Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.13
OSK's Cash to Debt is ranked higher than
62% of the 56 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.33 vs. OSK: 0.13 )
OSK' s 10-Year Cash to Debt Range
Min: 0   Max: No Debt
Current: 0.13

Equity to Asset 0.44
OSK's Equity to Asset is ranked higher than
79% of the 56 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.32 vs. OSK: 0.44 )
OSK' s 10-Year Equity to Asset Range
Min: 0.02   Max: 0.7
Current: 0.44

0.02
0.7
Interest Coverage 7.05
OSK's Interest Coverage is ranked higher than
64% of the 28 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 13.84 vs. OSK: 7.05 )
OSK' s 10-Year Interest Coverage Range
Min: 2.26   Max: 44.32
Current: 7.05

2.26
44.32
F-Score: 4
Z-Score: 3.65
M-Score: -2.18
WACC vs ROIC
14.22%
13.12%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating margin (%) 7.13
OSK's Operating margin (%) is ranked higher than
84% of the 56 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 4.11 vs. OSK: 7.13 )
OSK' s 10-Year Operating margin (%) Range
Min: -18.65   Max: 14.51
Current: 7.13

-18.65
14.51
Net-margin (%) 4.36
OSK's Net-margin (%) is ranked higher than
82% of the 56 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 1.98 vs. OSK: 4.36 )
OSK' s 10-Year Net-margin (%) Range
Min: -20.92   Max: 8.04
Current: 4.36

-20.92
8.04
ROE (%) 14.10
OSK's ROE (%) is ranked higher than
89% of the 54 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 5.26 vs. OSK: 14.10 )
OSK' s 10-Year ROE (%) Range
Min: -115.5   Max: 85.84
Current: 14.1

-115.5
85.84
ROA (%) 6.31
OSK's ROA (%) is ranked higher than
93% of the 56 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 2.56 vs. OSK: 6.31 )
OSK' s 10-Year ROA (%) Range
Min: -20.26   Max: 16.67
Current: 6.31

-20.26
16.67
ROC (Joel Greenblatt) (%) 41.16
OSK's ROC (Joel Greenblatt) (%) is ranked higher than
98% of the 56 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 15.09 vs. OSK: 41.16 )
OSK' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -125.74   Max: 260.33
Current: 41.16

-125.74
260.33
Revenue Growth (3Y)(%) -1.20
OSK's Revenue Growth (3Y)(%) is ranked higher than
70% of the 54 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 1.00 vs. OSK: -1.20 )
OSK' s 10-Year Revenue Growth (3Y)(%) Range
Min: -7.2   Max: 42.9
Current: -1.2

-7.2
42.9
EBITDA Growth (3Y)(%) 0.80
OSK's EBITDA Growth (3Y)(%) is ranked higher than
81% of the 47 Companies
in the Global Truck Manufacturing industry.

( Industry Median: -10.50 vs. OSK: 0.80 )
OSK' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -25.9   Max: 177.8
Current: 0.8

-25.9
177.8
EPS Growth (3Y)(%) 5.80
OSK's EPS Growth (3Y)(%) is ranked higher than
80% of the 46 Companies
in the Global Truck Manufacturing industry.

( Industry Median: -10.60 vs. OSK: 5.80 )
OSK' s 10-Year EPS Growth (3Y)(%) Range
Min: -26.7   Max: 54.7
Current: 5.8

-26.7
54.7
» OSK's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2014

OSK Guru Trades in Q1 2014

David Dreman 2,216 sh (+13.58%)
Charles Brandes Sold Out
Paul Tudor Jones Sold Out
James Barrow 1,621,799 sh (-0.40%)
Bill Frels 64,500 sh (-1.23%)
Columbia Wanger 2,205,000 sh (-7.74%)
First Pacific Advisors 1,182,800 sh (-17.30%)
FPA Capital Fund 557,500 sh (-19.84%)
Third Avenue Management 299,822 sh (-32.58%)
Joel Greenblatt 99,266 sh (-47.87%)
Jim Simons 18,514 sh (-86.00%)
Steven Cohen 3,400 sh (-95.45%)
» More
Q2 2014

OSK Guru Trades in Q2 2014

Paul Tudor Jones 8,878 sh (New)
Chuck Royce 11,574 sh (New)
David Dreman 2,421 sh (+9.25%)
Bill Frels 64,500 sh (unchged)
Jim Simons Sold Out
James Barrow 1,566,619 sh (-3.40%)
FPA Capital Fund 523,800 sh (-6.04%)
Columbia Wanger 2,020,000 sh (-8.39%)
First Pacific Advisors 1,070,900 sh (-9.46%)
Third Avenue Management 253,609 sh (-15.41%)
Joel Greenblatt 52,318 sh (-47.30%)
» More
Q3 2014

OSK Guru Trades in Q3 2014

Steven Cohen 32,400 sh (New)
Paul Tudor Jones 22,858 sh (+157.47%)
Chuck Royce 21,974 sh (+89.86%)
Bill Frels 75,000 sh (+16.28%)
Third Avenue Management 277,129 sh (+9.27%)
First Pacific Advisors 1,108,400 sh (+3.50%)
David Dreman 2,500 sh (+3.26%)
FPA Capital Fund 523,800 sh (unchged)
Joel Greenblatt Sold Out
James Barrow 1,521,659 sh (-2.87%)
Columbia Wanger 1,929,000 sh (-4.50%)
» More
Q4 2014

OSK Guru Trades in Q4 2014

John Keeley 7,220 sh (New)
David Dreman 4,676 sh (+87.04%)
Chuck Royce 26,974 sh (+22.75%)
Columbia Wanger 2,358,300 sh (+22.26%)
Bill Frels 85,800 sh (+14.40%)
FPA Capital Fund 532,600 sh (+1.68%)
First Pacific Advisors 1,110,800 sh (+0.22%)
Third Avenue Management Sold Out
Steven Cohen Sold Out
James Barrow 1,475,062 sh (-3.06%)
Paul Tudor Jones 6,700 sh (-70.69%)
» More
» Details

Insider Trades

Latest Guru Trades with OSK

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)



No Guru Trades Found!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Oshkosh Corp

FPA Capital Comments on Oshkosh - May 02, 2014

Oshkosh (OSK) is an industrial company that makes large vehicles, including but not limited to military trucks, refuse trucks , fire trucks, large snow - removal trucks, and a number of aerial - platform and lift equipment used around construction sites and warehouses.



OSK has performed very strongly for the portfolio over the last couple of years. For instance, OSK was trading at r oughly $16 a share in September, 2011 and recently reached over $60 a share. We believe the management team of OSK is operating the company exceptionally well and is adhering to a sound capital - allocation strategy. However, with the stock nearing an all - ti me high and at roughly 15x earnings, we believe it is wise to take some chips off the table. OSK exemplifies our investment strategy of buy into weakness and sell into strength.



From FPA Capital's first quarter 2014 commentary.



Check out FPA Capital latest stock trades

Top Ranked Articles about Oshkosh Corp

Oshkosh: Attractive Valuation Combined with Bright Outlook
As the market sold off yesterday with the S&P 500 declined by 2% in a day, I observed that the industrial ETF is still above its 50 days moving average even though the RSI and MACD indicators both show some weakness. Read more...
FPA Capital Comments on Oshkosh
Oshkosh (OSK) is an industrial company that makes large vehicles, including but not limited to military trucks, refuse trucks , fire trucks, large snow - removal trucks, and a number of aerial - platform and lift equipment used around construction sites and warehouses. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 14.00
OSK's P/E(ttm) is ranked higher than
89% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 34.20 vs. OSK: 14.00 )
OSK' s 10-Year P/E(ttm) Range
Min: 2.91   Max: 42.03
Current: 14

2.91
42.03
Forward P/E 10.41
OSK's Forward P/E is ranked higher than
95% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 13.93 vs. OSK: 10.41 )
N/A
PE(NRI) 14.00
OSK's PE(NRI) is ranked higher than
91% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 34.20 vs. OSK: 14.00 )
OSK' s 10-Year PE(NRI) Range
Min: 2.96   Max: 29.21
Current: 14

2.96
29.21
P/B 1.95
OSK's P/B is ranked higher than
82% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 2.64 vs. OSK: 1.95 )
OSK' s 10-Year P/B Range
Min: 0.23   Max: 25.73
Current: 1.95

0.23
25.73
P/S 0.60
OSK's P/S is ranked higher than
79% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.75 vs. OSK: 0.60 )
OSK' s 10-Year P/S Range
Min: 0.05   Max: 1.42
Current: 0.6

0.05
1.42
POCF 36.78
OSK's POCF is ranked higher than
74% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 16.05 vs. OSK: 36.78 )
OSK' s 10-Year POCF Range
Min: 0.54   Max: 37.82
Current: 36.78

0.54
37.82
EV-to-EBIT 9.49
OSK's EV-to-EBIT is ranked higher than
86% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 21.70 vs. OSK: 9.49 )
OSK' s 10-Year EV-to-EBIT Range
Min: -7   Max: 23.5
Current: 9.49

-7
23.5
Shiller P/E 44.80
OSK's Shiller P/E is ranked higher than
81% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 40.84 vs. OSK: 44.80 )
OSK' s 10-Year Shiller P/E Range
Min: 1.89   Max: 257.88
Current: 44.8

1.89
257.88
Current Ratio 1.83
OSK's Current Ratio is ranked higher than
84% of the 56 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 1.28 vs. OSK: 1.83 )
OSK' s 10-Year Current Ratio Range
Min: 1   Max: 3.11
Current: 1.83

1
3.11
Quick Ratio 0.89
OSK's Quick Ratio is ranked higher than
71% of the 56 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.89 vs. OSK: 0.89 )
OSK' s 10-Year Quick Ratio Range
Min: 0.31   Max: 1.88
Current: 0.89

0.31
1.88
Days Inventory 63.23
OSK's Days Inventory is ranked higher than
86% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 75.29 vs. OSK: 63.23 )
OSK' s 10-Year Days Inventory Range
Min: 38.08   Max: 75.08
Current: 63.23

38.08
75.08
Days Sales Outstanding 44.01
OSK's Days Sales Outstanding is ranked higher than
86% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 44.01 vs. OSK: 44.01 )
OSK' s 10-Year Days Sales Outstanding Range
Min: 29.07   Max: 67.62
Current: 44.01

29.07
67.62

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.35
OSK's Dividend Yield is ranked lower than
62% of the 50 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 1.67 vs. OSK: 1.35 )
OSK' s 10-Year Dividend Yield Range
Min: 0.24   Max: 9.43
Current: 1.35

0.24
9.43
Dividend Payout 0.18
OSK's Dividend Payout is ranked higher than
89% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 2.90 vs. OSK: 0.18 )
OSK' s 10-Year Dividend Payout Range
Min: 0.06   Max: 0.75
Current: 0.18

0.06
0.75
Yield on cost (5-Year) 1.40
OSK's Yield on cost (5-Year) is ranked lower than
58% of the 50 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 1.66 vs. OSK: 1.40 )
OSK' s 10-Year Yield on cost (5-Year) Range
Min: 0.24   Max: 9.43
Current: 1.4

0.24
9.43
Share Buyback Rate 2.30
OSK's Share Buyback Rate is ranked higher than
95% of the 19 Companies
in the Global Truck Manufacturing industry.

( Industry Median: -0.80 vs. OSK: 2.30 )
OSK' s 10-Year Share Buyback Rate Range
Min: 2.3   Max: -10.1
Current: 2.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 15.30
OSK's Price/Tangible Book is ranked higher than
61% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 3.97 vs. OSK: 15.30 )
OSK' s 10-Year Price/Tangible Book Range
Min: 0.84   Max: 256.25
Current: 15.3

0.84
256.25
Price/DCF (Projected) 0.83
OSK's Price/DCF (Projected) is ranked higher than
91% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 4.73 vs. OSK: 0.83 )
OSK' s 10-Year Price/DCF (Projected) Range
Min: 0.14   Max: 6.11
Current: 0.83

0.14
6.11
Price/Median PS Value 1.18
OSK's Price/Median PS Value is ranked higher than
79% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 1.21 vs. OSK: 1.18 )
OSK' s 10-Year Price/Median PS Value Range
Min: 0.16   Max: 2.76
Current: 1.18

0.16
2.76
Price/Graham Number 2.95
OSK's Price/Graham Number is ranked higher than
74% of the 57 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 4.14 vs. OSK: 2.95 )
OSK' s 10-Year Price/Graham Number Range
Min: 0.72   Max: 14.24
Current: 2.95

0.72
14.24
Earnings Yield (Greenblatt) 10.50
OSK's Earnings Yield (Greenblatt) is ranked higher than
86% of the 56 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 4.60 vs. OSK: 10.50 )
OSK' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.2   Max: 42.2
Current: 10.5

4.2
42.2
Forward Rate of Return (Yacktman) -11.53
OSK's Forward Rate of Return (Yacktman) is ranked higher than
73% of the 41 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.27 vs. OSK: -11.53 )
OSK' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -11.6   Max: 102.3
Current: -11.53

-11.6
102.3

Analyst Estimate

Sep15 Sep16
Revenue(Mil) 6,485 6,610
EPS($) 4.09 4.56
EPS without NRI($) 4.09 4.56

Business Description

Industry: Truck Manufacturing » Truck Manufacturing
Compare:NAV, VOLVY, PCAR, MAGOF, SVKBF » details
Traded in other countries:OK3.Germany,
Oshkosh Corp was incorporated in Wisconsin. The Company began business in 1917. The Company along with its subsidiaries designs, manufactures and markets a range of specialty vehicles and vehicle bodies. It currently operates in four business segments: defense, access equipment, fire & emergency and commercial. The Company's access equipment segment manufactures aerial work platforms and telehandlers used in the construction, agricultural, industrial, institutional and general maintenance applications to position workers and materials at elevated heights. Access equipment customers include equipment rental companies, construction contractors, manufacturing companies, home improvement centers and the U.S. military. The Company's fire & emergency segment manufactures commercial and custom firefighting vehicles and equipment, aircraft rescue and firefighting ('ARFF') vehicles, snow removal vehicles, ambulances, wreckers, carriers and other emergency vehicles mainly sold to fire departments, airports, other governmental units and towing companies in the U.S. and abroad; mobile medical trailers sold to hospitals and third-party medical service providers in the U.S., Europe and a growing number of other regions; and broadcast vehicles sold to broadcasters and television stations in North America and abroad. The Company's commercial segment manufactures rear- and front-discharge concrete mixers, refuse collection vehicles, portable and stationary concrete batch plants and vehicle components sold to ready-mix companies and commercial and municipal waste haulers in North America and other international markets and field service vehicles and truck-mounted cranes sold to mining, construction and other companies in the U.S. and abroad. The Company holds trademarks for 'Oshkosh,' 'JLG,' 'SkyTrak,' 'Lull,' 'Toucan,' 'Pierce,' 'McNeilus,' 'Revolution,' 'Medtec,' 'Jerr-Dan,' 'CON-E-CO,' 'London,' 'Frontline,' 'SMIT' and 'IMT' among others. The Company purchases chassis components, such as vehicle frames, engines, transmissions, radiators, axles, tires, drive motors, bearings and hydraulic components and vehicle body options, such as cranes, cargo bodies and trailers, from third-party suppliers. Its competitors include The Heil Company, LaBrie Equipment Ltd., New Way Palfinger AG, Cargotec Corporation Fassi Group SpA and among others. The Company is subject to environmental matters and legal proceedings and claims.
» More Articles for OSK

Headlines

Articles On GuruFocus.com
Finding A Margin of Safety in Oshkosh Corp. Nov 23 2014 
Oshkosh: Attractive Valuation Combined with Bright Outlook Aug 01 2014 
FPA Capital Comments on Oshkosh May 02 2014 
FPA Capital Fund First Quarter 2014 Commentary Apr 28 2014 
Weekly CFO Sells Highlight: G, OSK, APC, SCHW, SWKS Nov 23 2013 
FPA Capital Update - High-Impact Reductions in Third Quarter Oct 16 2013 
Carl Icahn’s Commercial Metals Stake Continues to Lose Shine Jan 03 2013 
Icahn’s Oshkosh Reign Slims Down to 6.78% Dec 11 2012 
Icahn Abides by Tender Offer Deadline, Backs Off from Oshkosh and Reduces Stake Dec 06 2012 
FPA Capital Comments on Oshkosh Oct 31 2012 

More From Other Websites
Oshkosh Corporation Announces Completion of Offering of $250 Million of Senior Notes Mar 15 2015
OSHKOSH CORP Files SEC form 8-K, Entry into a Material Definitive Agreement, Other Events, Financial... Mar 02 2015
Oshkosh Corporation to Present at JP Morgan’s 2015 Aviation, Transportation & Industrials... Mar 02 2015
Oshkosh Corporation Announces Completion of Offering of $250 Million of Senior Notes Mar 02 2015
Street Talk: AAPL, ESV, URI, OSK & HZNP Mar 02 2015
CORRECTED (OFFICIAL)-UAE firm, armed forces in $235 mln support contract for Oshkosh vehicles Feb 26 2015
UAE firm signs $235 mln support contract with Oshkosh Feb 25 2015
UAE signs $235 mln support contract with Oshkosh Feb 24 2015
Oshkosh Corporation to Present at JP Morgan’s 2015 Aviation, Transportation & Industrials... Feb 19 2015
OSHKOSH CORP Files SEC form 8-K, Creation of a Direct Financial Obligation or an Obligation under an... Feb 18 2015
Oshkosh Corporation Announces Pricing of $250 Million of Senior Notes Feb 17 2015
Oshkosh Corporation Announces Pricing of $250 Million of Senior Notes Feb 17 2015
Oshkosh Corporation -- Moody's assigns Ba3 to Oshkosh's proposed senior notes, affirms Ba2 CFR Feb 17 2015
Oshkosh Corporation Announces Offering of $250 Million of Senior Notes Feb 17 2015
OSHKOSH CORP Files SEC form 8-K, Other Events, Financial Statements and Exhibits Feb 17 2015
Oshkosh Corporation Announces Offering of $250 Million of Senior Notes Feb 17 2015
Oshkosh Defense Delivers Proposal for JLTV Production Feb 10 2015
OSHKOSH CORP Files SEC form 8-K, Submission of Matters to a Vote of Security Holders Feb 06 2015
U.S. Army Contracts Oshkosh Defense to Reset M-ATVs to Achieve Capability and Readiness Requirements Feb 05 2015
OSHKOSH CORP Financials Feb 03 2015

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK