Bernstein raises Oshkosh stock price target to $132 on strong earnings

Published 04/08/2025, 15:38
Bernstein raises Oshkosh stock price target to $132 on strong earnings

Investing.com - Bernstein SocGen Group raised its price target on Oshkosh (NYSE:OSK) to $132.00 from $126.00 while maintaining a Market Perform rating. The stock, currently trading at $135.60, has delivered an impressive 38.66% return year-to-date and is trading near its 52-week high.

The price target increase follows Oshkosh’s second-quarter 2025 adjusted earnings per share of $3.41, which exceeded consensus estimates by 16%, according to Bernstein. The company maintains a strong financial position, with InvestingPro data showing a healthy P/E ratio of 13.54x and robust liquidity metrics.

The company delivered strong performance across all segments despite experiencing slower volumes in both Access and Transport divisions, the research firm noted.

Oshkosh maintained the same margins as in the second quarter of 2024 despite lower revenues, and has increased its earnings per share guidance to $11.00, which is 7% ahead of consensus estimates.

Despite these positive developments, Bernstein maintained its neutral stance on Oshkosh stock, citing concerns about current conditions in the construction market and excess capacity issues.

In other recent news, Oshkosh Corporation reported impressive financial results for the second quarter of 2025, surpassing both earnings and revenue expectations. The company achieved an adjusted earnings per share of $3.41, which was significantly higher than the anticipated $2.94, representing a 15.99% surprise. Additionally, Oshkosh’s revenue reached $2.73 billion, exceeding the forecast of $2.66 billion. These results highlight the company’s strong performance in the recent quarter. The earnings and revenue outcomes reflect positively on Oshkosh’s operational execution. This development is noteworthy for investors considering the company’s financial health.

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