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Jun 30, 2025
Oshkosh Q2 2025 Earnings Report
Oshkosh reported strong Q2 2025 results with higher net income and EPS driven by performance in the Vocational segment.
Key Takeaways
Oshkosh delivered solid earnings in Q2 2025, achieving growth in net income and adjusted EPS despite revenue declines in Access and Transport segments. Improved pricing and performance in the Vocational segment were key contributors.
Revenue by Segment
Forward Guidance
Oshkosh raised its full-year 2025 EPS guidance, reflecting strength in core segments and resilience despite trade uncertainties.
Positive Outlook
- Raised FY25 EPS guidance to ~$10.25 and adjusted EPS to ~$11.00
- Vocational segment delivering strong growth and margin expansion
- Improved pricing and cost discipline aiding profitability
- New contracts including Army tactical vehicles extension
- Strong execution and product innovation, including new JLG® scissor lift
Challenges Ahead
- Access segment impacted by expired Caterpillar agreement
- Lower sales volume in Access and Transport segments
- Global trade uncertainty poses continued risks
- Higher production and warranty costs pressure margins
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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