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Operating Income by Segment
Compares operating profit across Oshkosh’s divisions to show which businesses generate real earnings after costs, flagging where margin pressure or efficiency gains are affecting overall profitability and capital allocation.There’s been a structural shift: Fire & Emergency and Commercial drop to zero as Vocational emerges in 2023 and, together with Access, now drive the bulk of operating income—both are lumpy but show meaningful backlog-fueled upside. Transport remains volatile and low‑margin, while Corporate is a steady overhead drag (with a large Q4‑2024 hit). Management’s book‑to‑bill (Access 1.6) and Vocational backlog support back‑half margin improvement, but tariff exposure, shipment timing and higher overhead keep execution risk in the near term.
Date | Corporate & Other | Transport | Fire & Emergency | Commercial | Access | Vocational |
|---|---|---|---|---|---|---|
Jun 30, 2026 | -$45.30M | $15.80M | $0.00 | $0.00 | $151.60M | $121.10M |
Mar 31, 2026 | -$41.60M | $4.20M | $0.00 | $0.00 | $34.70M | $84.70M |
Dec 31, 2025 | -$50.40M | $22.80M | $0.00 | $0.00 | $99.30M | $140.30M |
Sep 30, 2025 | -$35.90M | $36.60M | $0.00 | $0.00 | $118.00M | $141.70M |
Jun 30, 2025 | -$55.00M | $17.80M | $0.00 | $0.00 | $181.60M | $147.30M |
Mar 31, 2025 | -$46.10M | $600.00K | $0.00 | $0.00 | $103.10M | $117.80M |
Dec 31, 2024 | -$98.70M | $68.80M | $0.00 | $0.00 | $142.90M | $110.90M |
Sep 30, 2024 | -$52.50M | $11.20M | $0.00 | $0.00 | $207.90M | $99.60M |
Jun 30, 2024 | -$52.20M | -$39.90M | $0.00 | $0.00 | $246.50M | $106.50M |
Mar 31, 2024 | -$39.80M | $11.30M | $0.00 | $0.00 | $208.10M | $80.10M |