Oshkosh: Strong Buy Upgrade Despite Execution Challenges Oshkosh Corporation is upgraded to a stron...

Oshkosh: Strong Buy Upgrade Despite Execution Challenges Oshkosh Corporation is upgraded to a strong buy with a $180.56 price target, driven by a robust balance sheet and multi-year growth trajectory. Despite recent margin compression and operational challenges in Vocational and Transport, OSK's strong backlog and Access/Defense opportunities underpin long-term upside. Q2 saw revenue growth but lower margins; near-term performance hinges on improved fire truck throughput and NGDV production ramp.