Oshkosh (OSK)
Builds access equipment, specialty vehicles, and defense and postal-delivery systems.
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Builds access equipment, municipal and airport vehicles, defense mobility, and postal-delivery vehicles through Access, Vocational, and Transport. Its Transport business serves the U.S. government and the Postal Service's next-generation delivery-vehicle program.
Built around three operating lines—Access, Vocational, and Transport—the portfolio pairs JLG aerial work platforms and telehandlers with Pierce fire apparatus, McNeilus refuse and recycling vehicles, airport ground-support equipment, and jet bridges.
Access equipment serves construction, industrial, agriculture, and maintenance uses, while Vocational supplies municipal and airport applications. Transport combines Oshkosh Defense with Oshkosh Delivery, serving U.S. and approved foreign military customers and the U.S. Postal Service's next-generation delivery-vehicle program.
The U.S. government is an important customer, particularly in Transport. The postal contract permits deliveries of battery-electric and low-emission internal-combustion vehicles.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 29, 2026 | DA Davidson | Reiterate | Rating: —Target: $168 | Target: $176 |
| Jul 29, 2026 | Robert W. Baird | Target | Target: $172 | Target: $180 |
| Jul 29, 2026 | Barclays | Reiterate | Rating: —Target: $150 | Target: $170 |
| Jul 2, 2026 | Truist Financial | Target | Target: $183 | Target: $190 |
| May 12, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $147 | Target: $150 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $403.6M · Total debt $1.10B · Total assets $10.05B · Shareholders' equity $4.53B
- Revenue
- $2.92B
- Operating income
- $243.2M
- Net income
- $183.2M
HistoryDividendAnnual yield
| Institutions | ≈ 104.48% | 64.51M shares | |
|---|---|---|---|
| 612 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.83% | 509.6K shares | |
| 23 holders · as of Sep 15, 2026 | |||
| Adds to | 105.31% | ||
61.74M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 105.31%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.64% | 5.95M | as of Jun 30, 2026 |
Aristotle Capital Management, LLCInstitution | 7.65% | 4.73M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.05% | 4.35M | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 5.47% | 3.38M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.19% | 3.21M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | John C. Pfeifer | director | −778 | $150.00 |
| May 12, 2026 | Duncan Palmer | director | −505 | $133.86 |
| Feb 27, 2026 | Anupam Khare | officer: SVP/Chief Information Officer | −4,000 | $169.08 |
| Feb 20, 2026 | John S. Verich | officer: SVP Bus Devl and Treasurer | −1,050 | $176.99 |
| Nov 21, 2025 | Ignacio A. Cortina | officer: EVP, CL&AO & Secretary | −8,000 | $124.41 |
- Terex
Aerial platforms, fire apparatus, refuse vehicles and concrete mixers
- General Dynamics
U.S. and allied tactical and combat-vehicle programs
- Federal Signal
Refuse and recycling collection vehicles through New Way
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Oshkosh | $142.55 | −0.58% | $8.85B | 16.4 | 10.9 | 0.8 | +6.7% |
| Terex | $60.20 | +2.17% | $6.73B | 29.9 | 11.0 | 1.0 | +50.5% |
| General Dynamics | $343.24 | −3.01% | $95.75B | 21.6 | 19.6 | 1.7 | +8.1% |
| Federal Signal | $116.56 | +1.28% | $7.03B | 24.8 | 21.6 | 2.9 | +18.7% |
| Median | 24.8 | 19.6 | 1.7 | +18.7% |