECDAECD Automotive Design3347.2%307.9%
2BDSXBiodesix1090.6%-79.7%
3CLSDClearside Biomedical987.7%-74.7%
4ATHAAthira Pharma892.1%544.3%
5SDOTSadot690.6%-79.9%
6ATCHAtlasClear684.9%-83.1%
7HSDTHelius Medical Technologies232.1%-95.5%
8CHEKCheck-Cap222.2%134.4%
9APLMApollomics197.8%89.1%
10SPRCSciSparc147.0%1141.7%

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1CURXCuranex Pharmaceuticals-80.5%148.4%
2ATYRaTyr Pharma-80.4%-71.7%
3NAKAKindly MD-70.2% 
4BNGOBionano Genomics-64.0%-89.8%
5XAGELongevity Health-57.6%-86.1%
6FAASDigiAsia-55.4%-88.0%
7ASSTStrive-54.5%650.3%
8VCIGVCI Global-51.0%-98.9%
9REXREX American Resources-50.7%44.3%
10RBNERobin Energy-42.6% 

1 Month Top Gainers

#TickerCompany1M RtnYTD Rtn
1PMIPicard Medical11931.7%11931.7%
2GIBOGIBO10714.0% 
3LNZALanzaTech Global8455.2%-86.3%
4GTIGraphjet Technology3998.4%-93.1%
5GWAVGreenwave Technology Solutions3582.8%-91.4%
6QMMMQMMM3409.6%8153.1%
7ECDAECD Automotive Design2715.2%307.9%
8OESXOrion Energy Systems1373.7%14.2%
9OPOceanPal1266.5%-95.6%
10BCTXBriaCell Therapeutics1032.4%-89.8%

1 Month Top Losers

#TickerCompany1M RtnYTD Rtn
1CJETChijet Motor-94.5%-96.0%
2STFSStar Fashion Culture-92.3%-97.9%
3ELPWElong Power-91.1%-76.9%
4NXTTNext Technology-90.1%-95.4%
5EPIXESSA Pharma-89.4%-8.9%
6NAKAKindly MD-88.1% 
7BINIBollinger Innovations-87.6%-100.0%
8JEM707 Cayman-87.4%-98.2%
9YAASYouxin Technology-83.3%-98.4%
10NEONNeonode-82.5%-51.0%

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1ECDAECD Automotive Design3347.2%307.9%
2BDSXBiodesix1090.6%-79.7%
3CLSDClearside Biomedical987.7%-74.7%
4ATHAAthira Pharma892.1%544.3%
5SDOTSadot690.6%-79.9%
6ATCHAtlasClear684.9%-83.1%
7HSDTHelius Medical Technologies232.1%-95.5%
8CHEKCheck-Cap222.2%134.4%
9APLMApollomics197.8%89.1%
10SPRCSciSparc147.0%1141.7%

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1CURXCuranex Pharmaceuticals-80.5%148.4%
2ATYRaTyr Pharma-80.4%-71.7%
3NAKAKindly MD-70.2% 
4BNGOBionano Genomics-64.0%-89.8%
5XAGELongevity Health-57.6%-86.1%
6FAASDigiAsia-55.4%-88.0%
7ASSTStrive-54.5%650.3%
8VCIGVCI Global-51.0%-98.9%
9REXREX American Resources-50.7%44.3%
10RBNERobin Energy-42.6% 

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons for Oshkosh

Financials

OSKTSLAPCARCATCMIWABMedian
NameOshkosh Tesla PACCAR Caterpil.Cummins Westingh. 
Mkt Price133.85425.86100.86450.66411.78185.65298.71
Mkt Cap8.61,372.553.0211.756.731.754.9
Rev LTM10,38492,72032,36163,13933,72010,56233,041
Op Inc LTM9635,7784,35611,5103,7551,7134,055
FCF LTM5895,5862,3637,7401,6521,4522,007
FCF 3Y Avg2094,4882,6518,3491,3181,1581,985
CFO LTM81115,7654,08211,3732,8441,6653,463
CFO 3Y Avg48913,7514,10311,5172,4781,3503,290

Growth & Margins

OSKTSLAPCARCATCMIWABMedian
NameOshkosh Tesla PACCAR Caterpil.Cummins Westingh. 
Rev Chg LTM0.2%-2.7%-8.6%-4.9%-1.3%3.4%-2.0%
Rev Chg 3Y Avg9.9%12.9%11.3%5.8%11.6%10.0%10.7%
Rev Chg Q-4.0%-11.8%-14.9%-0.7%-1.7%2.3%-2.9%
QoQ Delta Rev Chg LTM-1.1%-3.1%-3.9%-0.2%-0.5%0.6%-0.8%
Op Mgn LTM9.3%6.2%13.5%18.2%11.1%16.2%12.3%
Op Mgn 3Y Avg8.9%9.1%14.8%18.8%10.1%14.4%12.3%
QoQ Delta Op Mgn LTM-0.0%-1.2%-1.1%-0.9%0.5%0.3%-0.5%
CFO/Rev LTM7.8%17.0%12.6%18.0%8.4%15.8%14.2%
CFO/Rev 3Y Avg5.0%14.6%12.4%17.8%7.4%13.3%12.9%
FCF/Rev LTM5.7%6.0%7.3%12.3%4.9%13.7%6.7%
FCF/Rev 3Y Avg2.2%4.8%8.0%12.9%3.9%11.4%6.4%

Valuation

OSKTSLAPCARCATCMIWABMedian
NameOshkosh Tesla PACCAR Caterpil.Cummins Westingh. 
Mkt Cap8.61,372.553.0211.756.731.754.9
P/S0.814.81.63.41.73.02.3
P/EBIT8.8170.412.217.312.918.315.1
P/E13.3224.915.322.419.327.520.9
P/CFO10.687.113.018.620.019.018.8
Total Yield9.0%0.4%10.7%5.7%6.9%4.1%6.3%
Dividend Yield1.5%0.0%4.2%1.3%1.8%0.5%1.4%
FCF Yield 3Y Avg3.2%0.5%5.3%5.4%3.3%4.1%3.7%
D/E0.20.00.30.20.20.20.2
Net D/E0.2-0.00.10.20.10.10.1

Returns

OSKTSLAPCARCATCMIWABMedian
NameOshkosh Tesla PACCAR Caterpil.Cummins Westingh. 
1M Rtn-4.6%27.1%2.5%9.2%3.0%-2.2%2.7%
3M Rtn22.5%32.2%11.5%25.7%31.4%-7.4%24.1%
6M Rtn38.7%80.6%2.0%34.2%27.2%0.3%30.7%
12M Rtn30.9%86.9%7.2%29.4%39.4%7.1%30.2%
3Y Rtn81.8%40.4%101.7%165.3%109.8%120.0%105.8%
1M Excs Rtn-6.9%24.7%0.2%6.9%0.6%-4.5%0.4%
3M Excs Rtn12.0%24.3%0.8%16.1%21.2%-17.8%14.1%
6M Excs Rtn23.8%71.5%-16.2%17.4%11.5%-15.1%14.5%
12M Excs Rtn18.4%67.6%-6.9%15.3%21.8%-6.9%16.8%
3Y Excs Rtn9.5%-20.7%31.5%86.9%41.2%41.0%36.2%

Comparison Analyses

Financials

$ Mil | FY: 12/312025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q42022Q3
Period End6/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/20236/30/20233/31/202312/31/20229/30/2022
Filing Date8/1/20254/30/20252/20/202510/30/20247/31/20244/25/20242/29/202410/26/20238/1/20234/27/20232/21/202310/27/2022
Key Financials Quarterly            
Total Revenue2,7322,3132,5982,7412,8472,5442,4672,5102,4132,2682,2042,067
Ebitda357232284324309306273301279173166130
Operating Income297175224266312260215256235131172109
Net Income205112153180169179151184175889059
EPS3.171.732.352.762.572.732.302.812.681.351.150.91
Key Financials TTM            
Total Revenue TTM10,38410,49910,73010,59910,3679,9349,6589,3958,9528,6048,2827,870
Ebitda TTM1,1961,1481,2231,2111,1891,1591,026920748552437310
Operating Income TTM9639781,0621,0541,044966838794647482380226
Net Income TTM65061468167968268959853741326417490
Growth Rates Quarterly            
Total Revenue Growth-4.0%-9.1%5.3%9.2%18.0%12.2%11.9%21.4%16.8%16.6%23.0%0.2%
EBITDA Growth15.5%-24.3%4.1%7.4%10.9%76.5%63.9%131.9%237.8%199.8%315.0%-26.1%
Operating Income Growth-4.8%-32.5%3.9%3.8%33.0%98.5%25.3%134.5%238.5%346.4%855.0%-27.8%
Net Income Growth21.5%-37.5%1.5%-1.9%-3.7%102.7%67.9%209.8%550.6%4314.3%1348.4%-52.9%
Margins Quarterly            
EBITDA Margin13.1%10.0%10.9%11.8%10.9%12.0%11.1%12.0%11.5%7.6%7.6%6.3%
Operating Income Margin10.9%7.6%8.6%9.7%11.0%10.2%8.7%10.2%9.7%5.8%7.8%5.3%
Net Income Margin7.5%4.9%5.9%6.6%5.9%7.1%6.1%7.3%7.3%3.9%4.1%2.9%
Cash & Debt            
Total Cash19221020516114170125106356539806475
Total Debt1,4981,4789621,5371,6361,2407721,102597597605604
Net Debt / (Cash)1,3071,2677571,3761,4941,17064799624259-201129
Cash Flows Quarterly            
FCF from Operations89-395791326-211-356480167-12680463161
Cash Flows TTM            
FCF from Operations TTM81151155023979164600583578352601-25
Returns to Shareholders Quarterly            
Dividends333330303030272727272424
Share Repurchases402950114015-0-0715-2-0
Return on Invested Capital (ROIC) Quarterly            
ROIC69.1%41.9%91.4%59.0%64.1%68.3%103.0%79.4%294.1%656.9%-225.3%
Return on Invested Capital (ROIC) TTM            
ROIC TTM56.2%59.0%107.7%58.8%53.8%63.4%98.6%60.0%195.9%584.4%-106.2%

Price Behavior

OSK Betas & Captures as of 8/31/2025

 1M2M3M6M1Y3Y
Beta0.961.130.791.211.231.16
Up Beta3.042.231.701.291.251.21
Down Beta-1.97-1.58-0.681.201.151.18
Up Capture156%194%167%145%158%149%
Bmk +ve Days10223571142415
Stock +ve Days10223264123390
Down Capture14%74%-31%95%113%102%
Bmk -ve Days11192754106334
Stock -ve Days11203162125359

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date8292025
Short Interest: Shares Quantity1,298,540
Short Interest: % Change Since 8152025-21.8%
Average Daily Volume539,211
Days-to-Cover Short Interest2.41
Basic Shares Quantity64,532,356
Short % of Basic Shares2.0%

Returns Analyses

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/1/20253.2%6.9%10.5%
4/30/2025-5.1%0.0%14.3%
1/30/202518.4%15.7%7.5%
10/30/2024-1.3%-2.5%5.0%
7/31/2024-5.0%-13.6%-6.8%
4/25/2024-2.1%-7.0%-4.2%
1/30/20241.0%-0.6%-2.5%
10/26/20233.5%2.5%12.1%
...
SUMMARY STATS   
# Positive111413
# Negative131011
Median Positive3.5%2.4%10.5%
Median Negative-2.2%-4.0%-4.6%
Max Positive18.4%15.7%17.8%
Max Negative-6.2%-13.6%-16.8%

SEC Filings

Expand for More

Report DateFiling DateFiling
6302025801202510-Q 6/30/2025
3312025430202510-Q 3/31/2025
12312024220202510-K 12/31/2024
93020241030202410-Q 9/30/2024
6302024731202410-Q 6/30/2024
3312024425202410-Q 3/31/2024
12312023229202410-K 12/31/2023
93020231026202310-Q 9/30/2023
6302023801202310-Q 6/30/2023
3312023427202310-Q 3/31/2023
12312022221202310-K 12/31/2022
93020221027202210-Q 9/30/2022
6302022728202210-Q 6/30/2022
3312022427202210-Q 3/31/2022
12312021126202210-QT 12/31/2021
93020211116202110-K 9/30/2021

Insider Activity

Expand for More

 OwnerTitleFiling DateActionPriceSharesTransacted
Value		Value of
Held Shares		Form
0Khare AnupamSVP/Chief Information Officer8262025Sell139.034,000556,1201,906,898Form
1Brandt Bryan KSVP & Chief Marketing Officer8202025Sell140.371,732243,0581,468,060Form

External Quote Links


Prefer one of these to Trefis? Tell us why.