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Dec 31, 2025
Oshkosh Q4 2025 Earnings Report
Oshkosh Corporation reported a strong close to 2025 with fourth quarter results that were within expectations, driven by robust performance in the Vocational segment and strong sales in the Access segment.
Key Takeaways
Oshkosh Corporation reported fourth quarter 2025 net income of $133.8 million, or $2.10 per diluted share, on sales of $2.69 billion, representing a 3.5 percent increase. Adjusted diluted earnings per share were $2.26.
Fourth quarter 2025 sales increased by 3.5 percent to $2.69 billion, primarily driven by improved pricing in the Vocational segment and higher sales volume in the Access segment.
Adjusted diluted earnings per share for the fourth quarter of 2025 were $2.26, reflecting robust performance in the Vocational segment.
Consolidated operating income decreased by 5.3 percent to $212.0 million, or 7.9 percent of sales, primarily due to unfavorable product mix and higher manufacturing overhead costs.
The company initiated 2026 adjusted earnings per share guidance in the range of $11.50, reflecting expected improved results in the Vocational and Transport segments.
Revenue by Segment
Forward Guidance
Oshkosh Corporation initiated 2026 adjusted earnings per share expectations in the range of $11.50 on projected net sales of approximately $11.0 billion.
Positive Outlook
- Expected improved results in Vocational segment.
- Expected improved results in Transport segment.
- Supported by a solid backlog.
- Momentum in innovation across the business.
- People First culture and strategic investments positioned to create long-term value.
Challenges Ahead
- Continued weakness in non-residential construction affecting Access segment.
- No other specific negative guidance points were explicitly mentioned for 2026.
- Potential impact of adverse price/cost dynamics.
- Potential impact of unfavorable product mix.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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