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Upturn AI Summary - About
Oshkosh Corporation(OSK)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OSK
11/05/2026: OSK (1-star) is currently NOT-A-BUY. Pass it for now.
Oshkosh Corporation is a diversified industrial manufacturer specializing in vehicles for the defense, construction, and emergency services sectors. The company holds a solid position in the industry, supported by strong government relationships and its JLG access equipment brand, which provides a steady commercial foundation. Its primary investment story centers on leveraging these established niches to expand into electrified vocational equipment and airport infrastructure. Key risks include the cyclical nature of its commercial businesses, potential shifts in federal defense budgets, and ongoing manufacturing cost pressures. Oshkosh is well-suited for value and income-focused investors who value a balanced business model, provided they monitor defense budget cycles and construction demand indicators.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential tied to infrastructure and defense cycles rather than aggressive technology-driven expansion. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find opportunity during periods of strong defense contract backlogs or cyclical construction recovery. |
| Value investor | Strong fit | Oshkosh often trades at reasonable valuation multiples relative to its industrial peers and cash flow stability. |
| Dividend investor | Strong fit | A history of reliable dividend payments makes it an attractive income play within the industrial sector. |
| Low-risk investor | Mixed fit | While established and profitable, the company is subject to cyclical industry risks and defense budget volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price is sensitive to changes in government defense spending announcements and general industrial economic health. |
| Valuation risk | Medium | As an industrial firm, valuation risk is generally moderate, tied primarily to growth expectations in the construction cycle. |
| Competition risk (defense & construction) | Medium / high | Oshkosh faces persistent pressure from major industrial peers like CAT and niche competitors in the defense bidding process. |
| Business quality | Strong | The company maintains a high-quality portfolio with leading market positions and significant technical barriers to entry. |
| Dividend income | Low | The dividend is well-supported by cash flows, presenting a low risk to income-focused investors. |
| Execution risk | Medium | Managing complex global supply chains and fulfilling massive government contracts requires high operational precision. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 19.19% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/05/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.74B USD | Price to earnings Ratio 18.13 | 1Y Target Price 159.84 |
Price to earnings Ratio 18.13 | 1Y Target Price 159.84 | ||
Volume (30-day avg) 741.5K shares | Beta 1.27 | 52 Weeks Range 115.83 - 178.55 | Updated Date 11/05/2026 |
52 Weeks Range 115.83 - 178.55 | Updated Date 11/05/2026 | ||
Dividends yield (FY) 1.56% | Basic EPS (TTM) 7.91 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Access Equipment | JLG boom lifts, scissor lifts, and telehandlers used in construction. | Revenue fluctuates with global construction activity and building projects. |
| Defense | JLTV, HEMTT, and tactical vehicle production/support for the military. | Steady revenue driven by government budgets and long-term contracts. |
| Vocational | Pierce fire trucks, refuse trucks, and airport equipment. | Stable, recurring business from municipal and commercial infrastructure needs. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When Before Market | Estimate 3.01 | Actual 2.41 |
Profitability
Profit Margin 4.63% | Operating Margin (TTM) 7% |
Management Effectiveness
Return on Assets (TTM) 4.61% | Return on Equity (TTM) 10.97% |
Valuation
Trailing PE 18.13 | Forward PE 10 | Enterprise Value 9.29B | Price to Sales(TTM) 0.81 |
Enterprise Value 9.29B | Price to Sales(TTM) 0.81 | ||
Enterprise Value to Revenue 0.86 | Enterprise Value to EBITDA 9.25 | Shares Outstanding 60.97M | Shares Floating 57.18M |
Shares Outstanding 60.97M | Shares Floating 57.18M | ||
Percent Insiders 0.74 | Percent Institutions 102.52 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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