earnings
confidence high
sentiment negative
materiality 0.75
Oshkosh Q2 GAAP EPS $2.92, adjusted $2.87; cuts FY adjusted EPS guidance to ~$11.00
OSHKOSH CORP
- Q2 sales $2.92B (+6.7% YoY); GAAP EPS $2.92 (down from $3.16); adjusted EPS $2.87 (down from $3.41).
- Access segment sales up 9.4% to $1.37B but operating margin fell to 11.0% from 14.5%.
- Vocational segment sales flat at $966.8M; operating margin down to 12.5% from 15.2%.
- Transport segment sales up 11.9% to $536.1M; operating margin down to 2.9% from 3.7%.
- FY2026 adjusted EPS guidance cut ~$0.50 to ~$11.00; sales guidance raised to ~$11.2B.