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Oshkosh Corp. (OSK) Stock Fundamental Analysis & AI Rating 2026

OSK NYSE Motor Vehicles & Passenger Car Bodies WI CIK: 0000775158
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
HOLD
62% Conf
Pending
Analysis scheduled

📊 OSK Key Takeaways

Revenue: $10.4B
Net Margin: 6.2%
Free Cash Flow: $618.0M
Current Ratio: 1.94x
Debt/Equity: 0.24x
EPS: $1.14
AI Rating: HOLD with 62% confidence
Oshkosh Corp. (OSK) receives a HOLD rating with 62% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $10.4B, net profit margin of 6.2%, and return on equity (ROE) of 14.3%, Oshkosh Corp. demonstrates mixed fundamentals in the Automotive sector. Below is our complete OSK stock analysis for 2026.

Is Oshkosh Corp. (OSK) a Good Investment?

Claude

Oshkosh demonstrates strong financial health with conservative leverage (0.24x Debt/Equity), robust free cash flow ($618M), and healthy liquidity metrics, but the anomalous 9670% revenue surge paired with declining net income (-5% YoY) indicates low-quality earnings growth, likely from acquisition integration, warranting caution on earnings sustainability.

Why Buy Oshkosh Corp. Stock? OSK Key Strengths

Claude
  • + Exceptional free cash flow generation ($618M) with 5.9% FCF margin supports financial flexibility
  • + Conservative balance sheet with 0.24x Debt/Equity ratio and $479.8M cash position reduces financial risk
  • + Healthy liquidity ratios (Current 1.94x, Quick 1.05x) indicate strong short-term solvency
  • + Reasonable profitability metrics for manufacturing sector (9.0% Op Margin, 6.2% Net Margin)
  • + Solid capital efficiency with ROE of 14.3% and ROA of 6.4%

OSK Stock Risks: Oshkosh Corp. Investment Risks

Claude
  • ! Severe earnings quality concerns: revenue exploded 9670% YoY while net income declined 5%, suggesting unsustainable growth or integration drag
  • ! Earnings decline despite massive revenue expansion indicates margin compression, integration costs, or one-time charges masking operational weakness
  • ! Lack of interest coverage data combined with revenue anomaly prevents full leverage assessment

Key Metrics to Watch

Claude
  • * Net income trajectory and margin recovery post-acquisition integration
  • * Operating cash flow sustainability relative to elevated revenue base
  • * Gross margin stability as integration completes
  • * Return on incremental assets deployed in acquisition

Oshkosh Corp. (OSK) Financial Metrics & Key Ratios

Revenue
$10.4B
Net Income
$647.0M
EPS (Diluted)
$1.14
Free Cash Flow
$618.0M
Total Assets
$10.1B
Cash Position
$479.8M

💡 AI Analyst Insight

Oshkosh Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

OSK Profit Margin, ROE & Profitability Analysis

Gross Margin 17.5%
Operating Margin 9.0%
Net Margin 6.2%
ROE 14.3%
ROA 6.4%
FCF Margin 5.9%

OSK vs Automotive Sector: How Oshkosh Corp. Compares

How Oshkosh Corp. compares to Automotive sector averages

Net Margin
OSK 6.2%
vs
Sector Avg 6.0%
OSK Sector
ROE
OSK 14.3%
vs
Sector Avg 12.0%
OSK Sector
Current Ratio
OSK 1.9x
vs
Sector Avg 1.2x
OSK Sector
Debt/Equity
OSK 0.2x
vs
Sector Avg 1.0x
OSK Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Oshkosh Corp. Stock Overvalued? OSK Valuation Analysis 2026

Based on fundamental analysis, Oshkosh Corp. has mixed fundamental signals relative to the Automotive sector in 2026.

Return on Equity
14.3%
Sector avg: 12%
Net Profit Margin
6.2%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.24x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Oshkosh Corp. Balance Sheet: OSK Debt, Cash & Liquidity

Current Ratio
1.94x
Quick Ratio
1.05x
Debt/Equity
0.24x
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
$1.1B

OSK Revenue & Earnings Growth: 5-Year Financial Trend

OSK 5-year financial data: Year 2021: Revenue $8.4B, Net Income $579.4M, EPS N/A. Year 2022: Revenue $8.3B, Net Income $321.5M, EPS $1.05. Year 2023: Revenue $9.7B, Net Income $508.9M, EPS N/A. Year 2024: Revenue $10.7B, Net Income $173.9M, EPS N/A. Year 2025: Revenue $10.7B, Net Income $598.0M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Oshkosh Corp.'s revenue has grown significantly by 28% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.05 reflects profitable operations.

OSK Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.9%
Free cash flow / Revenue

OSK Quarterly Earnings & Performance

Quarterly financial performance data for Oshkosh Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $2.7B $180.3M $2.75
Q2 2025 $2.7B $168.6M $2.56
Q1 2025 $2.3B $112.2M $1.72
Q3 2024 $2.5B $180.3M $2.75
Q2 2024 $2.4B $168.6M $2.56
Q1 2024 $2.3B $88.5M $1.34
Q3 2023 $2.1B $66.9M $1.02
Q2 2023 $2.1B $31.9M $0.48

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Oshkosh Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$783.4M
Cash generated from operations
Stock Buybacks
$278.0M
Shares repurchased (TTM)
Capital Expenditures
$165.4M
Investment in assets
Dividends Paid
$130.4M
Returned to shareholders

OSK SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Oshkosh Corp. (CIK: 0000775158)

📋 Recent SEC Filings

Date Form Document Action
Mar 26, 2026 DEF 14A tm261338-3_def14a.htm View →
Mar 16, 2026 8-K tm268947d1_8k.htm View →
Mar 2, 2026 4 xslF345X05/form4.xml View →
Feb 27, 2026 4 xslF345X05/form4.xml View →
Feb 23, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about OSK

What is the AI rating for OSK?

Oshkosh Corp. (OSK) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OSK's key strengths?

Claude: Exceptional free cash flow generation ($618M) with 5.9% FCF margin supports financial flexibility. Conservative balance sheet with 0.24x Debt/Equity ratio and $479.8M cash position reduces financial risk.

What are the risks of investing in OSK?

Claude: Severe earnings quality concerns: revenue exploded 9670% YoY while net income declined 5%, suggesting unsustainable growth or integration drag. Earnings decline despite massive revenue expansion indicates margin compression, integration costs, or one-time charges masking operational weakness.

What is OSK's revenue and growth?

Oshkosh Corp. reported revenue of $10.4B.

Does OSK pay dividends?

Oshkosh Corp. pays dividends, with $130.4M distributed to shareholders in the trailing twelve months.

Where can I find OSK SEC filings?

Official SEC filings for Oshkosh Corp. (CIK: 0000775158) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OSK's EPS?

Oshkosh Corp. has a diluted EPS of $1.14.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OSK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Oshkosh Corp. has a HOLD rating with 62% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is OSK stock overvalued or undervalued?

Valuation metrics for OSK: ROE of 14.3% (sector avg: 12%), net margin of 6.2% (sector avg: 6%). Higher ROE suggests strong returns relative to peers.

Should I buy OSK stock in 2026?

Our dual AI analysis gives Oshkosh Corp. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is OSK's free cash flow?

Oshkosh Corp.'s operating cash flow is $783.4M, with capital expenditures of $165.4M. FCF margin is 5.9%.

How does OSK compare to other Automotive stocks?

Vs Automotive sector averages: Net margin 6.2% (avg: 6%), ROE 14.3% (avg: 12%), current ratio 1.94 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI