OSHKOSH CORP 8-K

What Happened Oshkosh Corporation (OSK) issued a press release on January 29, 2026 (furnished as Exhibit 99.1) announcing its financial results for the quarter and year ended December 31, 2025, and held a conference call the same day. The company made the slide presentation and an audio replay of the call available on its website for at least 12 months. The filing reiterates that forward‑looking statements (including the company’s 2028 financial targets) are targets—not guarantees—and that Oshkosh disclaims any obligation to update them until its next earnings call, if at all.

Key Details

• Conference call and Q4/2025 slide presentation posted on oshkoshcorp.com; replay available for ≥12 months.
• Next Generation Delivery Vehicle (NGDV) contract: USPS orders received of 51,500 units as of Dec 31, 2025; deferred contract costs exceed future profits by approx. $135 million at that date.
• Trade/tariff impact: tariffs cost Oshkosh about $35 million in 2025 and are estimated to increase to roughly $200 million in 2026.
• Credit and receivables: consolidated gross receivables of $1.5 billion (Dec 31, 2025) and guarantees of customer indebtedness totaling $559 million (estimated maximum exposure $93 million).

Why It Matters The 8‑K signals Oshkosh’s published quarterly and annual results and provides investor access to management commentary and slides. Key disclosed risks in the filing—most notably execution and profitability risks on the USPS NGDV program, rising trade tariffs, and material credit exposure—could materially affect future revenues, margins and cash flow. Investors should note the company’s explicit warning that multi‑year targets (e.g., 2028 targets) are aspirational and carry greater uncertainty than near‑term guidance.