Oshkosh Q4 sales rise 3.5%, beat estimates

Oshkosh

29/01/2026 12:07

Overview

Purpose-built vehicle maker's Q4 sales rose 3.5%, beating analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company repurchased 911,873 shares for $118.7 mln in Q4

Outlook

Oshkosh expects 2026 EPS to be $10.90 and adjusted EPS to be $11.50

Company anticipates improved results in Vocational and Transport segments

Oshkosh sees continued weakness in non-residential construction affecting Access segment

Result Drivers

VOCATIONAL SEGMENT - Improved pricing in Vocational segment drove sales increase, despite lower refuse vehicle sales

ACCESS SEGMENT - Higher sales volume in North America boosted Access segment sales, offset by higher discounts

TRANSPORT SEGMENT - NGDV production ramp-up and higher international vehicle sales supported Transport segment growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$2.69 bln
$2.60 bln (11 Analysts)
Q4 Adjusted EPS
Miss
$2.26
$2.31 (15 Analysts)
Q4 Net Income
$133.80 mln
Q4 Operating Income
$212 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 4 "hold" and 2 "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 7.8% above its January 28 closing price of $146.16

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

Press Release: ID:nBw5wsB7la

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(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.)