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Oshkosh Corporation (OSK)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US6882392011
CUSIP
688239201
IPO Date
Mar 26, 1990

Highlights

Market Cap
$74.59B
Enterprise Value
$75.22B
EPS (TTM)
$3.05
PE Ratio
48.24
PEG Ratio
1.01
Total Revenue (TTM)
$10.42B
Gross Profit (TTM)
$1.39B
EBITDA (TTM)
$1.13B
Year Range
$76.82 - $180.49
Target Price
$161.40
ROA (TTM)
6.42%
ROE (TTM)
6.42%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Oshkosh Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Oshkosh Corporation (OSK) has returned 17.57% so far this year and 59.03% over the past 12 months. Looking at the last ten years, OSK has achieved an annualized return of 15.64%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Oshkosh Corporation

1D
6.95%
1M
-13.42%
YTD
17.57%
6M
14.35%
1Y
59.03%
3Y*
23.06%
5Y*
5.95%
10Y*
15.64%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 26, 1990, OSK's average daily return is +0.10%, while the average monthly return is +1.88%. At this rate, your investment would double in approximately 3.1 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jul 2009 with a return of +88.8%, while the worst month was Jun 2008 at -48.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.

On a daily basis, OSK closed higher 47% of trading days. The best single day was Nov 26, 2008 with a return of +29.3%, while the worst single day was Jun 26, 2008 at -33.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202614.48%18.61%-13.42%17.57%
202522.44%-11.70%-8.04%-10.97%19.03%14.47%11.44%10.55%-6.94%-4.94%4.39%-1.99%34.49%
20241.56%1.12%12.49%-9.98%1.69%-4.86%0.42%-0.24%-7.14%2.03%11.58%-16.32%-10.83%
202314.28%-11.11%-6.74%-8.01%-2.98%17.28%6.33%13.23%-8.09%-8.07%11.40%11.43%25.23%
20220.98%-2.12%-9.36%-8.16%0.94%-11.59%4.82%-6.97%-11.87%25.20%5.07%-4.21%-20.49%
20216.41%16.12%11.94%4.86%5.90%-5.17%-4.08%-3.89%-10.66%4.52%0.88%4.75%32.52%

Benchmark Metrics

Oshkosh Corporation has an annualized alpha of 14.61%, beta of 1.07, and R² of 0.19 versus S&P 500 Index. Calculated based on daily prices since March 27, 1990.

  • This stock captured 184.18% of S&P 500 Index gains and 139.49% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.19 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
14.61%
Beta
1.07
0.19
Upside Capture
184.18%
Downside Capture
139.49%

Return for Risk

Risk / Return Rank

OSK ranks 82 for risk / return — in the top 82% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


OSK Risk / Return Rank: 8282
Overall Rank
OSK Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
OSK Sortino Ratio Rank: 8282
Sortino Ratio Rank
OSK Omega Ratio Rank: 7878
Omega Ratio Rank
OSK Calmar Ratio Rank: 8282
Calmar Ratio Rank
OSK Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Oshkosh Corporation (OSK) and compare them to a chosen benchmark (S&P 500 Index).


OSKBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.50

0.90

+0.60

Sortino ratio

Return per unit of downside risk

2.21

1.39

+0.83

Omega ratio

Gain probability vs. loss probability

1.28

1.21

+0.07

Calmar ratio

Return relative to maximum drawdown

2.59

1.40

+1.19

Martin ratio

Return relative to average drawdown

7.05

6.61

+0.44

Explore OSK risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Oshkosh Corporation provided a 1.43% dividend yield over the last twelve months, with an annual payout of $2.10 per share. The company has been increasing its dividends for 12 consecutive years.


1.00%1.20%1.40%1.60%1.80%2.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.10$2.04$1.84$1.64$1.48$1.36$1.23$1.11$0.99$0.87$0.78$0.68

Dividend yield

1.43%1.62%1.94%1.51%1.68%1.21%1.43%1.17%1.61%0.96%1.21%1.74%

Monthly Dividends

The table displays the monthly dividend distributions for Oshkosh Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.57$0.00$0.57
2025$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.51$0.00$2.04
2024$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$1.84
2023$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$1.64
2022$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$1.48
2021$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.37$0.00$1.36

Dividend Yield & Payout


Dividend Yield

Oshkosh Corporation has a dividend yield of 1.43%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Oshkosh Corporation has a payout ratio of 19.81%, which is below the market average. This means Oshkosh Corporation returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Oshkosh Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Oshkosh Corporation was 93.84%, occurring on Nov 20, 2008. Recovery took 2006 trading sessions.

The current Oshkosh Corporation drawdown is 17.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.84%Jul 10, 2007348Nov 20, 20082006Nov 9, 20162354
-50.34%Mar 5, 199295Jul 20, 1992808Sep 28, 1995903
-48.68%Dec 24, 201961Mar 23, 2020204Jan 12, 2021265
-47.75%May 18, 2021347Sep 30, 2022705Jul 25, 20251052
-44.56%Jan 29, 2018190Oct 26, 2018283Dec 12, 2019473

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Oshkosh Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Oshkosh Corporation is priced in the market compared to other companies in the Farm & Heavy Construction Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for OSK, comparing it with other companies in the Farm & Heavy Construction Machinery industry. Currently, OSK has a P/E ratio of 48.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for OSK compared to other companies in the Farm & Heavy Construction Machinery industry. OSK currently has a PEG ratio of 1.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for OSK relative to other companies in the Farm & Heavy Construction Machinery industry. Currently, OSK has a P/S ratio of 3.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for OSK in comparison with other companies in the Farm & Heavy Construction Machinery industry. Currently, OSK has a P/B value of 7.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items