Oshkosh's low P/E ratio may reflect market's limited growth expectations. Shareholders appear to accept this, anticipating no significant future earnings surprises, making a strong share price rise unlikely.
Wachenheim predicts Citigroup's shares are undervalued, expecting earnings of $11 per share by 2026. He also foresees Oshkosh earning $15-$16 per share in 2026, and Terex's shares doubling in value by 2026.
Market participants hold the company in higher regard despite slower EPS growth. The divergence between TSR and share price return can be largely explained by dividend payments.
There is some skepticism among investors given the low P/E ratio compared to Oshkosh's solid growth metrics. The low P/E ratio can be attributed to potential unobserved threats to earnings or anticipations of earnings instability in the future.
HLIB research predicts OSK's robust balance sheet and treasury team, alongside its increased lending capacity, will provide a competitive edge. Additionally, advances in margins and sales and earnings in the property development business are expected, protruding anticipated growth and a forecast 5.8% dividend yield for FY23.
All but one end market posted Y/Y organic growth, but most verticals are also seeing growth decelerate sequentially We spend a lot of time gathering organic growth data by geography and end market for the entire MI/EE & Machinery space (not just the names we cover), and note that 17/18 end markets posted Y/Y organic growth in 2Q (consistent with 1Q), up 9% at the median. These included: Truck OEMs +23%, Construction Equipment +21%, Autos +19...
Oshkosh股票讨论区
Gap Ups
1. $Arista Networks(ANET.US)$ - up 9.6%
2. $Oshkosh(OSK.US)$ - up 6.2%
3. $伍德沃德(WWD.US)$ - up 4.5%
4. $环汇有限公司(GPN.US)$ - up 4.4%
5. $伊顿(ETN.US)$ - up 2.8%
6. $卡特彼勒(CAT.US)$ - up 2.0%
7. $Trex Co.(TREX.US)$ - up 2.0%
8. $韩国电信(KT.US)$ - up 1.7%
9. $SBA通信公司(SBAC.US)$ - up 1.5...
营收、营业利润和净利润在2020年分别下滑18.2%,38.7%和44%,2021年分别增长12.8%,11.5%和45.7%,都没有恢复到2019年的水平。
2022前两季度分别增长15.8%,-58.3%和-85.3%,主要原因是成本上升造成的。
目前11.6倍市盈率,30倍市盈率TTM没有吸引力。
In reaction to earnings/guidance:
$Sunnova Energy International(NOVA.US)$ +13.6%, $Impinj(PI.US)$ +12%, $Etsy Inc(ETSY.US)$ +8.1%, $argenx SE(ARGX.US)$ +8.1%, $Netgear(NTGR.US)$ +6.9%, $福特汽车(F.US)$ +6.7%(also increases dividend), $Myovant Sciences(MYOV.US)$ +6%, $Merit Medical Systems(MMSI.US)$ +6%, $伊格尔矿业(AEM.US)$ +5.8%, $伟创力(FLEX.US)$ +5.1%, $MAA房产信托(MAA.US)$ +5%, $普雷克萨斯(PLXS.US)$ +5%, $哈雷戴维森(HOG.US)$ +5%,...
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