Oshkosh (OSK) Q2 EPS Beats by 16%

(NYSE:OSK), a manufacturer of specialty vehicles and equipment for industries like access, defense, and refuse, released its results for the second quarter on August 1, 2025. The company reported adjusted earnings per share of $3.41, beating Wall Street estimates by $0.46, and GAAP revenue of $2.73 billion, which was also above expectations. However, GAAP revenue declined from the prior year, and the Access segment saw a sharp drop in backlog to $1,189.0 million as of Q2 2025, down from $3,264.4 million in Q2 2024. Management increased full-year adjusted earnings per share (non-GAAP) guidance to approximately $11.00 for fiscal 2025, citing improved cost visibility and execution in key businesses. Overall, the quarter underscored strength in Vocational while signaling increased risks in Access and from tariffs.

Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.

Oshkosh is a U.S.-based manufacturer specializing in access equipment such as aerial work platforms and telehandlers, vocational vehicles including fire trucks, refuse, and recycling vehicles, and defense platforms like tactical vehicles for government and military. Its largest end markets include construction, municipal services, and the U.S. Department of Defense.

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Source Fool.com