---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-25-060588"
form_type: "8-K"
ticker: "OSK"
cik: "0000775158"
company_name: "OSHKOSH CORP"
filed_at: "2025-04-30T23:59:59+00:00"
generated_at: "2026-05-23T03:03:33.838652+00:00"
event_type: "other_material"
sentiment: "negative"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000950170-25-060588
- form_type: 8-K
- ticker: OSK
- cik: 0000775158
- company_name: OSHKOSH CORP
- filed_at: 2025-04-30T23:59:59+00:00
- event_type: other_material
- sentiment: negative
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/775158/000095017025060588/0000950170-25-060588-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/775158/000095017025060588/osk-20250430.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-25-060588
- JSON: https://secwatch.observer/filing/0000950170-25-060588.json
- Plain text: https://secwatch.observer/filing/0000950170-25-060588.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.