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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 Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 net sales rose 5.7% YoY to $2,841.6M; adjusted operating income fell 20.9% to $216.9M and adjusted diluted EPS declined to $2.41 from $3.20.
Fire-apparatus production challenges, lower Vocational volume and unfavorable mix weighed on earnings; higher Access sales and pricing partly offset the pressure.
Financial highlights
GAAP operating income was $197.1M vs. $260.4M; net income was $138.4M vs. $196.2M, and diluted EPS was $2.22 vs. $3.04.
Q3 free cash flow was $274.7M; nine-month free cash flow was $433.2M.
Q3 adjusted operating margin was 7.6% vs. 10.2%; GAAP operating margin was 6.9% vs. 9.7%.
Outlook and guidance
FY2026 sales are expected at $11.0B; GAAP diluted EPS guidance is $8.00–$9.00 and adjusted EPS guidance is $8.50–$9.50.
FY2026 adjusted operating income is expected at $850M; free cash flow guidance is $600M–$700M, with capital expenditures of $180M.
Adjusted segment outlook: Access sales $4.8B and margin 9.75%; Vocational sales $3.7B and margin 12.5%; Transport sales $2.3B and margin 4.0%.
Lower fire-apparatus and NGDV production drove the revised outlook; no additional 2026 NGDV order could reduce EPS by up to $0.50.
High-flow lines are expected to support fire-truck production 25%–30% above 2025 levels; 2028 Vocational margin expectations are 16%–18%.
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Latest events from Oshkosh
- 2028 targets call for $13–14B revenue and 12%–14% adjusted operating margin.OSK
Jefferies Global Industrials Conference 2026 - Q2 2026 sales up 6.7% to $2.92B; margins and EPS declined, guidance for EPS lowered to $11.00.OSKQ2 2026
- Q1 2026 saw flat sales, lower earnings, and maintained full-year guidance amid strong backlogs.OSKQ1 2026
- All directors and auditors were approved; a shareholder proposal on board accountability was rejected.OSKAGM 2026
- 2025 results met guidance; 2026 outlook strong despite access and tariff headwinds.OSKQ4 2025
- Adjusted EPS rose 2.1% to $3.41 as guidance and cash flow outlook were raised for 2025.OSKQ2 2025
- Q3 sales up 9.2% to $2.74B; 2024 EPS guidance cut to $11.35 on Access softness.OSKQ3 2024
- Ambitious 2028 growth and margin targets fueled by innovation and global expansion.OSKInvestor Day 2025
- Record revenue and EPS, strong Vocational growth, and robust 2025 outlook.OSKQ4 2024
Next Oshkosh earnings date
Q4 202629 Jan, 2027
Oshkosh
Next Oshkosh earnings date
Q4 202629 Jan, 2027
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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.