$OSK — BUY 📊

$OSK — BUY 📊 Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Vocational, and Transport segment. 🎯 Q2 2026 | Rev $2B | EPS $0.85 vs $1.04 🔴 💡 Consensus sees the $0.85 EPS miss as a sign of structural decline, pricing in ~$3.40 annual run-rate. My variant view is that one-time factors (supply chain, project timing) explain the majority of the shortfall, and normalized quarterly EPS is above $1.10, leading to forward P/E compression and upside when next quarter shows rebound. 📉 Reward/risk: 2.52:1 🏢 Business Quality: 6/10 📊 Valuation: cheap — on normalized earnings power of ~$7.50/share, P/E is 19x, below its 5-year median of 22x and peer median of 20x for industrial vehicles;... 🔮 Catalyst: Next quarterly earnings report 📊 Our read: BUY. Full analysis → https://stockduty.xyz/s/OSK0625

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