Oshkosh (OSK) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended December 2025, Oshkosh (OSK) reported revenue of $2.69 billion, up 2.5% over the same period last year. EPS came in at $2.26, compared to $2.58 in the year-ago quarter.

The reported revenue represents a surprise of +4.95% over the Zacks Consensus Estimate of $2.56 billion. With the consensus EPS estimate being $2.33, the EPS surprise was -3.18%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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- Vocational- Total Vocational: $922.4 million compared to the $1 billion average estimate based on three analysts. The reported number represents a change of +4.8% year over year.
• Net sales- Transport- Total Transport: $566.7 million versus $531.97 million estimated by three analysts on average.
• Net Sales- Access- Total: $1.17 billion versus the three-analyst average estimate of $981.37 million. The reported number represents a year-over-year change of +1.3%.
• Net Sales- Corporate and other: $28.1 million versus $24.77 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.2% change.
• Net Sales- Access- Aerial work platforms: $548.6 million versus $462.4 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.6% change.
• Net Sales- Access- Other: $311.8 million versus the two-analyst average estimate of $245.27 million. The reported number represents a year-over-year change of +7.7%.
• Net Sales- Access- Telehandlers: $311.2 million versus $272.9 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -3.4% change.
• Adjusted Access segment operating income (non-GAAP): $103 million compared to the $80.58 million average estimate based on three analysts.
• Operating Income (loss)-Transport: $22.8 million versus the three-analyst average estimate of $29.76 million.
• Adjusted Vocational segment operating income (non-GAAP): $149.6 million compared to the $168.96 million average estimate based on three analysts.
• Adjusted corporate and other operating loss (non-GAAP): $-49.5 million compared to the $-56.45 million average estimate based on two analysts.

View all Key Company Metrics for Oshkosh here>>>

Shares of Oshkosh have returned +16.3% over the past month versus the Zacks S&P 500 composite's +0.8% 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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This article originally published on Zacks Investment Research (zacks.com).

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