Oshkosh Corp
OSK · NYSE
Company research
Oshkosh Corporation (NYSE: OSK) is a global industrial technology company founded in 1915 and headquartered in Oshkosh, Wisconsin, that designs, manufactures, and markets purpose-built specialty vehicles and equipment worldwide across three core segments: Access, Vocational, and Defense. The company's diverse product portfolio spans aerial work platforms and telehandlers under the JLG brand, custom firefighting and emergency vehicles under the Pierce brand, tactical wheeled vehicles for the U.S. Department of Defense, as well as refuse and recycling collection vehicles, concrete mixers, airport ground support equipment, and field service vehicles under brands including McNeilus, Jerr-Dan, and IMT. With approximately 18,000 employees and annual revenues exceeding $10 billion, Oshkosh serves a broad range of end markets including construction, municipal services, defense, and aviation, distributing its products through direct sales representatives, dealers, and distributors globally. Led by CEO John C. Pfeifer, the company is actively investing in next-generation technologies — including electrification, autonomy, artificial intelligence, and connectivity — to drive sustainable growth and margin expansion toward its 2028 financial targets.
Research reports
Flash (StockSentinel) · May 7, 2026Oshkosh Corp (OSK) Investment Analysis
This deep-dive report positions Oshkosh as a backlog‑driven industrial technology company transitioning toward electrified, autonomous and connected vehicle platforms, with the USPS NGDV program and vocational margin expansion central to management’s 2028 EPS target of 18–22. It offers detailed segment, moat, valuation and scenario analysis, concluding that OSK is an undervalued industrial compounder with backlog‑driven upside while flagging execution risk around NGDV ramp, tariff headwinds and cyclical non‑residential construction demand.
Business Quant · April 16, 2026Oshkosh Corp (NYSE: OSK) Stock Analysis and MetricsBusiness Quant’s OSK coverage combines granular financial metrics with a structured bull and bear case, citing NGDV backlog, robotics and AI innovation, and high‑margin vocational and defense segments alongside strong liquidity and buybacks as long‑term earnings drivers. The bear case focuses on Access segment weakness, tariff and cost volatility, transport margin pressure and competitive risks in equipment rental, yielding a balanced, risk‑aware view rather than a simple buy or sell call.
Blank Capital Research · February 11, 2026Is OSK a Buy? February 2026 AnalysisBlank Capital’s quantitative note scores OSK highly on value and profitability, with operating margins and return on equity well above sector averages and attractive P/E and EV/EBITDA ratios, but ultimately assigns only a Hold rating. The analysis places OSK in the top percentile of its manufacturing peer group yet advises existing holders to maintain positions and monitor changes in the factor profile rather than aggressively buying or selling.