OSK Oshkosh Corporation (Holding Company)Common Stock

NYSE · Machinery · SEC EDGAR에서 보기 ↗
$149.07
가격 · 8월 19, 2026
기준 재무 정보 7월 28, 2026

Oshkosh Corporation (Holding Company)Common Stock 정보 위키백과 회사 개요

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

출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗

Wikidata ↗

OSK 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위

가격
$149.07
시가총액
$9.32B
P/E (TTM)
EPS (TTM)
매출 (TTM)
$10.42B
배당 수익률
1.4%
ROE
14.9%
부채/자본
0.2
52주 범위
$117 – $180

OSK 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의

10년 성과 매출, 순이익, 마진 및 EPS 추세

매출 및 순이익 $10.42B
8-point trend, +35.3%
2018-09-30 2025-12-31
EPS
2018-09-30 2018-09-30
잉여현금흐름 $618M
8-point trend, +81.2%
2018-09-30 2025-12-31
마진 6.2%
8-point trend, -0.8%
2018-09-30 2025-12-31

가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?

지표
5년 추세
OSK
동종업계 중앙값
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%
8.5
Price / FCF (주가 / FCF)
2-point trend, -44.3%
15.1

수익성 총, 영업 및 순이익률; ROE, ROA, ROIC

지표
5년 추세
OSK
동종업계 중앙값
Gross Margin (매출 총이익률)
5-point trend, +10.6%
17.4%
27.9%
Operating Margin (영업이익률)
5-point trend, +28.0%
9.0%
Net Profit Margin (순이익률)
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%

재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성

지표
5년 추세
OSK
동종업계 중앙값
Debt / Equity (부채 / 자기자본 비율)
5-point trend, -3.6%
0.2
Current Ratio (유동비율)
5-point trend, -5.5%
1.9
1.8
Quick Ratio (당좌 비율)
5-point trend, -34.7%
0.7

성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR

지표
5년 추세
OSK
동종업계 중앙값
Revenue YoY (매출 YoY)
5-point trend, +34.7%
-2.9%
Revenue CAGR 3Y (매출 CAGR 3년)
5-point trend, +34.7%
8.0%
Revenue CAGR 5Y (매출 CAGR 5년)
5-point trend, +34.7%
8.7%
Net Income YoY (순이익 YoY)
5-point trend, +27.1%
-5.1%

주당 지표 EPS, 주당 순자산, 주당 현금 흐름, 주당 배당금

지표
5년 추세
OSK
동종업계 중앙값

자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율

지표
5년 추세
OSK
동종업계 중앙값
Payout Ratio (지급 비율)
5-point trend, +5.4%
20.2%

배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR

배당 수익률
1.4%
지급 비율
20.2%
5년 배당 CAGR
배당락일금액
2026년 5월 26일$0.5700
2026년 2월 17일$0.5700
2025년 11월 17일$0.5100
2025년 8월 19일$0.5100
2025년 5월 16일$0.5100
2025년 2월 14일$0.5100
2024년 11월 15일$0.4600
2024년 8월 16일$0.4600
2024년 5월 10일$0.4600
2024년 2월 14일$0.4600
2023년 11월 10일$0.4100
2023년 8월 16일$0.4100
2023년 5월 12일$0.4100
2023년 2월 15일$0.4100
2022년 11월 10일$0.3700
2022년 8월 12일$0.3700
2022년 5월 12일$0.3700
2022년 2월 10일$0.3700
2021년 11월 12일$0.3700
2021년 8월 13일$0.3300

OSK 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력

매수 22 명의 애널리스트
  • 적극 매수 3 13.6%
  • 매수 11 50.0%
  • 보유 8 36.4%
  • 매도 0 0.0%
  • 적극 매도 0 0.0%

12개월 목표 주가

17 명의 애널리스트 · 2026-08-13
중앙값 목표 $170.00 +14.0%
평균 목표 $167.32 +12.2%

실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일

평균 서프라이즈
0.04%
기간 EPS Actual EPS 예상 서프라이즈
2026년 6월 30일 $2.87 $2.63 0.24%
2026년 3월 31일 $0.85 $1.18 -0.33%
2025년 12월 31일 $2.26 $2.33 -0.07%
2025년 9월 30일 $3.20 $3.10 0.10%
2025년 6월 30일 $3.41 $2.98 0.43%
2025년 3월 31일 $1.92 $2.07 -0.15%

동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업

티커 시가총액 P/E 매출 YoY 순이익률 ROE 매출 총이익률
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%

전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름

손익계산서 17
OSK의 연간 손익계산서 데이터
지표 추세 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
대차대조표 26
OSK의 연간 대차대조표 데이터
지표 추세 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 · · · · · ·
현금 흐름 17
OSK의 연간 현금 흐름 데이터
지표 추세 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
수익성 8
OSK의 연간 수익성 데이터
지표 추세 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%
유동성 및 지급능력 4
OSK의 연간 유동성 및 지급능력 데이터
지표 추세 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
효율성 3
OSK의 연간 효율성 데이터
지표 추세 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
주당 7
OSK의 연간 주당 데이터
지표 추세 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
성장률 7
OSK의 연간 성장률 데이터
지표 추세 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% · · · · · · · · · ·
가치 평가 (TTM) 17
OSK의 연간 가치 평가 (TTM) 데이터
지표 추세 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

재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년

손익계산서
2025-12-312024-12-312023-12-312022-12-312021-12-31
매출 $10.42B$10.73B$9.66B$8.28B
매출 총이익률 % 17.4%18.4%17.4%12.7%
영업이익률 % 9.0%9.4%8.7%4.5%
순이익 $647M$681M$598M$174M
대차대조표
2025-12-312024-12-312023-12-312022-12-312021-12-31
부채 / 자기자본 비율 0.20.10.20.2
유동비율 1.91.51.51.9
당좌 비율 0.70.50.50.8
현금 흐름
2025-12-312024-12-312023-12-312022-12-312021-12-31
잉여현금흐름 $618M$269M$274M$332M

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나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목

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기관 투자자 (13F) 647개의 제출자 · $6.2B 전체 · 기준일 2026년 6월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 활동 — Q2 2026 대 이전 분기
신규 포지션 청산 포지션 증가함 감소 순주식 변동
86 (-42 이전 분기 대비) 65 (+1 이전 분기 대비) 209 (+16 이전 분기 대비) 182 (0 이전 분기 대비) +8.7M

Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.

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

회사 내부자 82 명의 내부자 · 50 임원 · 31 이사

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

SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당

행동주의자 및 5% 이상 소유자 13 보유

SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.

제출자 제출됨 지분 상태 목적 제출
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 제출 서류 2012년 12월 13일 최초 제출 SEC
2012년 11월 30일 최초 제출 SEC
2012년 11월 29일 최초 제출 SEC
2012년 11월 8일 최초 제출 SEC
2012년 10월 29일 최초 제출 SEC
2012년 10월 22일 최초 제출 SEC
2012년 8월 9일 최초 제출 SEC
2012년 1월 11일 최초 제출 SEC
2012년 1월 11일 최초 제출 SEC
2012년 1월 9일 최초 제출 SEC
2012년 1월 6일 최초 제출 SEC
2011년 12월 7일 최초 제출 SEC
미공개 보고자, 미공개 보고자, 미공개 보고자, 미공개 보고자, 미공개 보고자 2011년 11월 4일 최초 제출 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 보유 현황 122 ETF 보유

가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.

펀드 비중 단위 기준일 출처
MDPL · Northern Lights Fund Trust IV 3.49% 16,349 NS 2026년 5월 31일 N-PORT
GRPM · Invesco Exchange-Traded Fund Trust 1.54% 50,584 SH 2026년 8월 8일 일간
XMVM · Invesco Exchange-Traded Fund Trust 1.40% 45,842 SH 2026년 8월 8일 일간
SRHQ · Elevation Series Trust 1.27% 15,694 NS 2026년 4월 30일 N-PORT
FXR · First Trust Exchange-Traded AlphaDE… 1.14% 50,754 NS 2026년 4월 30일 N-PORT
VAMO · Cambria ETF Trust 0.89% 4,754 NS 2026년 4월 30일 N-PORT
ROE · EA Series Trust 0.75% 15,014 NS 2026년 5월 29일 N-PORT
PAMC · Pacer Funds Trust 0.73% 2,928 NS 2026년 4월 30일 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0.60% 668 NS 2026년 4월 30일 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0.59% 7,322 NS 2026년 5월 31일 N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND 0.55% 21,299 NS 2026년 4월 30일 N-PORT
DFSV · Dimensional ETF Trust 0.53% 253,611 NS 2026년 4월 30일 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.50% 43,715 SH 2026년 8월 8일 일간
INFO · Harbor ETF Trust 0.48% 23,654 NS 2026년 4월 30일 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.45% 6,211 NS 2026년 4월 30일 N-PORT
MADE · iShares Trust 0.43% 1,779 SH 2026년 8월 8일 일간
KRMA · Global X Funds 0.42% 3,860 NS 2026년 5월 31일 N-PORT
CVY · Invesco Exchange-Traded Fund Trust 0.38% 3,054 SH 2026년 8월 8일 일간
FVAL · FIDELITY COVINGTON TRUST 0.38% 29,187 NS 2026년 4월 30일 N-PORT
IFRA · iShares Trust 0.35% 103,383 SH 2026년 8월 8일 일간
DFAT · Dimensional ETF Trust 0.33% 292,695 NS 2026년 4월 30일 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.30% 8,613 SH 2026년 8월 8일 일간
XJH · iShares Trust 0.30% 8,426 SH 2026년 8월 8일 일간
IVOV · VANGUARD ADMIRAL FUNDS 0.30% 28,914 SH 2026년 8월 8일 일간
IJJ · iShares Trust 0.29% 171,268 SH 2026년 8월 8일 일간
FNX · First Trust Exchange-Traded AlphaDE… 0.29% 24,722 NS 2026년 4월 30일 N-PORT
PTMC · Pacer Funds Trust 0.29% 7,259 NS 2026년 4월 30일 N-PORT
PPA · Invesco Exchange-Traded Fund Trust 0.29% 161,676 SH 2026년 8월 8일 일간
IJH · iShares Trust 0.26% 2,151,384 SH 2026년 8월 8일 일간
VFMF · VANGUARD WELLINGTON FUND 0.26% 12,059 SH 2026년 8월 8일 일간
IVOO · VANGUARD ADMIRAL FUNDS 0.26% 100,815 SH 2026년 8월 8일 일간
BKMC · BNY Mellon ETF Trust 0.25% 10,030 NS 2026년 4월 30일 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.24% 13,986 NS 2026년 5월 31일 N-PORT
DEUS · DBX ETF Trust 0.24% 4,990 NS 2026년 5월 29일 N-PORT
IJK · iShares Trust 0.24% 167,949 SH 2026년 8월 8일 일간
ESML · iShares Trust 0.23% 44,090 SH 2026년 8월 8일 일간
IVOG · VANGUARD ADMIRAL FUNDS 0.23% 28,301 SH 2026년 8월 8일 일간
EBI · RBB Fund Trust 0.22% 11,296 NS 2026년 5월 31일 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 9,988 NS 2026년 4월 30일 N-PORT
VBR · VANGUARD INDEX FUNDS 0.20% 907,836 SH 2026년 8월 8일 일간
MIDU · Direxion Shares ETF Trust 0.20% 1,047 NS 2026년 4월 30일 N-PORT
DFVE · DoubleLine ETF Trust 0.19% 359 NS 2026년 3월 31일 N-PORT
DFAS · Dimensional ETF Trust 0.19% 173,356 NS 2026년 4월 30일 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 24,329 NS 2026년 4월 30일 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.18% 27,302 NS 2026년 4월 30일 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0.18% 23,291 SH 2026년 8월 8일 일간
MVV · ProShares Trust 0.18% 2,185 NS 2026년 5월 31일 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.17% 303,664 NS 2026년 5월 31일 N-PORT
SMDX · Tidal Trust III 0.16% 1,283 NS 2026년 4월 30일 N-PORT
ISCG · iShares Trust 0.16% 10,376 SH 2026년 8월 8일 일간