$OSK — BUY 📊

$OSK — BUY 📊 Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Vocational, and Transport segment. 🎯 Q1 FY26 | Rev $2B | EPS $0.85 vs $1.04 🔴 💡 Consensus now extrapolates the Q1 miss into a flat FY2026, ignoring a post-earnings recovery signal in the AWP (aerial work platform) segment and a likely $500M+ defense contract win. The market is pricing a cycle trough while we see a mid-cycle inflection, making the stock 15–20% undervalued on normalized earnings. 📉 Reward/Risk: 2.9:1 🏢 Business Quality: 7/10 - diverse industrial portfolio with defense moat (JLTV, FMTV) and #1 share in access equipment; cyclical but with strong balance sheet and 12%+ normalized ROIC. 📊 Our read: BUY. Full analysis → https://stockduty.xyz/s/OSK0618

Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Vocational, and Transport segment.