Oshkosh warns of up to $90M tariff impact; USPS NGDV deferred costs $844M

OSHKOSH CORP

Tariffs estimated to reduce 2025 operating income by up to $90M; ~60% from China.
USPS NGDV deferred costs $844.2M; orders for 51,500 vehicles received through March 31, 2025.
Approximately $165M of deferred costs not expected to be absorbed based on current orders.
Caterpillar telehandler license ended Q4 2024; $315M in 2024 sales lost; Access segment affected.

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