StockCV
Oshkosh Corp. logo

Oshkosh Corp.

Motor Vehicles & Passenger Car Bodies

$125.23
-1.66%
Market cap $7.73B

Oshkosh is a leading maker of access equipment, specialty vehicles, and military trucks. It serves diverse end markets, including postal, firefighting, refuse/recycling collection, aviation, and construction.

It is a $7.73B consumer company. Revenue grew 2.2% over the last year, it keeps 5¢ of every dollar of sales as profit, and its net debt equals ~0.5 years of free cash flow. It trades at 13.9× earnings — near the lowest of its own history.

Location
Oshkosh, WI
Employees
18 400
Sector
Consumer Cyclical

Skills

Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.

Valuation100Growth69Profitability42Health74Quality85Moat57

Strong valuation and quality; Profitability lags behind.

Valuation100
  • P/E vs own history2th pct · 25/25
  • FCF yield15.0% · 25/25
  • P/S0.7x · 25/25
  • EV/EBITDA9.9x · 25/25
Growth69
  • Revenue CAGR7.7% · 12/25
  • Net income CAGR8.2% · 12/25
  • EPS CAGR ~5Y10.8% · 20/25
  • Fwd implied growth31.1% · 25/25
Profitability42
  • ROIC12.6% · 12/25
  • ROE12.3% · 12/25
  • Net margin5.2% · 13/25
  • Operating margin7.5% · 5/25
Health74
  • Altman Z2.43 · 18/25
  • Current ratio1.72 · 18/25
  • Interest coverage8.7x · 18/25
  • Net cash / debtD/A 6% · 20/25
Quality85
  • Piotroski F5/9 · 15/25
  • Beneish M-2.42 · 20/25
  • FCF conversion209% · 25/25
  • Margin stabilityσ 2.3% · 25/25
Moat57
  • ROIC >12% years8/10 yrs · 20/25
  • Median gross margin17.3% · 0/25
  • FCF-positive years10/10 yrs · 25/25
  • Worst-year net marginworst 2.1% · 12/25

How the scores work →

Experience

The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.

  1. FY2024Financial
    Revenue crossed $10B
    $10.7B for the year
  2. FY2024Financial
    Best year on record
    $681M net income
  3. FY2021Financial
    Became debt-free
    cash now exceeds total debt
  4. FY2016Financial
    Profitable every year on record
    10 consecutive profitable years in our data
  5. FY2016Financial
    Revenue already above $1B
    $6.28B in first reported year
  6. FY2016Financial
    Positive free cash flow every year since
    10-year streak

Achievements

Verifiable track record, straight from the reported numbers.

$10 000 invested in 2021 would be worth ~$11 743 today — price return only
$10.4B revenue in FY2025
Profitable 10 years in a row
Positive free cash flow 10 years in a row
18 400 employees

Strengths & watch-outs

What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.

Strengths

  • Could repay net debt from ~0.6 years of free cash flow
  • Interest covered 8.7× by operating earnings

Watch-outs

Nothing stands out as a concern in the available data.

Qualifications

The basics a company should meet before you research it further. Each check uses the reported numbers.

11 of 11 checks passed
  • Revenue growing+2.2% YoY
  • Profitable$556M TTM
  • Profit growing+56.2% YoY
  • Generates cash$1.16B TTM
  • Debt under control~0.5y of cash flow to repay
  • Established company$7.73B market cap
  • Not printing shares-17.9% shares over ~5y
  • Proven track record10/10 profitable years
  • Financially stableAltman Z 2.4 — grey
  • Pays a dividendyield 1.76%
  • Valuation not extremeP/E 13.9
Peer comparisonOshkosh Corp. vs 6 largest consumer cyclical peers — cap, P/E, growth and margin side by sideOpen ▾
CompanyMarket capP/ERevenue growthNet marginProfile
OSK this company$7.7B13.9+2.2%5.2%Solid
AMZN Amazon.Com Inc$2.8T20.9+15.8%17.4%Mixed
TSLA Tesla, Inc.$1.5T397.1+11.8%3.7%Strong
NFLX NetFlix Inc$292.8B21.4+16.0%28.2%Solid
HD Home Depot, Inc.$290.4B20.4-16.0%8.7%Solid
DIS The Walt Disney Company$186.5B21.7+4.6%8.7%Solid
MCD McDonald's Corporation$166.9B18.9+6.3%31.7%Strained

Head-to-head: OSK vs AMZN · OSK vs TSLA · OSK vs NFLX

References

What covering analysts publish about the company — information only, not a recommendation.

Strong buy 3Buy 11Hold 8

Appendix · Financial records

The full statements behind this CV, FY2016–FY2025. For readers who want to check the numbers.

Want the live picture — intraday moves, valuation history and full analysis?

Deeper analysis of OSK on PreMarketPrice

Figures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $125.23 · market cap $7.73B.