Oshkosh Corporation (Holding Company) (OSK) 12-Month Stock Forecast & Price Target Cone

Per the Roarable RQD rating, OSK scores 64 out of 100, earning a letter grade of C and the verdict label "Roarable Hold — Fair / Balanced Risk-Reward." The five pillars are: Fundamental Cash Engine at 16 of 20 (ROIC 14.4%; FCF yield 7.4%), Whale 13F Flow at 9 of 20 (institutional accumulation and options positioning), Insider Conviction at 17 of 20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit at 9 of 20 (Beta 1.05; sector sensitivity), and Forensic Balance Sheet at 13 of 20 (Altman Z 3.36; Piotroski F 6/9; Debt/Equity 0.24).

For a prospective investor, the strongest pillar is insider conviction, which is the highest-weighted reading in the rating, alongside a cash engine that the rating credits with a 7.4% FCF yield. The weakest pillars are whale 13F flow and macro regime fit, each at 9 of 20, indicating that institutional positioning and sector sensitivity are not supportive in the rating's framework. The balance sheet scores moderately well, with leverage described by a 0.24 Debt/Equity ratio and an Altman Z of 3.36. Upside drivers in this framework are the cash generation and insider activity; valuation tradeoffs sit against a moderate macro-sensitivity profile. The overall verdict is balanced rather than decisive, which suggests the rating does not view the risk-reward as clearly favorable at the current price.

Oshkosh Corporation (Holding Company) common stock trades on the NYSE under the ticker OSK. Per the profile, the company operates in the Consumer Discretionary sector within the Auto Manufacturing industry. The source data does not describe its products, customers, or revenue model beyond this classification. Market capitalization is reported at $8.4B in the profile and $8.35B in market data.

Per the SEC financials, revenue moved from $9657.9M in FY 2023 to $10730.2M in FY 2024 and then to $10422.3M in FY 2025, while operating income ran $837.6M, $1010.7M, and $939.5M across the same periods. Per the market data, gross margin is 17.5%, operating margin 9%, and net margin 7%, with ROIC at 14.4%. The Altman Z-Score is 3.36 and the Piotroski F-Score is 6 of 9, both per the RQD rating. Debt declined from $2711.9M in FY 2023 to $599.5M in FY 2024 before rising to $1100.3M in FY 2025, and FY 2025 FCF of $618.0M is the highest of the three reported periods.

Per the recent news feed, the single headline is "Oshkosh Defense Begins Production of First DXPV Prototype for Netherlands Ministry of Defence," attributed to Oshkosh Defense, published one hour before the data timestamp, and flagged with a yellow light and a "MARKET WIRE" impact label. The summary is generic and provides no quantified impact. Per the Butterfly Supply-Chain Graph, no supply-chain dependencies or proprietary signals are recorded for OSK.

• What products and end markets generate OSK's revenue, and how is that mix reflected in the reported segments?
• Why are net income and EPS reported as $0.0M and N/A across all three periods, while operating income is positive?
• What is the source of the FY 2023 cash gap, and what drove the swing in debt from $2711.9M to $599.5M and back to $1100.3M?
• What is the scope and size of the Netherlands defense prototype program relative to total company revenue?
• What is the current analyst consensus, price target range, and institutional or insider ownership breakdown?