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OSKOshkosh Corporation (Holding CoHold6.3·$142.92+0.07%
HoldModerate Confidence
Investment thesis

Oshkosh Corporation offers deep value at 9.7x forward earnings and a PEG of 0.17, but two consecutive earnings misses, a thin 6.8% upside, an inverted asymmetry ratio, and negative news flow create a hold-not-buy situation at current prices.

Thesis pillars

  • Consecutive Earnings MissesImproving
  • Deep Value Low PegImproving
  • News Flow Negative SignalImproving
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Oshkosh Corporation (Holding Co (OSK) Stock Analysis

Range Bound setup

HoldValueGrowthModerate Confidence

Industrials · Farm & Heavy Construction Machinery

Hold if already holding. Not a fresh buy at $142.92, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Consecutive earnings misses (2).

Oshkosh Corporation designs and manufactures purpose-built vehicles across three segments: Access equipment (43% of 2025 net sales), Vocational vehicles (36%), and Transport/defense (20%), spanning aerial work platforms, fire apparatus, defense vehicles, and refuse collection.... Read more

$142.92+2.7% A.UpsideScore 6.3/10#3 of 17 Farm & Heavy Construction Machinery
QualityF-score8 / 9FCF yield8.24%
IncomeYield1.50%(5y avg 1.59%)Payout24.74%sustainable
Stop $133.99Target $146.71(analyst − 10%)A.R:R 0.3:1
Analyst target$163.01+14.1%17 analysts
$146.71our TP
$142.92price
$163.01mean
$197

Hold if already holding. Not a fresh buy at $142.92, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Consecutive earnings misses (2). Chart setup: RSI 45 mid-range, Bollinger mid-band. Mixed signals. Hold existing position. Score 6.3/10, moderate confidence.

Passes 7/9 gates (clean insider activity, no SEC red flags, news boost analyst 0.40, news boost analyst cluster(3), earnings proximity 90d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-31
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Oct 28, 202690d to earnings· next earnings call

Thesis

Rewards
Positive news sentiment (+0.57)
Attractive valuation
Strong growth profile
Risks
Analyst target reached - limited upside remaining
Consecutive earnings misses (2)
Negative momentum

Key Metrics

P/E (TTM)17.5
P/E (Fwd)10.2
Mkt Cap$8.9B
EV/EBITDA9.2
Profit Mgn5.2%
ROE12.4%
Rev Growth6.7%
Beta1.23
Dividend1.50%
Rating analysts22

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.72neutral
IV48%normal

Concentration Risks(10-K Item 1A)

  • LOWCustomerU.S. government20%
    10-K Item 1A: 'Approximately 20% of our net sales in 2025 were to the U.S. government'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
4.1
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 3.3<4.5A.R:R 0.3 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.40NEWS BOOST ANALYST CLUSTER(3)EARNINGS PROXIMITY 90d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
45 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $138.13Resistance $160.68

Price Targets

$134
$147
A.Upside+2.7%
A.R:R0.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (2.7% upside)
! momentum at 3.3 (below the engine's 4.5 threshold)
! asymmetry at 0.3 (below the engine's 1.5 threshold)@spot

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-10-28 (90d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is OSK stock a buy right now?

Hold if already holding. Not a fresh buy at $142.92, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Consecutive earnings misses (2). Chart setup: RSI 45 mid-range, Bollinger mid-band. Mixed signals. Hold existing position. Target $146.71 (+2.7%), stop $133.99 (−6.7%), A.R:R 0.3:1. Score 6.3/10, moderate confidence.

What is the OSK stock price target?

Take-profit target: $146.71 (+2.7% upside). Target $146.71 (+2.7%), stop $133.99 (−6.7%), A.R:R 0.3:1. Stop-loss: $133.99.

What are the risks of investing in OSK?

Analyst target reached - limited upside remaining; Consecutive earnings misses (2); Negative momentum.

Is OSK overvalued or undervalued?

Oshkosh Corporation (Holding Co trades at a P/E of 17.5 (forward 10.2). TrendMatrix value score: 8.0/10. Verdict: Hold.

What do analysts say about OSK?

22 analysts cover OSK with a consensus score of 3.8/5. Average price target: $163.

What does Oshkosh Corporation (Holding Co do?Oshkosh Corporation designs and manufactures purpose-built vehicles across three segments: Access equipment (43% of...

Oshkosh Corporation designs and manufactures purpose-built vehicles across three segments: Access equipment (43% of 2025 net sales), Vocational vehicles (36%), and Transport/defense (20%), spanning aerial work platforms, fire apparatus, defense vehicles, and refuse collection. About 20% of annual net sales derive from U.S. government contracts, primarily multi-year DoD tactical vehicle programs and a 10-year NGDV contract with the USPS for up to 165,000 vehicles. The company operates 37 manufacturing facilities.

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