Oshkosh Co.

At the Jefferies conference, Oshkosh presented a more optimistic near-term outlook: stronger demand in the aerial work platform segment should support growth through 2027, and the defense segment expects margin improvements from new pricing agreements targeting below 10% by 2028. A $150m investment program for Pierce is expected to increase production throughput by 25–30% and significantly shorten fire apparatus lead times, while the refuse segment is seeing a cyclical decline of 20–30% but is expected to recover within 12–18 months. Oshkosh highlights electrification, autonomy, connectivity and disciplined capital allocation as strategic drivers; share buybacks and dividends remain opportunistic elements of the financial strategy. » Mere på de.investing.com

During the Valiant Shield 2026 exercise in Japan, Oshkosh Defense produced an authorized spare part for the LVSR vehicle using the digital supply platform AdvMFG Hub in cooperation with the Marine Depot Maintenance Command and MadeHere. The same component was manufactured concurrently at the MDMC facility in Albany, Georgia, to demonstrate identical, configuration‑controlled components at distributed locations. The system is intended to reduce reliance on traditional supply chains, protect intellectual property, and increase operational resilience through local manufacture of authorized spare parts. » Mere på de.investing.com

Oshkosh makes a strategic investment in Nextera Robotics, a Boston-based AI and robotics company developing autonomous construction-site solutions. The partnership is intended to strengthen Oshkosh’s capabilities in autonomy, AI and connectivity and to integrate Nextera’s Didge platform with image-based AI into JLG’s ClearSky Smart Fleet system. The investment initially focuses on construction-site applications but is expected to create long-term value across Oshkosh’s wider portfolio. Financial terms of the stake were not disclosed. » Mere på de.investing.com

Oshkosh reported adjusted EPS of $2.87 in the second quarter (expectation $2.63) and revenue of $2.92 billion (consensus $2.80 billion), with revenue growth of about 6.7% year over year. The stock rose 3.6% pre-market despite the company cutting its full-year earnings forecast. Analyst recommendations from Barclays and Truist had been positive; investors are now looking to the conference call for clues on the lowered guidance and margin trends in the second half of the year. » Mere på de.investing.com

Oshkosh Defense has received orders totaling $142 million for the FMTV-A2 platform, configured in multiple variants such as 4x4 cargo, 6x6 cargo and long wheelbase. The orders come from U.S. and international customers and reflect continued demand for tactical mobility solutions. In response, Oshkosh shares rose about 2% in pre-market trading. » Mere på de.investing.com