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Oshkosh (OSK) investor relations material
Oshkosh Jefferies Mining and Industrials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic Overview and Innovation
Growth strategy centers on innovation, lifecycle service, and expansion into adjacent categories, with a focus on customer support and operational excellence.
Technology advancements include autonomous jet docks, electric refuse vehicles, and integrated intelligent solutions for airports, neighborhoods, and job sites.
Product portfolio evolves with electrified, autonomous, and connected vehicles across three main segments: access, vocational, and transport.
Emphasis on disciplined capital allocation, healthy margins, and scaling reach as part of the long-term strategy.
2028 targets include 7–10% annual revenue growth, operating income margin increase to 12–14%, and nearly doubling EPS.
Financial Performance and Targets
2024 revenue reached $10.7 billion with adjusted EPS of $11.74.
2028 targets project $13-14 billion in revenue, 12-14% adjusted operating margin, and $18-22 adjusted EPS.
Cash conversion expected to reach over 90% by 2028, up from 55-70% in 2025.
Financial targets exclude future M&A and are based on a defined strategic plan.
Sizable backlogs and pricing provide strong revenue visibility.
Segment Performance and Market Dynamics
Vocational segment demand driven by aging fleets, COVID-related funding, and property price increases, resulting in significant backlog.
Access segment features smart fleet technology but faces a down cycle due to weaker construction activity and loss of a major contract; lower interest rates could provide a tailwind.
Refuse vehicle demand supported by municipal growth, fleet age, and technology upgrades, including electric models.
Transport segment poised for margin expansion with new defense contracts and ramp-up of postal vehicle production, supporting global logistics and mobility.
Intelligent capacity expansions, including robotics, aim to reduce lead times and address labor constraints.
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