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Oshkosh Corporation

OSK

Industrials · 147.79 -2.9% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Oshkosh Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Company-2.9% todayVolume comparison unavailable
Market group0 of 32 activeIndustrial Equipment · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • Monitor consolidated improved pricing reported for the period (amount company attributes to pricing improvements).
  • Monitor year-over-year percent change and level of unit backlog for refuse and recycling collection vehicles.

Invalidation: The isolated read changes if OSK's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Farm & Heavy Construction Machinery

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Monitor consolidated improved pricing reported for the period (amount company attributes to pricing improvements).
  • Monitor year-over-year percent change and level of unit backlog for refuse and recycling collection vehicles.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements177
Verified relationships8
Evidence supporting the case
  • Demand and volume has repeated favorable evidence across 5 filings.
Evidence challenging the case
  • Latest annual revenue changed -2.9% year over year.
  • Input and raw-material costs has repeated adverse evidence across 5 filings.
  • Pricing and mix has repeated adverse evidence across 5 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
  • Tariffs and trade policy has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

147.79
6m-3.0%12m+8.7%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-30$7.7B+12.8%+0.6%
2022-12-31$8.3B+7.0%-4.4%
2023-12-31$9.7B+16.6%-0.4%
2024-12-31$10.7B+11.1%-0.1%
2025-12-31$10.4B-2.9%-1.9%

What management says matters

Persistent and emerging business drivers

Demand and volumepositive · 5 filings
Access segment backlog increased 64.7% to $1.96 billion at June 30, 2026 compared to $1.19 billion at June 30, 2025 as the Company believes it is seeing a stronger construction equipment market driven by growth in data centers and megaprojects.
10-Q · Jul 28, 2026
Input and raw-material costsnegative · 5 filings
The decrease in operating income in the Vocational segment was primarily due to adverse sales mix ($22 million), higher manufacturing overhead costs ($21 million), higher material costs ($19 million) and the impact of lower gross margin associated with lower…
10-Q · Jul 28, 2026
Pricing and mixmixed · 5 filings
The decrease in gross margin in the Vocational segment was primarily attributable to higher manufacturing overhead (260 basis points), higher material costs (180 basis points) and adverse sales mix (140 basis points), offset in part by improved pricing (290 b…
10-Q · Jul 28, 2026
Credit and interest ratesmixed · 4 filings
Results for the three months ended March 31, 2025 were impacted by $ 1.4 million of net discrete tax expense, including $ 1.0 million of interest expense on uncertain tax positions.
10-Q · May 8, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.9× · EV/sales 1.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

147.79-2.9% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for OSK. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for OSK. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind OSK

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

FROFrontline plccompetitorFeb 17, 2026

The principal competition for Frontline Communications command vehicles is LDV, Inc., MBF Industries, Inc., Nomad Global Communication Solutions, Incorporated, Farber Specialty Vehicles, Inc.

FSSFederal Signal CorporationcompetitorFeb 17, 2026

8 Competitors in the refuse and recycling collection vehicles market include Environmental Solutions Group (a subsidiary of Terex Corporation), New Way Trucks (a subsidiary of Federal Signal), Labrie Enviroquip Group (owned by Wynnchurch Capital) and other re…

Depended on by

CRICarter's, Inc.partnerFeb 27, 2026

Amounts are reflected within Selling, general, and administrative expenses in our consolidated statement of operations.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

OSK is currently a Follower in the organic co-movement group Industrial Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.