earnings
confidence high
sentiment negative
materiality 0.75
Oshkosh Q1 adjusted EPS $0.85 vs $1.92 YoY; maintains FY guidance of $11.50
OSHKOSH CORP
- Q1 sales $2.32B (flat YoY); GAAP EPS $0.68 (vs $1.72); adjusted EPS $0.85 (vs $1.92).
- Access segment operating income fell 66% to $34.7M on adverse mix and price-cost dynamics.
- Vocational operating income down 28% to $84.7M; Transport sales up 10.8% on NGDV ramp.
- Maintains FY2026 adjusted EPS outlook of $11.50 on ~$11.0B sales.
- Board declared $0.57/share dividend payable June 9, 2026; repurchased $47.3M in stock.