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Upturn AI SWOT - About
OSK 
Oshkosh Corporation (OSK)
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Upturn Advisory Summary
04/01/2025: OSK (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 1.74% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.07B USD | Price to earnings Ratio 9.08 | 1Y Target Price 124.31 |
Price to earnings Ratio 9.08 | 1Y Target Price 124.31 | ||
Volume (30-day avg) 743511 | Beta 1.21 | 52 Weeks Range 88.66 - 125.80 | Updated Date 04/1/2025 |
52 Weeks Range 88.66 - 125.80 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 2.17% | Basic EPS (TTM) 10.35 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.35% | Operating Margin (TTM) 8.64% |
Management Effectiveness
Return on Assets (TTM) 7.19% | Return on Equity (TTM) 17.34% |
Valuation
Trailing PE 9.08 | Forward PE 8.5 | Enterprise Value 6827296732 | Price to Sales(TTM) 0.57 |
Enterprise Value 6827296732 | Price to Sales(TTM) 0.57 | ||
Enterprise Value to Revenue 0.64 | Enterprise Value to EBITDA 5.58 | Shares Outstanding 64626800 | Shares Floating 64095418 |
Shares Outstanding 64626800 | Shares Floating 64095418 | ||
Percent Insiders 0.8 | Percent Institutions 93.87 |
Analyst Ratings
Rating 3.75 | Target Price 119.3 | Buy 1 | Strong Buy 6 |
Buy 1 | Strong Buy 6 | ||
Hold 8 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Oshkosh Corporation
Company Overview
History and Background
Oshkosh Corporation was founded in 1917 as the Wisconsin Duplex Auto Company. Initially focused on four-wheel drive vehicles, it evolved into a leading manufacturer of specialty vehicles and access equipment. Key milestones include developing military vehicles, acquiring JLG Industries (access equipment), and expanding into fire & emergency vehicles.
Core Business Areas
- Access Equipment: Manufactures aerial work platforms and telehandlers for construction, industrial, and institutional markets.
- Defense: Designs and manufactures tactical wheeled vehicles and related systems for the U.S. military and international defense forces.
- Fire & Emergency: Produces fire trucks, ambulances, and other emergency vehicles.
- Commercial: Manufactures concrete mixers and refuse collection vehicles.
Leadership and Structure
John C. Pfeifer is the current President and CEO. The company has a traditional hierarchical organizational structure with divisions for each core business area, supported by corporate functions.
Top Products and Market Share
Key Offerings
- JLG Boom Lifts: Boom lifts used in construction and industrial maintenance. JLG is a leading access equipment brand globally. Competitors include Terex, Haulotte, and Genie (Terex).
- Joint Light Tactical Vehicle (JLTV): Tactical wheeled vehicle for the U.S. military. Oshkosh Defense is a primary supplier of JLTVs. Competitors include General Dynamics and AM General.
- Pierce Fire Trucks: Fire and emergency vehicles sold under the Pierce Manufacturing brand. Pierce is a leading North American fire apparatus manufacturer. Competitors include REV Group and E-ONE.
- Concrete Mixers: Manufactures McNeilus branded concrete mixers used to pour concrete. Competitors include Con-Tech Manufacturing, and Terex Advance Mixer.
Market Dynamics
Industry Overview
The specialty vehicle market is influenced by economic cycles, government spending (defense), construction activity, and infrastructure development. The access equipment market is experiencing growth due to urbanization and infrastructure projects. Sustainability and electrification are emerging trends.
Positioning
Oshkosh Corporation is a leading manufacturer of specialty vehicles and access equipment, known for its innovation, quality, and reliability. They are positioned as a key supplier to government and commercial customers.
Total Addressable Market (TAM)
The estimated TAM for Oshkosh's combined markets exceeds $60 billion. Oshkosh is positioned to capture a significant share of this TAM through its established market position and diverse product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Diversified product portfolio
- Established relationships with key customers
- Significant market share in key segments
- Innovative product development
Weaknesses
- Dependence on government contracts
- Exposure to cyclical industries
- Raw material price volatility
- Labor Shortages
Opportunities
- Increased infrastructure spending
- Growing demand for electric vehicles
- Expansion into emerging markets
- Strategic acquisitions
- Government tax breaks
Threats
- Economic downturns
- Increased competition
- Changes in government regulations
- Geopolitical instability
- Supply Chain Constraints
Competitors and Market Share
Key Competitors
- CAT
- TEX
- NAV
Competitive Landscape
Oshkosh has a strong position in specialty vehicles, competing with larger and smaller players. Their diversified portfolio and focus on innovation provide a competitive advantage.
Major Acquisitions
Pratt Miller
- Year: 2021
- Acquisition Price (USD millions): 115
- Strategic Rationale: Enhanced engineering capabilities and entry into new markets for defense.
Growth Trajectory and Initiatives
Historical Growth: Oshkosh has experienced moderate revenue growth in recent years, driven by acquisitions and organic expansion. Profitability has fluctuated.
Future Projections: Analysts project continued revenue growth in the coming years, driven by infrastructure spending and demand for electric vehicles. EPS growth is also expected.
Recent Initiatives: Recent strategic initiatives include investments in electric vehicles, expanding international presence, and pursuing strategic acquisitions.
Summary
Oshkosh Corporation holds a strong position in specialty vehicles, benefiting from diverse segments and a solid reputation. Dependence on government contracts and cyclical industries pose risks. Opportunities lie in infrastructure spending and electric vehicles, but they should focus on mitigating raw material price volatility and labor shortages.
Similar Companies
CAT
Caterpillar Inc
CAT
Caterpillar Inc
CMI
Cummins Inc
CMI
Cummins Inc
TEX
Terex Corporation
TEX
Terex Corporation
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Always conduct your own research before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Oshkosh Corporation
Exchange NYSE | Headquaters Oshkosh, WI, United States | ||
IPO Launch date 1990-03-26 | CEO - | ||
Sector Industrials | Industry Farm & Heavy Construction Machinery | Full time employees 18500 | Website https://www.oshkoshcorp.com |
Full time employees 18500 | Website https://www.oshkoshcorp.com | ||
Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Defense, and Vocational segment. The Access segment designs and manufactures aerial work platform and telehandlers for use in construction, industrial, and maintenance applications; and towing and recovery equipment, which includes carriers, wreckers, and rotators, as well as provides financing and leasing solutions, including rental fleet loans, leases, and floor plan and retail financing. This segment also offers equipment installation and sale of chassis and service parts. The Defense segment engages in the manufacture and sale of heavy, medium, and light tactical wheeled vehicles and related services for defense. The Vocational segment offers custom and commercial firefighting equipment, fire apparatus, and emergency vehicles, including pumpers, aerial platform, ladder and tiller trucks, and tankers; light, medium, and heavy-duty rescue vehicles; and wildland rough terrain response other emergency response vehicles. This segment also produces and sells aircraft rescue and firefighting vehicles; refuse and recycling collection vehicles and components; and IMT-branded field service vehicles and truck-mounted cranes, frontline communications-branded simulators, command vehicles and other communication vehicles, and front-discharge concrete mixer vehicles. The company sells its products through direct sales representatives, dealers, and distributors. The company was formerly known as Oshkosh Truck Corporation. Oshkosh Corporation was founded in 1917 and is headquartered in Oshkosh, Wisconsin.
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