Oshkosh reports Q3 FY2021 earnings; supply chain disruptions hit sales by ~$100M

OSHKOSH CORP

2022-FY EPS reported $3.18 revenue$5,674,300,000

Earnings release issued July 29, 2021 for Q3 ended June 30, 2021; specific financial figures not provided in filing text.
Supply chain disruptions, primarily in Access Equipment, reduced Q3 sales by approximately $100 million.
USPS NGDV contract initial order of $482M for engineering and tooling; risk of challenge or congressional interference noted.
JLTV production contract to be recompeted in Q4 FY2022; potential loss of future orders.
Elevated steel prices and other commodity costs may pressure margins; Defense segment contracts have limited cost escalators.

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