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NYSE · Consumer Discretionary

OSHKOSH CORP (OSK)

As-reported financials and SEC filings for OSHKOSH CORP. The latest annual period is FY2025. The latest reported quarter is Q1 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About OSHKOSH CORP

Oshkosh Corporation designs and manufactures purpose-built vehicles and equipment for industries including construction, firefighting, aviation, refuse collection, defense, and delivery. Its products include aerial work platforms, fire apparatus, airport ground support equipment, refuse collection vehicles, and specialty defense vehicles. The company serves customers such as construction contractors, municipal and commercial clients, the U.S. Department of Defense, and the U.S. Postal Service.

Snapshot

Revenue
$10.42B
Revenue growth (YoY)
-2.9%
Net income
$647.0M
Diluted EPS
Gross margin
17.5%
Operating margin
9.0%
Net margin
6.2%
FCF margin
5.9%
ROE
14.3%
net income / fiscal-year-end equity
P/E
18.1×
trailing when available, otherwise FY EPS
Market cap
$9.72B
Long-term debt / equity
0.24×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Oshkosh

  • Revenue fell 2.9% to $10.4B in FY2025, slower than the 11.1% the year before.
  • Operating margin is 9.0% in FY2025, +1.4 pp against 7.7% in FY2021.
  • Most recent quarter Q1 FY2026: revenue $2.3B, up 0.2% from Q1 FY2025.
  • Free cash flow was $618M in FY2025, 5.9% of revenue.
  • Net income fell 5.0% to $647M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Oshkosh’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin17.5%
18th percentile of 275
Operating margin9.0%
71st percentile of 348
Net margin6.2%
70th percentile of 377
FCF margin5.9%
63rd percentile of 351
Revenue growth (YoY)-2.9%
27th percentile of 394
ROE14.3%
66th percentile of 343
P/E18.1×
45th percentile of 249
Long-term debt / equity0.24×
31st percentile of 234
Short interest3.09d
39th percentile of 401

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 3 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
3
+5 quant / multi-strat
Initiated / added
3
1 new, 2 added
Reduced / exited
6
4 trimmed, 2 exited
Combined position
$587.1M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$517.9M3.4MAdded
Millennium ManagementquantQ2 2026$26.9M175.3KReduced
Point72 Asset ManagementquantQ2 2026$17.6M114.4KReduced
Gotham Asset ManagementQ2 2026$12.6M82.2KReduced
Citadel AdvisorsquantQ2 2026$9.6M62.7KAdded
Bridgewater AssociatesQ2 2026$2.0M12.7KReduced
Harris Associates (Oakmark)Q2 2026$241,7311.6KHeld
D. E. ShawquantQ2 2026$232,3691.5KNew

No longer held by: Maverick Capital (as of Q2 2026), Renaissance Technologies (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
0
Reported activity
Quiet
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-05-12
filed 2026-05-13
Palmer DuncanDirectorSell505$133.86$68K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
2.3M
settled 2026-08-14
Change vs prior
-13.9%
vs previous settlement
Days to cover
3.09
at avg daily volume
Avg daily volume
729.4K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-142.3M-13.9%3.09
2026-07-312.6M-20.0%2.42
2026-07-153.3M-7.8%4.60
2026-06-303.6M+21.5%5.12
2026-06-152.9M+8.6%4.64
2026-05-292.7M-14.8%3.04
2026-05-153.2M+5.1%3.23
2026-04-303.0M+8.6%6.20

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$10.42B$10.73B$9.66B$8.28B$7.74B
Gross profit$1.82B$1.97B$1.68B$1.05B$1.27B
Operating income$939.5M$1.01B$837.6M$372.3M$592.1M
Net income$647.0M$681.4M$598.0M$173.9M$508.9M
Diluted EPS

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$479.8M$204.9M$125.4M$805.9M$1.38B
Current assets$5.17B$4.53B$4.48B$4.53B$4.56B
Total assets$10.07B$9.42B$9.13B$7.73B$7.04B
Current liabilities$2.66B$2.99B$3.09B$2.43B$2.15B
Long-term debt$1.10B$599.5M$597.5M$595.0M$818.8M
Total liabilities$5.54B$5.27B$5.42B$4.54B$3.68B
Total equity$4.53B$4.15B$3.71B$3.19B$3.36B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$783.4M$550.1M$599.6M$601.3M$1.22B
Capital expenditure$165.4M$281.0M$325.3M$269.5M$104.4M
Free cash flow$618.0M$269.1M$274.3M$331.8M$1.12B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2026$2.32B0.2%$43.1M
Q4 FY2025$2.69B3.5%$133.8M$2.10
Q3 FY2025$2.69B-1.9%$196.2M
Q2 FY2025$2.73B-4.0%$204.8M
Q1 FY2025$2.31B-9.1%$112.2M
Q4 FY2024$2.60B5.3%$153.1M$2.33
Q3 FY2024$2.74B9.2%$180.3M
Q2 FY2024$2.85B18.0%$168.6M

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorConsumer Discretionary
SIC industryMotor Vehicles & Passenger Car Bodies
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ1 FY2026 (ended March 31, 2026)
Oldest indexed filing2020
SEC CIK775158

Selected SEC filings

10-Q2026-07-28
View on EDGAR →
10-Q2026-05-08
View on EDGAR →
8-K2026-07-28
View on EDGAR →
8-K2026-05-08
View on EDGAR →
8-K2026-05-08
View on EDGAR →
8-K2026-03-16
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.