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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 Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary29 Jan, 2026
Executive summary
Achieved full-year 2025 revenue of $10.42 billion and adjusted EPS of $10.79, with Q4 revenue of $2.69 billion and adjusted EPS of $2.26, reflecting modest growth but lower margins due to product mix and overhead.
Strong performance in vocational and access segments, with significant technology innovation and multiple industry awards at CES.
Strategic investments, leadership changes, and disciplined capital allocation support 2028 goals and ongoing innovation.
Financial highlights
Q4 consolidated sales rose 3.5% year-over-year to $2.69 billion, with adjusted operating income of $225.9 million (8.4% margin), and adjusted EPS of $2.26.
Full-year free cash flow was $618 million, exceeding guidance, and share repurchases totaled $278 million in 2025.
Quarterly dividend declared at $0.57 per share.
Outlook and guidance
2026 adjusted EPS expected at $11.50, with consolidated sales projected at $11.0 billion and CapEx planned at $200 million.
Segment sales guidance: Access $4.2 billion, Vocational $4.2 billion, Transport $2.5 billion.
Tariff costs estimated at $200 million in 2026, mostly impacting access; price increases and cost reductions expected to offset by year-end.
Long-term EPS target of $18-$22 by 2028 reaffirmed.
Access segment non-res construction impact?
NGDV ramp-up costs impact on Transport margin?
Q4 operating income margin compression drivers?
CAMS scaling: What's the expansion plan?
Access 2026 outlook: Why the market disconnect?
Transport margin ramp to 2028: Key drivers?
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Next Oshkosh earnings date
Q1 202629 Apr, 2026
Oshkosh
Next Oshkosh earnings date
Q1 202629 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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