Oshkosh (OSK) Set to Announce Q1 Earnings on May 8
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 45 minutes ago
0mins
Should l Buy OSK?
Source: seekingalpha
- Earnings Announcement Date: Oshkosh is scheduled to release its Q1 earnings on May 8 before market open, with a consensus EPS estimate of $1.04, reflecting a significant year-over-year decline of 45.8%, indicating substantial profitability challenges for the company.
- Revenue Expectations: The anticipated revenue for Q1 stands at $2.29 billion, down 0.9% year-over-year, highlighting the company's struggles in revenue growth, which could impact investor confidence moving forward.
- Historical Performance: Over the past two years, Oshkosh has beaten EPS and revenue estimates 75% of the time, although recent EPS estimates have seen 2 upward revisions and 6 downward revisions, indicating market uncertainty regarding its profitability.
- Market Dynamics: In the last three months, revenue estimates have not seen any upward revisions but have experienced 4 downward adjustments, reflecting a cautious market sentiment towards Oshkosh's future performance, which may exert pressure on its stock price.
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Analyst Views on OSK
Wall Street analysts forecast OSK stock price to fall
10 Analyst Rating
7 Buy
3 Hold
0 Sell
Moderate Buy
Current: 156.710
Low
132.00
Averages
152.40
High
180.00
Current: 156.710
Low
132.00
Averages
152.40
High
180.00
About OSK
Oshkosh Corporation is an industrial technology company focused on the design, development and manufacturing of purpose-built vehicles and equipment. It operates through three segments: Access, Vocational and Transport. The 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 such as JLG and SkyTrak. The segment's customer base includes equipment rental companies, construction contractors, manufacturing companies and home improvement centers. The Vocational segment includes the Pierce, Maxi-Metal, Oshkosh AeroTech, Oshkosh Airport Products, McNeilus, IMT, Oshkosh S-Series and others. The transport segment designs, manufactures and sustains best-in-class specialty vehicles and mobility systems for the United States Department of Defense (DoD) and approved foreign customers.
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.
Oshkosh (OSK) Set to Announce Q1 Earnings on May 8
- Earnings Announcement Date: Oshkosh is scheduled to release its Q1 earnings on May 8 before market open, with a consensus EPS estimate of $1.04, reflecting a significant year-over-year decline of 45.8%, indicating substantial profitability challenges for the company.
- Revenue Expectations: The anticipated revenue for Q1 stands at $2.29 billion, down 0.9% year-over-year, highlighting the company's struggles in revenue growth, which could impact investor confidence moving forward.
- Historical Performance: Over the past two years, Oshkosh has beaten EPS and revenue estimates 75% of the time, although recent EPS estimates have seen 2 upward revisions and 6 downward revisions, indicating market uncertainty regarding its profitability.
- Market Dynamics: In the last three months, revenue estimates have not seen any upward revisions but have experienced 4 downward adjustments, reflecting a cautious market sentiment towards Oshkosh's future performance, which may exert pressure on its stock price.
See More
Polaris Surpasses Q1 Earnings Expectations with Strategic Military Partnership
- Earnings Beat: Polaris reported a Q1 profit of $0.13 per share, significantly exceeding Wall Street's expectation of a $0.40 loss, with sales growing 8% year-over-year to $1.7 billion and gross margin expanding by 420 basis points to 20.2%, indicating strong market performance.
- Analyst Reactions: Despite six analysts raising Polaris's price targets between $60 and $74, most maintained neutral or hold ratings, reflecting cautious sentiment regarding the company's future growth potential.
- Sales Growth Outlook: Polaris projects flat sales of approximately $7.2 billion in 2026, the same as in 2025, highlighting challenges in achieving sales growth and the need for new strategies to enhance market confidence.
- Military Collaboration Opportunity: Polaris is partnering with Forterra to develop the Mesa autonomous ground vehicle for the U.S. Army, and if successful, this initiative could directly boost Polaris's sales and potentially restore profitability.
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Oshkosh Corporation to Release Q1 2026 Financial Results
- Earnings Release Schedule: Oshkosh Corporation will issue its Q1 2026 financial results on May 8, 2026, with a live webcast discussion starting at 9:00 a.m. EDT, requiring investors to access the site 15 minutes prior for information.
- Webcast Access Information: Investors can access the webcast link at investors.oshkoshcorp.com, with slides available on the day of the event to ensure timely access to the latest financial data and company updates.
- Company Overview: Headquartered in Wisconsin, Oshkosh Corporation employs over 18,000 team members globally, focusing on manufacturing innovative, purpose-built vehicles and equipment to help everyday heroes advance communities worldwide, with products in over 150 countries.
- Brand Diversity: Oshkosh boasts a range of well-known brands, including JLG®, Pierce®, and MAXIMETAL, showcasing its extensive influence and market coverage in the specialized vehicle and equipment sector.
See More
Ford and GM Explore Expansion into Military Production
- Military Production Talks: Ford and General Motors are reportedly in discussions with U.S. defense officials to expand into weapons and military vehicle production, addressing munitions shortages due to the wars in Ukraine and Iran, which could provide new revenue streams for both companies.
- Historical Precedent: This initiative echoes the wartime pivot of Detroit automakers during World War II, where Ford produced nearly 278,000 military vehicles, highlighting its potential and capability in the defense sector.
- Mixed Market Reactions: Despite facing sales pressures, with Ford's stock down 2% and GM's down 4% year-to-date, market sentiment for GM remains optimistic, as analysts upgraded its rating to 'Buy'.
- Analyst Perspectives: Deutsche Bank raised GM's price target from $83 to $90, viewing the current market pullback as an attractive entry point, while Goldman Sachs expressed caution, expecting both automakers to report softer-than-expected first-quarter results.
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GE Aerospace and Oshkosh, a Vehicle and Machinery Manufacturer, Participated in Discussions with Defense Officials - WSJ
Involvement of Companies: GEAEROSPACE and the vehicle and machinery maker OSHKOSH were among the companies participating in discussions with defense officials.
Focus of Talks: The talks centered around collaboration and potential partnerships in the aerospace and defense sectors.
See More
Vanguard Partners with Pratt Miller to Enhance Battery Technology
- Strategic Partnership: Vanguard has announced a collaboration with Pratt Miller, a wholly owned subsidiary of Oshkosh Corporation, aiming to combine Vanguard's high-performance battery technology with Pratt Miller's deep expertise in system integration, thereby advancing the maturity of the electrification market.
- Integrated Solutions: By integrating Vanguard's modular battery technology into Pratt Miller's engineered systems, the partnership will provide customers with compact, high-energy-density solutions specifically designed for high-demand environments, significantly enhancing productivity and performance.
- Systems Engineering Advantage: This collaboration relies on Pratt Miller's systems engineering discipline to ensure that the battery, power electronics, and controls function cohesively, optimizing equipment performance in warehouses, industrial facilities, and construction interiors while meeting zero-emission requirements.
- Quality Commitment: Vanguard battery products are assembled in the United States and supported by the global Briggs & Stratton service network, with all battery packs backed by an industry-leading eight-year commercial limited warranty, further enhancing customer confidence in product quality.
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Oshkosh (OSK) Set to Announce Q1 Earnings on May 8
- Earnings Announcement Date: Oshkosh is scheduled to release its Q1 earnings on May 8 before market open, with a consensus EPS estimate of $1.04, reflecting a significant year-over-year decline of 45.8%, indicating substantial profitability challenges for the company.
- Revenue Expectations: The anticipated revenue for Q1 stands at $2.29 billion, down 0.9% year-over-year, highlighting the company's struggles in revenue growth, which could impact investor confidence moving forward.
- Historical Performance: Over the past two years, Oshkosh has beaten EPS and revenue estimates 75% of the time, although recent EPS estimates have seen 2 upward revisions and 6 downward revisions, indicating market uncertainty regarding its profitability.
- Market Dynamics: In the last three months, revenue estimates have not seen any upward revisions but have experienced 4 downward adjustments, reflecting a cautious market sentiment towards Oshkosh's future performance, which may exert pressure on its stock price.
See More
Polaris Surpasses Q1 Earnings Expectations with Strategic Military Partnership
- Earnings Beat: Polaris reported a Q1 profit of $0.13 per share, significantly exceeding Wall Street's expectation of a $0.40 loss, with sales growing 8% year-over-year to $1.7 billion and gross margin expanding by 420 basis points to 20.2%, indicating strong market performance.
- Analyst Reactions: Despite six analysts raising Polaris's price targets between $60 and $74, most maintained neutral or hold ratings, reflecting cautious sentiment regarding the company's future growth potential.
- Sales Growth Outlook: Polaris projects flat sales of approximately $7.2 billion in 2026, the same as in 2025, highlighting challenges in achieving sales growth and the need for new strategies to enhance market confidence.
- Military Collaboration Opportunity: Polaris is partnering with Forterra to develop the Mesa autonomous ground vehicle for the U.S. Army, and if successful, this initiative could directly boost Polaris's sales and potentially restore profitability.
See More
Oshkosh Corporation to Release Q1 2026 Financial Results
- Earnings Release Schedule: Oshkosh Corporation will issue its Q1 2026 financial results on May 8, 2026, with a live webcast discussion starting at 9:00 a.m. EDT, requiring investors to access the site 15 minutes prior for information.
- Webcast Access Information: Investors can access the webcast link at investors.oshkoshcorp.com, with slides available on the day of the event to ensure timely access to the latest financial data and company updates.
- Company Overview: Headquartered in Wisconsin, Oshkosh Corporation employs over 18,000 team members globally, focusing on manufacturing innovative, purpose-built vehicles and equipment to help everyday heroes advance communities worldwide, with products in over 150 countries.
- Brand Diversity: Oshkosh boasts a range of well-known brands, including JLG®, Pierce®, and MAXIMETAL, showcasing its extensive influence and market coverage in the specialized vehicle and equipment sector.
See More
Ford and GM Explore Expansion into Military Production
- Military Production Talks: Ford and General Motors are reportedly in discussions with U.S. defense officials to expand into weapons and military vehicle production, addressing munitions shortages due to the wars in Ukraine and Iran, which could provide new revenue streams for both companies.
- Historical Precedent: This initiative echoes the wartime pivot of Detroit automakers during World War II, where Ford produced nearly 278,000 military vehicles, highlighting its potential and capability in the defense sector.
- Mixed Market Reactions: Despite facing sales pressures, with Ford's stock down 2% and GM's down 4% year-to-date, market sentiment for GM remains optimistic, as analysts upgraded its rating to 'Buy'.
- Analyst Perspectives: Deutsche Bank raised GM's price target from $83 to $90, viewing the current market pullback as an attractive entry point, while Goldman Sachs expressed caution, expecting both automakers to report softer-than-expected first-quarter results.
See More
GE Aerospace and Oshkosh, a Vehicle and Machinery Manufacturer, Participated in Discussions with Defense Officials - WSJ
Involvement of Companies: GEAEROSPACE and the vehicle and machinery maker OSHKOSH were among the companies participating in discussions with defense officials.
Focus of Talks: The talks centered around collaboration and potential partnerships in the aerospace and defense sectors.
See More
Vanguard Partners with Pratt Miller to Enhance Battery Technology
- Strategic Partnership: Vanguard has announced a collaboration with Pratt Miller, a wholly owned subsidiary of Oshkosh Corporation, aiming to combine Vanguard's high-performance battery technology with Pratt Miller's deep expertise in system integration, thereby advancing the maturity of the electrification market.
- Integrated Solutions: By integrating Vanguard's modular battery technology into Pratt Miller's engineered systems, the partnership will provide customers with compact, high-energy-density solutions specifically designed for high-demand environments, significantly enhancing productivity and performance.
- Systems Engineering Advantage: This collaboration relies on Pratt Miller's systems engineering discipline to ensure that the battery, power electronics, and controls function cohesively, optimizing equipment performance in warehouses, industrial facilities, and construction interiors while meeting zero-emission requirements.
- Quality Commitment: Vanguard battery products are assembled in the United States and supported by the global Briggs & Stratton service network, with all battery packs backed by an industry-leading eight-year commercial limited warranty, further enhancing customer confidence in product quality.
See More
