Bernstein Reiterates a Hold Rating on Oshkosh Corporation (OSK) [Yahoo! Finance]
Oshkosh Corporation (Holding Company)Common Stock (OSK)
Last oshkosh corporation (holding company)common stock earnings: 4/29 06:50 am
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Source: Yahoo! Finance
17, Bernstein reiterated a Hold rating on Oshkosh Corporation (NYSE:OSK) with a $140 price target. ?The firm released a research note stating that it is bullish on US machinery stocks, believing the sector is primed for gains from the reshoring trend. The firm noted that S&P 500 manufacturers plan $205 billion in capital expenditure for 2026, which is a significant increase from $30 billion in 2025. Moreover, the growth rate in manufacturing capex is also expected to accelerate from just 2% in 2025 to 16% in 2026. Capital intensity, which is capital expenditure as a percentage of sales, is also expected to rise to 10% in 2026 from 9% a year ago. ?The firm highlighted that this growth comes from favorable policy shifts. Bernstein noted that 2025 tax reforms now allow full depreciation of factory construction costs in the first year of operation. Previously, there was only a partial relief on just 30% of equipment capex. Moreover, tariffs have further reduced the appeal of offshore
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OSK
Earnings
- 1/29/26 - Miss
OSK
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/26/26 - Form ARS
- 3/26/26 - Form DEF
- OSK's page on the SEC website