Is OSK's Q1 2025 forecast too conservative?
4/5/2025 03:10pm
**Oshkosh's Q1 2025 forecast does not appear to be overly conservative** based on the available data and market analysis. Here's why:
1. **Earnings Guidance**: Oshkosh has provided EPS guidance of $11.00 to $11.00 for FY 2025, which aligns with the consensus estimate of $10.58. This suggests that the company's forecast is in line with market expectations.
2. **Recent Performance**: The company's recent performance has been strong, with fourth-quarter results that beat analyst expectations. This positive trend suggests that Oshkosh is well-positioned to meet or exceed its earnings guidance.
3. **Market Sentiment**: Despite being conservative, the market seems to be optimistic about Oshkosh's outlook. Shares of the company rose over 2% after the release of Q4 results and the 2025 outlook. This indicates that investors may not perceive the company's guidance as overly conservative.
4. **Operational Outlook**: Oshkosh expects favorable price-cost dynamics and volume growth to drive improved margins in 2025. This suggests that the company is confident in its ability to perform well within its guidance range.
In conclusion, Oshkosh's Q1 2025 forecast does not seem too conservative given the company's recent performance, market sentiment, and operational outlook.