Oshkosh Remains Compelling As Earnings Near

Oshkosh Corporation remains a compelling value, with shares still cheap despite recent mixed financial results and profitability weakness. Management maintains bullish guidance for 2026 and beyond, targeting adjusted EPS of $11.50 this year and $18–$22 by 2028. Segment pressures stem from tariffs, unfavorable product mix, and soft market conditions, but innovation and strong aviation/NGDV demand support the growth thesis. I maintain a ‘buy’ rating, expecting annualized upside of 24.7%–26.7% if management’s targets are met, even with near-term earnings headwinds.

One of the more compelling prospects that exists on the market today has got to be Oshkosh Corporation ( OSK ). Although the company has seen some mixed results as of late, the overall picture