Oshkosh (OSK) Q2 FY26 earnings call

Oshkosh reported a mixed Q2 FY26, with strong performance in its Access segment driven by mega-project demand and robust order intake, alongside continued ramp-up of the Next-Generation Delivery Vehicle. However, challenges in modernizing fire truck manufacturing led to a revised full-year EPS outlook, reflecting a slower-than-expected production throughput. The company remains confident in its long-term targets, anticipating a strong Q4 and momentum into FY27.