2025 Oshkosh Corporation Annual Report

OSHKOSH CORPORATION NOTES OF CONSOLIDATED FINANCIAL STATEMENTS

Changes in the Company’s deferred contract costs were as follows (in millions):

Year Ended December 31,

2025

2024

2023

Balance at beginning of period

$

842.6 $

710.7 $

415.8 305.7 (10.8)

Additions to deferred contract costs Amortization of deferred contract costs Impairment of deferred contract costs

16.0

136.1

(32.5)

(4.2)

(0.6)

Balance at end of period

$

825.5 $

842.6 $

710.7

Disaggregation of Revenue Consolidated net sales disaggregated by segment and timing of revenue recognition are as follows (in millions): Year Ended December 31, 2025

Corporate and Other

Access

Vocational

Transport

Total

Point in time

$

4,416.2 $

2,812.8 $

67.0 $

19.2 $

7,315.2 3,107.1

Over time

78.2

914.1

2,029.7

85.1

$

4,494.4 $

3,726.9 $

2,096.7 $

104.3 $ 10,422.3

Year Ended December 31, 2024

Corporate and Other

Access

Vocational

Transport

Total

Point in time

$

5,097.8 $

2,459.4 $

16.6 $

(3.3) $

7,570.5 3,159.7

Over time

66.9

850.9

2,138.6

103.3

$

5,164.7 $

3,310.3 $

2,155.2 $

100.0 $ 10,730.2

Year Ended December 31, 2023

Corporate and Other

Access

Vocational

Transport

Total

Point in time

$

4,936.5 $

2,001.4 $

12.1 $

(8.4) $

6,941.6 2,716.3 9,657.9

Over time

53.5

576.7

1,989.3

96.8

$

4,990.0 $

2,578.1 $

2,001.4 $

88.4 $

See Note 24 for further disaggregated sales information. Contract Assets and Contract Liabilities

The timing of billing does not always match the timing of revenue recognition. In instances where the Company recognizes revenue prior to billing, the Company records a contract asset (i.e., unbilled receivables). The Company reduces contract assets when the Company has an unconditional right to payment. The Company establishes allowances for expected credit losses. The Company did not record any losses on unbilled receivables in 2025, 2024 or 2023. The Company is generally entitled to bill its customers upon satisfaction of its performance obligations, except for its long ‑ term contracts in the Transport segment which typically allow for billing upon acceptance of the finished goods, payments received from customers in advance of performance, payments for rights to purchase future goods and extended warranties that are billed in advance of the warranty coverage period. Customer payment terms generally do not exceed one year. See Note 9 for additional information on the Company’s receivables balances.

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