Oshkosh Corporation Reports Strong 2023 Performance with $9.7 Billion Revenue and $9.08 EPS
Ticker: OSK · Form: DEF 14A · Filed: Mar 28, 2024 · CIK: 775158
Sentiment: bullish
Topics: Oshkosh Corporation, DEF 14A, Electric Vehicles, Acquisition, USPS Contract
TL;DR
<b>Oshkosh Corporation reported a strong 2023 with significant revenue and EPS growth, driven by strategic acquisitions and innovation in electric and advanced vehicle technologies.</b>
AI Summary
OSHKOSH CORP (OSK) filed a Proxy Statement (DEF 14A) with the SEC on March 28, 2024. Oshkosh Corporation achieved $9.7 billion in revenue in 2023, a 17% increase from 2022. Diluted earnings per share (EPS) reached $9.08 in 2023, a 245% increase compared to 2022. The company introduced the McNeilus Volterra ZSL, North America's first fully integrated, zero-emission electric refuse vehicle. Oshkosh completed the acquisition of JBT Corporation's AeroTech business, its second-largest acquisition. The company expects to deliver the first Next Generation Delivery Vehicles to the USPS in 2024.
Why It Matters
For investors and stakeholders tracking OSHKOSH CORP, this filing contains several important signals. The acquisition of JBT AeroTech positions Oshkosh in the growing air transportation support sector, diversifying its business and revenue streams. Continued investment in electrification, autonomy, and connected telematics signals Oshkosh's commitment to future-proofing its product lines and capturing emerging market opportunities.
Risk Assessment
Risk Level: medium — OSHKOSH CORP shows moderate risk based on this filing. The company's reliance on government contracts and defense spending, as well as potential supply chain disruptions and labor shortages, present medium-level risks to its financial performance.
Analyst Insight
Investors should monitor the integration of the AeroTech acquisition and the rollout of new electric vehicle platforms, particularly the USPS contract, for future growth indicators.
Financial Highlights
- revenue
- 9.7 billion
- eps
- 9.08
- revenue Growth
- 17%
Revenue Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Total | 9.7 billion | 17% |
Key Numbers
- 9.7 billion — Revenue (2023)
- 9.08 — Diluted EPS (2023)
- 17% — Revenue Growth (2023 vs 2022)
- 245% — EPS Growth (2023 vs 2022)
Key Players & Entities
- Oshkosh Corporation (company) — Registrant
- JBT Corporation (company) — Acquisition target
- United States Postal Service (company) — Customer for new vehicles
- McNeilus (company) — Brand of electric refuse vehicle
- Pierce (company) — Brand of electric fire truck
FAQ
When did OSHKOSH CORP file this DEF 14A?
OSHKOSH CORP filed this Proxy Statement (DEF 14A) with the SEC on March 28, 2024.
What is a DEF 14A filing?
A DEF 14A is a definitive proxy statement sent to shareholders before annual meetings, covering executive compensation, board nominations, and shareholder votes. This particular DEF 14A was filed by OSHKOSH CORP (OSK).
Where can I read the original DEF 14A filing from OSHKOSH CORP?
You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by OSHKOSH CORP.
What are the key takeaways from OSHKOSH CORP's DEF 14A?
OSHKOSH CORP filed this DEF 14A on March 28, 2024. Key takeaways: Oshkosh Corporation achieved $9.7 billion in revenue in 2023, a 17% increase from 2022.. Diluted earnings per share (EPS) reached $9.08 in 2023, a 245% increase compared to 2022.. The company introduced the McNeilus Volterra ZSL, North America's first fully integrated, zero-emission electric refuse vehicle..
Is OSHKOSH CORP a risky investment based on this filing?
Based on this DEF 14A, OSHKOSH CORP presents a moderate-risk profile. The company's reliance on government contracts and defense spending, as well as potential supply chain disruptions and labor shortages, present medium-level risks to its financial performance.
What should investors do after reading OSHKOSH CORP's DEF 14A?
Investors should monitor the integration of the AeroTech acquisition and the rollout of new electric vehicle platforms, particularly the USPS contract, for future growth indicators. The overall sentiment from this filing is bullish.
Risk Factors
- Supply Chain Constraints and Labor Conditions [medium — financial]: The company faced supply chain constraints and tight labor conditions in 2023, impacting operations.
- Government Contracts [medium — regulatory]: A significant portion of Oshkosh's business involves government contracts, which are subject to regulatory changes and funding uncertainties.
- Strategic Acquisitions [medium — financial]: The company completed the acquisition of JBT Corporation's AeroTech business, which carries integration risks and financial commitments.
Key Dates
- 2024-05-07: Annual Shareholder Meeting — Date for proxy statement matters
- 2024-03-28: Filing Date — Date of DEF 14A filing
Glossary
- DEF 14A
- Definitive Proxy Statement filed with the SEC. (Provides detailed information on corporate governance, executive compensation, and matters submitted for shareholder vote.)
- Volterra ZSL
- Zero-emission electric refuse and recycling collection vehicle. (Represents Oshkosh's commitment to sustainable and electric vehicle technology in the waste management sector.)
Filing Stats: 4,306 words · 17 min read · ~14 pages · Grade level 14.2 · Accepted 2024-03-28 16:10:34
Key Financial Figures
- $9.7 billion — ciency enabled us to deliver revenue of $9.7 billion and diluted earnings per share of $9.08
- $9 — llion and diluted earnings per share of $9.08, representing increases of 17% and 2
- $16.8 billion — ology efforts. With record backlog of $16.8 billion at December 31, 2023 and strong market
- $9.7 b — 23. The company delivered revenues of $9.7 billion, a 17% increase versus 2022, and
- $837.6 m — se versus 2022, and operating income of $837.6 million, an impressive 125% increase vers
- $9.08 — ts led to diluted earnings per share of $9.08 for the company. Revenue, operating inc
- $129.8 million — Campaign Equality 100 Award. Returned $129.8 million of cash to shareholders through a combi
- $107.2 million — ases, including cash dividends totaling $107.2 million. Announced a 12.2% increase to our qu
- $0.41 — ase to our quarterly dividend rate from $0.41 to $0.46 per share on January 30, 2024,
- $0.46 — r quarterly dividend rate from $0.41 to $0.46 per share on January 30, 2024, which ma
Filing Documents
- tm2329333-d2_def14a.htm (DEF 14A) — 2306KB
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- 0001104659-24-040519.txt ( ) — 8742KB
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Forward-Looking Statements
Forward-Looking Statements This Proxy Statement contains statements that the company believes to be "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact, including, without limitation, statements regarding the Company's future financial position, business strategy, targets, projected sales, costs, earnings, capital expenditures, debt levels and cash flows, and plans and objectives of management for future operations, are forward-looking statements. When used in this Proxy Statement, words such as "may," "will," "expect," "intend," "estimate," "anticipate," "believe," "should," "project," "confident" or "plan" or the negative thereof or variations thereon or similar terminology are generally intended to identify forward-looking statements. These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties, assumptions and other factors, some of which are beyond the Company's control, which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. These factors include the cyclical nature of the Company's access equipment, fire apparatus, refuse collection and air transportation equipment markets, which are particularly impacted by the strength of U.S. and European economies and construction seasons; the Company's estimates of access equipment demand which, among other factors, is influenced by historical customer buying patterns and rental company fleet replacement strategies; the impact of orders and costs on the U.S. Postal Service contract; the impact of severe weather, war, natural disasters or pandemics that may affect the Company, its suppliers or its customers; the Company's ability to increase prices or impose surcharges to raise margins or to offset higher input costs, including increased raw material, labor, freight and overhead costs; the Compan