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Here's What Key Metrics Tell Us About Oshkosh (OSK) Q3 Earnings

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For the quarter ended September 2026, Oshkosh (OSK - Free Report) reported revenue of $2.84 billion, up 5.7% over the same period last year. EPS came in at $2.41, compared to $3.20 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.92 billion, representing a surprise of -2.58%. The company delivered an EPS surprise of -19.93%, with the consensus EPS estimate being $3.01.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Oshkosh performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net sales- Vocational- Total Vocational: $899.9 million versus $972.71 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -7% change.
  • Net sales- Vocational- Municipal fire apparatus: $362.1 million versus $417.67 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -10.7% change.
  • Net sales- Vocational- Refuse and recycling vehicles: $162.5 million versus the two-analyst average estimate of $162.14 million.
  • Net sales- Vocational- Other: $106.2 million compared to the $129.15 million average estimate based on two analysts.
  • Net sales- Transport- Total Transport: $562 million versus $684.91 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -4.4% change.
  • Net Sales- Access- Telehandlers: $320 million compared to the $286.88 million average estimate based on two analysts. The reported number represents a change of +22.7% year over year.
  • Net Sales- Access- Total: $1.34 billion compared to the $1.26 billion average estimate based on two analysts. The reported number represents a change of +20.7% year over year.
  • Net Sales- Corporate and other: $40.1 million compared to the $38.4 million average estimate based on two analysts. The reported number represents a change of +74.4% year over year.
  • Net Sales- Access- Aerial work platforms: $658.3 million compared to the $639.98 million average estimate based on two analysts. The reported number represents a change of +18.3% year over year.
  • Net Sales- Access- Other: $361.3 million versus $328.95 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +23.6% change.
  • Net Sales- Vocational- Airport products: $269.1 million versus $263.76 million estimated by two analysts on average.
  • Adjusted Access segment operating income (non-GAAP): $149.9 million versus $158.23 million estimated by two analysts on average.

View all Key Company Metrics for Oshkosh here>>>

Shares of Oshkosh have returned +7.1% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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