Oshkosh (OSK)
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-10-29
$135.27-1.93%
Close 2026-10-29 · 1-day change
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-10-29
Research Workspace
Put OSK beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Construction Machinery & Heavy Transportation Equipment is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS near $11.5 in FY26: Comparison needs review.
View ThesisRevenue is growing steadily — about 3% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 20%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 33% in its worst 12-month stretch.
View RiskOSK depends on improving operating income and margins despite sales mix challenges. Revenue growth slowed from Q2’s 6.7% to Q3’s 5.7%, with a latest earnings miss. Q3 non-GAAP EPS was $2.41, missing consensus, while FY2026 guidance reflects pressure from Pierce’s production reset. OSK trades at 16× P/E versus an 19× peer median. The price reflects less growth than our forecast. The next-quarter miss probability is 25%, and reported profits are weakly backed by cash. The primary pillar comparison needs review, so the thesis is on watch. Peer multiples imply a price about 21% above where it trades. This read is provisional.
Trailing returns as of 2026-10-29. OSK is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering OSK (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for OSK in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OSK Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Construction Machinery & Heavy Transportation Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put OSK next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Improve operating income and margins amid sales mix challenges
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $135.27
The last 12 months of price, then the range of analyst 12-month targets from today’s $135.27.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
FY2026 EPS guidance reflects pressure from Pierce's production reset, challenging margin improvement.
Advances: Improve operating income and margins amid sales mix challenges
Management's brighter growth outlook supports operating improvement, though conference commentary is not execution.
Advances: Ramp up Next Generation Delivery Vehicle (NGDV) production
Government support boosts NGDV production outlook.
Advances: Improve operating income and margins amid sales mix challenges
Higher 2026 guidance after earnings supports improving fundamentals despite modest valuation framing.
Threatens: Improve operating income and margins amid sales mix challenges
Revenue growth alongside margin compression challenges the operating-improvement objective.
Advances: Improve operating income and margins amid sales mix challenges
Quarterly earnings beat supports execution, though headline lacks detail on margin durability.
Advances: Improve operating income and margins amid sales mix challenges
Tariff refunds may modestly offset costs, but are not a core operating catalyst.
Advances: Maintain dividend payments
Confirmed dividend payment aligns with capital allocation goals.