OSK

OshkoshA

NYSE / Capital Goods

At close

2026-07-18

Current thesis

Bull case: a mix of accretive defense contract wins and commercial-cycle recovery that drives margins and pushes shares toward the analyst high; execution and order cadence support upside to the high end.

Posture

Constructive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta +0.1.

What can break

Defense budget reductions or program delays

Momentum

Value

Sentiment

Setup hits (3d)

— · Net —

AI TargetsBase $155.00 · Bull $188.00 · Bear $125.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-01-30 • Model: RankAlpha Sentiment AI

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade A · Constructive

Confidence Medium · Net —

Target $164.20

Why

Momentum65 · Δ7d +14.4

Value70 · Δ7d +0.1

Sentiment54 · Δ7d -1.7

So what

Strength-led posture. Favor watchlist adds and disciplined entries.

Setup hits not loaded

Load setup hits to see net bias and recent triggers.

Load setup hits

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+14.4

Δ21d

+28.8

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.1

Δ21d

+0.0

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-1.7

Δ21d

+3.7

Why this grade

Composite grade A. Momentum 64.9 / Value 69.7 / Sentiment 54.1

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$8.96B

Beta

1.42

Shares Out

62.35M

P/E (TTM)

13.3

P/S (TTM)

0.84

P/FCF (TTM)

13.94

Rev YoY

+0.2%

EPS YoY

-60.5%

Gross Margin

+16.1%

Op Margin

+9.2%

Net Debt

$898.2M

Current Ratio

1.63

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology