INNOVATION THAT MOVES THE WORLD FORWARD
At-A-Glance
A portfolio of market leading brands
Technology for everyday heroes
Oshkosh ® is a global industrial technology company delivering scalable, purpose-driven solutions for tough jobs. We develop technology for everyday heroes in one market and adapt it across related industries to move the world forward. Supporting essential industries: We advance safety and productivity in vehicles and equipment through electrification, autonomy, artificial intelligence and connectivity. Collaboration powers innovation: By working closely with customers and users, we design solutions to real-world challenges.
Simplifying challenging work: Our solutions make demanding jobs easier.
Shaping the future of
Integrated, intelligent ground support solutions streamline aircraft turns, promoting productivity and efficiency AIRPORTS
Purpose-built, route-based electric fleet vehicles deliver safety, comfort and productivity NEIGHBORHOODS
E lectrified, autonomous equipment offers safety, performance and operational control JOB SITES
Our strategy
Develop safe, intuitive and productive solutions to real-world challenges through advanced technology and proven expertise INNOVATE
Deliver solutions that support the installed base, promote uptime and create value across every stage of ownership SERVE
Expand our leading portfolio to adjacent products, verticals and geographies ADVANCE
Compelling investment thesis — 2028 targets
CASH GENERATION AND CAPITAL MANAGEMENT ~90+% Avg. FCF conversion (1)
TOP-LINE GROWTH ~$13-14B Revenue
TRANSFORMING MARGIN ~12-14% Adj. operating margin*
RESILIENT PORTFOLIO ~$18-22 Adj. EPS*
2028 FINANCIAL TARGETS
2028
Segment
Revenue (in billions)
Adjusted OI*
GAAP to Non-GAAP Reconciliation Access segment operating income (GAAP) Amortization of purchased intangibles Adjusted Access segment operating income (non-GAAP) Vocational segment operating income (GAAP) Amortization of purchased intangibles Adjusted Vocational segment operating income (non-GAAP)
Low
High
15.8% 0.2% 16.0% 17.3% 0.7% 18.0% 13.6% 0.4% 14.0%
13.8% 0.2% 14.0% 15.2% 0.8% 16.0% 11.6% 0.4% 12.0% $17.40 0.60 $18.00
Access
~$5.3-5.8
~14-16%
Vocational
~$4.6-5.0
~16-18%
Transport
~$3.1-3.2
~10%
Consolidated operating income (GAAP) Amortization of purchased intangibles Adjusted consolidated operating income (non-GAAP)
OSK
~$13-14
~12-14%
$21.40 0.60 $22.00
Earnings per share-diluted (GAAP) Amortization of purchased intangibles Adjusted earnings per share-diluted (non-GAAP)
*Non-GAAP estimates. Note: All estimates exclude future M&A activities. (1) Net cash provided by operating activities less additions to property, plant and equipment, divided by net income.
VISIT OUR INVESTOR RELATIONS WEBSITE TO LEARN MORE
Oshkosh Corporation 1917 Four Wheel Drive Oshkosh, WI 54902 920.502.3009
www.oshkoshcorp.com
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The appearance of U.S. Department of Defense (DoD) visual information does not imply or constitute DoD endorsement.
OSK0065-IR-AAG
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