Oshkosh Q3 adjusted EPS beats estimates

Oshkosh

29/10/2025 11:19

Overview

Oshkosh Q3 sales declined 1.9% to $2.69 bln, missing analyst expectations

Adjusted EPS for Q3 2025 beats analyst expectations

Company revises 2025 EPS outlook to $9.75-$10.25, adjusted EPS to $10.50-$11.00

Outlook

Oshkosh revises 2025 EPS outlook to $9.75-$10.25

Company adjusts 2025 adjusted EPS to $10.50-$11.00

Oshkosh expects 2025 sales between $10.3 bln and $10.4 bln

Result Drivers

ACCESS SEGMENT DECLINE - Sales in the Access segment fell 18.6% due to lower volume in North America and increased discounts

VOCATIONAL SEGMENT GROWTH - Vocational segment sales rose 18.9% due to increased production rates and improved pricing

TRANSPORT SEGMENT INCREASE - Transport segment sales increased 8.8% due to Next Generation Delivery Vehicle production and licensing income

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$2.68 bln
$2.83 bln (10 Analysts)
Q3 Adjusted EPS
Beat
$3.20
$3.07 (13 Analysts)
Q3 Net Income
$196.20 mln
Q3 Operating Income
$260.39 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the heavy machinery & vehicles peer group is "buy"

Wall Street's median 12-month price target for Oshkosh Corp is $157.50, about 12.7% above its October 28 closing price of $137.53

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw2lJvd3a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)