Why Is Oshkosh (OSK) Up 10.3% Since Last Earnings Report?

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It has been about a month since the last earnings report for Oshkosh (OSK). Shares have added about 10.3% in that time frame, outperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Oshkosh due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.

Oshkosh Q3 Earnings Beat Expectations

Oshkosh reported third-quarter adjusted earnings of $2.93 per share, which beat the Zacks Consensus Estimate of $2.87. The bottom line, however, declined from $3.04 recorded in the year-ago period. Consolidated net sales climbed 9% year over year to $2.74 billion. The top line also surpassed the Zacks Consensus Estimate of $2.63 billion.

Segmental Details

Access: The segment’s net sales rose 3.4% year over year to $1.36 billion and surpassed the Zacks Consensus Estimate of $1.29 billion due to improved sales volume in North America.

Operating income fell 9.6% to $207.9 million (accounting for 15.2% of sales) due to higher material costs and selling, general and administrative expenses. The metric, however, surpassed the Zacks Consensus Estimate of $196 million.

Defense: The segment’s net revenues increased 13.9% year over year to $540.4 million and surpassed the Zacks Consensus Estimate of $504 million due to higher sales volume of aftermarket parts and Family of Heavy & Medium Tactical Vehicle and NGDV production.

The segment reported an operating income of $11.2 million, which fell 43.1% year over year due to cumulative catch-up adjustments on contract margins. However, the figure surpassed the Zacks Consensus Estimate of $4.43 million.

Vocational: The segment’s net sales rose 17.6% year over year to $814.2 million due to the inclusion of sales related to AeroTech’s acquisition and improved price and organic sales volume. The metric, however, missed the Zacks Consensus Estimate of $825 million.

Operating income surged 89.7% to $99.6 million (accounting for 12.2% of sales) due to enhanced price/cost dynamics but missed the Zacks Consensus Estimate of $106 million.

Financials

Oshkosh had cash and cash equivalents of $160.9 million as of Sept. 30, 2024, compared with $125.4 million as of Dec. 31, 2023. The company recorded a long-term debt of $602.3 million, up from $597.5 million as of Dec. 31, 2023.

OSK declared a quarterly cash dividend of 46 cents per share. The dividend will be paid out on Nov. 29, 2024, to shareholders of record as of Nov. 15, 2024.