Oshkosh is redefining the mobility, construction and essential services industries through autonomous and electrified vehicles, advanced robotics, AI-driven systems and connected solutions. The company is ramping up production of its NGDV (Next Generation Defense Vehicle) and investing in additional U.S. fire truck production to meet customer demand. The company is backed by a robust backlog and is executing a strategy to drive revenue growth and transform margins.
Cyborg Score Rationale
Oshkosh is guiding 2026 net sales of approximately $11.0 billion with adjusted earnings per share of $11.50. The company generated $783 million in operating cash flow in 2025. The company is well-positioned in resilient end markets with strong backlog and strategic innovation focus.
Top Insights
2026 guidance projects $11B in revenue with $11.50 adjusted EPS, indicating strong operational momentum
Strategic focus on autonomy, AI, connectivity, and electrification winning industry recognition at CES 2026
Diversified portfolio across vocational, access, defense, and emergency response markets reduces cyclical risk
Robust backlog and production ramp (NGDV, fire trucks) provides visibility through 2026-2027
Named Competitors
CAT Construction Equipment — Heavy equipment and construction machinery
JCB Equipment — Construction and access equipment
Genie Lifts — Aerial platforms and access equipment
General Dynamics Defense — Military vehicles and defense systems
Recent Developments
(January 2026) Showcased advanced autonomy and electrification technologies at CES 2026 with multiple innovation awards
(January 2026) Received 2026 Military Friendly Employer designation for 15th consecutive year
(December 2025) Issued 2026 financial guidance of $11.0B sales and $11.50 adjusted EPS
(June 2025) Announced Investor Day growth strategy targeting strong revenue and adjusted EPS expansion through 2028
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