Jun 2026 (Q2 FY26) — Jul 28, 2026
Oshkosh Q2 FY26 — Access Segment Strength and NGDV Ramp Offset Vocational Production Delays
Read the full callOshkosh earnings: last reported Tue, 28 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,318 | +0.2% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 3.5 | −4.0 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Mar 2026 | Not in the filed figures for the quarter to mar 2026. No older figure is substituted. |
Price
1Y: $131.88 on 17 Oct 2025 → $127.89. High $177.94 (24 Feb 2026), low $118.59 (20 Nov 2025).
Overview
Call summaries
Oshkosh Q2 FY26 — Access Segment Strength and NGDV Ramp Offset Vocational Production Delays
Read the full callOshkosh Q1 FY26 — Maintaining Full-Year Guidance Amidst Dynamic Environment
Read the full callEvery analysed call
Financials
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,847 | 2,741 | 2,598 | 2,313 | 2,732 | 2,689 | 2,689 | 2,318 |
| Operating profit | 261 | 266 | 224 | 175 | 292 | 260 | 212 | 82 |
| Operating margin | 9.2% | 9.7% | 8.6% | 7.6% | 10.7% | 9.7% | 7.9% | 3.5% |
| Profit before tax | 229 | 238 | 199 | 151 | 271 | 238 | 182 | 55 |
| Tax rate | 23.4% | 23.8% | 22.7% | 24.4% | 24.1% | 17.5% | 26.3% | 19.2% |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 2,008 | 2,505 | 2,748 | 3,239 | 3,315 | 3,806 | 4,367 | 4,884 |
| Total liabilities | 2,781 | 2,967 | 3,967 | 3,678 | 4,543 | 5,424 | 5,271 | 5,542 |
| Fixed assets | 481 | 574 | 566 | 596 | 826 | 1,070 | 1,217 | 1,271 |
| Total assets | 5,294 | 5,566 | 6,892 | 7,036 | 7,729 | 9,129 | 9,423 | 10,072 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 436 | 568 | 327 | 1,222 | 601 | 600 | 550 | 783 |
| Cash from investing | -90 | -153 | -78 | -246 | -300 | -1,286 | -389 | -205 |
| Cash from financing | -339 | -422 | -115 | -180 | -485 | 3 | -75 | -316 |
| Net cash flow | 8 | -6 | 135 | 793 | -190 | -680 | 80 | 275 |
| Capital expenditure | -95 | -148 | -112 | -104 | -269 | -325 | -281 | -165 |
| Free cash flow | 341 | 421 | 215 | 1,117 | 332 | 274 | 269 | 618 |
Access grew from 41% to 47% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Access | — | — | 41% | 46% | 41% | 44% | 41% | 47% | +9.4% |
| Vocational | 30% | 34% | 37% | 35% | 36% | 34% | 36% | 33% | -0.3% |
| Transport | — | — | — | 18% | 22% | — | 22% | 18% | +11.9% |
| Corporate and Other | 1% | — | 1% | 1% | 1% | 1% | 2% | 1% | +40.7% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Q2 FY2026 · share of revenue
As OSK cuts its regions in its filings; they can nest, so they need not add to 100%.
107 filings between Nov 13, 2025 and Sep 11, 2026.
Purchases
None
No insider bought shares.
Sales
$2.04M
5 sales by 5 insiders
40% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 3 dispositions to the issuer, 2 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Cortina Ignacio A | — | $995.3K | Nov 21, 2025 |
| Khare Anupam | — | $676.3K | Feb 27, 2026 |
| Verich John S | — | $185.8K | Feb 20, 2026 |
| Pfeifer John C | — | $116.7K | Sep 11, 2026 |
| Palmer Duncan | — | $67.6K | May 12, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 11, 2026 | Pfeifer John C Director | Sale 10b5-1 plan | 778 | $116.7K |
| Jul 14, 2026 | Nordlund Stephen Craig Exec. VP & Pres., Transport | Option exercise | 4,214 | $614.2K |
| Jul 14, 2026 | Nordlund Stephen Craig Exec. VP & Pres., Transport | Tax withheld | 1,821 | $265.4K |
| May 12, 2026 | Palmer Duncan Director | Sale 10b5-1 plan | 505 | $67.6K |
| May 5, 2026 | Rowland Sandra E. Director | Award | 1,110 | $0 |
| May 5, 2026 | Burns Bill Director | Award | 1,110 | $0 |
| May 5, 2026 | Jordan Tyrone Michael Director | Award | 1,110 | $0 |
| May 5, 2026 | Palmer Duncan Director | Award | 1,110 | $0 |
| May 5, 2026 | Perkins David G Director | Award | 1,110 | $0 |
| May 5, 2026 | Metcalf-Kupres Kimberley Director | Award | 1,110 | $0 |
| May 5, 2026 | Allman Keith J. Director | Award | 1,110 | $0 |
| May 5, 2026 | CLAYTON ANNETTE K Director | Award | 1,110 | $0 |
| May 5, 2026 | DAVIS DOUGLAS LEE Director | Award | 1,110 | $0 |
| Feb 27, 2026 | Khare Anupam SVP/Chief Information Officer | Sale | 4,000 | $676.3K |
| Feb 26, 2026 | Verich John S SVP Bus Devl and Treasurer | Gift | 115 | $0 |
| Feb 20, 2026 | Cortina Ignacio A EVP, CL&AO & Secretary | Tax withheld | 1,353 | $237.5K |
| Feb 20, 2026 | Cortina Ignacio A EVP, CL&AO & Secretary | Option exercise | 2,878 | $505.2K |
| Feb 20, 2026 | Cortina Ignacio A EVP, CL&AO & Secretary | Tax withheld | 2,683 | $470.9K |
| Feb 20, 2026 | Cortina Ignacio A EVP, CL&AO & Secretary | Tax withheld | 2,020 | $354.6K |
| Feb 20, 2026 | Iyengar Jayanthi EVP, Chief Technology Officer | Tax withheld | 918 | $161.1K |
| Feb 20, 2026 | Cortina Ignacio A EVP, CL&AO & Secretary | Option exercise | 4,296 | $754.0K |
| Feb 20, 2026 | Verich John S SVP Bus Devl and Treasurer | Tax withheld | 334 | $58.6K |
| Feb 20, 2026 | Iyengar Jayanthi EVP, Chief Technology Officer | Option exercise | 1,061 | $186.2K |
| Feb 20, 2026 | Iyengar Jayanthi EVP, Chief Technology Officer | Tax withheld | 463 | $81.3K |
| Feb 20, 2026 | Verich John S SVP Bus Devl and Treasurer | Option exercise | 710 | $124.7K |
| Feb 20, 2026 | Cortina Ignacio A EVP, CL&AO & Secretary | Option exercise | 5,708 | $1.00M |
| Feb 20, 2026 | Pack Michael E EVP & Pres, Vocational | Tax withheld | 1,353 | $237.5K |
| Feb 20, 2026 | Verich John S SVP Bus Devl and Treasurer | Sale | 1,050 | $185.8K |
| Feb 20, 2026 | Pack Michael E EVP & Pres, Vocational | Tax withheld | 2,683 | $470.9K |
| Feb 20, 2026 | Pfeifer John C President & CEO | Option exercise | 17,896 | $3.14M |
| Feb 20, 2026 | Pack Michael E EVP & Pres, Vocational | Tax withheld | 2,020 | $354.6K |
| Feb 20, 2026 | Verich John S SVP Bus Devl and Treasurer | Option exercise | 1,050 | $90.9K |
| Feb 20, 2026 | Brandt Bryan K SVP & Chief Marketing Officer | Tax withheld | 300 | $52.7K |
| Feb 20, 2026 | Freeders James C Senior VP and Controller | Tax withheld | 558 | $97.9K |
| Feb 20, 2026 | Brandt Bryan K SVP & Chief Marketing Officer | Option exercise | 672 | $117.9K |
| Feb 20, 2026 | Freeders James C Senior VP and Controller | Option exercise | 1,248 | $219.0K |
| Feb 20, 2026 | Pfeifer John C President & CEO | Tax withheld | 5,355 | $939.9K |
| Feb 20, 2026 | Pack Michael E EVP & Pres, Vocational | Option exercise | 4,296 | $754.0K |
| Feb 20, 2026 | Brandt Bryan K SVP & Chief Marketing Officer | Tax withheld | 627 | $110.1K |
| Feb 20, 2026 | Pack Michael E EVP & Pres, Vocational | Option exercise | 5,708 | $1.00M |
| Feb 20, 2026 | Pfeifer John C President & CEO | Option exercise | 11,993 | $2.11M |
| Feb 20, 2026 | Pack Michael E EVP & Pres, Vocational | Option exercise | 2,878 | $505.2K |
| Feb 20, 2026 | Pfeifer John C President & CEO | Tax withheld | 11,176 | $1.96M |
| Feb 20, 2026 | Iyengar Jayanthi EVP, Chief Technology Officer | Option exercise | 1,584 | $278.0K |
| Feb 20, 2026 | Iyengar Jayanthi EVP, Chief Technology Officer | Tax withheld | 691 | $121.3K |
| Feb 20, 2026 | Iyengar Jayanthi EVP, Chief Technology Officer | Option exercise | 2,104 | $369.3K |
| Feb 20, 2026 | Pfeifer John C President & CEO | Option exercise | 23,777 | $4.17M |
| Feb 20, 2026 | Pfeifer John C President & CEO | Tax withheld | 8,412 | $1.48M |
| Feb 20, 2026 | Brandt Bryan K SVP & Chief Marketing Officer | Option exercise | 1,332 | $233.8K |
| Feb 20, 2026 | Brandt Bryan K SVP & Chief Marketing Officer | Tax withheld | 506 | $88.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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