NYSEIndustrialsConstruction Machinery & Heavy Transportation EquipmentS&P MidCap 400
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Close of Nov 06, 2026 · end-of-day data
OSK 8-K filings, explained
Every material Form 8-K Oshkosh has filed with the SEC since May 10, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Oshkosh reported third-quarter 2026 sales of $2.84 billion, up 5.7 percent, but net income fell to $138.4 million, or $2.22 per diluted share, from $196.2 million, or $3.04, a year earlier. The company lowered its full-year 2026 adjusted earnings per share expectation to $8.50 to $9.50, citing short-term challenges in fire truck production, which matters to shareholders because it reduces expected profit for the year.
Q3 2026 sales rose $153.0 million, or 5.7 percent, to $2.84 billion, while operating income fell 24.3 percent to $197.1 million.
Q3 2026 adjusted earnings per share was $2.41, compared with $3.20 in Q3 2025.
2026 adjusted EPS guidance is now $8.50 to $9.50, down $1.50 to $2.50 from prior guidance; net sales are now expected to be about $11.0 billion.
Quarterly dividend of $0.57 per share is payable November 30, 2026, to holders of record as of November 16, 2026.
Oshkosh reported second-quarter 2026 sales of $2.92 billion, up 6.7%, but net income fell to $183.2 million, or $2.92 per diluted share, from $204.8 million, or $3.16, a year earlier. The company lowered its 2026 adjusted earnings per share outlook to approximately $11.00, down about $0.50 from its previous guidance, while raising its net sales expectation to approximately $11.2 billion. For shareholders, higher sales are offset by lower profit and a reduced earnings outlook.
Q2 2026 sales rose $183.0 million, or 6.7%, to $2.92 billion; GAAP operating income fell 16.6% to $243.2 million
Q2 2026 adjusted diluted EPS was $2.87 versus $3.41 in Q2 2025; GAAP diluted EPS was $2.92 versus $3.16
2026 adjusted EPS outlook cut to approximately $11.00 (about $0.50 lower); GAAP EPS outlook approximately $10.50; net sales outlook raised $200 million to approximately $11.2 billion
Quarterly cash dividend of $0.57 per share declared, payable August 27, 2026 to holders of record as of August 13, 2026
Oshkosh reported first quarter 2026 results on May 8, 2026. Net income fell to $43.1 million, or $0.68 per diluted share, from $112.2 million, or $1.72, a year earlier, while sales were roughly flat at $2.32 billion. The company kept its 2026 adjusted earnings per share expectation of $11.50 and declared a $0.57 quarterly dividend.
Q1 net income $43.1 million ($0.68 diluted EPS) vs. $112.2 million ($1.72) a year earlier; adjusted EPS $0.85 vs. $1.92
Consolidated operating income fell 53.2% to $82.0 million, or 3.5% of sales, from $175.4 million
2026 outlook maintained: diluted EPS of $10.90 and adjusted EPS of $11.50 on net sales of about $11.0 billion
Quarterly dividend of $0.57 per share, payable June 9, 2026, to holders of record as of May 26, 2026
On March 16, 2026, Oshkosh entered a Fourth Amended and Restated Credit Agreement with Bank of America as administrative agent, replacing its existing $1.55 billion unsecured revolving credit facility. The new facility provides up to $1.6 billion, matures in March 2031, and can be increased by up to $800 million, subject to conditions and lender consent. The company also amended its $500 million unsecured term loan with PNC Bank so that its terms conform to the new credit agreement.
New unsecured revolving credit facility of $1.6 billion maturing in March 2031, replacing the $1.55 billion facility under the credit agreement dated March 23, 2022.
The company may increase the facilities by up to $800 million, provided it is not in default and obtains lender consent.
Covenant requires a maximum leverage ratio of 3.75 to 1.00 at each fiscal quarter-end, temporarily increasable to 4.25 to 1.00 for certain material acquisitions.
First Amendment to the $500 million unsecured term loan with PNC Bank, National Association, dated March 16, 2026, conforms its terms to the new credit agreement.
Oshkosh reported fourth-quarter 2025 sales of $2.69 billion, up 3.5%, but net income fell to $133.8 million, or $2.10 per diluted share, from $153.1 million, or $2.33, a year earlier. The company also gave 2026 guidance of about $10.90 diluted EPS and about $11.50 adjusted EPS on projected net sales of about $11.0 billion, which matters to shareholders because it sets expectations for the coming year.
Q4 2025 net income $133.8 million, or $2.10 diluted EPS, versus $2.33 in Q4 2024; adjusted EPS $2.26 versus $2.58
Q4 2025 sales rose $90.7 million, or 3.5%, to $2.69 billion; consolidated operating income fell 5.3% to $212.0 million
2026 outlook: diluted EPS of about $10.90 and adjusted EPS of about $11.50 on projected net sales of about $11.0 billion
Board declared a quarterly dividend of $0.57 per share, payable March 3, 2026 to holders of record as of February 17, 2026
Oshkosh reported third-quarter 2025 net income of $196.2 million, or $3.04 per diluted share, up from $2.75 a year earlier, though sales fell 1.9% to $2.69 billion. The company lowered its 2025 adjusted earnings per share outlook to $10.50 to $11.00, down $0.50 at the low end, and cut its net sales expectation to $10.3 billion to $10.4 billion from $10.6 billion, which matters to shareholders because the lower outlook reflects weaker expected sales volume in the Transport and Access segments.
Q3 net income was $196.2 million, or $3.04 per diluted share, versus $2.75 a year earlier; results include a $0.30 per share benefit from resolving a multi-year U.S. federal income tax audit.
Q3 sales decreased $52.8 million, or 1.9%, to $2.69 billion, mainly due to lower Access segment sales volume.
2025 adjusted EPS outlook is $10.50 to $11.00, down $0.50 from prior guidance on the low end; net sales outlook is $10.3 billion to $10.4 billion versus $10.6 billion previously.
Board declared a quarterly cash dividend of $0.51 per share, payable December 1, 2025 to shareholders of record as of November 17, 2025.
Oshkosh reported second-quarter 2025 net sales of $2.73 billion, down 4.0% from a year earlier, and GAAP diluted EPS of $3.16 versus $2.56, with adjusted EPS of $3.41 versus $3.34. The company raised its 2025 adjusted EPS expectation to approximately $11.00 and its GAAP EPS expectation to approximately $10.25, while keeping its net sales outlook at about $10.6 billion. The filing also announced a $0.51 quarterly dividend.
Q2 net sales decreased $114.8 million, or 4.0%, to $2.73 billion, mainly on lower Access and Transport volume
Q2 GAAP diluted EPS was $3.16 versus $2.56; adjusted diluted EPS was $3.41 versus $3.34
2025 adjusted EPS expectation raised to approximately $11.00; GAAP EPS expectation approximately $10.25; net sales expectation about $10.6 billion, unchanged
Quarterly dividend of $0.51 per share, payable September 2, 2025 to holders of record August 19, 2025
Oshkosh reported first-quarter 2025 net income of $112.2 million, or $1.72 per diluted share, down from $179.4 million, or $2.71, a year earlier, with sales down 9.1% to $2.31 billion. The company estimates tariffs could reduce 2025 earnings by about $1.00 per share, partly offset by up to $0.50 per share from cost reduction actions, which puts pressure on its prior full-year adjusted EPS outlook of about $11.00.
Adjusted EPS was $1.92 versus $2.89 a year earlier; operating income fell 32.5% to $175.4 million.
Access segment sales fell 22.7% to $957.1 million and segment operating income fell 50.5% to $103.1 million.
Tariffs could reduce 2025 earnings by about $1.00 per share, net of mitigation; cost actions could offset up to $0.50 per share.
Board declared a quarterly dividend of $0.51 per share, payable May 30, 2025 to holders of record as of May 16, 2025.
On March 31, 2025, Oshkosh entered a Credit Agreement with PNC Bank as administrative agent and borrowed the full $500 million unsecured term loan, using the proceeds to repay certain debt under its existing Bank of America credit agreement. The company says the purpose was to convert certain revolving credit debt into term debt to improve liquidity without increasing debt. The new loan adds a fixed maturity of March 2027 and a leverage covenant that shareholders should track.
$500 million unsecured term loan maturing March 2027, prepayable without penalty
Interest at Term SOFR plus 0.90% or the Base Rate, at the company's election
Maximum leverage ratio of 3.75 to 1.00, temporarily up to 4.25 to 1.00 for certain material acquisitions
Existing Credit Agreement with Bank of America remains in effect; covenants are substantially similar
Oshkosh reported fourth-quarter 2024 net sales of $2.62 billion, up 6.3 percent, and diluted EPS of $2.33 versus $2.28 a year earlier. It initiated 2025 EPS guidance of about $10.30 (adjusted about $11.00) and raised its quarterly dividend 11 percent to $0.51 per share. Defense segment operating income fell 75.8 percent on contract catch-up adjustments, and the company expects Access demand to soften in the first half of 2025.
Q4 2024 sales were $2.62 billion, up 6.3 percent; Vocational sales rose 19.8 percent to $880.6 million.
Q4 2024 diluted EPS was $2.33 (GAAP) and $2.58 (adjusted), versus $2.28 and $2.56 a year earlier.
Defense segment operating income fell 75.8 percent to $15.0 million, reflecting cumulative catch-up adjustments on contracts.
2025 guidance: diluted EPS of about $10.30 and adjusted EPS of about $11.00 on projected net sales of about $10.6 billion; quarterly dividend of $0.51 payable March 3, 2025.
Oshkosh Corporation announced that Matthew Field, currently CFO and Treasurer of Joby Aviation, will become its Chief Financial Officer effective December 16, 2024, succeeding Michael Pack, who moves to president of the Vocational segment. The filing also discloses a $500,000 sign-on cash bonus and a one-time restricted stock unit grant with a grant date value of $4,500,000 to offset equity forfeited from his previous employer.
Matthew Field, age 52, succeeds Michael Pack as CFO effective December 16, 2024
Michael Pack appointed President of the Vocational segment
Sign-on cash bonus of $500,000 and one-time RSU grant with grant date value of $4,500,000, vesting pro rata over three years
Field's employment includes a two-year Key Executive Employment and Severance Agreement with cash severance of two times base salary and bonus
Oshkosh reported third-quarter 2024 sales of $2.74 billion, up 9.2%, but net income fell to $180.3 million, or $2.75 per diluted share, from $183.7 million, or $2.79, a year earlier. The company lowered its 2024 diluted EPS expectation to approximately $10.00 from $10.45 and its adjusted EPS expectation to approximately $11.35 from $11.75, citing softness in the North American access equipment market.
Third-quarter sales rose to $2.74 billion, up 9.2%, led by the Vocational segment, where sales grew 17.6%.
Adjusted diluted EPS was $2.93 for the third quarter, down from $3.04 a year earlier.
2024 sales expectation was reduced to approximately $10.6 billion from $10.7 billion.
The board declared a quarterly dividend of $0.46 per share, payable November 29, 2024.
Oshkosh reported second-quarter 2024 net sales of $2.85 billion, up 18.0%, driven by organic volume, the AeroTech acquisition and pricing. GAAP diluted earnings per share fell to $2.56 from $2.67 after $51.6 million of intangible asset impairments in the Defense segment, while adjusted EPS rose to $3.34 from $2.74. The company lowered its 2024 GAAP EPS outlook to $10.45 from $10.55 and raised its adjusted EPS outlook to $11.75 from $11.25.
Q2 net sales $2.85 billion, up 18.0%; GAAP net income $168.6 million versus $175.0 million a year earlier
GAAP diluted EPS $2.56 versus $2.67; adjusted EPS $3.34 versus $2.74
Oshkosh expanded its board from ten to eleven members and elected William J. Burns, CEO of Zebra Technologies, as a director effective July 23, 2024. The board also amended its bylaws to align shareholder director-nomination procedures with SEC universal proxy card rules.
William J. Burns elected director effective July 23, 2024; term expires at the 2025 annual meeting
Burns appointed to the Audit Committee effective August 1, 2024
Burns received a prorated stock award under the 2024 Incentive Stock and Awards Plan and the non-employee director annual retainer
Bylaws amended effective July 23, 2024 to align advance notice and nomination provisions with Rule 14a-19
Oshkosh said Michael Pack, its Executive Vice President and Chief Financial Officer, has been appointed President of the Vocational segment, succeeding Jim Johnson, who is retiring effective June 30, 2024. Pack will remain CFO until a successor is named, and the company has begun a search with an executive search firm, so shareholders will be watching for the new CFO appointment.
Michael Pack, EVP and CFO, appointed President of the Vocational segment, effective immediately
Jim Johnson, former EVP and President, Vocational, is retiring effective June 30, 2024
Pack remains CFO until a successor is named; search underway with a leading executive search firm
Johnson may be entitled to severance under the Executive Severance Policy
At its May 7, 2024 annual meeting, Oshkosh shareholders approved the 2024 Incentive Stock and Awards Plan, which allows up to 2,600,000 shares of common stock to be issued. They also elected all 10 director nominees and ratified Deloitte & Touche LLP as independent auditor for fiscal 2024. The filing reports routine annual meeting results with no change in direction for shareholders.
The 2024 Incentive Stock and Awards Plan allows up to 2,600,000 shares of common stock to be issued; the plan vote was 52,192,599 for, 3,271,611 against and 72,854 abstentions
All 10 director nominees were elected for terms expiring at the 2025 annual meeting, including Keith J. Allman and David G. Perkins
Shareholders ratified Deloitte & Touche LLP as auditor for the fiscal year ending December 31, 2024, with 58,807,423 votes for
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