OSK

OshkoshA

NYSE / Capital Goods

At close

2026-07-21

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

Next scheduled catalyst: earnings 2026-07-28 · BMO.

What can break

Defense budget reductions or program delays

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

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

Earnings

2026-07-28 · BMO

Data freshness

Prices

As of 2026-07-21

Fundamentals

As of 2026-07-21 • Vendor: Data Vendor v1

Scores

As of 2026-07-21 • Model: HYBRID_IC_RP

AI Memo

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

Investment thesis

As of 2026-07-21

Supporting evidence

What

Grade A · Constructive

Confidence Medium · Net Neutral

Target $164.20

Why

Momentum71 · Δ7d +18.1

Value70 · Δ7d -0.0

Sentiment53 · Δ7d -0.7

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+18.1

Δ21d

+23.0

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.0

Δ21d

-0.0

Sentiment

34% active weight

Current posture

7d trendFlat

Δ7d

-0.7

Δ21d

+4.0

Why this grade

Composite grade A. Momentum 71.2 / Value 69.6 / Sentiment 53.5

Fundamentals (TTM)

As of 2026-07-21

Market Cap

$9.13B

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 2026-07-21 • Updated nightlySource: Internal modelMethodology