$OSK (+0%) 🚀

Oshkosh Corporation reported adjusted earnings of 3.41 dollars per share for the quarter ended June 30, up from 3.34 dollars per share in the same quarter last year.

The average expectation of thirteen analysts for the quarter was earnings of$2.95 per share. Wall Street expected earnings of between $2.64 and $3.16 per share.

• Sales fell by 4 percent to 2.73 billion dollars compared to the previous year; analysts had expected 2.66 billion dollars.

• EPS reported by Oshkosh Corp for the quarter was $3.16.

• The company reported a quarterly net profit of204.8 million dollars.

• Oshkosh Corp shares rose11.4% this quarter and are up 33.1% so far this year.

Hello, today I have attached my two year old portfolio.

I made some mistakes that I regret a lot but that's not the point today.

I'm interested in whether I've made the titles $OSK (+0%) & $KRYS (-0.12%) should sell.

I've simply invested too little to make big profits there, although I'm currently making quite a decent return, but as I said, I've simply put in too little cash...

I believe in both stocks, but I also want to slim down my portfolio a bit and I'm currently saving up cash for the next setback so that I can invest more money in existing stocks.

So would you hold the stocks and add to them in the event of a setback or would you say sell and then shift into existing stocks with the additional money you have freed up?

Many thanks in advance :)

PS: If you still feel like it, you are welcome to comment on the portfolio, I still have a lot to learn and criticism and improvements are always welcome ;-)

First tranche

OSHKOSH $OSK (+0%) is a global industrial technology company focused on the development of innovative specialty vehicles and equipment. Oshkosh reported its Q4 quarterly figures this week and exceeded all expectations. Perhaps of interest to some of you.

Annual results

The company reported net sales of USD 10.76 billion for 2024 (2023: USD 9.66 billion) and net income of

net profit of USD 681.4 million (2023: USD 598.0 million) or USD 10.35 per diluted share (2023: USD 9.08).

Adjusted1 net income for 2024 amounted to USD 772.7 million (2023: USD 657.2 million)

or USD 11.74 per diluted share (2023: USD 9.98).

Expectations for 2025

The Company announced its 2025 diluted earnings per share estimate of approximately USD 10.30 and its adjusted1 earnings per share estimate of approximately USD 11.00 on projected net sales of approximately USD 10.6 billion.

Dividend announcement

The Company's Board of Directors today announced a quarterly cash dividend of $0.51 per common share. The dividend represents an increase of 11 percent over the previous dividend and will be paid on March 3, 2025 to shareholders of record as of February 17, 2025.

Repurchase of ordinary shares - The company has in the fourth quarter of 2024 repurchased 494,069 ordinary shares for USD 50.4 million.

Subsequent acquisition of a solid US company

Oshkosh $OSK (+0%) Defense (this is only one division of the company) is currently receiving one order after another.

Peace☮️

Oshkosh Corporation $OSK (+0%) (First position)

designs, manufactures and markets a wide range of specialty vehicles such as trucks, off-road vehicles and related bodies. The range includes vehicles for fire and emergency services, vans for special transportation and military vehicles.

5.69 $ billion market cap

P/E ratio just below 10

Sales and profits are rising steadily, with ongoing growth also being recorded

There is also a small dividend

Here is a presentation on the homepage of the IR department

https://ir-api.eqs.com/redirect/5100a0c6-460f-4f92-b8cf-f400dc020bbf?disposition=inline&t=1694676668499

The company has production facilities in the USA, Australia, Belgium, France, the Netherlands and Romania and supplies its products to customers in 130 countries.