Zacks Investment Research·3d ago
Do Options Traders Know Something About Oshkosh Stock We Don't?Investors need to pay close attention to OSK stock based on the movements in the options market lately.
Oshkosh's top-line momentum has faded, with revenue growth decelerating from 18.0% in Q2 2024 to 5.7% in Q3 2026 and trailing-twelve-month revenue turning negative at -2.9%, while gross margin compressed from 19.2% to roughly 15.5%.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Income statement overview.
Oshkosh Defense secured new Common Bridge Transporter orders from the U.S. Army and additional Dutch Expeditionary Patrol Vehicle orders, indicating strong government demand.
The company showcased AI-, autonomy-, connectivity- and electrification-enabled solutions across multiple industries, positioning itself as a leader in industrial technology.
Oshkosh manufactures purpose-built vehicles for access, defense, fire & emergency, refuse collection, concrete placement and aviation markets, providing revenue diversification.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $2.41-21.2% vs $3.06 | $2.8B-3.3% vs $2.9B |
Q3 2026 Jul 28, 2026 | $2.87+9.1% vs $2.63 | $2.9B+4.0% vs $2.8B |
Q2 2026 May 8, 2026 | $0.85-18.3% vs $1.04 | $2.3B+1.1% vs $2.3B |
Q1 2026 Jan 29, 2026 | $2.26-3.0% vs $2.33 | $2.7B+3.5% vs $2.6B |
Investors need to pay close attention to OSK stock based on the movements in the options market lately.
OSHKOSH, Wis.--(BUSINESS WIRE)--Oshkosh Defense, an Oshkosh Corporation [NYSE: OSK] company, and Grid Aero, a Silicon Valley-based autonomous aircraft company, today announced a strategic partnership to bring cutting-edge autonomous modular payload aircraft technology into production-ready reality for America's defense needs. The collaboration addresses the Department of War's urgent need for resilient, autonomous aircraft solutions in contested environments by pairing Grid Aero's innovative ap.
Oshkosh NYSE: OSK reported third-quarter 2026 sales of $2.8 billion, up 5.7% from a year earlier, while adjusted earnings per share of $2.41 fell short of the company's expectations as fire truck production challenges weighed on results.
Oshkosh Corporation ( OSK ) Q3 2026 Earnings Call October 29, 2026 9:30 AM EDT Company Participants Patrick Davidson - Senior Vice President of Investor Relations John Pfeifer - President, CEO & Director Matthew Field - Executive VP & Chief Financial Officer Conference Call Participants Stephen Volkmann - Jefferies LLC, Research Division Mircea Dobre - Robert W. Baird & Co. Incorporated, Research Division Jerry Revich - Wells Fargo Securities, LLC, Research Division David Raso - Evercore ISI Institutional Equities, Research Division Jamie Cook - Truist Securities, Inc., Research Division Stefan Diaz - Morgan Stanley, Research Division Tami Zakaria - JPMorgan Chase & Co, Research Division Kyle Menges - Citigroup Inc., Research Division Timothy Thein - Raymond James & Associates, Inc., Research Division Lauren Sullivan - UBS Investment Bank, Research Division Presentation Operator Greetings, and welcome to the Oshkosh Corporation 2026 Third Quarter Results Conference Call.
Benchmark OSK against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Oshkosh Corp (OSK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $134.36 | $8.38B | 16.78 | -2.87% | 4.63% | 11.03% | 1.5% | |
| $450.07 | $62.1B | 18.73 | -1.27% | 9.26% | 24.12% | 1.69% | |
| $101.98 | $53.67B | 19.49 | -15.5% | 9.68% | 13.76% | 4.22% | |
| $11.56 | $14.33B | 46.17 | -8.78% | 1.71% | 3.97% | 2.3% | |
| $54.96 | $4.03B | 31.64 | 5.73% | 2.64% | 4.71% | 1.23% | |
| $44.50 | $2.07B | 17.79 | 0.58% | 0.64% | 5.75% | 3.22% |
Oshkosh Corp (OSK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Oshkosh Corp (OSK) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Jul 28, 2026·SEC
May 8, 2026·SEC
Get notified when OSK posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Oshkosh Corp (OSK) stock FAQ — growth, dividends, profitability & financials explained
Oshkosh Corp (OSK) reported $10.76B in revenue over the trailing twelve months. Revenue was $10.42B in fiscal year 2025. That is 2421% more than the $413.5M of fiscal year 1996.
Oshkosh Corp (OSK) grew revenue by 4.2% over the trailing twelve months, compared with the twelve months before.
Yes. Oshkosh Corp (OSK) earned $498.5M in net income over the trailing twelve months (a 4.6% net margin).
Yes. Oshkosh Corp (OSK) pays a dividend that yields 1.50% at the current price, a moderate yield.
Oshkosh Corp (OSK) had a return on equity (ROE) of 11.0% over the trailing twelve months. That is in line with the market's typical 10-15%.
Oshkosh Corp (OSK) generated $959.4M in free cash flow over the trailing twelve months.
