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Oshkosh Corporation (OSK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6882392011

CUSIP

688239201

Sector

Industrials

IPO Date

Mar 26, 1990

Highlights

Market Cap

$7.02B

EPS (TTM)

$10.30

PE Ratio

10.48

PEG Ratio

6.51

Total Revenue (TTM)

$10.60B

Gross Profit (TTM)

$1.93B

EBITDA (TTM)

$917.50M

Year Range

$92.54 - $126.40

Target Price

$120.80

Short %

2.75%

Short Ratio

2.01

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
OSK vs. TEX OSK vs. STLA OSK vs. CAT OSK vs. QQQ OSK vs. SPY OSK vs. VOO OSK vs. APO OSK vs. XLI OSK vs. NOC OSK vs. WSM
Popular comparisons:
OSK vs. TEX OSK vs. STLA OSK vs. CAT OSK vs. QQQ OSK vs. SPY OSK vs. VOO OSK vs. APO OSK vs. XLI OSK vs. NOC OSK vs. WSM

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.


-15.00%-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-5.85%
12.33%
OSK (Oshkosh Corporation)
Benchmark (^GSPC)

Returns By Period

Oshkosh Corporation had a return of 1.26% year-to-date (YTD) and 14.37% in the last 12 months. Over the past 10 years, Oshkosh Corporation had an annualized return of 10.18%, while the S&P 500 had an annualized return of 11.16%, indicating that Oshkosh Corporation did not perform as well as the benchmark.


OSK

YTD

1.26%

1M

3.97%

6M

-6.52%

1Y

14.37%

5Y (annualized)

5.24%

10Y (annualized)

10.18%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of OSK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.56%1.12%12.49%-9.98%1.69%-4.86%0.42%-0.24%-7.14%2.03%1.26%
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%
2020-9.10%-15.85%-10.84%4.97%6.89%-0.28%9.91%-1.81%-4.56%-8.35%20.04%6.92%-7.53%
201922.41%4.03%-3.44%9.93%-13.50%17.28%0.10%-15.58%7.87%12.64%6.30%4.63%56.59%
2018-0.19%-12.74%-2.10%-6.61%1.14%-3.34%7.01%-6.31%1.39%-21.20%27.57%-14.05%-31.62%
20177.77%-2.19%1.03%1.17%-8.75%9.13%-0.03%8.64%10.64%10.93%-1.38%0.94%42.35%
2016-15.65%5.41%18.46%19.53%-5.63%3.92%15.47%-1.76%3.84%-4.46%31.26%-7.70%68.34%
2015-11.92%14.28%0.00%10.35%-6.53%-15.51%-13.78%15.58%-13.60%13.10%7.23%-10.99%-18.48%
20147.46%7.12%1.80%-5.71%-2.36%2.74%-16.77%7.83%-11.13%1.38%1.80%7.16%-2.22%
201332.14%-1.58%10.19%-7.60%1.43%-4.65%18.04%0.22%9.04%-2.84%2.74%3.34%70.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of OSK is 56, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of OSK is 5656
Combined Rank
The Sharpe Ratio Rank of OSK is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of OSK is 5252
Sortino Ratio Rank
The Omega Ratio Rank of OSK is 5151
Omega Ratio Rank
The Calmar Ratio Rank of OSK is 6464
Calmar Ratio Rank
The Martin Ratio Rank of OSK is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Oshkosh Corporation (OSK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for OSK, currently valued at 0.50, compared to the broader market-4.00-2.000.002.004.000.502.54
The chart of Sortino ratio for OSK, currently valued at 0.90, compared to the broader market-4.00-2.000.002.004.000.903.40
The chart of Omega ratio for OSK, currently valued at 1.11, compared to the broader market0.501.001.502.001.111.47
The chart of Calmar ratio for OSK, currently valued at 0.54, compared to the broader market0.002.004.006.000.543.66
The chart of Martin ratio for OSK, currently valued at 1.21, compared to the broader market-10.000.0010.0020.0030.001.2116.26
OSK
^GSPC

The current Oshkosh Corporation Sharpe ratio is 0.50. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Oshkosh Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.50
2.46
OSK (Oshkosh Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Oshkosh Corporation provided a 1.70% dividend yield over the last twelve months, with an annual payout of $1.84 per share. The company has been increasing its dividends for 10 consecutive years.


0.50%1.00%1.50%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.84$1.64$1.48$1.36$1.23$1.11$0.99$0.87$0.78$0.70$0.62$0.15

Dividend yield

1.70%1.51%1.68%1.21%1.43%1.17%1.61%0.96%1.21%1.79%1.27%0.30%

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
2024$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$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
2020$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.33$0.00$1.23
2019$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.30$0.00$1.11
2018$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.27$0.00$0.99
2017$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.24$0.00$0.87
2016$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.21$0.00$0.78
2015$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.19$0.00$0.70
2014$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.17$0.00$0.62
2013$0.15$0.00$0.15

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.7%
Oshkosh Corporation has a dividend yield of 1.70%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%15.7%
Oshkosh Corporation has a payout ratio of 15.70%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-16.51%
-1.40%
OSK (Oshkosh Corporation)
Benchmark (^GSPC)

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 16.51%.


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, 2022
-44.56%Jan 29, 2018190Oct 26, 2018283Dec 12, 2019473

Volatility

Volatility Chart

The current Oshkosh Corporation volatility is 12.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
12.79%
4.07%
OSK (Oshkosh Corporation)
Benchmark (^GSPC)

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 assessment of the market value of Oshkosh Corporation compared to its peers in the Farm & Heavy Construction Machinery industry.


PE Ratio
20.040.060.010.5
The chart displays the price to earnings (P/E) ratio for OSK in comparison to other companies of the Farm & Heavy Construction Machinery industry. Currently, OSK has a PE value of 10.5. This PE ratio falls in the average range for the industry.
PEG Ratio
0.02.04.06.08.010.012.06.5
The chart displays the price to earnings to growth (PEG) ratio for OSK in comparison to other companies of the Farm & Heavy Construction Machinery industry. Currently, OSK has a PEG value of 6.5. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Oshkosh Corporation.


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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