Oshkosh Corporation filings document the financial results, governance matters, financing arrangements and risk disclosures of a public manufacturer of purpose-built vehicles and equipment. Form 8-K reports furnish quarterly earnings releases, conference-call materials and operating commentary for the company’s Access, Vocational and Transport businesses.
Oshkosh proxy materials cover annual shareholder voting, director elections, auditor ratification, executive compensation votes and shareholder proposals. Other filings record material agreements such as revolving credit facilities and describe risk factors tied to cyclical end markets, including access equipment, municipal fire apparatus, refuse and recycling collection vehicles, airport products and defense-related demand.
OSHKOSH CORP (OSK) director John C. Pfeifer reported selling 778 shares of common stock on September 11, 2026 in an open-market transaction under a Rule 10b5-1 trading plan adopted on June 9, 2026. The weighted average sale price was about $150.00 per share, with prices ranging from $150.00 to $150.01. Following this sale, Pfeifer beneficially owns 150,668.573 shares, which include shares acquired through dividend reinvestments in exempt transactions.
Oshkosh Corporation (OSK) is the issuer of common stock for which John Pfeifer has filed a notice of proposed sale under Rule 144. The notice covers up to 14,250 shares of common stock, acquired as a restricted stock award on February 20, 2026, with J.P. Morgan Securities LLC acting as agent.
Oshkosh Corp received a Schedule 13G reporting that AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC beneficially own 3,379,539 shares of Oshkosh common stock, representing 5.42% of the outstanding class.
The AQR entities report shared voting power over 3,341,091 shares and shared dispositive power over 3,379,539 shares, with no sole voting or dispositive power. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC, and both have agreed to file this ownership report jointly.
Aristotle Capital Management, LLC filed an amended Schedule 13G reporting its beneficial ownership in Oshkosh Corp common stock. The firm reports beneficial ownership of 1,217,877 shares, representing 1.97% of the outstanding common stock. Aristotle has sole voting and dispositive power over all reported shares and no shared power. The filing notes that all shares are held in various investment advisory client accounts, with clients retaining the economic right to receive dividends and sale proceeds while Aristotle is deemed a beneficial owner under Rule 13d-3 due to its discretionary authority.
Nordlund Steven Craig reported acquisition or exercise transactions in this Form 4 filing.
Oshkosh Corp reported that Steven Craig Nordlund, Exec. VP & President, Transport, received a grant of 7,002 Restricted Stock Units on 07/29/2026 as an equity award under the company’s Stock Plan. These RSUs vest in one-third annual increments starting on 07/29/2027. Following this grant, Nordlund directly holds 7,002 RSUs.
Oshkosh Corporation reported Q2 2026 net sales of $2,915.1 million, up from $2,732.1 million a year earlier. Net income was $183.2 million versus $204.8 million, with diluted EPS of $2.92 compared with $3.16. For the first half, net sales were $5,232.9 million and net income $226.3 million, down from $317.0 million, with diluted EPS of $3.59 versus $4.88.
Operating cash flow for the first six months was $213.3 million, compared with a use of $305.7 million in the prior-year period. Cash and cash equivalents were $403.6 million, and total assets $10,051.5 million. Remaining performance obligations totaled $12.3 billion, with $2.5 billion expected to be recognized as revenue in the rest of 2026. Deferred contract costs were $796.9 million, and the company estimates these costs exceed future profits on existing orders by approximately $75 million.
Oshkosh Corporation reported 2026 second quarter net sales of $2.92 billion, up 6.7%, driven mainly by higher volume and improved pricing. Net income declined to $183.2 million, or $2.92 per diluted share, from $204.8 million, or $3.16, a year earlier. Adjusted diluted earnings per share were $2.87 versus $3.41 in the 2025 quarter as consolidated operating margin fell to 8.3% of sales from 10.7%.
By segment, Access sales grew 9.4% to $1.37 billion, though operating margin compressed to 11.0%. Vocational sales were roughly flat at $966.8 million with lower refuse and recycling shipments, and Transport sales rose 11.9% to $536.1 million as Next Generation Delivery Vehicle production ramped while defense volume declined. Companywide backlog was $14.75 billion at June 30, 2026, up from $14.23 billion a year earlier.
For 2026, Oshkosh now expects diluted earnings per share of approximately $10.50 and adjusted diluted earnings per share of approximately $11.00, down about $0.50 from prior guidance, on expected net sales of roughly $11.2 billion. The company generated $213.3 million of operating cash flow in the first half, repurchased 667,158 shares for $91.6 million in the quarter, and the board declared a quarterly dividend of $0.57 per share payable August 27, 2026.
Oshkosh Corp executive Steven Craig Nordlund, Exec. VP & Pres., Transport, reported equity compensation activity on 2026-07-14. He acquired 4214.2800 shares of Common Stock through a derivative exercise linked to Restricted Stock Units under the company’s 2024 Incentive Stock and Awards Plan.
To cover tax obligations, 1821.0000 shares were disposed of in a tax-withholding transaction, leaving him with 2393.2800 Common shares held directly. The related Restricted Stock Unit Award vests in one-third (1/3) annual increments beginning on 07/14/2026.
Dimensional Fund Advisors, a Delaware limited partnership and registered investment adviser, reports that it may be deemed to beneficially own 3,206,164 shares of Oshkosh Corp common stock, representing 5.1% of the class as of June 30, 2026.
The shares are held by affiliated funds for which Dimensional acts as adviser or sub-adviser. Dimensional has sole voting power over 3,152,133 shares and sole dispositive power over 3,206,164 shares, with no shared voting or dispositive power, and disclaims beneficial ownership except for Section 13(d) reporting purposes.
Oshkosh Corp director Duncan Palmer reported an open-market sale of 505 shares of Common Stock at $133.86 per share. The trade was executed under a pre-arranged Rule 10b5-1 plan, with proceeds designated to cover estimated income tax obligations. After this sale, Palmer directly holds 39,684.07 shares.