Oshkosh Shares Reflect a Quarter of Contrasts
01.02.2026 - 08:28:04
Oshkosh Corporation's final quarter of fiscal 2025 presented a mixed financial picture. The company's leadership remains focused on growth driven by major new contracts for the coming year, even as quarterly earnings per share fell short of projections despite a revenue beat.
Looking ahead to fiscal 2026, management has issued an optimistic outlook. The company is targeting annual revenue of approximately $11 billion. Adjusted earnings per share are projected to reach around $11.50. A key question for the year is whether the planned ramp-up of the new Next Generation Delivery Vehicle (NGDV) program will fully offset an anticipated softness in the commercial construction sector.
The firm continues its commitment to returning capital to shareholders. A quarterly cash dividend of $0.57 per share will be paid on March 3, 2026, to stockholders of record as of February 17.
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Segment Performance: Divergent Paths
A closer look at the business segments reveals the source of the quarter's contrasts. Group revenue for Q4 increased by 3.5% to $2.69 billion.
- The Vocational segment was a standout performer, with its operating income surging 26.5% to $140.3 million.
- Conversely, the Access equipment segment experienced significant pressure. Its operating profit declined by 30.5% to $99.3 million. Management attributed this decrease primarily to unfavorable cost-to-price dynamics and a less profitable product mix within the segment.
These opposing movements resulted in a consolidated net income of $133.8 million for the quarter. While management anticipates continued strength in Vocational vehicles, it is preparing for a more challenging market environment in the Access equipment division.
Key Quarterly and Forward-Looking Metrics
- Q4 2025 Revenue: ~$2.69 billion (a 3.5% increase)
- Q4 2025 Adjusted EPS: $2.26
- Fiscal 2026 Revenue Guidance: ~$11 billion
- Fiscal 2026 EPS Guidance: ~$11.50
- Next Dividend: $0.57 per share (Payable: March 3, 2026)
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