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OSK · NASDAQ · STOCK

Oshkosh

Industrials Updated August 08, 2026
$155.45
52W $116.77 – $180.49
66/100
$9.59B
17.7
1.23
AI Committee Verdict
Buy
66/100
Conviction: High · 83% agreement · 6 analysts
+2.6%
-11.7%
0.22:1
High
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is OSK Bullish or Bearish?

Bullish. Innellis AI committee rates Oshkosh (OSK) Buy with a composite score of 66/100 , based on 6 analysts with 83% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +9.18 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -10.82 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is low leverage (debt-to-equity 0.26) -- balance sheet can absorb a shock. The main limiting factor is eps declining -12.3% yoy despite any revenue growth. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.26) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • EPS declining -12.3% YoY despite any revenue growth — Growth
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 08, 2026
Overall Committee Score
66/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 9%
of 158 Industrials peers
Value Analyst bullish
62 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
Growth Analyst neutral
48 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -12.3% YoY despite any revenue growth
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.26) -- balance sheet can absorb a shock
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 26 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score weakened from 72.5 to 65.8.

Analyst-level changes:
  • Growth Analyst: stance bullish->neutral; score 85->48 (-37); +1 bearish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Risk Analyst joined: bullish at 80.
  • Value Analyst joined: bullish at 62.

Comparing 2026-08-07 to 2026-08-08 (1 day apart).

Technical Analysis

RSI (14)
63.0
Neutral
MACD Histogram
0.451
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$137.25
Resistance
$159.52
Bollinger %B
0.84
Inside Bands
Price vs Moving Averages
EMA 9
$151.42 Above
EMA 21
$148.86 Above
EMA 50
$145.57 Above
EMA 200
$140.80 Above

Fundamental Analysis

Valuation
93
Growth
61
Profitability
40
Financial Health
88
Cash Flow
70
Valuation
P/E Ratio 17.7×
P/B Ratio 2.14×
PEG Ratio -1.47
Dividend Yield 1.39%
52W High $180.49
52W Low $116.77
Quality & Growth
ROE 1428.1%
ROA 642.4%
Gross Margin 1589.8%
Operating Margin 751.7%
Revenue Growth YoY
Debt / Equity 0.24
AI Fundamental Assessment
P/E ratio of 17.7 (inexpensive relative to a 15-40x range); Price-to-book of 2.1x; PEG ratio of -1.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 14.3%; Return on assets of 6.4%; Net margin of 5.2%; Gross margin of 15.9%; Current ratio of 1.72 (healthy short-term liquidity); Debt-to-equity of 0.24; Free cash flow per share is positive (18.40); Most recent quarter beat estimates by 9.1%; EPS growth accelerating (-62.4% -> +237.6% QoQ); Average YoY EPS growth of -15.8%; Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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