BWXT vs. OSK
BWXT (BWX Technologies, Inc.) and OSK (Oshkosh Corporation) are both stocks. Both are in the Industrials sector — BWXT in Aerospace & Defense, OSK in Farm & Heavy Construction Machinery. Over the past 10 years, BWXT returned 20.03%/yr vs 13.31%/yr for OSK. At a 0.45 correlation, their price movements are largely independent.
Performance
BWXT vs. OSK - Performance Comparison
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Returns By Period
In the year-to-date period, BWXT achieves a 12.23% return, which is significantly higher than OSK's 8.34% return. Over the past 10 years, BWXT has outperformed OSK with an annualized return of 20.03%, while OSK has yielded a comparatively lower 13.31% annualized return.
BWXT
- 1D
- -0.63%
- 1M
- -6.34%
- YTD
- 12.23%
- 6M
- 10.82%
- 1Y
- 41.19%
- 3Y*
- 43.24%
- 5Y*
- 26.18%
- 10Y*
- 20.03%
OSK
- 1D
- 0.81%
- 1M
- 8.25%
- YTD
- 8.34%
- 6M
- 2.73%
- 1Y
- 23.26%
- 3Y*
- 18.82%
- 5Y*
- 2.58%
- 10Y*
- 13.31%
BWXT vs. OSK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | 12.23% | 56.37% | 46.53% | 33.87% | 23.30% | -19.40% | -1.54% | 64.48% | -36.10% | 53.59% |
OSK Oshkosh Corporation | 8.34% | 34.49% | -10.83% | 25.23% | -20.49% | 32.52% | -7.53% | 56.59% | -31.62% | 42.35% |
Correlation
The correlation between BWXT and OSK is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2010 | 0.45 |
Fundamentals
BWXT:
$17.78B
OSK:
$64.40B
BWXT:
$3.75
OSK:
$2.08
BWXT:
51.53
OSK:
65.02
BWXT:
13.62
OSK:
1.36
BWXT:
5.26
OSK:
3.60
BWXT:
13.89
OSK:
6.47
BWXT:
$3.38B
OSK:
$10.43B
BWXT:
$566.27M
OSK:
$1.42B
BWXT:
$534.48M
OSK:
$1.04B
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Return for Risk
BWXT vs. OSK — Risk / Return Rank
BWXT
OSK
BWXT vs. OSK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BWX Technologies, Inc. (BWXT) and Oshkosh Corporation (OSK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BWXT | OSK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.13 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | 0.71 | +1.08 |
| Martin ratioReturn relative to average drawdown | 4.04 | 1.87 | +2.18 |
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Drawdowns
BWXT vs. OSK - Drawdown Comparison
The maximum BWXT drawdown since its inception was -47.88%, smaller than the maximum OSK drawdown of -93.84%. Use the drawdown chart below to compare losses from any high point for BWXT and OSK.
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Drawdown Indicators
| BWXT | OSK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.88% | -93.84% | +45.96% |
Max Drawdown (1Y)Largest decline over 1 year | -23.14% | -33.06% | +9.92% |
Max Drawdown (3Y)Largest decline over 3 years | -32.87% | -36.66% | +3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -32.92% | -43.96% | +11.04% |
Max Drawdown (10Y)Largest decline over 10 years | -47.74% | -48.68% | +0.94% |
Current DrawdownCurrent decline from peak | -18.75% | -23.77% | +5.02% |
Average DrawdownAverage peak-to-trough decline | -13.17% | -23.21% | +10.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.22% | 12.50% | -2.28% |
Volatility
BWXT vs. OSK - Volatility Comparison
The current volatility for BWX Technologies, Inc. (BWXT) is 11.22%, while Oshkosh Corporation (OSK) has a volatility of 12.35%. This indicates that BWXT experiences smaller price fluctuations and is considered to be less risky than OSK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWXT | OSK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.22% | 12.35% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 34.21% | 31.21% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.12% | 38.67% | +6.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.05% | 34.39% | -1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.83% | 35.33% | -4.50% |
Dividends
BWXT vs. OSK - Dividend Comparison
BWXT's dividend yield for the trailing twelve months is around 0.54%, less than OSK's 1.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | 0.54% | 0.58% | 0.86% | 1.20% | 1.52% | 1.75% | 1.26% | 1.10% | 1.67% | 0.69% | 0.91% | 30.37% |
OSK Oshkosh Corporation | 1.60% | 1.62% | 1.94% | 1.51% | 1.68% | 1.21% | 1.43% | 1.17% | 1.61% | 0.96% | 1.21% | 1.74% |
Financials
BWXT vs. OSK - Financials Comparison
This section allows you to compare key financial metrics between BWX Technologies, Inc. and Oshkosh Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BWXT vs. OSK - Profitability Comparison
BWXT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BWX Technologies, Inc. reported a gross profit of 0.00 and revenue of 860.22M. Therefore, the gross margin over that period was 0.0%.
OSK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Oshkosh Corporation reported a gross profit of 0.00 and revenue of 2.32B. Therefore, the gross margin over that period was 0.0%.
BWXT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BWX Technologies, Inc. reported an operating income of 106.69M and revenue of 860.22M, resulting in an operating margin of 12.4%.
OSK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Oshkosh Corporation reported an operating income of 82.00M and revenue of 2.32B, resulting in an operating margin of 3.5%.
BWXT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BWX Technologies, Inc. reported a net income of 91.19M and revenue of 860.22M, resulting in a net margin of 10.6%.
OSK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Oshkosh Corporation reported a net income of 43.10M and revenue of 2.32B, resulting in a net margin of 1.9%.
Frequently Asked Questions
BWXT and OSK have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OSK has higher volatility (12.35%) compared to BWXT (11.22%). In terms of maximum drawdown, BWXT dropped -47.88% vs OSK's -93.84%.
BWXT currently has the higher Sharpe Ratio (0.92 vs 0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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