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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 : 6/10

vs
industry
vs
history
Cash to Debt 0.06
OSK's Cash to Debt is ranked lower than
92% of the 24 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.34 vs. OSK: 0.06 )
Ranked among companies with meaningful Cash to Debt only.
OSK' s 10-Year Cash to Debt Range
Min: 0  Med: 0.17 Max: No Debt
Current: 0.06
Equity to Asset 0.42
OSK's Equity to Asset is ranked higher than
50% of the 24 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.42 vs. OSK: 0.42 )
Ranked among companies with meaningful Equity to Asset only.
OSK' s 10-Year Equity to Asset Range
Min: 0.02  Med: 0.35 Max: 0.7
Current: 0.42
0.02
0.7
Interest Coverage 7.05
OSK's Interest Coverage is ranked lower than
83% of the 12 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 38.15 vs. OSK: 7.05 )
Ranked among companies with meaningful Interest Coverage only.
OSK' s 10-Year Interest Coverage Range
Min: 2.26  Med: 5.42 Max: 44.32
Current: 7.05
2.26
44.32
F-Score: 5
Z-Score: 3.26
M-Score: -2.40
WACC vs ROIC
3.06%
12.05%
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 : 6/10

vs
industry
vs
history
Operating margin (%) 7.11
OSK's Operating margin (%) is ranked higher than
58% of the 24 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 5.74 vs. OSK: 7.11 )
Ranked among companies with meaningful Operating margin (%) only.
OSK' s 10-Year Operating margin (%) Range
Min: -18.65  Med: 6.71 Max: 14.51
Current: 7.11
-18.65
14.51
Net-margin (%) 4.18
OSK's Net-margin (%) is ranked higher than
54% of the 24 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 4.00 vs. OSK: 4.18 )
Ranked among companies with meaningful Net-margin (%) only.
OSK' s 10-Year Net-margin (%) Range
Min: -20.92  Med: 3.57 Max: 8.04
Current: 4.18
-20.92
8.04
ROE (%) 13.38
OSK's ROE (%) is ranked higher than
68% of the 22 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 9.33 vs. OSK: 13.38 )
Ranked among companies with meaningful ROE (%) only.
OSK' s 10-Year ROE (%) Range
Min: -115.5  Med: 15.95 Max: 85.84
Current: 13.38
-115.5
85.84
ROA (%) 5.92
OSK's ROA (%) is ranked higher than
75% of the 24 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 3.85 vs. OSK: 5.92 )
Ranked among companies with meaningful ROA (%) only.
OSK' s 10-Year ROA (%) Range
Min: -20.26  Med: 5.73 Max: 16.67
Current: 5.92
-20.26
16.67
ROC (Joel Greenblatt) (%) 37.44
OSK's ROC (Joel Greenblatt) (%) is ranked higher than
87% of the 24 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 14.68 vs. OSK: 37.44 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
OSK' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -124.11  Med: 54.94 Max: 261.06
Current: 37.44
-124.11
261.06
Revenue Growth (3Y)(%) -1.20
OSK's Revenue Growth (3Y)(%) is ranked lower than
55% of the 22 Companies
in the Global Truck Manufacturing industry.

( Industry Median: -0.20 vs. OSK: -1.20 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
OSK' s 10-Year Revenue Growth (3Y)(%) Range
Min: -7.2  Med: 14.20 Max: 42.9
Current: -1.2
-7.2
42.9
EBITDA Growth (3Y)(%) 0.80
OSK's EBITDA Growth (3Y)(%) is ranked higher than
58% of the 19 Companies
in the Global Truck Manufacturing industry.

( Industry Median: -1.60 vs. OSK: 0.80 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
OSK' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -25.9  Med: 22.00 Max: 177.8
Current: 0.8
-25.9
177.8
EPS Growth (3Y)(%) 5.80
OSK's EPS Growth (3Y)(%) is ranked lower than
53% of the 17 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 6.20 vs. OSK: 5.80 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
OSK' s 10-Year EPS Growth (3Y)(%) Range
Min: -26.7  Med: 24.70 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

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%)
Steven Cohen Sold Out
Third Avenue Management Sold Out
James Barrow 1,475,062 sh (-3.06%)
Paul Tudor Jones 6,700 sh (-70.69%)
» More
Q1 2015

OSK Guru Trades in Q1 2015

Robert Olstein 234,000 sh (New)
Steven Cohen 135,000 sh (New)
John Keeley 172,480 sh (+2288.92%)
Paul Tudor Jones 9,000 sh (+34.33%)
Bill Frels 97,600 sh (+13.75%)
Columbia Wanger 2,372,300 sh (+0.59%)
FPA Capital Fund 532,600 sh (unchged)
James Barrow 1,473,262 sh (-0.12%)
First Pacific Advisors 985,900 sh (-11.24%)
Chuck Royce 21,974 sh (-18.54%)
David Dreman 3,002 sh (-35.80%)
» More
Q2 2015

OSK Guru Trades in Q2 2015

FPA Capital Fund 416,400 sh (-21.82%)
» 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%)

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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

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Regarded as an expert in corporate financial disclosure and reporting practices, guru Robert Olstein (Trades, Portfolio), chairman and chief investment officer of the Olstein Financial Alert Fund, pays close attention to the numbers when making investment decisions. He prefers to look behind the numbers of a financial statement to assess a company's financial strength and assess potential downside risk. Read more...
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For 2014 Robert Olstein (Trades, Portfolio)’s All Cap Value Fund beat the S&P 500, returning 15.03% compared to 13.69% for the index. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 11.20
OSK's P/E(ttm) is ranked higher than
77% of the 22 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 17.70 vs. OSK: 11.20 )
Ranked among companies with meaningful P/E(ttm) only.
OSK' s 10-Year P/E(ttm) Range
Min: 2.91  Med: 13.63 Max: 42.03
Current: 11.2
2.91
42.03
Forward P/E 8.36
OSK's Forward P/E is ranked higher than
88% of the 17 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 11.21 vs. OSK: 8.36 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 11.20
OSK's PE(NRI) is ranked higher than
77% of the 22 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 17.70 vs. OSK: 11.20 )
Ranked among companies with meaningful PE(NRI) only.
OSK' s 10-Year PE(NRI) Range
Min: 2.96  Med: 13.68 Max: 29.21
Current: 11.2
2.96
29.21
P/B 1.51
OSK's P/B is ranked higher than
57% of the 23 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 1.59 vs. OSK: 1.51 )
Ranked among companies with meaningful P/B only.
OSK' s 10-Year P/B Range
Min: 0.23  Med: 2.20 Max: 25.73
Current: 1.51
0.23
25.73
P/S 0.46
OSK's P/S is ranked higher than
67% of the 24 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.54 vs. OSK: 0.46 )
Ranked among companies with meaningful P/S only.
OSK' s 10-Year P/S Range
Min: 0.05  Med: 0.50 Max: 1.42
Current: 0.46
0.05
1.42
POCF 20.88
OSK's POCF is ranked lower than
67% of the 18 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 10.08 vs. OSK: 20.88 )
Ranked among companies with meaningful POCF only.
OSK' s 10-Year POCF Range
Min: 0.54  Med: 11.73 Max: 37.82
Current: 20.88
0.54
37.82
EV-to-EBIT 8.08
OSK's EV-to-EBIT is ranked higher than
71% of the 21 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 11.21 vs. OSK: 8.08 )
Ranked among companies with meaningful EV-to-EBIT only.
OSK' s 10-Year EV-to-EBIT Range
Min: -7  Med: 9.00 Max: 23.5
Current: 8.08
-7
23.5
Shiller P/E 8.69
OSK's Shiller P/E is ranked higher than
79% of the 14 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 24.05 vs. OSK: 8.69 )
Ranked among companies with meaningful Shiller P/E only.
OSK' s 10-Year Shiller P/E Range
Min: 1.88  Med: 35.02 Max: 243.56
Current: 8.69
1.88
243.56
Current Ratio 1.72
OSK's Current Ratio is ranked higher than
58% of the 24 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 1.62 vs. OSK: 1.72 )
Ranked among companies with meaningful Current Ratio only.
OSK' s 10-Year Current Ratio Range
Min: 1  Med: 1.35 Max: 3.11
Current: 1.72
1
3.11
Quick Ratio 0.85
OSK's Quick Ratio is ranked lower than
67% of the 24 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.99 vs. OSK: 0.85 )
Ranked among companies with meaningful Quick Ratio only.
OSK' s 10-Year Quick Ratio Range
Min: 0.31  Med: 0.70 Max: 1.88
Current: 0.85
0.31
1.88
Days Inventory 69.58
OSK's Days Inventory is ranked higher than
50% of the 24 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 69.58 vs. OSK: 69.58 )
Ranked among companies with meaningful Days Inventory only.
OSK' s 10-Year Days Inventory Range
Min: 38.08  Med: 57.84 Max: 75.08
Current: 69.58
38.08
75.08
Days Sales Outstanding 55.74
OSK's Days Sales Outstanding is ranked lower than
59% of the 22 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 51.82 vs. OSK: 55.74 )
Ranked among companies with meaningful Days Sales Outstanding only.
OSK' s 10-Year Days Sales Outstanding Range
Min: 29.07  Med: 40.07 Max: 67.62
Current: 55.74
29.07
67.62

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.81
OSK's Dividend Yield is ranked lower than
66% of the 32 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 2.25 vs. OSK: 1.81 )
Ranked among companies with meaningful Dividend Yield only.
OSK' s 10-Year Dividend Yield Range
Min: 0.24  Med: 0.74 Max: 9.43
Current: 1.81
0.24
9.43
Dividend Payout 0.19
OSK's Dividend Payout is ranked higher than
80% of the 20 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.25 vs. OSK: 0.19 )
Ranked among companies with meaningful Dividend Payout only.
OSK' s 10-Year Dividend Payout Range
Min: 0.06  Med: 0.14 Max: 0.7
Current: 0.19
0.06
0.7
Yield on cost (5-Year) 1.81
OSK's Yield on cost (5-Year) is ranked lower than
69% of the 32 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 2.70 vs. OSK: 1.81 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
OSK' s 10-Year Yield on cost (5-Year) Range
Min: 0.24  Med: 0.74 Max: 9.43
Current: 1.81
0.24
9.43
Share Buyback Rate 2.30
OSK's Share Buyback Rate is ranked higher than
92% of the 12 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.20 vs. OSK: 2.30 )
Ranked among companies with meaningful Share Buyback Rate only.
OSK' s 10-Year Share Buyback Rate Range
Min: 2.3  Med: -2.00 Max: -10.1
Current: 2.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 10.32
OSK's Price/Tangible Book is ranked lower than
95% of the 22 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 2.11 vs. OSK: 10.32 )
Ranked among companies with meaningful Price/Tangible Book only.
OSK' s 10-Year Price/Tangible Book Range
Min: 0.99  Med: 13.78 Max: 256.25
Current: 10.32
0.99
256.25
Price/Projected FCF 0.65
OSK's Price/Projected FCF is ranked higher than
70% of the 10 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 1.05 vs. OSK: 0.65 )
Ranked among companies with meaningful Price/Projected FCF only.
OSK' s 10-Year Price/Projected FCF Range
Min: 0.14  Med: 0.84 Max: 6.18
Current: 0.65
0.14
6.18
Price/Median PS Value 0.93
OSK's Price/Median PS Value is ranked higher than
63% of the 19 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 0.99 vs. OSK: 0.93 )
Ranked among companies with meaningful Price/Median PS Value only.
OSK' s 10-Year Price/Median PS Value Range
Min: 0.16  Med: 0.88 Max: 2.81
Current: 0.93
0.16
2.81
Price/Graham Number 2.19
OSK's Price/Graham Number is ranked lower than
75% of the 16 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 1.01 vs. OSK: 2.19 )
Ranked among companies with meaningful Price/Graham Number only.
OSK' s 10-Year Price/Graham Number Range
Min: 2.41  Med: 3.25 Max: 14.24
Current: 2.19
2.41
14.24
Earnings Yield (Greenblatt) (%) 12.40
OSK's Earnings Yield (Greenblatt) (%) is ranked higher than
75% of the 24 Companies
in the Global Truck Manufacturing industry.

( Industry Median: 8.00 vs. OSK: 12.40 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
OSK' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 4.2  Med: 10.80 Max: 42.2
Current: 12.4
4.2
42.2
Forward Rate of Return (Yacktman) (%) -10.24
OSK's Forward Rate of Return (Yacktman) (%) is ranked lower than
56% of the 16 Companies
in the Global Truck Manufacturing industry.

( Industry Median: -4.31 vs. OSK: -10.24 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
OSK' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -11.6  Med: 17.90 Max: 102.3
Current: -10.24
-11.6
102.3

Analyst Estimate

Sep15 Sep16
Revenue(Mil) 6,415 6,540
EPS($) 3.83 4.37
EPS without NRI($) 3.83 4.37

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
Caterpillar Sees Good Momentum Jul 09 2015 
Robert Olstein Adds 11 Stakes to Portfolio in First Quarter May 18 2015 
Robert Olstein's Top 5 New Q1 Stocks After Beating Index May 13 2015 
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 

More From Other Websites
10-Q for Oshkosh Corp. Aug 01 2015
Calls bet on OshKosh turnaround Jul 31 2015
Edited Transcript of OSK earnings conference call or presentation 30-Jul-15 1:00pm GMT Jul 31 2015
Oshkosh Retreats Most in Two Years Amid Lower Equipment Demand Jul 30 2015
Oshkosh downgraded by Drexel Hamilton Jul 30 2015
Oshkosh misses Street 3Q forecasts Jul 30 2015
Oshkosh misses Street 3Q forecasts Jul 30 2015
Truckmaker Oshkosh's profit falls as strong dollar weighs Jul 30 2015
OSHKOSH CORP Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements... Jul 30 2015
Oshkosh Corporation Reports Fiscal 2015 Third Quarter Results Jul 30 2015
Truckmaker Oshkosh's quarterly profit falls 14.3 pct Jul 30 2015
Q3 2015 Oshkosh Corp Earnings Release - Before Market Open Jul 30 2015
Oshkosh Corporation Reports Fiscal 2015 Third Quarter Results Jul 30 2015
OSHKOSH CORP Files SEC form 8-K, Change in Directors or Principal Officers Jul 16 2015
Oshkosh (OSK) Stock Price Target Lowered at Jefferies Jul 14 2015
4imprint® Awards 252 New onebyone® Promotional Product Grants Jul 14 2015
Oshkosh Corporation Appoints Steven C. Mizell to Board of Directors Jul 13 2015
Oshkosh Corporation Appoints Steven C. Mizell to Board of Directors Jul 13 2015
Oshkosh Corporation to Announce Third Quarter Earnings July 30, 2015 Jul 09 2015
Oshkosh Corporation to Announce Third Quarter Earnings July 30, 2015 Jul 09 2015

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