Oshkosh Corp reported second-quarter 2026 results with revenue rising to $2.915B and diluted EPS of $2.92, while net income declined to $183.2M versus the year-ago quarter.

Financial Highlights

  • Revenue was $2.915B, compared with $2.732B in the prior-year quarter; YoY change 6.7%.
  • Net income was $183.2M, compared with $204.8M in the prior-year quarter; YoY change (10.5%).
  • Diluted EPS was $2.92, compared with $3.16 in the prior-year quarter; YoY change (7.6%).

Business Highlights

  • Consolidated sales rose 6.7% year-over-year, driven by higher volume and pricing with strength in the Access segment.
  • Access backlog expanded sharply, up 64.7% year-over-year, with orders of roughly $1.5B and a book-to-bill of about 1.1.
  • Transport results benefited from higher NGDV volume and stronger aftermarket recognition, supporting improved Transport margins.
  • Vocational market showed mixed dynamics: NGDV volumes increased while vocational refuse unit demand weakened, and plant changes to standardize flow slowed municipal fire apparatus ramp-up.
  • Company cited improved operating cash flow via working-capital discipline and lower inventory, and said backlog provides multi-quarter visibility with expectations for a stronger fourth quarter.

Original SEC Filing:

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