Oshkosh Corporation (OSK) – Chip shortage and increased raw material cost is a concern

Fire & Emergency segment net sales in the third quarter of fiscal 2021 increased $2.9mn, or 1.0%, as a result of higher domestic fire truck deliveries ($18mn), offset in part by lower international ARFF vehicle volume ($15mn).

Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– Guidance
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages : 38