The global mine disposal vehicle market is projected to grow from $2.06 billion in 2025 to $3.27 billion by 2030, driven by rising defense budgets, technological innovations in autonomous systems, and increased humanitarian demining initiatives. Key developments include Advanced Blast & Ballistic Systems' Dragon UGV and a strategic partnership between Rheinmetall AG and DOK-ING to develop advanced unmanned disposal systems. North America leads the market while Asia-Pacific shows the fastest growth potential.

SG Capital Management LLC completely exited its stake in Oshkosh Corporation, selling all 557,006 shares in the third quarter of 2025. The sale represents a significant portfolio change, with the company previously holding OSK as its second-largest holding.

Forterra introduced four integrated autonomous mission modules (AutoDrive, TerraLink, OASIS, and Vektor) designed to enhance military logistics, mobility, and communication capabilities through advanced data processing and interoperability technologies.

Oshkosh reported Q2 2025 earnings beating estimates with $3.41 EPS, $2.73 billion revenue, and raised full-year guidance to $11.00, despite challenges in Access segment and declining year-over-year revenue.

JPMorgan analyst raised Oshkosh's price forecast to $106, while maintaining a Neutral rating. The analyst anticipates improving FCF post-2025 will support increased share repurchases.

The global armored vehicles market is expected to grow from $15.3 billion in 2024 to $20.1 billion by 2030, driven by trends like modularity, hybrid/electric propulsion, and integration with command and control networks. Key players in the market include BAE Systems, General Dynamics, and Lockheed Martin.

Joby Aviation's stock surged in October due to a buy rating from Needham and progress in the electric vertical takeoff and landing (eVTOL) industry, including regulatory approval and a partnership with Uber. However, the stock gave up some gains in early December as the rally in eVTOL stocks appeared overdone.

OSK vs. RACE: Which Stock Is the Better Value Option?

Autoliv, BorgWarner, Oshkosh and American Axle have been highlighted in this Industry Outlook article.

Auto equipment providers like ALV, BWA, OSK and AXL appear better positioned to navigate the challenging landscape of the industry.

Ratings for Oshkosh (NYSE:OSK) were provided by 7 analysts in the past three months, showcasing a mix of bullish and bearish perspectives. The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 2 2 2 1 0 Last 30D 1 0 0 0 0 1M Ago 0 0 0 1 0 2M Ago 0 1 0 0 0 3M Ago 1 1 2 0 0 Analysts have set 12-month price targets for Oshkosh, revealing an average target of $141.71, a high estimate of $190.00, and a low estimate of $112.00. This current average reflects an increase of 8.73% from the previous average price target of $130.33. Diving into Analyst Ratings: An In-Depth Exploration An in-depth analysis of recent analyst actions unveils how financial experts perceive Oshkosh. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target Kyle Menges Citigroup Announces Buy $130.00 - Ross Gilardi B of A Securities Raises Underperform $112.00 $108.00 Mircea Dobre Baird Raises Outperform $190.00 $158.00 Jamie Cook Truist Securities Raises Hold $132.00 $121.00 Nathan Jones Stifel Raises Buy $140.00 $135.00 Mircea Dobre Baird Raises Outperform $158.00 $140.00 Tami Zakaria JP Morgan Raises Neutral $130.00 $120.00 Key Insights: Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Oshkosh. This information provides a snapshot of how analysts perceive the ...Full story available on Benzinga.com

Tesla (TSLA) recalls nearly 12,000 Cybertrucks to fix trim pieces and faulty motor controllers in the front windshield wipers.