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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Oshkosh
Oshkosh (OSK) investor relations material
Oshkosh Citi's Global Industrial Tech & Mobility Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's Global Industrial Tech & Mobility Conference 2026 summary18 Feb, 2026
Portfolio evolution and segment overview
Portfolio now balanced across Access, Vocational, and Transport segments, each with significant revenue targets for 2026: Access and Vocational at $4.2B, Transport at $2.5B.
Vocational segment strengthened by 2023 airport products acquisition and organic growth, now a solid second pillar.
Transport segment, formerly Defense, is transforming with new contracts and expected margin improvement from 4% in 2024 to 10% by 2028.
Technology and innovation
Technology focus includes electrification, connectivity, robotics, autonomy, and AI across all segments.
Hardware innovations like TAK-4 suspension and lightweighting steel have transferred across applications.
Unified autonomy and sensing stack being developed for use in multiple end markets, leveraging common architecture.
Airport robots and autonomous jet dock technology showcased, with roots in defense applications.
Access segment outlook
JLG and SkyTrak brands maintain strong market position through quality, reliability, and pricing discipline, supporting high residual values.
Technology like ClearSky Smart Fleet enhances equipment connectivity and user experience.
Innovations include micro-sized scissors and telehandlers for agriculture, aiming to keep the segment at the forefront.
Mega projects and data centers drive demand, while local markets remain muted; optimism for broader recovery by 2027.
Tariffs fully impact 2026; cost reductions and pricing actions underway to offset pressures.
NGDV ramp: What's causing delays and how to fix?
Refuse segment pause: Tariff impact and duration?
Autonomy stack: Cross-segment strategic advantage?
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Next Oshkosh earnings date
Q1 202627 Apr, 2026
Oshkosh
Next Oshkosh earnings date
Q1 202627 Apr, 2026
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Frequently asked questions
Oshkosh Corporation is a manufacturer of specialty vehicles and equipment serving defense, fire and emergency, and commercial markets. The company designs and produces tactical wheeled vehicles, fire trucks, access equipment, and refuse collection vehicles. Its products are sold to government agencies and industrial customers. Oshkosh Corporation is headquartered in Oshkosh, Wisconsin, and its shares are listed on the NYSE.
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