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OSK

OshkoshA
NYSE / Capital Goods
Last Price
Quote time unavailable
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Current thesis
Q2 sales grew 6.7%, and management cited strong Access orders. If Q3 confirms order conversion and improving fire-truck throughput without another guidance reduction, the current margin concern could ease [#SEC-8K-2026-07-28].
Posture
Constructive
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-10-29 · BMO.
What can break
Access order strength may not translate into earnings if unfavorable mix, material costs or manufacturing overhead persist [#SEC-8K-2026-07-28].
Momentum
38
Value
71
Sentiment
63
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $140.00 · Bull $165.00 · Bear $110.00Analysis 2026-10-27; returns require an exact persisted reference.
Earnings
2026-10-29 · BMO
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-27 • Vendor: Data Vendor v1
Scores
As of 2026-10-27 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-27 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-27

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-27. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $162.47
Why
Momentum38 · Δ7d +15.0
Value71 · Δ7d -0.2
Sentiment63 · Δ7d -6.1
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Next scheduled catalyst: earnings 2026-10-29 · BMO.
  • • Value remains the lead driver in the composite, 7D delta -0.2.

Contradictions & invalidation

  • • Access order strength may not translate into earnings if unfavorable mix, material costs or manufacturing overhead persist [#SEC-8K-2026-07-28].
  • • Slower fire-truck throughput improvement could pressure Vocational margins and the approximately $11.00 adjusted EPS outlook [#SEC-8K-2026-07-28].
  • • Q2 adjusted EPS declined to $2.87 from $3.41 and adjusted operating margin fell to 8.8% from 11.5%; management reduced its adjusted 2026 EPS outlook to approximately $11.00 as fire-truck throughput improvement slowed [#SEC-8K-2026-07-28].

Catalyst clock

2026-10-29 · BMO

October 29 Q3 results—not an October 22 post-earnings follow-up

Lead driver: Value · See fundamentals
Momentum
38
8% active weight
Current posture
7d trendImproving
Δ7d
+15.0
Δ21d
+19.2
Value
71
47% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
-0.5
Sentiment
63
45% active weight
Current posture
7d trendSoftening
Δ7d
-6.1
Δ21d
-15.5
Why this grade

Composite grade A. Momentum 37.5 / Value 70.5 / Sentiment 62.9

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-27. Scenario method

B+
Bull case
25%
Probability
Target price
$165.00
Analysis reference price unavailable
Analysis 2026-10-27 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$140.00
Analysis reference price unavailable
Analysis 2026-10-27 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$110.00
Analysis reference price unavailable
Analysis 2026-10-27 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-27
Market Cap
$8.28B
Beta
1.42
Shares Out
61.74M
P/E (TTM)
13.3
P/S (TTM)
0.84
P/FCF (TTM)
13.94
Rev YoY
+6.7%
EPS YoY
-7.7%
Gross Margin
+15.4%
Op Margin
+7.5%
Net Debt
$898.2M
Current Ratio
1.72
As of 2026-10-27 • Updated nightlySource: Internal modelMethods & Data