Oshkosh Truck Stock Price, News & Analysis

Oshkosh (NYSE: OSK) will introduce its Family of Multi-Mission Autonomous Vehicles (FMAV) at AUSA 2025, October 13–15, 2025, Booth 1625. The FMAV portfolio includes three production-ready variants: X-MAV (heavy autonomous-capable launcher shown with four Tomahawk Land Attack Missiles), M-MAV (derived from FMTV A2, equipped for MLRS family munitions and optionally manned/autonomous operations) and L-MAV (ROGUE-Fires evolution, modular autonomous carrier shown with Switchblade 600 and Titan C-UAS). Oshkosh positions FMAV as production-based, scalable autonomy solutions to support long-range fires, resilient formations and reduced crew burden in contested environments.

Oshkosh Defense (NYSE: OSK) has secured an $89 million order from the U.S. Army Contracting Command for new Palletized Load System (PLS) A2 vehicles, kits, and installations under the Family of Heavy Tactical Vehicles (FHTV) V contract.

The PLS A2 features advanced technologies including autonomous operation capabilities and active safety systems. The contract supports the Army's modernization efforts through August 2029, leveraging common militarized commercial components to reduce lifecycle costs. The system's open architecture enables future technology insertions aligned with Army transformation priorities.

Oshkosh Corporation (NYSE: OSK), a manufacturer of purpose-built vehicles and equipment, announced its participation in the upcoming Jefferies Industrials Conference. Executive VP and CFO Matthew Field, along with Senior VP of Investor Relations Patrick Davidson, will engage in a fireside chat on September 4, 2025, at 8:10 a.m. EDT.

The presentation will be accessible through a live webcast on the company's website, with a replay available approximately 2 hours after the event. Oshkosh employs over 18,000 team members globally and operates in more than 150 countries through various brands including JLG®, Pierce®, McNeilus®, and Oshkosh® Defense.

Oshkosh Corporation (NYSE: OSK) reported strong Q2 2025 results with net income of $204.8 million, or $3.16 per diluted share. Adjusted earnings reached $3.41 per share, up 2.1% from Q2 2024. Despite a 4% decrease in consolidated sales to $2.73 billion, operating income increased 11.8% to $291.7 million.

The company raised its 2025 outlook, projecting adjusted earnings per share of approximately $11.00. The Board declared a quarterly dividend of $0.51 per share. Performance varied across segments, with Vocational showing strength (+15% sales), while Access (-10.7%) and Transport (-16.2%) segments experienced declines.

Strategic highlights included a new JLG® scissor lift launch, a three-year U.S. Army contract extension, and successful presentation of 2028 financial targets at their Investor Day.

Oshkosh Corporation (NYSE: OSK), a leading manufacturer of purpose-built vehicles and equipment, has scheduled its second quarter 2025 earnings release for August 1, 2025. The company will host a live webcast at 8:30 a.m. EDT to discuss the results.

Investors can access the webcast through investors.oshkoshcorp.com, with presentation slides available the morning of the event. Oshkosh operates globally with over 18,000 employees and products available in more than 150 countries under various brands including JLG, Pierce, McNeilus, and Oshkosh Defense.

Oshkosh Defense (NYSE: OSK) has secured $167 million in orders from the U.S. Army for 225 trucks and 54 trailers under the Family of Heavy Tactical Vehicles (FHTV) contract. The order includes HEMTT A4 variants and autonomous-ready Palletized Load System (PLS) A2 vehicles.

The vehicles will support multiple Army customers, including the National Guard, Reserve, and Program Executive Office Missiles & Space. Some vehicles will be integrated into advanced air defense systems to counter ballistic, hypersonic, and cruise missiles. This order reinforces Oshkosh's position in supporting the Army's long-term modernization strategy.

Oshkosh Defense (NYSE: OSK) has secured a significant contract with the Netherlands Ministry of Defense for 150 Dutch Expeditionary Patrol Vehicles (DXPV), known as "Kaaiman." The agreement, signed on June 25, 2025, in Doorn, Netherlands, represents a major milestone in the Dutch military's modernization efforts.

The DXPV, based on Oshkosh's proven Joint Light Tactical Vehicle (JLTV) platform, will provide the Dutch Marines with enhanced mobility, survivability, and NATO force interoperability. As the sole Original Equipment Manufacturer authorized for international JLTV sales, Oshkosh continues to expand its global presence in military vehicle manufacturing.

Oshkosh Defense, a subsidiary of Oshkosh Corporation (NYSE: OSK), has secured a three-year contract extension for the Family of Medium Tactical Vehicles A2 (FMTV A2) program with the U.S. Army. The extension allows the Army to continue ordering FMTV A2 vehicles, including three Low Velocity Air Drop variants, through February 2028. The FMTV A2 fleet features a modular architecture designed for increased payload, protection, and mobility, while supporting Multi-Domain Operations. The contract extension supports the Army's modernization efforts through Force Design 2030 and maintains a mature U.S.-based supply chain established since 2009. The program enables continued production and fielding of these tactical vehicles into 2030.

Oshkosh Corporation (NYSE: OSK) unveiled ambitious 2028 financial targets at its Investor Day, projecting revenue of $13-14 billion and adjusted operating income margin of 12-14%. The company aims to achieve $18.00-$22.00 adjusted earnings per share with 90%+ free cash flow conversion. Supporting these targets is a robust $14.6 billion backlog as of March 31, with existing contracts in Vocational and Transport segments accounting for approximately 50% of targeted revenue growth. The company plans margin expansion through updated contracts, new product launches, and operational efficiency improvements using AI technologies. Oshkosh is strengthening its portfolio resilience by growing its Vocational segment and improving defense margins through new pricing provisions. The company maintains a strong focus on cash generation and shareholder returns through dividends and share repurchases, with 9.9 million shares available for repurchase under current authorization.