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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 (OSK) investor relations material
Oshkosh UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Key achievements and strategic outlook
Outlined 2028 guidance with revenue targets of $13–$14 billion, operating margins of 12–14%, and EPS nearly doubling to $18–$22, driven by innovation and end-market dynamics.
Technology advancements in autonomous functionality, AI, and electrification are central to growth across construction, firefighting, airport, and delivery markets.
Large backlogs, especially in vocational vehicles, support confidence in meeting long-term targets, with three-and-a-half-year backlogs in some segments.
Margin improvements are expected from both price realization on older orders and the introduction of higher-value technological features.
Ongoing M&A strategy focuses on programmatic, synergistic acquisitions, with likely activity in 2026.
Portfolio management and market focus
Portfolio strategy prioritizes markets valuing innovation, with recent expansion in airport ground support and European markets.
Cyclicality is managed at the business unit level, with resilience from a mix of cyclical and non-cyclical segments.
Program concentration is balanced by leveraging large programs to create future opportunities and diversify revenue streams.
Growth in airport and refuse/recycling markets is expected, with airport investments driving above-GDP growth and refuse/recycling providing steady, resilient returns.
Always-on M&A process targets areas where technology can add value, avoiding large, transformative deals.
Segment performance and operational challenges
Vocational segment benefits from innovation-driven demand and margin expansion, with both organic growth and M&A opportunities.
Access segment is in a down cycle but expected to recover and expand through 2028, supported by fleet replacement needs and healthy utilization rates.
Transport segment, including defense and NGDV, is undergoing margin transformation due to contract renegotiations and new international deals.
NGDV production ramp is ongoing, with full-rate production expected soon, providing significant long-term growth.
Defense business is focused on margin improvement through 2028, with growth potential beyond that period.
Price/cost positive outlook for 2026
NGDV platform expansion beyond USPS
Strategy for strong margins in downturns
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Q4 202530 Jan, 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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