OSK Oshkosh Corporation (Holding Company)Common Stock

NYSE · Machinery · View on SEC EDGAR ↗
$151.41
Price · Aug 18, 2026
Fundamentals as of Jul 28, 2026

About Oshkosh Corporation (Holding Company)Common Stock Company overview from Wikipedia

Oshkosh Corporation, formerly Oshkosh Truck, is an American industrial company that designs and builds specialty trucks, military vehicles, truck bodies, airport fire apparatus, and access equipment. The corporation also owns Pierce Manufacturing, a fire apparatus manufacturer in Appleton, Wisconsin, and JLG Industries, a manufacturer of lift equipment, including aerial lifts, boom lifts, scissor lifts, telehandlers and low-level access lifts.

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Oshkosh Corporation, formerly Oshkosh Truck, is an American industrial company that designs and builds specialty trucks, military vehicles, truck bodies, airport fire apparatus, and access equipment. The corporation also owns Pierce Manufacturing, a fire apparatus manufacturer in Appleton, Wisconsin, and JLG Industries, a manufacturer of lift equipment, including aerial lifts, boom lifts, scissor lifts, telehandlers and low-level access lifts.

Based in Oshkosh, Wisconsin, the company employs approximately 15,000 people around the world at 130 facilities in 24 countries. It is organized in four primary business groups: access equipment, defense, fire and emergency, and commercial.

History

Founded in 1917, as the Wisconsin Duplex Auto Company, the company was created to build a severe-duty four-wheel-drive truck. After the first prototype was built, the company began to develop rapidly. This first four-wheel-drive truck, known today as "Old Betsy", is still owned by Oshkosh Corporation and housed in the new Global Headquarters building in Oshkosh. The vehicle still runs and is used frequently in demonstrations and parades. The first mass-produced truck was the 2-ton Model A, with seven produced in 1918. The 3.5-ton Model B and 5-ton Model F followed. The Model TR, introduced in 1933, was a diversification for the company and was the first rubber tired earthmover ever built.

The model 50-50, introduced in 1955, was the first truck created specifically for the hauling of concrete. The first aircraft rescue and firefighting (ARFF) W2206 With rollover snow plows or snow blowers were delivered to all branches of US military for airfield snow removal. Oshkosh has also produced aircraft tow tractors, and in 1968 the company designed and built the U-30 tow tractor, 45 of which were built for the U.S. Air Force to tow the Lockheed C-5 Galaxy transport aircraft.

In 1976, the company won a U.S. Army contract to supply 744 M911 heavy equipment transporters, the first in a long line of U.S. Army contracts that now sees Oshkosh Defense as the sole supplier of medium and heavy tactical trucks to the U.S. Army and Marines.

On August 25, 2015, Oshkosh was awarded the U.S. military's Joint Light Tactical Vehicle contract. The initial JLTV award is valued at $6.75 billion for up to 16,901 vehicles. The procurement objective for JLTV stands at 49,099 Army and 9,091 Marines, with the Navy and Air Force also having smaller requirements. The estimated program cost is $47.6 billion. JLTV will partially replace the AM General Humvee.

On November 7, 2017, the Oshkosh Common Council approved a proposal to sell part of the century-old Lake Shore Golf Course along the shore of Lake Butte des Morts to Oshkosh Corp. for its new headquarters. On November 22, 2017, the Oshkosh Corporation announced it would build the new headquarters on the golf course. The city plans to redevelop the rest of the golf course into a new public space.

On February 7, 2018, the U.S. Army announced that the Family of Medium Tactical Vehicles A2 (FMTV A2) contract had been awarded to Oshkosh Defense. Oshkosh was already building the FMTV A1P2, having been awarded this contract in August 2009. As of August 2021, Oshkosh has built around 40,000 FMTVs for the US military and others.

In February 2020, Oshkosh Corporation was named one of the 2020 World's Most Ethical Companies by Ethisphere, a for-profit organization.

In February 2021, Oshkosh Defense was awarded the U.S. Postal Service's Next Generation Delivery Vehicle (NGDV) mail truck contract for between 50,000 and 165,000 units over ten years, with production start targeted for 2023. The fleet will include low-emissions internal combustion engine vehicles as well as battery electric vehicles (BEVs) and could be worth over $6 billion.

Locations

Oshkosh Corporation is headquartered in Oshkosh, Wisconsin. It has manufacturing operations in eight U.S. states and in Australia, Canada, China, France and Romania, and through investments in joint ventures in Mexico and Brazil. The access equipment division is headquartered in McConnellsburg, Pennsylvania; the Defense division in Oshkosh, Wisconsin; the Fire & Emergency division in Appleton, Wisconsin; and the Commercial division in Dodge Center, Minnesota.

Oshkosh products and services are sold in more than 150 countries around the globe. The company also maintains a global service network.

Subsidiaries

Oshkosh Corporation manufactures, distributes, and services products under fourteen brands: Oshkosh, Oshkosh AeroTech, Oshkosh Airport Products, Oshkosh Defense LLC, Frontline Communications, Hinowa, IMT (Iowa Mold Tooling Co., Inc.), JerrDan LLC, JLG Industries Inc., London Machinery Inc., Maxi Métal, McNeilus, Pierce Manufacturing Inc., and Pratt Miller.

Products

Defense

The current and recent main defense products of Oshkosh Defense include the following:

Family of Medium Tactical Vehicles (FMTV). The FMTV is the U.S. Army's standard 2.5- and 5-ton truck. The FMTV was originally manufactured by Stewart and Stevenson (1996–2006), then by Armor Holdings (2006–2007), then by what is now BAE Systems Platforms & Services. From 2011 it has been manufactured by Oshkosh.

HET; Global HET, M1070/M1070A1/M1300. The M1070, in A0, A1 and M1300 configurations, is the U.S. Army's current tank transporter tractor. The Global HET is essentially a M1070A1 with three axles instead of four.

Heavy Expanded Mobility Tactical Truck - M977 HEMTT. The HEMTT is the U.S. Army's standard 10-ton truck. In evolving configurations it has been in continuous production since 1982; current variants suffixed A4.

Heavy Expanded Mobility Tactical Truck HEMTT A3 diesel-electric. The HEMTT A3 was a prototype/developmental design with a diesel-electric drive system.

Oshkosh L-ATV / Joint Light Tactical Vehicle. The Oshkosh L-ATV won the Department of Defense's JLTV (Joint Light Tactical Vehicle) competition. JLTV will replace the military's aging AM General HMMWV/Humvee fleet. The first JLTV order was placed in March 2016. For certain applications Oshkosh retains the L-ATV name/brand.

LVS (Logistics Vehicle System). A U.S. Marine Corps 8x8 truck that has been replaced by the LVSR

Logistics Vehicle System Replacement (LVSR). The LVSR is a family of vehicles, based on a common 5-axle ten-wheel drive 10x10 chassis, that vary in individual configuration by mission requirements. It replaced the LVS.

M-ATV (MRAP All-Terrain Vehicle). A medium-weight mine blast protected vehicle originally developed for use in Afghanistan.

MTVR (Medium Tactical Vehicle Replacement). The MTVR is the standard 7-ton truck of the U.S. Marines.

Wheeled Tanker. A UK-specific MTVR development.

Sand Cat. A light protected vehicle based on a Ford F550 chassis.

P-19R. U.S. Marines' Aircraft Rescue Fire Fighting (ARFF) truck.

Special Purpose All-Terrain Vehicle (S-ATV). A developmental light all-terrain buggy-type design

Palletized Load System (PLS); M1074/M1075 trucks and M1076 trailer. Five-axle all-wheel drive trucks and companion three-axle trailers; trucks fitted with a hooklift-type load-handling system

TAK-4/TAK-4i. An independent suspension system

TerraMax. Autonomous vehicle technology.

Airport products

Oshkosh Airport Products produces the Oshkosh Striker, a specialized aircraft rescue and firefighting (ARFF) vehicle.

Fire, emergency, rescue, recovery, police, and homeland security

Products for these market segments are produced under the Pierce, Oshkosh, Oshkosh AeroTech, Frontline, Jerr-Dan, and brands, and Maxi Métal Inc brands. Through Pierce Manufacturing there is also an ownership interest in BME Fire Trucks. Products include pumpers, aerials, tankers, and wildland fire appliances, ambulances/medical vehicles, and police/homeland security vehicles.

Access equipment

Products include JLG and SkyTrak brand telehandlers, wheeled and tracked boom lifts, and other lifting equipment. In November 2022, Oshkosh announced it had entered into a definitive agreement to acquire Hinowa S.p.A., a privately held international company and manufacturer of track-based aerial work platforms, mini dumpers, lift trucks and undercarriages. Once complete, Hinowa will become part of the Oshkosh Access Equipment segment.

Commercial/civil

Oshkosh produces a variety of products under the Jerr-Dan (towing and recovery vehicles), Pratt & Miller (engineering and product development), Frontline Communications (media communications and similar), McNeilus (refuse/garbage and concrete mixers), IMT (field service vehicles and mounted cranes), and London (concrete mixers). AeroTech produces snow plows, aviation ground equipment, and airport gate equipment. Oshkosh also produces the U.S. Postal Service's Next Generation Delivery Vehicle (NGDV).

Gallery

Oshkosh acquisitions since 1989

Since 1989, Oshkosh has completed nineteen acquisitions and three divestitures:

1989- Oshkosh RV Chassis from Deere and Co. (divested to Freightliner in 1995)

1996- Pierce Manufacturing, Inc.

1997- Nova Quintech

1998- McNeilus Companies, Inc.

1999- Kewaunee Fabrications, L.L.C.

1999- Viking Truck & Equipment

2000- Medtec Ambulance Corporation (Defunct as of July 2012)

2001- Geesink Norba Group (divested 2009)

2001- TEMCO

2004- Jerr-Dan Corporation

2004- BAI Corporation (divested 2009)

2005- CON-E-CO

2005- London Machinery, Inc.

2006- AK Specialty Vehicles, now known as Oshkosh Specialty Vehicles.

2006- IMT (Iowa Mold Tooling)

2006- JLG Industries

2020- Pratt & Miller, including Corvette Racing

2022- MAXIMETAL

2022- Hinowa SpA (pending)

2023- JBT Aerotech

2024- AUSA Center SA

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

OSK Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$151.41
Market Cap
$9.46B
P/E (TTM)
EPS (TTM)
Revenue (TTM)
$10.42B
Div Yield
1.4%
ROE
14.9%
Debt/Equity
0.2
52W Range
$117 – $180

OSK Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $10.42B
8-point trend, +35.3%
2018-09-30 2025-12-31
EPS
2018-09-30 2018-09-30
Free Cash Flow $618M
8-point trend, +81.2%
2018-09-30 2025-12-31
Margins 6.2%
8-point trend, -0.8%
2018-09-30 2025-12-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
OSK
Peer Median
P/S (TTM)
2-point trend, +31.8%
0.9
1.9
P/B
2-point trend, +17.3%
2.1
3.8
EV / EBITDA
2-point trend, +35.1%
8.7
Price / FCF
2-point trend, -44.3%
15.3

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
OSK
Peer Median
Gross Margin
5-point trend, +10.6%
17.4%
27.9%
Operating Margin
5-point trend, +28.0%
9.0%
Net Profit Margin
5-point trend, +1.6%
6.2%
11.0%
ROA
5-point trend, -10.8%
6.6%
7.1%
ROE
5-point trend, -3.9%
14.9%
22.3%
ROIC
5-point trend, +1.3%
12.9%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
OSK
Peer Median
Debt / Equity
5-point trend, -3.6%
0.2
Current Ratio
5-point trend, -5.5%
1.9
1.8
Quick Ratio
5-point trend, -34.7%
0.7

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
OSK
Peer Median
Revenue YoY
5-point trend, +34.7%
-2.9%
Revenue CAGR 3Y
5-point trend, +34.7%
8.0%
Revenue CAGR 5Y
5-point trend, +34.7%
8.7%
Net Income YoY
5-point trend, +27.1%
-5.1%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
OSK
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
OSK
Peer Median
Payout Ratio
5-point trend, +5.4%
20.2%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
1.4%
Payout Ratio
20.2%
5Y Div CAGR
Ex-dateAmount
May 26, 2026$0.5700
Feb. 17, 2026$0.5700
Nov. 17, 2025$0.5100
Aug. 19, 2025$0.5100
May 16, 2025$0.5100
Feb. 14, 2025$0.5100
Nov. 15, 2024$0.4600
Aug. 16, 2024$0.4600
May 10, 2024$0.4600
Feb. 14, 2024$0.4600
Nov. 10, 2023$0.4100
Aug. 16, 2023$0.4100
May 12, 2023$0.4100
Feb. 15, 2023$0.4100
Nov. 10, 2022$0.3700
Aug. 12, 2022$0.3700
May 12, 2022$0.3700
Feb. 10, 2022$0.3700
Nov. 12, 2021$0.3700
Aug. 13, 2021$0.3300

OSK Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 22 analysts
  • Strong Buy 3 13.6%
  • Buy 11 50.0%
  • Hold 8 36.4%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

17 analysts · 2026-08-13
Median target $170.00 +12.3%
Mean target $167.32 +10.5%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.04%
Period EPS Actual EPS Est Surprise
June 30, 2026 $2.87 $2.63 0.24%
March 31, 2026 $0.85 $1.18 -0.33%
Dec. 31, 2025 $2.26 $2.33 -0.07%
Sept. 30, 2025 $3.20 $3.10 0.10%
June 30, 2025 $3.41 $2.98 0.43%
March 31, 2025 $1.92 $2.07 -0.15%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
OSK $7.86B -2.9% 6.2% 14.9% 17.4%
CAT $266.56B 30.5 4.3% 13.1% 44.4%
CMI 24.9 -1.3% 8.8% 26.2% 25.3%
PCAR 24.3 -15.5% 8.3% 12.9%
WAB $36.41B 31.3 7.5% 10.5% 11.0% 34.1%
ALSN 13.4 -6.7% 20.7% 34.4% 48.6%
TEX $3.46B 16.0 5.7% 4.1% 10.9% 19.4%
FSS $6.61B 27.1 17.1% 11.3% 18.6% 28.9%
ATMU 20.8 5.7% 11.8% 59.7% 28.2%
TRN 8.7 -29.9% 11.7% 23.7%
BLBD $1.85B 14.9 9.9% 8.6% 61.6% 20.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 17
Annual Income Statement data for OSK
Metric Trend 20252024202320222021202020192018201720162015
Revenue 10-point trend, +70.9% $10.42B $10.73B $9.66B $8.28B · $6.86B $8.38B $7.71B $6.83B $6.28B $6.10B
Cost of Revenue 10-point trend, +70.1% $8.60B $8.76B $7.98B $7.23B · $5.74B $6.86B $6.35B $5.65B $5.22B $5.06B
Gross Profit 10-point trend, +75.0% $1.82B $1.97B $1.68B $1.05B · $1.12B $1.52B $1.36B $1.18B $1.06B $1.04B
R&D Expense 10-point trend, +17.4% $174M $169M $134M $113M · $104M $99M $99M $98M $103M $148M
SG&A Expense 10-point trend, +39.4% $819M $852M $810M $663M · $621M $684M $664M $665M $612M $587M
Operating Expenses 10-point trend, +37.3% $880M $959M $843M $682M · $632M $720M $703M $710M $692M $641M
Operating Income 10-point trend, +135.7% $940M $1.01B $838M $372M · $485M $797M $656M $470M $364M $399M
Interest Income 10-point trend, +248.0% $9M $8M $15M $10M · $8M $7M $15M $5M $2M $2M
Other Non-op 10-point trend, +332.7% $11M $4M $14M $-53M · $2M $1M $-6M $-4M $1M $-5M
Pretax Income 10-point trend, +158.2% $842M $903M $798M $276M · $435M $751M $595M $411M $307M $326M
Income Tax 10-point trend, +93.0% $192M $210M $190M $98M · $112M $171M $124M $127M $92M $99M
Net Income 10-point trend, +181.9% $647M $681M $598M $174M · $322M $579M $472M $286M $216M $230M
EPS (Basic) 4-point trend, +117.0% · · · · · · · $6.38 $3.82 $2.94 $2.94
EPS (Diluted) 4-point trend, +116.9% · · · · · · · $6.29 $3.77 $2.91 $2.90
Shares (Basic) 10-point trend, -17.7% 64,180,293 65,458,797 65,382,275 65,699,693 · 68,149,324 69,819,980 74,001,582 74,674,115 73,570,020 77,990,432
Shares (Diluted) 10-point trend, -18.3% 64,554,093 65,829,464 65,863,963 66,134,818 · 68,787,729 70,558,235 74,981,999 75,790,045 74,432,918 78,981,418
EBITDA 10-point trend, +122.4% $1.16B $1.21B $998M $480M · $593M $912M $774M $593M $493M $523M
Balance Sheet 26
Annual Balance Sheet data for OSK
Metric Trend 20252024202320222021202020192018201720162015
Cash & Equivalents 11-point trend, +1018.4% $480M $205M $125M $806M $996M $583M $448M $455M $447M $322M $43M
Receivables 11-point trend, +51.0% $1.46B $1.25B $1.32B $1.16B $973M $858M $1.08B $1.29B $1.31B $1.02B $965M
Inventory 11-point trend, +82.5% $2.38B $2.27B $2.13B $1.87B $1.55B $1.51B $1.25B $1.23B $1.20B $980M $1.30B
Other Current Assets 11-point trend, +51.0% $102M $114M $94M $91M $72M $61M $79M $66M $88M $94M $68M
Current Assets 11-point trend, +117.4% $5.17B $4.53B $4.48B $4.53B $4.28B $3.54B $3.41B $3.27B $3.04B $2.42B $2.38B
PP&E (Net) 11-point trend, +167.2% $1.27B $1.22B $1.07B $826M $593M $566M $574M $481M $470M $452M $476M
PP&E (Gross) 11-point trend, +135.1% $2.57B $2.39B $2.16B $1.80B $1.48B $1.40B $1.36B $1.22B $1.19B $1.11B $1.09B
Accum. Depreciation 11-point trend, +110.5% $1.30B $1.18B $1.09B $978M $887M $831M $787M $742M $719M $658M $618M
Goodwill 11-point trend, +44.7% $1.45B $1.41B $1.42B $1.04B $1.05B $1.01B $996M $1.01B $1.01B $1.00B $1.00B
Intangibles 11-point trend, +21.1% $735M $778M $830M $457M $464M $418M $432M $469M $508M $554M $607M
Other Non-current Assets 11-point trend, +360.1% $423M $390M $360M $321M $390M $286M $156M $66M $68M $87M $92M
Total Assets 11-point trend, +121.2% $10.07B $9.42B $9.13B $7.73B $6.85B $5.82B $5.57B $5.29B $5.10B $4.51B $4.55B
Accounts Payable 11-point trend, +94.3% $1.07B $1.14B $1.21B $1.13B $747M $578M $796M $777M $651M $466M $553M
Current Liabilities 11-point trend, +82.7% $2.66B $2.99B $3.09B $2.43B $2.14B $1.59B $1.74B $1.69B $1.68B $1.37B $1.46B
Capital Leases 6-point trend, +52.6% $166M $167M $178M $175M $169M $109M · · · · ·
Deferred Tax 7-point trend, -39.0% $26M $27M $27M · · · · $34M $20M $11M $42M
Other Non-current Liabilities 11-point trend, +78.0% $529M $503M $519M $499M $476M $562M $406M $273M $300M $344M $297M
Long-term Debt 9-point trend, -30.9% · · $598M $595M $819M $818M $819M $818M $828M $846M $864M
Total Debt 10-point trend, +25.7% $1.10B $600M $598M $595M · $818M $819M $818M $828M $846M $875M
Common Stock 11-point trend, -22.2% $700.0K $700.0K $700.0K $700.0K $700.0K $700.0K $700.0K $700.0K $900.0K $900.0K $900.0K
Retained Earnings 11-point trend, +142.2% $4.88B $4.37B $3.81B $3.31B $3.24B $2.75B $2.50B $2.01B $2.40B $2.18B $2.02B
Treasury Stock 11-point trend, +67.3% $1.23B $960M $852M $844M $699M $500M $513M $203M $770M $809M $733M
AOCI 11-point trend, +104.4% $6M $-103M $-72M $-92M $-129M $-198M $-202M $-107M $-125M $-175M $-144M
Stockholders' Equity 11-point trend, +137.1% $4.53B $4.15B $3.71B $3.19B $3.20B $2.85B $2.60B $2.51B $2.31B $1.98B $1.91B
Liabilities + Equity 11-point trend, +121.2% $10.07B $9.42B $9.13B $7.73B $6.85B $5.82B $5.57B $5.29B $5.10B $4.51B $4.55B
Shares Outstanding 5-point trend, -6.3% 62,589,470 64,602,007 65,473,807 65,472,148 66,812,118 · · · · · ·
Cash Flow 17
Annual Cash Flow data for OSK
Metric Trend 20252024202320222021202020192018201720162015
D&A 10-point trend, +80.0% $224M $200M $160M $108M · $104M $115M $120M $130M $129M $124M
Stock-based Comp 10-point trend, +77.6% $38M $38M $32M $29M · $29M $29M $27M $22M $19M $21M
Deferred Tax 10-point trend, +536.1% $53M $-18M $-160M $-54M · $22M $10M $-3M $8M $-17M $-12M
Amort. of Intangibles 10-point trend, +12.2% $60M $65M $42M $12M · $11M $37M $38M $46M $52M $53M
Restructuring 4-point trend, -48.2% · · · · · $14M · $10M $36M $28M ·
Other Non-cash 10-point trend, +39.6% $-348M $-758M $-69M $662M · $-302M $-329M $-374M $-394M $455M $-577M
Operating Cash Flow 10-point trend, +757.1% $783M $550M $600M $601M · $327M $568M $436M $246M $584M $91M
CapEx 10-point trend, +25.6% $165M $281M $325M $270M · $112M $148M $95M $86M $92M $132M
Investing Cash Flow 10-point trend, -46.3% $-205M $-389M $-1.29B $-300M · $-78M $-153M $-90M $-65M $-89M $-140M
Net Debt Issued · · · · · · · · · · $-270M
Stock Repurchased 10-point trend, +32.8% $278M $116M $22M $155M · $41M $357M $257M $5M $106M $209M
Net Stock Activity 10-point trend, -38.7% $-278M $-116M $-22M $-155M · $-52M $-357M $-257M $-5M $-100M $-200M
Dividends Paid 10-point trend, +145.6% $130M $120M $107M $97M · $82M $76M $71M $63M $56M $53M
Financing Cash Flow 10-point trend, -42.4% $-316M $-75M $3M $-485M · $-116M $-422M $-339M $-45M $-222M $-222M
Net Change in Cash 10-point trend, +201.5% $275M $80M $-680M $-190M · $134M $-6M $8M $125M $279M $-271M
Taxes Paid 10-point trend, +77.9% $160M $398M $162M $6M · $157M $118M $100M $130M $117M $90M
Free Cash Flow 10-point trend, +1356.1% $618M $269M $274M $332M · $215M $421M $341M $161M $485M $-49M
Profitability 8
Annual Profitability data for OSK
Metric Trend 20252024202320222021202020192018201720162015
Gross Margin 10-point trend, +2.4% 17.4% 18.4% 17.4% 12.7% · 16.3% 18.1% 17.6% 17.2% 16.8% 17.0%
Operating Margin 10-point trend, +37.8% 9.0% 9.4% 8.7% 4.5% · 7.1% 9.5% 8.5% 6.8% 5.8% 6.5%
Net Margin 10-point trend, +65.2% 6.2% 6.3% 6.2% 2.1% · 4.7% 6.9% 6.1% 4.2% 3.5% 3.8%
Pretax Margin 10-point trend, +51.0% 8.1% 8.4% 8.3% 3.3% · 6.4% 9.0% 7.7% 6.0% 4.9% 5.3%
EBITDA Margin 10-point trend, +30.1% 11.2% 11.3% 10.3% 5.8% · 8.6% 10.9% 10.0% 8.7% 7.8% 8.6%
ROA 10-point trend, +33.1% 6.6% 7.3% 7.1% 2.4% · 5.7% 10.7% 9.1% 5.9% 4.8% 5.0%
ROE 10-point trend, +26.5% 14.9% 17.3% 17.4% 5.4% · 11.9% 22.9% 19.6% 13.3% 11.1% 11.8%
ROIC 10-point trend, +29.5% 12.9% 16.3% 14.8% 6.4% · 9.9% 18.0% 15.5% 10.2% 9.0% 10.0%
Liquidity & Solvency 4
Annual Liquidity & Solvency data for OSK
Metric Trend 20252024202320222021202020192018201720162015
Current Ratio 10-point trend, +16.4% 1.9 1.5 1.5 1.9 · 2.2 2.0 1.9 1.8 1.8 1.7
Quick Ratio 10-point trend, +5.2% 0.7 0.5 0.5 0.8 · 0.9 0.9 1.2 1.0 1.0 0.7
Debt / Equity 10-point trend, -47.0% 0.2 0.1 0.2 0.2 · 0.3 0.3 0.3 0.4 0.4 0.5
LT Debt / Equity 10-point trend, -45.7% 0.2 0.1 0.2 0.2 · 0.3 0.3 0.3 0.4 0.4 0.4
Efficiency 3
Annual Efficiency data for OSK
Metric Trend 20252024202320222021202020192018201720162015
Asset Turnover 10-point trend, -19.3% 1.1 1.2 1.1 1.1 · 1.2 1.5 1.5 1.4 1.4 1.3
Inventory Turnover 10-point trend, -17.1% 3.7 4.0 4.0 4.2 · 4.2 5.7 5.2 5.2 4.6 4.5
Receivables Turnover 10-point trend, +22.3% 7.7 8.3 7.8 7.8 · 7.1 7.1 5.4 5.9 6.3 6.3
Per Share 7
Annual Per Share data for OSK
Metric Trend 20252024202320222021202020192018201720162015
Book Value / Share 2-point trend, +12.6% $72.38 $64.27 · · · · · · · · ·
Revenue / Share 10-point trend, +109.1% $161.45 $163.00 $146.63 $125.23 · $99.68 $118.80 $102.76 $90.11 $84.36 $77.21
Cash Flow / Share 10-point trend, +1061.9% $12.14 $8.36 $9.10 $9.09 · $4.76 $8.05 $5.82 $3.25 $7.76 $1.04
Cash / Share 2-point trend, +141.7% $7.67 $3.17 · · · · · · · · ·
Dividend / Share 8-point trend, +142.9% $2 $2 $2 $1 · $1 $1 $1 $1 · ·
Dividend Paid / Share 4-point trend, +41.2% · · · · · · · $1 $1 $1 $1
EPS (TTM) 6-point trend, +62.8% · · · · · $4.72 $8.22 $6.29 $3.77 $2.91 $2.90
Growth Rates 7
Annual Growth Rates data for OSK
Metric Trend 20252024202320222021202020192018201720162015
Revenue YoY 4-point trend, -140.8% -2.9% 11.1% 16.6% 7.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -34.2% 8.0% 11.5% 12.1% · · · · · · · ·
Revenue CAGR 5Y 8.7% · · · · · · · · · ·
Net Income YoY 4-point trend, +92.3% -5.1% 14.0% 243.9% -65.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +139.1% 54.9% 10.2% 23.0% · · · · · · · ·
Net Income CAGR 5Y 15.0% · · · · · · · · · ·
Dividend CAGR 5Y 9.8% · · · · · · · · · ·
Valuation (TTM) 17
Annual Valuation (TTM) data for OSK
Metric Trend 20252024202320222021202020192018201720162015
Revenue TTM 10-point trend, +70.9% $10.42B $10.73B $9.66B $8.28B · $6.86B $8.38B $7.71B $6.83B $6.28B $6.10B
Net Income TTM 10-point trend, +181.9% $647M $681M $598M $174M · $322M $579M $472M $286M $216M $230M
Market Cap 2-point trend, +28.0% $7.86B $6.14B · · · · · · · · ·
Enterprise Value 2-point trend, +29.8% $8.48B $6.54B · · · · · · · · ·
P/E 6-point trend, +24.3% · · · · · 15.6 9.2 11.3 21.9 19.2 12.5
P/S 2-point trend, +31.8% 0.8 0.6 · · · · · · · · ·
P/B 2-point trend, +17.3% 1.7 1.5 · · · · · · · · ·
P / Tangible Book 2-point trend, +7.1% 3.3 3.1 · · · · · · · · ·
P / Cash Flow 2-point trend, -10.1% 10.0 11.2 · · · · · · · · ·
P / FCF 2-point trend, -44.3% 12.7 22.8 · · · · · · · · ·
EV / EBITDA 2-point trend, +35.1% 7.3 5.4 · · · · · · · · ·
EV / FCF 2-point trend, -43.5% 13.7 24.3 · · · · · · · · ·
EV / Revenue 2-point trend, +33.6% 0.8 0.6 · · · · · · · · ·
Dividend Yield 2-point trend, -14.9% 1.7% 1.9% · · · · · · · · ·
Earnings Yield 6-point trend, -19.5% · · · · · 6.4% 10.8% 8.8% 4.6% 5.2% 8.0%
Payout Ratio 10-point trend, -12.9% 20.2% 17.6% 17.9% 56.0% · 25.2% 13.0% 15.1% 22.0% 25.8% 23.1%
Annual Payout 10-point trend, +145.6% $130M $120M $107M $97M · $82M $76M $71M $63M $56M $53M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $10.42B$10.73B$9.66B$8.28B
Gross Margin % 17.4%18.4%17.4%12.7%
Operating Margin % 9.0%9.4%8.7%4.5%
Net Income $647M$681M$598M$174M
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.20.10.20.2
Current Ratio 1.91.51.51.9
Quick Ratio 0.70.50.50.8
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $618M$269M$274M$332M

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Institutional owners (13F) 647 filers · $6.2B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
86 (-42 vs prior Q) 65 (+1 vs prior Q) 209 (+16 vs prior Q) 182 (0 vs prior Q) +8.7M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Aristotle Capital Management, LLC $725,381,694 4,726,162 11.66% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $667,687,574 4,350,323 10.73% Shares
DIMENSIONAL FUND ADVISORS LP $464,129,388 3,024,038 7.46% Shares
VANGUARD CAPITAL MANAGEMENT LLC $432,103,908 2,815,376 6.94% Shares
GREENHAVEN ASSOCIATES INC $392,706,206 2,558,680 6.31% Shares
STATE STREET CORP $319,971,940 2,084,773 5.14% Shares
Capital Research Global Investors $266,571,738 1,736,850 4.28% Shares
FIRST TRUST ADVISORS LP $214,892,929 1,400,139 3.45% Shares
FMR LLC $211,195,446 1,376,045 3.39% Shares
GEODE CAPITAL MANAGEMENT, LLC $158,057,206 1,029,520 2.54% Shares
NORGES BANK $131,735,107 858,321 2.12% Shares
ALLIANCEBERNSTEIN L.P. $121,428,965 824,869 1.95% Shares
EQUITY INVESTMENT CORP $91,734,543 597,697 1.47% Shares
AMERICAN CENTURY COMPANIES INC $90,866,117 592,037 1.46% Shares
PANAGORA ASSET MANAGEMENT INC $84,494,424 550,524 1.36% Shares
PZENA INVESTMENT MANAGEMENT LLC $63,811,766 415,766 1.03% Shares
VANGUARD FIDUCIARY TRUST CO $60,632,274 395,050 0.97% Shares
VICTORY CAPITAL MANAGEMENT INC $51,542,574 335,826 0.83% Shares
Capital International Investors $47,372,062 308,653 0.76% Shares
ENVESTNET ASSET MANAGEMENT INC $42,701,777 278,230 0.69% Shares
BOWEN HANES & CO INC $40,833,110 277,380 0.66% Shares
Bragg Financial Advisors, Inc $39,474,289 257,195 0.63% Shares
WASATCH ADVISORS LP $38,375,586 260,686 0.62% Shares
MARSHALL WACE, LLP $38,325,491 249,710 0.62% Shares
KENNEDY CAPITAL MANAGEMENT LLC $29,447,440 191,865 0.47% Shares
Caisse de depot et placement du Quebec $28,977,024 188,800 0.47% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $28,316,000 184,490 0.45% Shares
Lodge Hill Capital, LLC $27,933,360 182,000 0.45% Shares
LAZARD ASSET MANAGEMENT LLC $27,494,714 179,142 0.44% Shares
MACKENZIE FINANCIAL CORP $27,027,214 176,096 0.43% Shares
MILLENNIUM MANAGEMENT LLC $26,906,886 175,312 0.43% Shares
RHUMBLINE ADVISERS $25,822,191 168,245 0.41% Shares
BANK OF AMERICA CORP /DE/ $25,724,322 167,607 0.41% Shares
Portolan Capital Management, LLC $24,194,741 157,641 0.39% Shares
M&G PLC $23,868,000 156,000 0.38% Shares
California Public Employees Retirement System $22,361,729 145,698 0.36% Shares
CIBC Private Wealth Group LLC $20,873,796 160,939 0.34% Shares
Skylands Capital, LLC $20,501,705 133,579 0.33% Shares
IEQ CAPITAL, LLC $20,189,524 131,545 0.32% Shares
HighTower Advisors, LLC $19,631,312 127,908 0.32% Shares
Swiss National Bank $19,307,784 125,800 0.31% Shares
UBS Group AG $18,653,499 121,537 0.30% Shares
Point72 Asset Management, L.P. $17,564,865 114,444 0.28% Shares
Covea Finance $16,887,404 110,030 0.27% Shares
GOLDMAN SACHS GROUP INC $16,812,813 109,544 0.27% Shares
Quantinno Capital Management LP $16,442,026 107,128 0.26% Shares
RICE HALL JAMES & ASSOCIATES, LLC $16,270,568 106,011 0.26% Shares
GW HENSSLER & ASSOCIATES LTD $16,249,378 110,382 0.26% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $16,180,936 105,427 0.26% Shares
Retirement Systems of Alabama $15,806,752 102,989 0.25% Shares
RAYMOND JAMES FINANCIAL INC $14,935,642 97,313 0.24% Shares
AMERIPRISE FINANCIAL INC $14,322,753 93,320 0.23% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $13,631,538 88,816 0.22% Shares
Cubist Systematic Strategies, LLC $13,446,107 103,671 0.22% Shares
BlackRock, Inc. $13,399,878 87,307 0.22% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $13,006,049 84,741 0.21% Shares
ATLANTIC INVESTMENT MANAGEMENT, INC. $12,846,276 83,700 0.21% Shares
Gotham Asset Management, LLC $12,620,660 82,230 0.20% Shares
Mariner, LLC $11,667,546 76,020 0.19% Shares
BARCLAYS PLC $11,336,647 73,864 0.18% Shares
WEDGE CAPITAL MANAGEMENT L L P/NC $11,327,221 76,946 0.18% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $11,188,692 72,900 0.18% Call option
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $10,916,063 74,153 0.18% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9,884,112 64,400 0.16% Put option
Integrated Wealth Concepts LLC $9,744,437 63,482 0.16% Shares
CITADEL ADVISORS LLC $9,618,745 62,671 0.15% Shares
S.A.C. Capital Advisors (Hong Kong) Ltd. $9,457,965 72,922 0.15% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $9,405,552 67,586 0.15% Shares
STIFEL FINANCIAL CORP $9,046,711 58,945 0.15% Shares
Baker Ellis Asset Management LLC $8,823,038 57,487 0.14% Shares
CIBC Bancorp USA Inc. $8,728,561 56,847 0.14% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $8,360,823 54,475 0.13% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $8,290,990 54,020 0.13% Shares
Sterling Capital Management LLC $8,286,078 53,988 0.13% Shares
Baird Financial Group, Inc. $8,055,858 52,488 0.13% Shares
VANGUARD ASSET MANAGEMENT, Ltd $7,910,359 51,540 0.13% Shares
Jain Global LLC $7,611,380 49,592 0.12% Shares
GABELLI FUNDS LLC $7,435,646 48,447 0.12% Shares
IFG Advisory, LLC $7,424,908 48,377 0.12% Shares
GHP Investment Advisors, Inc. $7,368,361 50,053 0.12% Shares
FRANKLIN RESOURCES INC $7,283,547 47,456 0.12% Shares
Kodai Capital Management LP $7,077,168 75,225 0.11% Shares
NISA INVESTMENT ADVISORS, LLC $7,024,933 45,771 0.11% Shares
SOUTHERNSUN ASSET MANAGEMENT, LLC $6,650,595 43,332 0.11% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $6,587,976 42,924 0.11% Shares
NEW YORK STATE COMMON RETIREMENT FUND $6,439,253 41,955 0.10% Shares
NICOLET ADVISORY SERVICES, LLC $6,375,267 42,601 0.10% Shares
CANADA PENSION PLAN INVESTMENT BOARD $6,231,288 40,600 0.10% Shares
NICOLET BANKSHARES INC $6,204,803 43,023 0.10% Shares
Corient Private Wealth LP $6,161,150 40,143 0.10% Shares
VOYA INVESTMENT MANAGEMENT LLC $6,115,411 39,845 0.10% Shares
D.A. DAVIDSON & CO. $6,064,668 39,514 0.10% Shares
CWM, LLC $5,844,742 39,703 0.09% Shares
Public Sector Pension Investment Board $5,716,363 37,245 0.09% Shares
GUARDIAN CAPITAL LP $5,713,600 37,227 0.09% Shares
Legal & General Group Plc $5,681,216 37,016 0.09% Shares
Brandywine Global Investment Management, LLC $5,655,109 45,014 0.09% Shares
Assenagon Asset Management S.A. $5,525,280 36,000 0.09% Shares
WORLDQUANT MILLENNIUM ADVISORS LLC $5,518,987 35,959 0.09% Shares
Advisors Asset Management, Inc. $5,225,808 54,968 0.08% Shares

Company insiders 82 insiders · 50 officers · 31 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John C Pfeifer President & CEO Feb. 20, 2026 M 151,371 0 0 $0
Wilson R Jones Chief Executive Officer Feb. 26, 2021 A 164,522 0 0 $0
Charles L Szews Chief Executive Officer Nov. 30, 2015 A 172,698 0 0 $0
Robert G Bohn Chairman & CEO May 12, 2010 M 0 0 0 $0
John W Randjelovic Exec VP & CEO Fire & Emergency Sept. 19, 2007 F 77,649 0 0 $0
Matthew Field Exec. VP & CFO Feb. 17, 2026 M 9,818 0 0 $0
David M. Sagehorn Exec. VP and CFO Feb. 28, 2020 A 140,859 0 0 $0
Mark A Meaders Exec VP and COO, Pierce Mfg. Nov. 14, 2006 A 33,604 0 0 $0
Steven Craig Nordlund Exec. VP & Pres., Transport July 29, 2026 A 2,393 0 0 $0
Anupam Khare SVP/Chief Information Officer Feb. 27, 2026 S 13,577 0 2 $-1,232,440
John S Verich SVP Bus Devl and Treasurer Feb. 26, 2026 G 7,220 0 1 $-185,829
Jackie Lynn Nystrom SVP & CHRO Feb. 20, 2026 M 3,489 0 0 $0
Jayanthi Iyengar EVP, Chief Technology Officer Feb. 20, 2026 M 26,643 0 0 $0
Michael E Pack EVP & Pres, Vocational Feb. 20, 2026 M 41,820 0 0 $0
Bryan K Brandt SVP & Chief Marketing Officer Feb. 20, 2026 M 12,260 0 1 $-243,121
James C Freeders Senior VP and Controller Feb. 20, 2026 M 11,220 0 0 $0
Ignacio A Cortina EVP, CL&AO & Secretary Feb. 20, 2026 M 54,936 0 1 $-995,280
Timothy S Bleck SVP and Pres. Defense Feb. 21, 2025 M 8,076 0 0 $0
Emma M Mctague SVP and Chief HR Officer Nov. 15, 2024 M 7,065 0 0 $0
James W. Johnson Exec. VP & Pres., Vocational Feb. 21, 2024 M 53,034 0 0 $0
Frank R. Nerenhausen EVP & Pres. Access Segment Oct. 16, 2023 F 56,304 0 0 $0
Jason P Baab SVP, Corp. Develop. & Strategy March 6, 2023 M 1,353 0 0 $0
Thomas P Hawkins SVP, Government Relations March 6, 2023 M 6,218 0 0 $0
Bradley M. Nelson EVP, Strategic Programs Feb. 20, 2023 A 21,750 0 0 $0
John J Bryant EVP and Pres, Defense Segment Oct. 17, 2022 F 18,074 0 0 $0
Scott R Grennier Senior VP and Treasurer Feb. 25, 2022 A 5,380 0 0 $0
Tina R. Schoner SVP, Chief Procurement Officer Feb. 26, 2021 A 4,756 0 0 $0
Robert H Sims EVP & Chief HR Officer May 29, 2020 A 11,908 0 0 $0
Robert S Messina Senior VP, Engineering & Tech. Sept. 3, 2019 A 17,711 0 0 $0
Joseph H Kimmitt Executive Vice President Dec. 4, 2018 M 59,779 0 0 $0
Marek W. May Senior VP, Operations May 29, 2018 A 5,370 0 0 $0
Colleen R. Moynihan Senior VP, Quality & Cont Impr May 29, 2018 A 5,000 0 0 $0
Mark M Radue EVP Chief Strategy Officer Feb. 12, 2018 A 47,267 0 0 $0
Thomas J Polnaszek Senior VP and Controller Feb. 27, 2017 A 39,542 0 0 $0
Gregory L Fredericksen EVP & Chief Procurement Officr Sept. 16, 2016 M 51,221 0 0 $0
Janet L. Hogan EVP and Chief HR Officer Nov. 30, 2015 A 3,632 0 0 $0
John M. Urias EVP and Pres., Defense Segment Nov. 30, 2015 A 33,770 0 0 $0
Bryan J Blankfield Exec. VP, Gen. Counsel & Secy. Sept. 17, 2015 F 48,119 0 0 $0
Gary W Schmiedel Exec. Vice Pres, Technology Feb. 26, 2015 A 26,645 0 0 $0
Michael K. Rohrkaste Exec VP & Chief Admin Offcr Feb. 28, 2014 M 23,792 0 0 $0
Todd S Fierro SVP & Pres. Commercial Segment Sept. 17, 2012 A 12,000 0 0 $0
Josef Matosevic EVP, Global Mfg Operations Sept. 19, 2011 A 16,365 0 0 $0
Richard A. Hove EVP & Pres. Defense Segment Sept. 20, 2010 A 0 0 $0
Donald H Verhoff Exec. Vice Pres, Technology Sept. 20, 2010 A 18,746 0 0 $0
Michael J Wuest EVP & Pres. Commercial Segment Aug. 13, 2010 A 13,694 0 0 $0
Thomas D Fenner Exec. VP, Global Manufacturing Sept. 18, 2009 F 10,205 0 0 $0
Matthew J Zolnowski Exec VP & Chief Admin Offcr Sept. 14, 2009 A 82,785 0 0 $0
Craig E Paylor EVP & Pres, Access Equipment Sept. 14, 2009 A 6,434 0 0 $0
John W Stoddart Exec VP and Pres - Defense Sept. 19, 2007 F 29,469 0 0 $0
Daniel J Lanzdorf Exec. VP and Pres - McNeilus Feb. 19, 2004 M 54,603 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 13 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
High River Limited Partnership, Hopper Investments LLC, Barberry Corp., Icahn Partners Master Fund LP, Icahn Partners Master Fund II LP, Icahn Partners Master Fund III LP, Icahn Offshore LP, Icahn Partners LP, Icahn Onshore LP, Icahn Capital LP, IPH GP LLC, Icahn Enterprises Holdings L.P., Icahn Enterprises G.P. Inc., Beckton Corp., Carl C. Icahn ×7 filings Dec. 13, 2012 Initial filing SEC
Nov. 30, 2012 Initial filing SEC
Nov. 29, 2012 Initial filing SEC
Nov. 8, 2012 Initial filing SEC
Oct. 29, 2012 Initial filing SEC
Oct. 22, 2012 Initial filing SEC
Aug. 9, 2012 Initial filing SEC
Jan. 11, 2012 Initial filing SEC
Jan. 11, 2012 Initial filing SEC
Jan. 9, 2012 Initial filing SEC
Jan. 6, 2012 Initial filing SEC
Dec. 7, 2011 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Nov. 4, 2011 Initial filing SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 122 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
MDPL · Northern Lights Fund Trust IV 3.49% 16,349 NS May 31, 2026 N-PORT
GRPM · Invesco Exchange-Traded Fund Trust 1.54% 50,584 SH Aug. 8, 2026 Daily
XMVM · Invesco Exchange-Traded Fund Trust 1.40% 45,842 SH Aug. 8, 2026 Daily
SRHQ · Elevation Series Trust 1.27% 15,694 NS April 30, 2026 N-PORT
FXR · First Trust Exchange-Traded AlphaDE… 1.14% 50,754 NS April 30, 2026 N-PORT
VAMO · Cambria ETF Trust 0.89% 4,754 NS April 30, 2026 N-PORT
ROE · EA Series Trust 0.75% 15,014 NS May 29, 2026 N-PORT
PAMC · Pacer Funds Trust 0.73% 2,928 NS April 30, 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0.60% 668 NS April 30, 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0.59% 7,322 NS May 31, 2026 N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND 0.55% 21,299 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.53% 253,611 NS April 30, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.50% 43,715 SH Aug. 8, 2026 Daily
INFO · Harbor ETF Trust 0.48% 23,654 NS April 30, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.45% 6,211 NS April 30, 2026 N-PORT
MADE · iShares Trust 0.43% 1,779 SH Aug. 8, 2026 Daily
KRMA · Global X Funds 0.42% 3,860 NS May 31, 2026 N-PORT
CVY · Invesco Exchange-Traded Fund Trust 0.38% 3,054 SH Aug. 8, 2026 Daily
FVAL · FIDELITY COVINGTON TRUST 0.38% 29,187 NS April 30, 2026 N-PORT
IFRA · iShares Trust 0.35% 103,383 SH Aug. 8, 2026 Daily
DFAT · Dimensional ETF Trust 0.33% 292,695 NS April 30, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.30% 8,613 SH Aug. 8, 2026 Daily
XJH · iShares Trust 0.30% 8,426 SH Aug. 8, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.30% 28,914 SH Aug. 8, 2026 Daily
IJJ · iShares Trust 0.29% 171,268 SH Aug. 8, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.29% 24,722 NS April 30, 2026 N-PORT
PTMC · Pacer Funds Trust 0.29% 7,259 NS April 30, 2026 N-PORT
PPA · Invesco Exchange-Traded Fund Trust 0.29% 161,676 SH Aug. 8, 2026 Daily
IJH · iShares Trust 0.26% 2,151,384 SH Aug. 8, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.26% 12,059 SH Aug. 8, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.26% 100,815 SH Aug. 8, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.25% 10,030 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.24% 13,986 NS May 31, 2026 N-PORT
DEUS · DBX ETF Trust 0.24% 4,990 NS May 29, 2026 N-PORT
IJK · iShares Trust 0.24% 167,949 SH Aug. 8, 2026 Daily
ESML · iShares Trust 0.23% 44,090 SH Aug. 8, 2026 Daily
IVOG · VANGUARD ADMIRAL FUNDS 0.23% 28,301 SH Aug. 8, 2026 Daily
EBI · RBB Fund Trust 0.22% 11,296 NS May 31, 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 9,988 NS April 30, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.20% 907,836 SH Aug. 8, 2026 Daily
MIDU · Direxion Shares ETF Trust 0.20% 1,047 NS April 30, 2026 N-PORT
DFVE · DoubleLine ETF Trust 0.19% 359 NS March 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.19% 173,356 NS April 30, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 24,329 NS April 30, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.18% 27,302 NS April 30, 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0.18% 23,291 SH Aug. 8, 2026 Daily
MVV · ProShares Trust 0.18% 2,185 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.17% 303,664 NS May 31, 2026 N-PORT
SMDX · Tidal Trust III 0.16% 1,283 NS April 30, 2026 N-PORT
ISCG · iShares Trust 0.16% 10,376 SH Aug. 8, 2026 Daily