For the quarter ended September 2025, Oshkosh (OSK) reported revenue of $2.69 billion, down 1.9% over the same period last year. EPS came in at $3.20, compared to $2.93 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.82 billion, representing a surprise of -4.78%. The company delivered an EPS surprise of +2.56%, with the consensus EPS estimate being $3.12.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Oshkosh performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net sales- Transport- Total Transport: $587.9 million versus $639.93 million estimated by three analysts on average.
- Net sales- Vocational- Total Vocational: $968 million versus the three-analyst average estimate of $955.36 million. The reported number represents a year-over-year change of +18.9%.
- Net Sales- Access- Total: $1.11 billion versus the three-analyst average estimate of $1.19 billion. The reported number represents a year-over-year change of -18.6%.
- Net Sales- Corporate and other: $23 million versus the three-analyst average estimate of $24.66 million. The reported number represents a year-over-year change of -2.1%.
- Net Sales- Access- Telehandlers: $260.8 million versus $367.13 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -41.4% change.
- Net Sales- Access- Aerial work platforms: $556.5 million compared to the $536.95 million average estimate based on two analysts. The reported number represents a change of -11.9% year over year.
- Net Sales- Access- Other: $292.4 million versus the two-analyst average estimate of $257.94 million. The reported number represents a year-over-year change of +2%.
- Operating Income (loss)-Transport: $36.6 million versus $40.05 million estimated by three analysts on average.
- Adjusted Access segment operating income (non-GAAP): $121.8 million versus $138.17 million estimated by three analysts on average.
- Adjusted Vocational segment operating income (non-GAAP): $151.1 million versus the three-analyst average estimate of $157.91 million.
- Adjusted corporate and other operating loss (non-GAAP): $-35.2 million versus $-46.78 million estimated by two analysts on average.
View all Key Company Metrics for Oshkosh here>>>
Shares of Oshkosh have returned +6% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Oshkosh Corporation (OSK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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