Oshkosh Q2 2025 earnings: tariffs seen cutting op income up to $50M; USPS deferred costs $841M

OSHKOSH CORP

Reported earnings for Q2 ended June 30, 2025 on Aug 1, 2025; specific EPS/revenue not in filing.
Deferred NGDV contract costs $841M; estimated $180M excess of costs over profits on existing orders.
Tariffs expected to directly reduce 2025 operating income by up to $50M, net of mitigation efforts.

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