Oshkosh Corporation Secures $142 Million in Defense Contracts
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy OSK?
Source: Newsfilter
Oshkosh Corporation's stock rose by 4.66% and reached a 52-week high amid strong market performance, with the Nasdaq-100 up 1.86% and the S&P 500 up 1.54%.
The company secured $142 million in contracts from the U.S. Department of Defense, including $53 million for Common Bridge Transporters and $89 million for Palletized Load System A2 vehicles. This growth in its Defense unit is significant, although it does not fully offset the revenue decline risks highlighted by a trimmed revenue outlook for 2025, which is now expected to be between $10.3 billion and $10.4 billion.
Despite the challenges in other segments, the defense contracts indicate a positive trajectory for Oshkosh's military vehicle business, reinforcing its position in the market and potentially leading to further opportunities in the defense sector.
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Analyst Views on OSK
Wall Street analysts forecast OSK stock price to rise
10 Analyst Rating
7 Buy
3 Hold
0 Sell
Moderate Buy
Current: 140.310
Low
132.00
Averages
152.40
High
180.00
Current: 140.310
Low
132.00
Averages
152.40
High
180.00
About OSK
Oshkosh Corporation is an industrial company focused on the designing, development and manufacturing of purpose-built vehicles and equipment. It operates through three segments. Access segment designs and manufactures access and material handling equipment for use in a range of construction, industrial, agricultural, vegetation management, and maintenance applications to position workers and materials at height under brands, JLG and SkyTrak. The segment's customer base includes equipment rental companies, construction contractors, manufacturing companies and home improvement centers. The segment also includes Jerr-Dan towing and recovery vehicles. Defense segment designs, manufactures and sustains specialty vehicles and mobility systems for the United States Department of Defense and exports tactical wheeled vehicles to approved foreign customers. Vocational segment includes the Pierce, Maxi-Metal, McNeilus, AeroTech, IMT, Frontline Communications and Oshkosh S-Series businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Pentagon Denies Defense Secretary's Investment Rumors
- Investment Rumors Surface: According to the Financial Times, U.S. Defense Secretary Pete Hegseth's broker sought to make a large investment in major defense companies ahead of the Iran war, although the Pentagon denied the report, labeling it as 'entirely false.'
- ETF Investment Plan: Hegseth's broker contacted BlackRock to discuss a multimillion-dollar investment in its iShares Defense Industrials Active ETF, which has approximately $3.1 billion in assets and includes stocks from major defense firms like Lockheed Martin.
- Poor Market Performance: The Defense ETF has lost 12.4% in the past month since the onset of the Iran war, reflecting cautious sentiment in the defense investment landscape, despite Hegseth's investment plans not materializing.
- Conflict Escalation: With U.S. Marines arriving in the region, the Pentagon is preparing for weeks of ground operations in Iran, indicating a potential escalation of the conflict that could further impact defense industry investment sentiment.
See More
Oshkosh Defense Showcases Next-Gen Military Technologies
- Multi-Mission Autonomous Vehicle: Oshkosh Defense's Light Multi-Mission Autonomous Vehicle (L-MAV) features a modular design that supports rapid integration of various mission payloads, enhancing the U.S. Army's capabilities in counter-UAS and electronic warfare, which is expected to accelerate the deployment of multi-mission capabilities.
- SIGMA Mobile Cannon System: The SIGMA system, built on the Oshkosh Mobile Artillery Platform, offers a low-risk, mission-ready solution that supports rapid fires and survivability, aimed at meeting the Army's long-range munitions needs while enhancing production capabilities for international customers.
- Commercial Manufacturing Strength: Leveraging its robust commercial manufacturing capabilities and integration experience, Oshkosh Defense can deliver advanced capabilities quickly, ensuring soldiers receive the performance and reliability they deserve, further solidifying its leadership in the military vehicle market.
- Strategic Modernization Investment: Oshkosh Corporation's ongoing investments in modernization utilize enterprise-wide engineering depth and advanced manufacturing capabilities to support rapid integration and long-term fleet sustainment, ensuring the Army remains competitive in a rapidly changing battlefield environment.
See More
Oshkosh Unveils AI Contamination Detection Technology
- Technological Innovation: Oshkosh Corporation has introduced a new artificial intelligence technology capable of detecting material contamination in real time during refuse and recycling collection, representing a significant advancement in promoting data-driven and sustainable waste management.
- Collaborative Development: This technology was developed in collaboration with Lixo, a leader in waste-stream analysis, combining advanced AI capabilities with decades of innovation in refuse collection vehicles from Oshkosh's McNeilus Truck and Manufacturing business.
- Contaminant Identification: The system employs computer vision and machine learning to accurately identify over 80 contaminants, including plastic bags, yard waste, and hazardous materials, thereby assisting haulers and municipalities in managing contamination more effectively.
- Market Application: The technology is available as a factory-installed option on new McNeilus vehicles or as a retrofit kit for mixed fleets, integrated with the ClearSky™ Intelligence telematics platform, enabling customers to view contamination insights in real time, enhancing operational efficiency and sustainability.
See More
Oshkosh Recognized as One of the World's Most Ethical Companies for 2026
- Ethical Leadership Recognition: Oshkosh Corporation has been named one of the 2026 World's Most Ethical Companies by Ethisphere, marking the company's 11th consecutive year of receiving this honor, which underscores its ongoing commitment to ethical business practices.
- Global Impact: The recognition includes 138 companies across 17 countries and 40 industries, highlighting Oshkosh's leadership in ethical standards and corporate responsibility on a global scale.
- Culture of Ethics: Oshkosh team members are guided by 'The Oshkosh Way', emphasizing people-first values, integrity, and teamwork, which shape the company's operations and contributions to society.
- Rigorous Assessment Standards: Ethisphere's evaluation is based on its proprietary Ethics Quotient®, requiring companies to provide over 240 proof points supporting ethics and compliance practices, showcasing Oshkosh's excellence in ethical governance and social impact.
See More
Oshkosh to Present at J.P. Morgan Industrial Conference
- Conference Participation: Oshkosh Corporation will participate in J.P. Morgan's 2026 Industrial Conference on March 18, 2026, at 1:35 p.m. EDT, with President and CEO John Pfeifer representing the company to showcase its innovations in purpose-built vehicles and equipment.
- Live Webcast: The event will be accessible via a live webcast on Oshkosh's official website, allowing global investors and stakeholders to stay updated on the company's latest developments, which is expected to enhance investor confidence and engagement.
- Replay Availability: A replay of the webcast will be available approximately two hours after the event concludes, ensuring that investors who cannot attend live can still access critical information, thereby improving the company's transparency and information dissemination efficiency.
- Company Background: Headquartered in Wisconsin, Oshkosh Corporation employs over 18,000 team members worldwide and is dedicated to manufacturing innovative purpose-built vehicles and equipment, with products available in over 150 countries, highlighting its global market influence and business expansion potential.
See More
Oshkosh Corporation to Participate in J.P. Morgan's 2026 Industrial Conference
- Executive Participation: Oshkosh Corporation's CEO John Pfeifer will speak at J.P. Morgan's Industrial Conference on March 18, 2026, at 1:35 p.m. EDT, showcasing the company's innovations in purpose-built vehicles and equipment, which is expected to attract investor and industry attention.
- Live Webcast Available: The event will be webcast live on Oshkosh's website, allowing global investors to stay updated on the company's latest developments, with a replay available approximately two hours after the event, enhancing information transparency and investor relations.
- Global Impact: With operations in over 150 countries and more than 18,000 employees, Oshkosh is committed to improving community lives through innovative vehicles and equipment, demonstrating its strong global influence and social responsibility.
- Brand Diversity: Oshkosh boasts several well-known brands, including JLG, Pierce, and Oshkosh Defense, covering a wide range of market needs, further solidifying its leadership position and competitive edge in the industry.
See More
Pentagon Denies Defense Secretary's Investment Rumors
- Investment Rumors Surface: According to the Financial Times, U.S. Defense Secretary Pete Hegseth's broker sought to make a large investment in major defense companies ahead of the Iran war, although the Pentagon denied the report, labeling it as 'entirely false.'
- ETF Investment Plan: Hegseth's broker contacted BlackRock to discuss a multimillion-dollar investment in its iShares Defense Industrials Active ETF, which has approximately $3.1 billion in assets and includes stocks from major defense firms like Lockheed Martin.
- Poor Market Performance: The Defense ETF has lost 12.4% in the past month since the onset of the Iran war, reflecting cautious sentiment in the defense investment landscape, despite Hegseth's investment plans not materializing.
- Conflict Escalation: With U.S. Marines arriving in the region, the Pentagon is preparing for weeks of ground operations in Iran, indicating a potential escalation of the conflict that could further impact defense industry investment sentiment.
See More
Oshkosh Defense Showcases Next-Gen Military Technologies
- Multi-Mission Autonomous Vehicle: Oshkosh Defense's Light Multi-Mission Autonomous Vehicle (L-MAV) features a modular design that supports rapid integration of various mission payloads, enhancing the U.S. Army's capabilities in counter-UAS and electronic warfare, which is expected to accelerate the deployment of multi-mission capabilities.
- SIGMA Mobile Cannon System: The SIGMA system, built on the Oshkosh Mobile Artillery Platform, offers a low-risk, mission-ready solution that supports rapid fires and survivability, aimed at meeting the Army's long-range munitions needs while enhancing production capabilities for international customers.
- Commercial Manufacturing Strength: Leveraging its robust commercial manufacturing capabilities and integration experience, Oshkosh Defense can deliver advanced capabilities quickly, ensuring soldiers receive the performance and reliability they deserve, further solidifying its leadership in the military vehicle market.
- Strategic Modernization Investment: Oshkosh Corporation's ongoing investments in modernization utilize enterprise-wide engineering depth and advanced manufacturing capabilities to support rapid integration and long-term fleet sustainment, ensuring the Army remains competitive in a rapidly changing battlefield environment.
See More
Oshkosh Unveils AI Contamination Detection Technology
- Technological Innovation: Oshkosh Corporation has introduced a new artificial intelligence technology capable of detecting material contamination in real time during refuse and recycling collection, representing a significant advancement in promoting data-driven and sustainable waste management.
- Collaborative Development: This technology was developed in collaboration with Lixo, a leader in waste-stream analysis, combining advanced AI capabilities with decades of innovation in refuse collection vehicles from Oshkosh's McNeilus Truck and Manufacturing business.
- Contaminant Identification: The system employs computer vision and machine learning to accurately identify over 80 contaminants, including plastic bags, yard waste, and hazardous materials, thereby assisting haulers and municipalities in managing contamination more effectively.
- Market Application: The technology is available as a factory-installed option on new McNeilus vehicles or as a retrofit kit for mixed fleets, integrated with the ClearSky™ Intelligence telematics platform, enabling customers to view contamination insights in real time, enhancing operational efficiency and sustainability.
See More
Oshkosh Recognized as One of the World's Most Ethical Companies for 2026
- Ethical Leadership Recognition: Oshkosh Corporation has been named one of the 2026 World's Most Ethical Companies by Ethisphere, marking the company's 11th consecutive year of receiving this honor, which underscores its ongoing commitment to ethical business practices.
- Global Impact: The recognition includes 138 companies across 17 countries and 40 industries, highlighting Oshkosh's leadership in ethical standards and corporate responsibility on a global scale.
- Culture of Ethics: Oshkosh team members are guided by 'The Oshkosh Way', emphasizing people-first values, integrity, and teamwork, which shape the company's operations and contributions to society.
- Rigorous Assessment Standards: Ethisphere's evaluation is based on its proprietary Ethics Quotient®, requiring companies to provide over 240 proof points supporting ethics and compliance practices, showcasing Oshkosh's excellence in ethical governance and social impact.
See More
Oshkosh to Present at J.P. Morgan Industrial Conference
- Conference Participation: Oshkosh Corporation will participate in J.P. Morgan's 2026 Industrial Conference on March 18, 2026, at 1:35 p.m. EDT, with President and CEO John Pfeifer representing the company to showcase its innovations in purpose-built vehicles and equipment.
- Live Webcast: The event will be accessible via a live webcast on Oshkosh's official website, allowing global investors and stakeholders to stay updated on the company's latest developments, which is expected to enhance investor confidence and engagement.
- Replay Availability: A replay of the webcast will be available approximately two hours after the event concludes, ensuring that investors who cannot attend live can still access critical information, thereby improving the company's transparency and information dissemination efficiency.
- Company Background: Headquartered in Wisconsin, Oshkosh Corporation employs over 18,000 team members worldwide and is dedicated to manufacturing innovative purpose-built vehicles and equipment, with products available in over 150 countries, highlighting its global market influence and business expansion potential.
See More
Oshkosh Corporation to Participate in J.P. Morgan's 2026 Industrial Conference
- Executive Participation: Oshkosh Corporation's CEO John Pfeifer will speak at J.P. Morgan's Industrial Conference on March 18, 2026, at 1:35 p.m. EDT, showcasing the company's innovations in purpose-built vehicles and equipment, which is expected to attract investor and industry attention.
- Live Webcast Available: The event will be webcast live on Oshkosh's website, allowing global investors to stay updated on the company's latest developments, with a replay available approximately two hours after the event, enhancing information transparency and investor relations.
- Global Impact: With operations in over 150 countries and more than 18,000 employees, Oshkosh is committed to improving community lives through innovative vehicles and equipment, demonstrating its strong global influence and social responsibility.
- Brand Diversity: Oshkosh boasts several well-known brands, including JLG, Pierce, and Oshkosh Defense, covering a wide range of market needs, further solidifying its leadership position and competitive edge in the industry.
See More
