“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 ↗
Oshkosh Corporation
OSK
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Demand and volume has repeated favorable evidence across 5 filings.
- 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.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
147.79Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.