Oshkosh Corp (OSK)

Oshkosh beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported July 28, as revenue rose 7% to about $2.9 billion, above the $2.79 billion consensus by about +5%, and EPS of $2.87 topped the $2.63 estimate by about +9% but was down 16% from $3.41 a year earlier. The largest Operating Segments business generated about $2.9 billion, up 6%, and led the revenue mix, while operating income came to about $243.2 million and net income slipped 11% to about $183.2 million from $204.8 million a year ago. The company generated operating cash flow of about $374.3 million, with roughly $91.6 million used for stock repurchases and about $35.4 million paid in dividends. For the next period, consensus calls for EPS of $3.41 on revenue of $2.92 billion.