Oshkosh

Oshkosh Corporation Q1FY26 (OSK) – Multi year backlog faces extreme second half phasing risk

Highlights of the report

Oshkosh Corporation has a “Hold” rating backed by a robust $14.54 billion multi-year backlog. While its long-cycle USPS contract provides excellent revenue visibility, the company currently faces severe short-term margin compression and execution risks.

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Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Defense, and Vocational segment. 

Oshkosh Corporation delivered flat consolidated net sales of $2317.8mn in Q1FY26, up a marginal 0.2% YoY, as pricing benefits of $36mn and favorable currency translation of $18mn neutralized a $59mn unit volume contraction.

In the last 3 months the stock has given a negative return of 19.8%, as shares pulled back from an all time high of $172.14 on March 2, 2026 due to compounding manufacturing overhead anxieties.

 Executive Summary

• CrispIdea Forecast

– Income Statement

– Balance Sheet

– Cash Flow

– Common Size Ratio Analysis

– CrispIdea Segment Forecast

• Valuation & Historical Performance

– P/E Analysis

– CrispIdea Valuation

– Peer Comparison

– Ratio Analysis

– Economic Value-Added Analysis

– Du Pont Analysis

– CrispIdea Forecast Relative to Consensus

– Consensus Momentum

– Segment Performance

– Key Developments

– M&A Deals

• Ownership

• Stock Price Performance

• Crispidea Coverage

https://www.crispidea.com/report/oshkosh-corporation-q4fy25/

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Report details

Oshkosh Corporation Q1FY26 (OSK) – Multi year backlog faces extreme second half phasing risk

  • Pages
  • 29
  • Format
  • pdf
  • Language
  • english
  • Released
  • May 29, 2026
  • Last Updated
  • May 29, 2026

Price

$232.00

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