Q4 25 EPS
$2.26
MISS 2.24%
Est. $2.31
Q4 25 Revenue
$2.69B
BEAT +3.53%
Est. $2.60B
vs S&P Since Q4 25
-7.2%
TRAILING MARKET
OSK +0.4% vs S&P +7.6%
Full Year 2025 Results
FY 25 EPS
$10.79
MISS 0.63%
Est. $10.86
FY 25 Revenue
$10.42B
BEAT +0.88%
Est. $10.33B
Market Reaction
Did OSK Beat Earnings? Q4 2025 Results
Oshkosh Corporation closed fiscal 2025 with a mixed fourth quarter, posting adjusted EPS of $2.26 against a consensus estimate of $2.31, a 2.24% miss, even as revenue of $2.69 billion came in 3.53% above expectations and grew 3.5% year-over-year. The… Read more Oshkosh Corporation closed fiscal 2025 with a mixed fourth quarter, posting adjusted EPS of $2.26 against a consensus estimate of $2.31, a 2.24% miss, even as revenue of $2.69 billion came in 3.53% above expectations and grew 3.5% year-over-year. The earnings shortfall traced primarily to margin compression in the Access segment, where operating income tumbled 30.5% to $99.30 million as adverse price and cost dynamics squeezed the segment's margin to 8.5% from 12.4% a year earlier. Offsetting that pressure, the Vocational segment delivered a standout performance, with operating income climbing 26.5% to $140.30 million on $922.40 million in sales, while the Transport segment benefited from a sharp ramp in NGDV delivery vehicle production for the U.S. Postal Service. Management is also working to offset an estimated $200 million in tariff headwinds through pricing adjustments and cost reductions. Looking to fiscal 2026, Oshkosh guided for net sales of approximately $11.00 billion and adjusted EPS of approximately $11.50, with Vocational and Transport growth expected to partly offset continued Access segment softness tied to weak non-residential construction demand.
Key Takeaways
- • Improved pricing in the Vocational segment
- • Higher sales volume in the Access segment in North America
- • NGDV production ramp-up driving Transport segment Delivery Vehicles revenue growth
- • Higher international tactical wheeled vehicle sales
- • Lower incentive compensation costs
- • Improved price/cost dynamics in the Vocational segment
OSK YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
OSK Revenue by Segment
With YoY comparisons, source: SEC Filings
“Oshkosh delivered a strong close to 2025 with fourth quarter results that were within our expectations driven by our people and innovative products, capping another year of solid execution across our portfolio.”
— John Pfeifer, Q4 2025 Earnings Press Release
OSK Earnings Trends
OSK vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
OSK EPS Trend
Earnings per share: estimate vs actual
OSK Revenue Trend
Quarterly revenue: estimate vs actual
OSK Quarterly Results
10 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $1.04 | $0.85 | -18.25% | $2.32B | +1.11% |
| Q4 25 MISS FY | $2.31 | $2.26 | -2.24% | $2.69B | +3.53% |
| FY Full Year | $10.86 | $10.79 | -0.63% | $10.42B | +0.88% |
| Q3 25 BEAT | $3.10 | $3.20 | +3.32% | $2.69B | -5.06% |
| Q2 25 BEAT | $2.95 | $3.41 | +15.70% | $2.73B | +2.65% |
| Q4 24 BEAT FY | $2.18 | $2.58 | +18.21% | $2.62B | +8.47% |
| FY Full Year | $11.33 | $11.74 | +3.61% | $10.76B | +1.99% |
| Q2 24 BEAT | $2.98 | $3.34 | +12.08% | $2.85B | +3.39% |
| Q1 24 BEAT | $2.25 | $2.89 | +28.44% | $2.54B | +2.41% |
| Q2 23 BEAT | $1.62 | $2.69 | +66.05% | $2.41B | +7.62% |
| Q4 22 MISS FY | $1.73 | $1.60 | -7.51% | $2.20B | +0.95% |
| FY Full Year | — | $3.46 | — | $8.28B | — |
| Q3 22 MISS | $1.23 | $1.00 | -18.70% | $2.07B | -4.47% |