2025 Oshkosh Corporation Annual Report

OSHKOSH CORPORATION CONSOLIDATED STATEMENTS OF SHAREHOLDERS ’ EQUITY (Dollars in millions, except per share amounts)

Accumulated Other Comprehensive Income (Loss)

Common Stock in Treasury at Cost

Additional Paid-In Capital

Common Stock

Retained Earnings

Total

Balance at December 31, 2022

$

0.7 $ 806.0 $ 3,315.0 $

(92.3) $ (843.7) $ 3,185.7

Net income

— 598.0

— 598.0

Pension and post-employment benefits, net of tax of $0.9

— — — — — — — — —

— — —

— — — — — — — — —

1.9

— — —

1.9

Currency translation adjustments Derivative instruments, net of tax Cash dividends ($1.64 per share) Repurchases of Common Stock

27.1

27.1

(8.7)

(8.7)

— (107.2)

— (107.2)

— (22.5)

(22.5)

Exercise of stock options

1.5

— — —

7.7

9.2

Stock-based compensation expense

31.9

31.9

Payment of stock-based restricted and performance shares Shares tendered for taxes on stock-based compensation

— (16.8)

16.8

— (11.0)

(11.0)

Other

0.4

0.5

0.9

Balance at December 31, 2023

0.7

823.0

3,805.8

(72.0)

(852.2)

3,705.3

Net income

— 681.4

— 681.4

Pension and post-employment benefits, net of tax of $11.0

— — — — — — — — —

— — —

— — — — — — — — —

35.4

35.4

Currency translation adjustments Derivative instruments, net of tax Cash dividends ($1.84 per share) Repurchases of Common Stock

(67.7)

— (67.7)

1.1

1.1

— (120.0)

— (120.0)

— (116.0)

(116.0)

Exercise of stock options

1.1

— — —

4.2

5.3

Stock-based compensation expense

38.1

38.1

Payment of stock-based restricted and performance shares Shares tendered for taxes on stock-based compensation

— (14.2)

14.2

— (11.1)

(11.1)

Other

(0.2)

0.5

0.3

Balance at December 31, 2024

0.7

847.8

4,367.2

(103.2)

(960.4)

4,152.1

Net income

— 647.0

— 647.0

Pension and post-employment benefits, net of tax of $(0.5)

— — — — — — — — —

— — —

— — — — — — — — —

(2.0)

(2.0)

Currency translation adjustments Derivative instruments, net of tax Cash dividends ($2.04 per share) Repurchases of Common Stock

112.4

— 112.4

(0.8)

(0.8)

— (130.4)

— (130.4)

— (278.0)

(278.0)

Exercise of stock options

1.4

— — —

6.1

7.5

Stock-based compensation expense

38.0

38.0

Payment of stock-based restricted and performance shares Shares tendered for taxes on stock-based compensation

— (20.5)

20.5

— (15.6)

(15.6)

Other

(0.4)

0.7

0.3

Balance at December 31, 2025

$

0.7 $ 866.3 $ 4,883.8 $

6.4 $ (1,226.7) $ 4,530.5

The accompanying notes are an integral part of these financial statements.

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