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Oshkosh Corporation Reports 2026 Third Quarter Results

Business Wire•29/10/2026•07:00 ET
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Key Highlights

  • ➤Q3 sales $2.84B, up 5.7% year over year
  • ➤Adjusted EPS $2.41, down from $3.20 year over year
  • ➤2026 adjusted EPS guidance cut to $8.50-$9.50
  • ➤Vocational sales $899.9M, down 7.0% on lower fire apparatus production
  • ➤Access sales $1.34B, up 20.7%, lifting segment operating income 23.5%

Expert Statements

John Pfeifer, President and Chief Executive Officer of Oshkosh Corporation

“Our results reflected challenges arising from our transformation of fire truck production. Improvements in throughput are taking longer than we previously expected, and we have identified the primary factors that affected production. We are taking focused actions to improve material flow and strengthen production scheduling, and we believe this is a near-term issue. We delivered solid performance in our Access segment during the third quarter, reflecting strong customer demand and improved execution.”

John Pfeifer, President and Chief Executive Officer of Oshkosh Corporation

“Given our short-term challenges in fire truck production, we are lowering our full-year expectation for adjusted earnings per share to a range of $8.50 to $9.50. Our backlog for fire trucks remains elevated, and we remain confident that the actions we are taking as we move to high-flow lines will result in increased production levels over time, supporting a strong outlook for fire trucks and returns in the Vocational segment consistent with our long-term expectations.”

John Pfeifer, President and Chief Executive Officer of Oshkosh Corporation

“We remain focused on disciplined execution and continue to believe our strong market positions, differentiated products and investments in technology and manufacturing capabilities position Oshkosh well for success in the future.”

Reports Third Quarter Earnings per Share of $2.22 and Adjusted(1) Earnings per Share of $2.41

Updates Outlook for 2026 to Reflect Lower Fire Truck Production

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