Oshkosh Truck SEC Filings

Oshkosh Corp (OSK): Schedule 13G/A (Amendment No. 4) reports that Aristotle Capital Management, LLC beneficially owns 5,619,748 shares of common stock, representing 8.78% of the class as of 09/30/2025.

Aristotle has sole voting power over 5,619,748 shares and sole dispositive power over 5,619,748 shares, with no shared voting or dispositive power. The filing states the shares are held across investment advisory clients of Aristotle and that Aristotle is deemed a beneficial owner under Rule 13d-3 due to discretionary authority.

Aristotle, identified as an investment adviser (IA), certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Oshkosh.

Victory Capital Management, Inc. filed an amended Schedule 13G reporting passive ownership in Oshkosh Corp (OSK) common stock. The firm disclosed 257,313 shares beneficially owned, representing 0.40% of the class as of 09/30/2025.

Victory reports sole voting power over 249,452 shares and sole dispositive power over 257,313 shares, with no shared voting or dispositive power. The filer is classified as an investment adviser (IA) and indicates ownership of 5 percent or less of the class.

The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Oshkosh Corp.

Oshkosh Corporation filed its Q3 2025 report, showing net sales of $2,688.6 million versus $2,741.4 million a year ago, while net income rose to $196.2 million (diluted EPS $3.04 vs. $2.75). A lower tax rate of 17.5% reflected $21.5 million of net discrete tax benefits, including the release of uncertain tax positions after resolving a multi‑year federal audit.

For the nine months, net sales were $7,733.5 million versus $8,132.1 million, with net income of $513.2 million (diluted EPS $7.92). Operating cash flow improved to $183.3 million from $(240.7) million, supporting $98.3 million in dividends ($1.53 per share) and $159.3 million of share repurchases. Long‑term debt increased with a new $500.0 million term loan, bringing total long‑term debt to $1,104.6 million. Remaining performance obligations totaled $12.4 billion, including $1.1 billion expected in the rest of 2025 and $5.1 billion in 2026.

Oshkosh Corporation furnished its earnings announcement for the quarter ended September 30, 2025 and held a conference call, with the press release available as Exhibit 99.1 and a replay and slides posted on its website. Management emphasized that statements about 2028 financial targets are targets only and not guidance.

The filing expands on risk considerations with several quantified items. Under the USPS Next Generation Delivery Vehicle contract, the program allows for up to 165,000 units over 10 years, with orders for 51,500 vehicles as of September 30, 2025. Deferred contract costs exceed future profits on existing USPS orders by approximately $165 million as of the same date. The company estimates tariffs announced at the time of filing will have a direct adverse impact of $30–$40 million in 2025, mostly in the fourth quarter. Consolidated gross receivables were $1.5 billion as of September 30, 2025, and guarantees of customer indebtedness totaled $566 million with an estimated maximum exposure of $116 million. Prior items noted include the loss of Caterpillar-branded telehandler sales ($315 million in 2024) and impairment charges of $51.6 million in 2024 and $5.7 million in 2025 related to Pratt Miller.

Anupam Khare, SVP/Chief Information Officer of Oshkosh Corporation (OSK), reported a sale of common stock. On 08/22/2025 Mr. Khare disposed of 4,000 shares at a weighted-average price of $139.03 per share, leaving him with 13,715.732 shares beneficially owned after the transaction. The filing notes the weighted-average sale price reflected individual lot prices from $138.88 to $139.235 and that the beneficial ownership total includes shares acquired through dividend reinvestments exempt from Section 16(a) reporting. The Form 4 is signed on behalf of the reporting person by Ignacio A. Cortina on 08/26/2025.

Oshkosh Corporation (OSK) filed a Form 144 reporting a proposed sale of 4,000 shares of its common stock. The sale is to be executed through Fidelity Brokerage Services LLC with an aggregate market value reported at $556,134.03 and an approximate sale date of 08/22/2025 on the NYSE. The filing shows the 4,000 shares were acquired via restricted stock vesting on multiple dates between 04/23/2019 and 10/15/2021 as compensation from the issuer, and there were no securities sold by the reporting person in the past three months. The filer affirms they are not aware of undisclosed material adverse information about the issuer.

Bryan K. Brandt, SVP & Chief Marketing Officer of Oshkosh Corporation, reported a sale of company common stock. The filing discloses a disposition of 1,731.553 shares at a price of $140.37 per share, leaving reported beneficial ownership of 10,458.505 shares. The form notes that the beneficial ownership total includes shares acquired through dividend reinvestments that were exempt from Section 16(a) reporting. This disclosure is a routine insider transaction reporting a cash sale of non-derivative common stock by a company officer.

Form 144 notice for proposed sale of Oshkosh Corporation (OSK) common stock. The filing reports an intent to sell 1,732 shares through Fidelity Brokerage Services LLC on the NYSE with an aggregate market value of $243,058.09. The securities were acquired in several restricted stock vesting events between November 16–29, 2021 and February 20–29, 2024, totaling the 1,732 shares listed for sale. The filing shows 64,000,313 shares outstanding for the issuer and lists no securities sold by the filer in the past three months. The notice includes the standard representation that the seller has no undisclosed material adverse information.

Ignacio A. Cortina, an officer and director of Oshkosh Corporation (OSK) and EVP, CL&AO & Secretary, reported multiple transactions on 08/12/2025. The Form 4 shows acquisitions of 5,225 shares at $86.59 and 7,500 shares at $66.09, and contemporaneous sales of the same lots: 5,225 shares at a weighted average of $138.71 and 7,500 shares at a weighted average of $138.58. After these transactions his reported direct beneficial ownership is 53,505.612 shares.

Table II references the related derivative entries: options with exercise/conversion prices of $86.59 (5,225 underlying shares, exercisable/expiring 11/20/2027) and $66.09 (7,500 underlying shares, exercisable/expiring 11/19/2028). Footnotes state dividend reinvestments are included in totals and that sale prices ranged from $138.16 to $139.115. The Form notes these options were granted under the company stock plan and includes vesting schedules.