How Oshkosh’s CES 2026 Autonomy and AI Showcase Could Shape OSK’s Technology Narrative

• Oshkosh Corporation has announced plans to return to CES 2026 in Las Vegas, where it will showcase advances in autonomy, artificial intelligence, connectivity and electrification across its purpose-built vehicles, including award-winning products in robotics and sustainable airport rescue and firefighting.
• The CES 2026 Innovation Awards for Oshkosh’s JLG Boom Lift with Robotic End Effector and Striker Volterra Electric ARFF spotlight how the company is positioning its technology as a backbone for safer, more efficient job sites, smart cities and critical infrastructure operations.
• We’ll now examine how Oshkosh’s CES-recognized advances in autonomy and AI may influence the existing investment narrative around its technology focus.

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Oshkosh Investment Narrative Recap

To own Oshkosh, you need to believe in its ability to turn specialty-vehicle innovation into durable demand across construction, defense and vocational end markets, while managing tariff exposure and contract concentration. The CES 2026 recognition in autonomy and AI reinforces the technology-led growth story, but it does not materially change the near term focus on executing large government programs and protecting margins in cyclical segments, which remain the key catalyst and the central risk right now.

Among recent announcements, Oshkosh’s 2025 guidance, which narrows expected net sales to US$10.3 billion to US$10.4 billion and EPS to US$9.75 to US$10.25, is especially relevant. The CES awards for its robotic JLG boom lift and Striker Volterra electric ARFF sit squarely within the technology pillar that underpins this outlook, as investors weigh how faster adoption of advanced, higher value vehicles could support earnings resilience despite uneven construction and defense spending patterns.

Yet while the technology story is compelling, investors should be aware that Oshkosh’s growing reliance on large government contracts could...

Read the full narrative on Oshkosh (it's free!)

Oshkosh's narrative projects $12.0 billion revenue and $940.2 million earnings by 2028. This requires 5.1% yearly revenue growth and about a $289.8 million earnings increase from $650.4 million today.

Uncover how Oshkosh's forecasts yield a $153.08 fair value, a 19% upside to its current price.

Exploring Other Perspectives

Seven members of the Simply Wall St Community currently estimate Oshkosh’s fair value anywhere from US$10 to about US$239.57, reflecting very different expectations. Against that backdrop, Oshkosh’s push into electric, hybrid and autonomous platforms around CES 2026 could be a key factor many will watch when thinking about how resilient future earnings might be.

Explore 7 other fair value estimates on Oshkosh - why the stock might be worth less than half the current price!

Build Your Own Oshkosh Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Oshkosh research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Oshkosh research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Oshkosh's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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