---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-254706"
form_type: "8-K"
ticker: "OSK"
cik: "0000775158"
company_name: "OSHKOSH CORP"
filed_at: "2025-10-29T23:59:59+00:00"
generated_at: "2026-05-17T01:47:20.585980+00:00"
event_type: "other_material"
sentiment: "negative"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "medium"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-254706
- form_type: 8-K
- ticker: OSK
- cik: 0000775158
- company_name: OSHKOSH CORP
- filed_at: 2025-10-29T23:59:59+00:00
- event_type: other_material
- sentiment: negative
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: medium
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/775158/000119312525254706/0001193125-25-254706-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/775158/000119312525254706/osk-20251029.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-254706
- JSON: https://secwatch.observer/filing/0001193125-25-254706.json
- Plain text: https://secwatch.observer/filing/0001193125-25-254706.txt

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