OSHKOSH CORP — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 62/100
What the filing says
Oshkosh reported Q3 2026 diluted EPS of $2.22 (down 27% YoY from $3.04) on sales of $2.84B (+5.7% YoY). The company lowered full-year 2026 adjusted EPS guidance to $8.50–$9.50 (down $1.50–$2.50 from prior guidance) and net sales to ~$11.0B (down $0.2B), citing fire truck production challenges tied to manufacturing transformation. Vocational segment operating income fell 38% to $87.6M as fire apparatus output declined. Access segment grew 20.7% in sales with margin expansion. The company repurchased 556,138 shares for $82.4M and maintained its $0.57 quarterly dividend.
Why this rating
Guidance cut of ~$1.5–2.5 EPS (~18–26% reduction) is material; fire truck delays are near-term but production backlog remains high ($6.7B). Access strength offsets. Relative to $7.3B market cap, $1.5–2.5 EPS impact is 3–5% of annual earnings.
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