Oshkosh (OSK) Q1 FY26 earnings call

Oshkosh maintained its full-year adjusted EPS guidance despite a Q1 miss driven by vocational segment shipment delays and unfavorable mix. Strong order activity in Access and robust backlogs across segments, coupled with anticipated production improvements and new contract contributions in the second half, underpin confidence in achieving full-year and 2028 targets. Management is actively managing dynamic cost environments and geopolitical uncertainties.