Oshkosh Truck

Q1 FY2026 EarningsQ2 FY26 revenue rose 6.7% YoY to $2.92B, driven by volume growth and improved pricing in the Access and Transport segments. However, operating income fell 16.6% to $243.2M, with margins contracting by 240pct to 8.3% due to unfavorable sales mix and higher manufacturing overhead. Diluted EPS was $2.92, while adjusted EPS of $2.87 fell short of the previous year's $3.41. Management lowered the FY26 adjusted EPS guidance by $0.50 to $11.00, citing slower-than-expected throughput improvements in the Vocational segment.