Oshkosh Corporation (Holding Co
124.81-12.72 (-9.25%)
Oct 29, 4:00:02 PM EDT · NYSE · OSK · USD
Key Stats
Market Cap
7.99BP/E (TTM)
12.18Basic EPS (TTM)
10.25Dividend Yield
0.01%Recent Filings
10-Q
8-K
8-K
Q2 sales dip, profits rise
Oshkosh Corporation reported Q2 2025 sales of $2.73 billion, down 4.0% from last year, yet operating income climbed 11.8% to $291.7 million on better mix and fewer impairments. Vocational surged 15.0% in sales with 38.3% income growth from pricing gains, while Access dipped 10.7% without Caterpillar telehandlers, and Transport rebounded 49.6% amid JLTV wind-down but NGDV ramp-up. Strong results prompted a raised 2025 adjusted EPS outlook to $11.00. Tariffs pose supply chain risks.
10-Q
Q2 FY2025 results
Oshkosh Corporation posted Q2 FY2025 net sales of $2.73B, down 4.0% y/y but up 8.5% q/q (derived), with operating income climbing 11.8% y/y to $291.7M as Vocational segment gains offset Access softness from expired Caterpillar telehandler production. Gross margin held steady at 19.2% amid better pricing, while diluted EPS rose 23.4% y/y to $3.16, reconciling to 64.8M weighted shares with no anti-dilution flagged. Cash dipped to $191.7M amid $305.7M operating outflow for the half, yet $1.12B revolver availability bolsters liquidity after a $500M term loan in March 2025 maturing 2027 at 5.2%. The September 2024 AUSA buyout for $114.5M added $37.9M Q2 sales and $53.5M goodwill in Access. Solid Vocational momentum shines through. Yet U.S. government contract risks loom large.
8-K
Shareholders reelect directors unanimously
Oshkosh Corporation's shareholders convened their 2025 Annual Meeting on May 6, reelecting all nine directors—Keith J. Allman, William J. Burns, Annette K. Clayton, Douglas L. Davis, Tyrone M. Jordan, Kimberley Metcalf-Kupres, Duncan J. Palmer, David G. Perkins, John C. Pfeifer, and Sandra E. Rowland—for one-year terms amid minimal opposition, with withheld votes under 1.2% each. The board ratified Deloitte & Touche LLP as auditors for fiscal 2025, securing 56.1 million for votes against 935,721 against. Say-on-pay approval passed handily at 48.7 million for, signaling alignment on executive compensation. Continuity holds firm.
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