OSK vs. BWXT
OSK (Oshkosh Corporation) and BWXT (BWX Technologies, Inc.) are both stocks. Both are in the Industrials sector — OSK in Farm & Heavy Construction Machinery, BWXT in Aerospace & Defense. Over the past 10 years, OSK returned 13.31%/yr vs 20.03%/yr for BWXT. At a 0.45 correlation, their price movements are largely independent.
Performance
OSK vs. BWXT - Performance Comparison
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Returns By Period
In the year-to-date period, OSK achieves a 8.34% return, which is significantly lower than BWXT's 12.23% return. Over the past 10 years, OSK has underperformed BWXT with an annualized return of 13.31%, while BWXT has yielded a comparatively higher 20.03% annualized return.
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
- 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 vs. BWXT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSK Oshkosh Corporation | 8.34% | 34.49% | -10.83% | 25.23% | -20.49% | 32.52% | -7.53% | 56.59% | -31.62% | 42.35% |
BWXT BWX Technologies, Inc. | 12.23% | 56.37% | 46.53% | 33.87% | 23.30% | -19.40% | -1.54% | 64.48% | -36.10% | 53.59% |
Correlation
The correlation between OSK and BWXT 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
OSK:
$64.40B
BWXT:
$17.78B
OSK:
$2.08
BWXT:
$3.75
OSK:
65.02
BWXT:
51.53
OSK:
1.36
BWXT:
13.62
OSK:
3.60
BWXT:
5.26
OSK:
6.47
BWXT:
13.89
OSK:
$10.43B
BWXT:
$3.38B
OSK:
$1.42B
BWXT:
$566.27M
OSK:
$1.04B
BWXT:
$534.48M
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Return for Risk
OSK vs. BWXT — Risk / Return Rank
OSK
BWXT
OSK vs. BWXT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oshkosh Corporation (OSK) and BWX Technologies, Inc. (BWXT). 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.
| OSK | BWXT | 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 | 1.13 | 1.20 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.71 | 1.79 | -1.08 |
| Martin ratioReturn relative to average drawdown | 1.87 | 4.04 | -2.18 |
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Drawdowns
OSK vs. BWXT - Drawdown Comparison
The maximum OSK drawdown since its inception was -93.84%, which is greater than BWXT's maximum drawdown of -47.88%. Use the drawdown chart below to compare losses from any high point for OSK and BWXT.
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Drawdown Indicators
| OSK | BWXT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.84% | -47.88% | -45.96% |
Max Drawdown (1Y)Largest decline over 1 year | -33.06% | -23.14% | -9.92% |
Max Drawdown (3Y)Largest decline over 3 years | -36.66% | -32.87% | -3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -43.96% | -32.92% | -11.04% |
Max Drawdown (10Y)Largest decline over 10 years | -48.68% | -47.74% | -0.94% |
Current DrawdownCurrent decline from peak | -23.77% | -18.75% | -5.02% |
Average DrawdownAverage peak-to-trough decline | -23.21% | -13.17% | -10.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.50% | 10.22% | +2.28% |
Volatility
OSK vs. BWXT - Volatility Comparison
Oshkosh Corporation (OSK) has a higher volatility of 12.35% compared to BWX Technologies, Inc. (BWXT) at 11.22%. This indicates that OSK's price experiences larger fluctuations and is considered to be riskier than BWXT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OSK | BWXT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.35% | 11.22% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 31.21% | 34.21% | -3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.67% | 45.12% | -6.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.39% | 33.05% | +1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.33% | 30.83% | +4.50% |
Dividends
OSK vs. BWXT - Dividend Comparison
OSK's dividend yield for the trailing twelve months is around 1.60%, more than BWXT's 0.54% 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
OSK vs. BWXT - Financials Comparison
This section allows you to compare key financial metrics between Oshkosh Corporation and BWX Technologies, Inc.. 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
OSK vs. BWXT - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
OSK and BWXT 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, OSK dropped -93.84% vs BWXT's -47.88%.
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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