
Oshkosh (OSK) Stock Forecast & Price Target
Oshkosh (OSK) Analyst Ratings
Bulls say
Oshkosh's delivery vehicle revenues experienced a significant increase of $114 million year-over-year, marking a 37% quarter-over-quarter growth to reach $146 million, with the Next Generation Delivery Vehicle (NGDV) accounting for 25% of Transport revenues. The Vocational segment demonstrates robust performance, showcasing an 18.9% year-over-year sales increase and an adjusted operating margin improvement to 15.6%, coupled with a substantial backlog of $6.4 billion, which is up 8% year-over-year. Furthermore, the anticipated enhancement of defense profits and margins in 2026, driven by full-rate production of the NGDV and improved pricing on military vehicles, reinforces a positive outlook for Oshkosh's financial performance.
Bears say
Oshkosh's financial report reveals a concerning decline in several key areas, with an adjusted operating margin of 10.2%, reflecting a slight decrease from the prior year. The company's Access segment, which accounts for 49% of revenue, experienced a significant 42% year-over-year drop in adjusted operating income, while revenues fell by 18.6% to $1.1 billion, compounded by a drastic 66% year-over-year decline in backlog. Furthermore, Oshkosh has adjusted its Full Year 2025 earnings per share forecast downward to a range of $10.50-$11.00, indicating challenges in revenue generation across its Access and Transport segments amid persistent inflationary pressures.
This aggregate rating is based on analysts' research of Oshkosh and is not a guaranteed prediction by Public.com or investment advice.
Oshkosh (OSK) Analyst Forecast & Price Prediction
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