- Oshkosh Corporation has recently faced ongoing earnings declines, leading to increased skepticism among investors regarding the company's growth prospects, even as its price-to-earnings ratio remains below the broader market average.
- This skepticism has prompted some shareholders to accept lower selling prices, reflecting caution around potential earnings volatility and uncertainty about the reliability of analysts' growth forecasts for Oshkosh.
- We’ll examine how this investor skepticism over future earnings expectations could influence perceptions of Oshkosh’s long-term investment outlook.
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Oshkosh Investment Narrative Recap
To be an Oshkosh shareholder today, an investor needs conviction in the company’s ability to return to stable earnings growth and leverage ongoing demand in its end-markets. Despite recent earnings declines, the company's catalysts and big risks remain largely unchanged, with government contract execution still the most important short-term driver and exposure to end-market cyclicality remaining the key risk for now.
Among recent announcements, the raised 2025 earnings guidance stands out as most relevant, as it offers a counterpoint to the current earnings skepticism. The new outlook, supported by stable demand and limited tariff impacts, may help reinforce confidence if performance tracks guidance, yet only time will tell if these projections materialize as expected.
However, it's worth noting that if key government contracts were to be delayed or reprioritized, investors should be aware that ...
Read the full narrative on Oshkosh (it's free!)
Oshkosh's outlook anticipates $12.0 billion in revenue and $952.9 million in earnings by 2028. This scenario assumes a 5.0% annual revenue growth and a $302.5 million increase in earnings from the current $650.4 million level.
Uncover how Oshkosh's forecasts yield a $144.34 fair value, in line with its current price.
Exploring Other Perspectives
Simply Wall St Community members provided 7 fair value estimates for Oshkosh, ranging widely from US$10 to US$219.57. While contract execution remains a near term catalyst, these opinions show investors can differ sharply on the outlook and invite you to compare several viewpoints before deciding for yourself.
Explore 7 other fair value estimates on Oshkosh - why the stock might be worth less than half the current price!
Build Your Own Oshkosh Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
- A great starting point for your Oshkosh research is our analysis highlighting 3 key rewards that could impact your investment decision.
- Our free Oshkosh research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Oshkosh's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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