Oshkosh 8-K discloses $30-40M tariff cost in Q4 2025; USPS deferred costs $165M

OSHKOSH CORP

Tariffs estimated to cost $30M-$40M in 2025, majority in Q4.
Deferred contract costs exceed future profits on USPS orders by ~$165M as of Sept 30, 2025.
USPS has ordered 51,500 NGDV units; potential contract covers up to 165,000 over 10 years.
Company reaffirms 2028 financial targets but cautions they are not guidance.

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