secwatch.observer — SEC 8-K summary
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Issuer:     OSHKOSH CORP (OSK)
CIK:        0000775158
Form:       8-K
Filed at:   2025-08-01T23:59:59+00:00
Accession:  0000950170-25-101111
Event type: earnings
Sentiment:  negative
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/775158/000095017025101111/0000950170-25-101111-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/775158/000095017025101111/osk-20250801.htm
  HTML page:      https://secwatch.observer/filing/0000950170-25-101111

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer