We will discontinue analyst coverage of Oshkosh on or around July 8. We provide analyst research and ratings on over 1,500 companies globally and periodically adjust our coverage according to investor interest and staffing.
OSK is trading within a range we consider fairly valued.
Price
$105.65
Fair Value
$931.00
Uncertainty
Medium
1-Star Price
$786.60
5-Star Price
$89.50
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say
Bulls
Increased infrastructure spending in the US and emerging markets could result in more aerial equipment purchases, driving higher revenue growth for Oshkosh.
Bears
As a viable number-two player, Terex’s Genie brand may lead customers to turn away from Oshkosh’s JLG brand.
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Oshkosh is the top producer of access equipment, specialty vehicles, and military trucks. It serves diverse end markets, where it is typically the market share leader in North America, or, in the case of JLG aerial work platforms, a global leader. The company had manufactured joint light tactical vehicles for the us Department of Defense. However, Oshkosh recently lost the JLTV recompete, bringing into focus its us Postal Service contract, which calls for the electrification of us postal vehicles. The company reports in three segments—access equipment (52% of revenue), defense (22%), and vocational (27%)—and generated $9.6 billion in revenue in 2023.