Oshkosh Corporation OSK posted weaker-than-expected earnings for the first quarter on Wednesday.The company posted adjusted earnings of $1.92 per share, missing market estimates of $2.05 per share. The company's quarterly sales came in at $2.31 billion versus expectations of $2.41 billion.“We are pleased with our start to 2025, led by strong performance in our Vocational segment, double-digit margins in our Access segment and solid progress on the ramp-up of Next Generation Delivery Vehicle production. Adju ...

Oshkosh Corporation (OSK) reported first-quarter 2025 adjusted earnings of $1.92 per share, missing the Zacks Consensus Estimate of $2.02. The bottom line also declined from $2.89 recorded in the year-ago period. Consolidated net sales fell 9.1% year over year to $2.31 billion. The top line also missed the Zacks Consensus Estimate of $2.41 billion.Segmental Details of OSKAccess: The segment’s net sales declined 22.7% year over year to $957.1 million due to lower sales volume in North America and higher disc ...

For the quarter ended March 2025, Oshkosh (OSK) reported revenue of $2.31 billion, down 9.1% over the same period last year. EPS came in at $1.92, compared to $2.89 in the year-ago quarter.The reported revenue represents a surprise of -4.17% over the Zacks Consensus Estimate of $2.41 billion. With the consensus EPS estimate being $2.02, the EPS surprise was -4.95%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next ...

Oshkosh (OSK) Q1 2025 Earnings Call April 30, 2025 09:30 AM ET Speaker0 Greetings, and welcome to the Oshkosh Corporation First Quarter two thousand twenty five Results Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Patrick Davidson, Senior Vice President of Investor Relations. Thank you, sir. You may begin. Speak ...

Oshkosh (OSK) came out with quarterly earnings of $1.92 per share, missing the Zacks Consensus Estimate of $2.02 per share. This compares to earnings of $2.89 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.95%. A quarter ago, it was expected that this heavy vehicle manufacturer for the military, emergency and commercial companies would post earnings of $2.18 per share when it actually produced earnings of $2.58, delivering ...

Oshkosh Corporation First Quarter 2025 April 30, 2025 JOHN PFEIFER - PRESIDENT AND CHIEF EXECUTIVE OFFICER MATTHEW FIELD – EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER PATRICK DAVIDSON – SENIOR VICE PRESIDENT, INVESTOR RELATIONS Forward-looking statements This presentation contains statements that the Company believes to be "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact, including, witho ...

Core Viewpoint - The article emphasizes the importance of value investing and highlights Oshkosh (OSK) as a strong value stock opportunity based on its financial metrics and Zacks Rank system [2][4][6]. Company Analysis - Oshkosh (OSK) currently holds a Zacks Rank of 2 (Buy) and an A for Value, indicating strong potential for investors [4]. - The stock is trading at a P/E ratio of 8.73, significantly lower than the industry average P/E of 18.67, suggesting it may be undervalued [4]. - OSK's Forward P/E has fluctuated between 8.25 and 12.12 over the past year, with a median of 9.35, indicating stable valuation metrics [4]. - The company has a P/B ratio of 1.55, which is favorable compared to the industry average P/B of 3.05, further supporting its value proposition [5]. - Over the past year, OSK's P/B has ranged from 1.40 to 2.20, with a median of 1.73, reflecting consistent valuation levels [5]. - The combination of these metrics suggests that OSK is likely being undervalued, making it an attractive investment opportunity [6].

Core Viewpoint - Oshkosh (OSK) shares have increased by 7.3% in the past four weeks, closing at $102.65, with a mean price target of $128.43 indicating a potential upside of 25.1% [1] Price Targets and Analyst Estimates - The mean estimate consists of 14 short-term price targets with a standard deviation of $17.67, where the lowest estimate of $110 suggests a 7.2% increase, and the highest estimate predicts a 74.4% surge to $179 [2] - A low standard deviation among price targets indicates a high degree of agreement among analysts regarding the stock's price movement direction [7] Earnings Estimates and Analyst Optimism - Analysts are optimistic about OSK's earnings prospects, as indicated by a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [9] - Over the last 30 days, six earnings estimates for OSK have increased, leading to a 5.8% rise in the Zacks Consensus Estimate [10] Zacks Rank and Investment Potential - OSK holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, suggesting a strong potential upside [11] - While consensus price targets may not reliably indicate the extent of potential gains, they can provide a useful guide for price movement direction [12]

Core Insights - The article emphasizes the importance of value investing and highlights specific stocks that are currently undervalued based on various financial metrics [2][8]. Company Analysis - Oshkosh (OSK) has a Zacks Rank of 2 (Buy) and an A grade for Value, with a Forward P/E ratio of 9.78, significantly lower than the industry average of 23.07 [4]. - OSK's P/B ratio stands at 1.71, compared to the industry's average of 3.90, indicating a solid valuation [5]. - Strattec Security (STRT) has a Zacks Rank of 1 (Strong Buy) and a Value grade of A, with a forward earnings multiple of 13.63, also lower than the industry P/E of 23.07 [6]. - STRT's P/B ratio is 0.94, well below the industry's average of 3.90, suggesting it is undervalued [7]. Valuation Metrics - OSK's Forward P/E has fluctuated between 8.25 and 12.12 over the past year, with a median of 9.56 [4]. - STRT's price-to-earnings ratio has ranged from 12.04 to 26.50, with a median of 16.43 [7]. - The PEG ratio for STRT is 1.36, compared to the industry's PEG of 1.18, indicating potential for growth relative to its earnings [6]. Investment Outlook - Both Oshkosh and Strattec Security are identified as strong value stocks based on their earnings outlook and current valuation metrics, making them attractive options for value investors [8].

Core Insights - Oshkosh Corporation (OSK) reported fourth-quarter 2024 adjusted earnings of $2.58 per share, exceeding the Zacks Consensus Estimate of $2.18, and slightly up from $2.56 in the same period last year [1] - Consolidated net sales increased by 6.3% year over year to $2.62 billion, surpassing the Zacks Consensus Estimate of $2.42 billion [1] Segmental Performance - **Access Segment**: Net sales remained flat at $1.16 billion, with lower international sales offsetting acquisition-related sales. Operating income fell 11.9% to $142.9 million, accounting for 12.4% of sales, but exceeded the Zacks Consensus Estimate of $141 million [2] - **Defense Segment**: Net revenues were relatively flat at $559.1 million, with operating income dropping 75.8% to $15 million due to cumulative catch-up adjustments and unfavorable product mix, although it surpassed the Zacks Consensus Estimate of $11.16 million [3] - **Vocational Segment**: Net sales rose 19.8% to $880.6 million, driven by improved sales volume and pricing. Operating income surged 149.8% to $110.9 million, accounting for 12.6% of sales, and exceeded the Zacks Consensus Estimate of $103 million [4] Financial Overview - As of December 31, 2024, Oshkosh had cash and cash equivalents of $204.9 million, up from $125.4 million a year earlier. Long-term debt increased slightly to $599.5 million from $597.5 million [5] - The company announced an 11% increase in its quarterly cash dividend to 51 cents per share, payable on March 3, 2025 [5] Future Guidance - For full-year 2025, Oshkosh anticipates sales of approximately $10.6 billion, a decrease from $10.76 billion in 2024. Adjusted earnings per share are expected to be $11, down from $11.74 in 2024 [6] Market Position - Oshkosh currently holds a Zacks Rank 4 (Sell). In comparison, Geely Automobile Holdings Limited (GELYY) has a Zacks Rank 1 (Strong Buy), while Yamaha Motor Co., Ltd. (YMHAY) and Allison Transmission Holdings, Inc. (ALSN) both hold a Zacks Rank 2 (Buy) [7]