OSHKOSH CORP — Form 8-K
Filed July 28, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Oshkosh reported Q2 2026 diluted EPS of $2.92 (adj. $2.87), down from $3.16 ($3.41) YoY on $2.92B sales (+6.7%). Operating income fell 16.6% to $243.2M (8.3% margin) due to unfavorable sales mix and higher manufacturing overhead, partially offset by volume gains. Full-year 2026 guidance reduced $0.50 to adj. EPS ~$11.00 (from ~$11.50 prior) due to slower-than-expected fire truck production ramp driven by new material flow processes. Company repurchased 667,158 shares for $91.6M in Q2.
Why this rating
Margin compression and guidance cut signal operational headwinds; 4.5% adj EPS reduction material but offset by strong backlog ($14.75B) and demand signals.
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