Oshkosh Corporation (OSK)

Consensus already expects the revenue boom to fade, leaving margin to do much of the work of bringing the multiple down.

Caterpillar just posted a record-smashing quarter, but on the earnings call, analysts kept circling one critical question about what comes next.

With its big engines and turbines booked years ahead, what decides the stock from here is how fast Caterpillar can lift production.

Oshkosh tops Q2 estimates as sales rise 6.7% and Access orders hit $1.5B, but margin pressure and a slower fire truck ramp trim its 2026 outlook.

This specialty vehicle maker screens as a perfect buyout target, but its concentrated ownership raises one crucial question for any potential suitor.