OSK Earnings Prediction
The chart below shows how OSK performed 10 days before and after its earnings report, based on data from the past quarters. Typically, OSK sees a -3.48% change in stock price 10 days leading up to the earnings, and a -1.64% change 10 days following the report. On the earnings day itself, the stock moves by +2.55%. This data can give you a slight idea of what to expect for the next quarter's release.
OSK Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.62B
6.35%
-4.30%
Gross Margin
16.51%
-7.35%
-8.12%
Operating Margin
8.53%
-17.58%
-21.45%
Net Margin
5.84%
-4.42%
-11.25%
EPS
2.33
2.19%
-15.27%
No Data Available
OSK Earnings Analysis
Oshkosh Corp Corporation (OSK.N) Earnings Conference Call
Positive
Strong Revenue Growth: 2024 revenue reached $10.76 billion, an 11.4% increase year-over-year, with adjusted earnings per share of $11.74, reflecting strong financial performance.
Operating Income Margin Improvement: Adjusted operating income margin improved to 10.5%, a 110 basis point increase from 2023, showcasing enhanced operational efficiency.
Vocational Segment Performance: The Vocational segment achieved nearly 20% revenue growth in Q4, with a robust adjusted operating income margin of 14%, driven by increased volume and strong pricing.
Dividend Increase Announcement: The company announced an 11th consecutive double-digit dividend increase, raising the quarterly dividend by nearly 11% to $0.51 per share, indicating strong cash flow generation and confidence in future growth.
Sustainability Recognition Achievement: Oshkosh was named to the Dow Jones Sustainability World Index for the 6th consecutive year, reflecting its commitment to sustainable business practices and long-term shareholder value.
Negative
Defense Segment Margin Challenges: Defense results continue to be impacted by legacy fixed price contracts, leading to an expected adjusted operating margin of only 4% for the segment in 2025, reflecting ongoing challenges in pricing and contract terms.
Access Segment Revenue Decline: The Access segment anticipates a significant revenue decline of approximately 15% in 2025, primarily due to softer non-residential construction activity and elevated interest rates, which are expected to negatively impact sales in the first half of the year.
Free Cash Flow Challenges: Free cash flow for the full year was about $270 million, which was lower than expectations due to timing delays on unit deliveries in the defense segment, indicating operational inefficiencies and potential cash flow issues.
Earnings Per Share Stability: Adjusted earnings per share for Q4 were $2.58, essentially flat compared to $2.56 in the prior year, despite higher operating income, primarily due to increased interest expenses on the revolving credit facility, highlighting financial strain.
Q1 2025 Adjusted EPS Outlook: The company expects Q1 2025 adjusted EPS to be approximately $2, the lowest of the year, reflecting anticipated challenges in the access industry and the gradual ramp-up of NGDV production, indicating a tough start to the year.
OSK FAQs
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OSK Earning Call Sentiment
Earnings call transcript: Oshkosh Q4 2024 beats forecasts, stock climbs
OSK.N
-6.46%Positive
The earnings call presents mixed signals. While there are positive aspects such as revenue growth, dividend increases, and strong performance in the vocational segment, there are concerns regarding lowered guidance, defense segment risks, and access sales decline. The Q&A reveals some management evasiveness on specifics, which could raise investor caution. The overall sentiment is neutral as positive elements are balanced by uncertainties and reduced forecasts.
