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Screener / SEC EDGAR /CIK 0000775158 /10-K filed Feb 17, 2026, compared with Feb 20, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
LULUOSKNCLHMHKALVTOL
NYSE Consumer discretionary · Automakers

Oshkosh Corp OSK

OSK quote by TradingView

Oshkosh Corporation is a global industrial technology company that designs and deploys advanced technologies to empower everyday heroes who build, serve and protect communities around the world. 10-K, Item 1

Employees
18,400
Headquarters
Oshkosh, WI
CEO
John C. Pfeifer
Next results
around Jan 28, 2027
Compare with peers Embed

Where each dollar of revenue went, FY2025

Revenue of $10.4B through the costs to a net profit of $647.0M · income statement of the 10-K

9% operating margin
Revenue to Gross profit: $1.8BRevenue to Cost of revenue: $8.6BGross profit to Operating profit: $939.5MGross profit to Operating expenses: $879.5MOperating profit to Net profit: $647.0MOperating profit to Tax & other: $292.5MOperating expenses to R&D: $173.7MOperating expenses to Sales, admin & other: $705.8M Revenue: $10.4B REVENUE $10.4B −3% Y/Y Gross profit: $1.8B · 17% margin GROSS PROFIT $1.8B 17% margin · −8% Y/Y Cost of revenue: $8.6B · 83% of revenue COST OF REVENUE $8.6B 83% of revenue Operating profit: $939.5M · 9% margin OPERATING PROFIT $939.5M 9% margin · −7% Y/Y Operating expenses: $879.5M · 8% of revenue OPERATING EXPENSES $879.5M 8% of revenue Net profit: $647.0M · 6% margin NET PROFIT $647.0M 6% margin · −5% Y/Y Tax & other: $292.5M · 3% of revenue TAX & OTHER $292.5M 3% of revenue R&D: $173.7M · 2% of revenue R&D $173.7M 2% of revenue Sales, admin & other: $705.8M · 7% of revenue SALES, ADMIN & OTHER $705.8M 7% of revenue
Gross profit $1.8B 17% margin · −8% Y/Y
Operating profit $939.5M 9% margin · −7% Y/Y
Net profit $647.0M 6% margin · −5% Y/Y
The full income statement, year by year

OSK among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 168 peers the company is above, not a score.

Compare
Revenue growth: -2.9%, above 11% of 168 peers (their median 4.7%) REVENUE GROWTH -2.9% · above 11% Gross margin: 15.4%, above 9% of 114 peers (their median 36.7%) GROSS MARGIN 15.4% · above 9% Operating margin: 6.8%, above 35% of 148 peers (their median 10.5%) OPERATING MARGIN 6.8% · above 35% Net margin: 4.6%, above 37% of 168 peers (their median 6.5%) NET MARGIN 4.6% · above 37% FCF margin: 9.0%, above 64% of 154 peers (their median 7.3%) FCF MARGIN 9.0% · above 64% Return on capital: 12.8%, above 52% of 114 peers (their median 11.7%) RETURN ON CAPITAL 12.8% · above 52%
OSK Peer median Below the median

What changed

12 new risk paragraphs and 2 accounting facts worth reading about. 10-K filed Feb 17, 2026 against Feb 20, 2025.

Risk factors
12 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Receivables growing faster than revenue
Receivables +16.1% ($1.3B to $1.5B) vs revenue -2.9% ($10.7B to $10.4B), +18.9 pts apart
10-K · XBRL
Critical audit matters changed
New this year: Cost Estimates for the Next Generation Delivery Vehicle Contract (“As more fully described in Notes 2 and 4 to the consolidated financial statements, the Company’s Transport segment recognized revenue on long-term contracts primarily with the U.S. Government for the production of goods, the provision of services, or a combination of both. The Company utilizes the c”). Same as last year: Goodwill Valuation
10-K · XBRL
Accounting checks
9 other checks clear, 2 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

2facts worth reading about the other 9 checks found nothing to note

  • Receivables growing faster than revenue
    Receivables +16.1% ($1.3B to $1.5B) vs revenue -2.9% ($10.7B to $10.4B), +18.9 pts apart
  • Critical audit matters changed
    New this year: Cost Estimates for the Next Generation Delivery Vehicle Contract (“As more fully described in Notes 2 and 4 to the consolidated financial statements, the Company’s Transport segment recognized revenue on long-term contracts primarily with the U.S. Government for the production of goods, the provision of services, or a combination of both. The Company utilizes the c”). Same as last year: Goodwill Valuation
  • Cash from operations $783.4M vs net income $647.0M (FY ending Dec 31, 2025)
8 more checks with nothing to note
  • Inventory +4.8% ($2.3B to $2.4B) vs revenue -2.9% ($10.7B to $10.4B), +7.7 pts apart
  • Same auditor in both 10-Ks: Deloitte & Touche LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

12 paragraphs in Risk Factors that were not in the 10-K filed Feb 20, 2025. Quoted as filed.

All 12 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 20, 2025 10-K, ITEM 1A
    The United States has announced changes to U.S. trade policies, including increasing tariffs on imports and potentially renegotiating or terminating existing trade agreements. The exact scope and duration of any such tariffs that have been or will ultimately be implemented, or retaliatory tariffs that have been or could be implemented…
  2. Item 1A · new paragraph · not in the 10-K filed Feb 20, 2025 10-K, ITEM 1A
    Uncertainty surrounding trade or other international disputes has adversely impacted, and could continue to adversely impact, customer confidence, inflation, interest rates and the level of investments by our customers and on the economy in general. Any of these events could increase the cost of our products, reduce demand for our…
  3. Item 1A · new paragraph · not in the 10-K filed Feb 20, 2025 10-K, ITEM 1A
    Our use of artificial intelligence and autonomy technologies may expose us to additional risks and may not deliver the benefits we anticipate. We are developing, integrating and using artificial intelligence (AI) and autonomy in certain products, services and internal operations. These technologies are evolving and, in many cases, rely…

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$8.3B$9.7B$10.7B$10.4B
Net income$173.9M$598.0M$681.4M$647.0M
Operating cash flow$601.3M$599.6M$550.1M$783.4M
Free cash flow$331.8M$274.3M$269.1M$618.0M

Revenue, FY2016 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$10.4B ▼ 2.9% in FY2025

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings

About the company

Oshkosh Corp, Oshkosh, WI · from the 10-K filed Feb 17, 2026

Oshkosh Corporation is a global industrial technology company that designs and deploys advanced technologies to empower everyday heroes who build, serve and protect communities around the world. Across construction, firefighting, aviation, refuse collection, defense and delivery industries, we create purpose-built vehicles, equipment and integrated ecosystems that are safe, intuitive and highly productive. As an innovator and integrator, we work directly with our customers to solve real-world challenges - developing and applying breakthrough technologies in autonomy, artificial intelligence, connectivity and electrification.

Headquarters
Oshkosh, WI
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
December 31
Last results
Oct 29, 2026
Incorporated in
WI

Employees, at the top of the page: "As of December 31, 2025, the Company had approximately 18,400 employees, approximately 11,750 of whom are production employees" (10-K). Address and exchange: SEC's company file.

Email alerts

Sources

The 10-K filed Feb 17, 2026 (open at SEC), compared with the 10-K filed Feb 20, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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