Hello, everyone,
Inspired by Morlock Motors’ Steel Buddies, today we’re featuring a company spotlight for the tough guys and girls.
But Caterpillar, too, $CAT (-1,89%) investors should be thrilled, too.
(@Simpson )
Updated Luftfrisch Copy (without NEW) in German
My friends, how excited are you?
Oshkosh Corp. stock rises on strong quarterly results
(August 29, 2026)
Oshkosh Corp. stock is benefiting from a jump in earnings in the most recent quarter and a solid analyst consensus, while institutional investors continue to build out their positions.
According to a recent report by MarketBeat Oshkosh reported earnings per share (EPS) of $2.87 in the most recent quarter, compared to the market’s expectation of $2.63, meaning the company beat the consensus by $0.24 (quarter ending June 30, 2026).
During the same period, Oshkosh generated quarterly revenue of $2.92 billion, representing a 6.7 percent increase compared to the same quarter a year ago and underscoring operational strength in its core segments.
The data from the report also shows that the dividend policy has been maintained: For the current year, an annualized dividend of $2.28 will be paid based on a quarterly dividend of $0.57 per share, which corresponds to a yield of approximately 1.5 percent on the current share price.
Institutional investors are increasing their positions
The same market overview highlights that Kingsview Wealth Management established a new position of 38,507 Oshkosh shares worth approximately $5.91 million in the second quarter of 2026, while a total of approximately 92.36 percent of the outstanding shares are held by institutional investors and hedge funds.
For investors, the combination of a rising institutional ownership share and earnings expectations that have been exceeded is particularly relevant, as it signals confidence in the business model and lays the foundation for further upside potential.
Die Oshkosh-Corp.-Aktie legt nach starken Quartalszahlen zu
How Innovation and Defense Contracts Are Driving Growth
Oshkosh is the leading manufacturer of access equipment, specialty vehicles, and military trucks. The company is strategically focusing on forward-looking technologies such as the electrification of its vehicle fleet and autonomous driving capabilities. The ongoing demand for military vehicles ensures growth.
Oshkosh Corporation is an industrial and technology company focused on the design, development, and manufacture of specialty vehicles and equipment. The company operates in three business segments: Access, Vocational, and Transport. The “Access” segment designs and manufactures access and material-handling equipment for use in various sectors—including construction, industry, agriculture, landscaping, and maintenance—to position workers and materials at heights, under brands such as JLG and SkyTrak. The segment’s customer base includes equipment rental companies, construction companies, manufacturing companies, and home improvement stores. The “Vocational” segment includes the brands Pierce, Maxi-Metal, Oshkosh AeroTech, Oshkosh Airport Products, McNeilus, IMT, Oshkosh S-Series, and others. The “Transport” segment designs, manufactures, and maintains world-class specialty vehicles and mobility systems for the U.S. Department of Defense (DoD) as well as for authorized foreign customers.
Number of employees: 18,400
Q2_2026_Earnings_Slides_FINAL.pdf
Secretary of War Pete Hegseth Visits Oshkosh Corporation and Highlights the Strength of American Manufacturing and the Arsenal of Freedom
08/24/26
Oshkosh Defense demonstriert On-Demand-Fertigung von Ersatzteilen in Japan
- Investing.com
- Aug. 12, 2026
Oshkosh investiert in KI-Spezialisten Nextera Robotics für Baustellenautomatisierung
- Investing.com
- Aug. 6, 2026
Oshkosh Corporation berichtet Ergebnisse des zweiten Quartals 2026
March 30, 2026
Die Oshkosh Corporation wurde zum achten Mal in Folge mit dem CIO 100 Award 2026 ausgezeichnet
Revenue Breakdown by Business Segment:
2025 (USD)
Access 4.49 billion
Vocational 3.73 billion
Transport 2.1 billion
Corporate and Other 104 million
Geographic Revenue Breakdown:
2025 (USD)
United States 8.56 billion
Europe, Africa, and the Middle East 1.12 billion
Rest of the World 376 million
Other North America 366 million
📈 Performance at a Glance
Revenue:
10,422 → 11,168 → 11,990 → 12,573 million USD
EBIT:
1,005 → 984 → 1,224 → 1,414 million USD
Net income:
647 → 660 → 849 → 985 million USD
FCF:
618 → 495 → 765 → 818 million USD
EPS:
10.02 → 10.50 → 13.71 → 16.22 USD
Particularly striking is the significant improvement starting in 2027: EBIT, net income, and EPS are accelerating sharply, while at the same time net debt is falling from 621 million USD in 2025 to -603 million USD in 2028 . A negative value here means that, based on this metric, Oshkosh is expected to have a net cash position .
📊 Performance at a Glance
- FC Yield: 7.21% → 4.94% → 7.97% → 9.19% ↗
- Dividend: 2.04 → 2.259 → 2.388 → 2.503 ↗
- Yield: 1.62% → 1.47% → 1.55% → 1.63%
P/E ratio: 12.5× → 14.7× → 11.2× → 9.49× ↘- P/B ratio: 1.74× → 1.98× → 1.77× → 1.56× ↘
- PEG: −3.92× → 3.08× → 0.40× → 0.50×
🟢 Brief Assessment
According to current MarketScreener forecasts, Oshkosh’s valuation become significantly more attractive starting in 2027:
- P/E ratio for 2028 at just 9.49×
2028 P/B ratio of just 1.56×
PEG for 2027/28 at 0.40× and 0.50×, respectively- At the same time, the FC yield rises to 9.19%
- The dividend rises steadily from $2.04 to $2.503
From a valuation perspective, this is an interesting combination of earnings growth and declining multiples.
August 31, 2026, 4:51:31 PM •
Lang & Schwarz (EUR)
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+12.25 EUR +10.15%
