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ISIN
US6882392011
CUSIP
688239201
IPO Date
Mar 26, 1990

Highlights

Market Cap
$62.86B
Enterprise Value
$64.30B
EPS (TTM)
$2.08
PE Ratio
63.46
PEG Ratio
1.33
Total Revenue (TTM)
$10.43B
Gross Profit (TTM)
$1.42B
EBITDA (TTM)
$1.04B
Year Range
$103.13 - $180.49
Target Price
$168.00
ROA (TTM)
5.80%
ROE (TTM)
5.80%

Share Price Chart


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Performance

OSK Performance Chart

Oshkosh Corporation (OSK) is up 5.7% since the beginning of the year. At $132 per share, OSK is trading 27.0% below its 52-week high of $180. Investors who bought $1,000 worth of OSK shares 5 years ago would now be looking at an investment worth $1,106.


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S&P 500 Index

Returns By Period

Oshkosh Corporation (OSK) has returned 5.74% so far this year and 30.82% over the past 12 months. Over the last ten years, OSK has returned 12.78% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


Oshkosh Corporation

1D
4.49%
1M
-11.66%
YTD
5.74%
6M
3.66%
1Y
30.82%
3Y*
19.23%
5Y*
2.03%
10Y*
12.78%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.68%
YTD
11.16%
6M
11.10%
1Y
27.46%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OSK Monthly Returns History

Based on dividend-adjusted daily data since Mar 26, 1990, OSK's average daily return is +0.09%, while the average monthly return is +1.84%. At this rate, an investment would double in approximately 3.2 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%6.17%-16.46%1.39%5.74%
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 13.75%, 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 178.31% 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
13.75%
Beta
1.07
0.19
Upside Capture
178.31%
Downside Capture
139.49%

Return for Risk

Risk / Return Rank

OSK ranks 65 for risk / return — better than 65% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


OSK Risk / Return Rank: 6565
Overall Rank
OSK Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
OSK Sortino Ratio Rank: 6565
Sortino Ratio Rank
OSK Omega Ratio Rank: 6363
Omega Ratio Rank
OSK Calmar Ratio Rank: 6262
Calmar Ratio Rank
OSK Martin Ratio Rank: 6666
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 S&P 500 Index.


OSKBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.94

2.39

-1.45

Sortino ratio

Return per unit of downside risk

1.52

3.25

-1.74

Omega ratio

Gain probability vs. loss probability

1.19

1.43

-0.25

Calmar ratio

Return relative to maximum drawdown

1.10

3.11

-2.01

Martin ratio

Return relative to average drawdown

3.12

14.38

-11.27

Dividends

Dividend History

Oshkosh Corporation provided a 1.64% dividend yield over the last twelve months, with an annual payout of $2.16 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$2.16$2.04$1.84$1.64$1.48$1.36$1.23$1.11$0.99$0.87$0.78$0.68

Dividend yield

1.64%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$0.00$0.57$0.00$1.14
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 1.64%, which is quite average when compared to the overall market.

Payout Ratio

Oshkosh Corporation has a payout ratio of 23.03%, 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 25.59%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-93.84%Nov 2008
1y 4mo7y 11mo
9y 4moJul 2007 - Nov 2016
1992 bear market1992
-50.34%Jul 1992
4mo 20d3y 2mo
3y 7moMar 1992 - Sep 1995
COVID crash2020
-48.68%Mar 2020
3mo9mo 25d
1y 20dDec 2019 - Jan 2021
Bear market2022
-47.75%Sep 2022
1y 4mo2y 9mo
4y 2moMay 2021 - Jul 2025
Rate-hike selloffLate 2018
-44.56%Oct 2018
9mo1y 1mo
1y 10moJan 2018 - Dec 2019

Drawdown Indicators


OSKBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-93.84%

-56.78%

-37.06%

Max Drawdown (1Y)

Largest decline over 1 year

-33.06%

-9.10%

-23.96%

Max Drawdown (3Y)

Largest decline over 3 years

-36.66%

-18.90%

-17.76%

Max Drawdown (5Y)

Largest decline over 5 years

-45.57%

-25.43%

-20.14%

Max Drawdown (10Y)

Largest decline over 10 years

-48.68%

-33.92%

-14.76%

Current Drawdown

Current decline from peak

-25.59%

0.00%

-25.59%

Average Drawdown

Average peak-to-trough decline

-23.21%

-10.72%

-12.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.65%

1.97%

+9.68%

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 63.5. 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 1.3. 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 3.5. 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 6.3. 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
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