---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-25-101111"
form_type: "8-K"
ticker: "OSK"
cik: "0000775158"
company_name: "OSHKOSH CORP"
filed_at: "2025-08-01T23:59:59+00:00"
generated_at: "2026-05-17T22:00:24.502543+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "medium"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000950170-25-101111
- form_type: 8-K
- ticker: OSK
- cik: 0000775158
- company_name: OSHKOSH CORP
- filed_at: 2025-08-01T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: medium
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/775158/000095017025101111/0000950170-25-101111-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/775158/000095017025101111/osk-20250801.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-25-101111
- JSON: https://secwatch.observer/filing/0000950170-25-101111.json
- Plain text: https://secwatch.observer/filing/0000950170-25-101111.txt

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