$OSK

Simply Wall St says Oshkosh Defense used secure digital manufacturing during Exercise Valiant Shield 2026 to produce mission-critical vehicle parts closer to deployed forces. The article notes OSK shares at $152.89, about 9% below the average analyst target, and cites a fair value of $167.25 (about 33% discount). Risks include tariff and supply-chain costs and reliance on large government contracts.

A Q2 earnings teardown compares heavy transportation equipment peers. Greenbrier (GBX) reported $576.5M revenue, down 31.6% YoY, missing analyst revenue by 5.9%, and guided below expectations; shares down 3.7% to $46.13. Trinity (TRN) revenue $485.1M, down 4.2%, beat by 2.2% but EPS/EBITDA missed; shares down 21.7% to $28.75. Commercial Vehicle Group (CVGI) revenue $195.2M, up 13.5%, beat by 13.8% with guidance raised; shares down 28.8% to $3.27. Oshkosh (OSK) is noted as down 7% since reporting

OSK Property said it will advance Phase 2 of its RM690 million OSK Ombak serviced apartment project in Kuantan, Pahang, by 18 months after Phase 1 sold out within three months of launch, according to a company press statement. Phase 2 is part of a 1,274-unit, three-tower development with resort facilities and retail.

A Q2 earnings roundup covers heavy transportation equipment makers. Greenbrier (GBX) reported $576.5M revenue, down 31.6% YoY, missing expectations by 5.9%, and issued full-year guidance below analysts; shares down 3.7% to $46.13. Oshkosh (OSK) revenue rose to $2.92B, beating by 3.3%, shares flat at $155.43. Allison Transmission (ALSN) revenue rose to $1.57B, up 92.4%, beating by 3.1%, shares up 8.6% to $126.27.

Providence, Rhode Island, is suing fire truck manufacturers for alleged antitrust violations, claiming consolidation reduced competition and helped firms raise prices. The city says some pumper and ladder truck prices rose far faster than inflation, including a used 2011 pumper bought for $360,000 and new Pierce trucks rising from $449,159 to $734,320. Providence says deliveries are delayed and replacements slowed.

Oshkosh (OSK) said it made an equity investment in Nextera Robotics, an AI and robotics firm for autonomous construction project management. The deal links Oshkosh’s JLG access platforms with Nextera’s robots and job-site data tools. OSK shares were $155.26, up 10.95% over one month and 17.43% YTD. Simply Wall St cites fair value of $167.25.

Oshkosh (OSK) shares fell about 1.6% to $152.50 after the company trimmed full-year EPS guidance to about $11 while keeping free cash flow guidance at $550m to $650m. Q2 results included adjusted EPS of about $2.87 on sales of about $2.9b. Trailing profit margin compressed to 5.2% from 6.3%.

Oshkosh (NYSE:OSK) said it now expects Access revenue to grow in 2026 vs 2025, after revising from a prior modest decline. Vocational sales were $967 million and adjusted operating margin was 13.5%. Fire-truck production changes will cut 2026 shipments and reduce full-year EPS by about $0.50, though output should rise later in 2026. Transport sales rose 12% to $536 million.

Oshkosh Corp (OSK) reported Q2 2026 revenue of $2.915B, up from $2.732B a year earlier, and diluted EPS of $2.92 versus $3.16. Net income fell to $183.2M from $204.8M. The company cited higher Access sales and a 64.7% backlog increase to about $1.5B, plus improved cash flow and expectations for a stronger Q4.

Oshkosh Corporation (OSK) reported Q2 2026 sales up 6.7% year over year, but operating income fell due to sales mix and higher costs. The company revised its 2026 EPS guidance lower. It cited a strong Access segment backlog and ongoing share repurchases as support for future performance.