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Oshkosh Corporation (GB:0KDI)
:0KDI
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.98Last Year’s EPS
3.34Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 15.31%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong performance and growth in the Vocational and Access segments, with a solid backlog and successful tariff mitigation strategies. However, challenges remain due to the impact of tariffs on earnings, a decline in consolidated sales, and issues in the Defense segment.Company Guidance
During the first quarter of fiscal year 2025, Oshkosh Corporation reported revenue of $2.3 billion and an adjusted operating income margin of 8.3%. Their adjusted EPS was $1.92, aligning with expectations of approximately $2. The company reaffirmed its full-year adjusted EPS guidance of $11, although they acknowledged potential headwinds from recent tariff announcements, estimating a direct impact of about $1 per share, which could be mitigated by up to $0.50 through cost actions. The Vocational segment saw a robust year-over-year revenue growth of 12% with an adjusted operating income margin of nearly 15%, while the Access segment maintained a resilient adjusted operating margin of 11.3%. The Defense segment is on track to ramp up NGDV production to full rate by year-end, promising strong revenue growth in the latter half of 2025 and into 2026. The backlog remained strong, with Access at $1.8 billion and Vocational at $6.3 billion, providing significant visibility for future revenue.Strong Performance in Vocational and Access Segments
The company achieved a robust adjusted operating income margin of nearly 15% in the Vocational segment and a resilient adjusted operating margin of 11.3% in the Access segment despite lower sales.
Revenue Growth in Vocational Segment
The Vocational segment saw strong year-over-year revenue growth of 12%, driven by higher refuse and recycling vehicle sales and strong price realization.
Solid Backlog and New Orders
The company's backlog remains strong, with $1.8 billion in the Access segment and $6.3 billion in the Vocational segment. Notable orders include a multi-year order for 22 conventional Pierce fire trucks for the City of Calgary.
Successful Tariff Mitigation Strategy
The company successfully mitigated European tariffs by localizing production of booms at the Hinowa facility in Italy, moving production from China to Italy in less than a year.
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GB:0KDI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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GB:0KDI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $88.05 | $83.92 | -4.70% |
Jan 30, 2025 | $95.95 | $112.83 | +17.59% |
Oct 30, 2024 | $106.28 | $106.41 | +0.12% |
Jul 31, 2024 | $112.70 | $108.46 | -3.76% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Oshkosh Corporation (GB:0KDI) report earnings?
Oshkosh Corporation (GB:0KDI) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Oshkosh Corporation (GB:0KDI) earnings time?
Oshkosh Corporation (GB:0KDI) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Oshkosh Corporation stock?
The P/E ratio of Oshkosh is N/A.
What is GB:0KDI EPS forecast?
GB:0KDI EPS forecast for the fiscal quarter 2025 (Q2) is 2.98.
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