Oshkosh Corporation (OSK)
Industrials · Specialty vehicle and equipment manufacturing
Oshkosh designs and manufactures purpose-built vehicles and equipment across construction, firefighting, aviation, refuse collection, defense and delivery markets, powered by autonomy, AI, connectivity and electrification.
What Oshkosh Corporation does
Oshkosh Corporation is a global industrial technology company that designs and manufactures advanced purpose-built vehicles and equipment for construction, firefighting, aviation, refuse collection, defense and delivery industries. The company operates through three segments: Access (aerial platforms and material handling), Vocational (fire apparatus, airport ground support equipment, refuse vehicles, concrete mixers), and Transport (defense vehicles and postal delivery vehicles). It serves equipment rental companies, construction contractors, municipal/commercial customers, and the U.S. Department of Defense, with approximately 20% of sales to the U.S. government under multi-year contracts.
Themes: ["Defense and tactical vehicles","Electrification and sustainability","Autonomy and AI integration","Connected fleet intelligence","Construction equipment and access platforms","Emergency response vehicles (firefighting, ARFF)","Postal and delivery vehicles","Airport ground support equipment","Refuse collection and recycling"]
Fundamentals
- Price$142.77 as of 2026-07-09 close
- Market cap$8.7B as of 2026-07-10
- 1-year return+13.8% as of 2026-07-09 close
- P/E15.07 as of 2026-07-10
- Net margin+5.5% as of 2026-07-10
- Gross margin+16.6% as of 2026-07-10
- ROE+12.8% as of 2026-07-10
- Debt / equity0.26 as of 2026-07-10
- Revenue growth (YoY)-0.9% as of 2026-07-10
- Revenue CAGR (3y)+8.0% SEC XBRL
- Beta1.26 as of 2026-07-10
Dividend: yield +1.6%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Dependence on U.S. government contracts (approximately 20% of net sales), which are subject to budget appropriations, political changes, and contract termination risks","Significant exposure to construction and economic cycles affecting demand in the Access and Vocational segments","Large order backlog and multi-year contracts create execution risk and working capital intensity; supply chain disruptions could impact delivery timelines"]
Competitors & peers
- JCB (construction equipment, telehandlers)
- Snorkel International (aerial work platforms)
- Genie Industries (access platforms)
- Pierce Manufacturing (fire apparatus)
- Freightliner (heavy-duty trucks, commercial vehicles)
- Volvo Trucks (commercial vehicles)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.