Analyst Ratings

Date	Action	Analyst	Rating	Target
May-12-26	Reiterated	Morgan Stanley	Equal Weight	$147 → $150
May-11-26	Reiterated	Evercore ISI		$202 → $181
May-11-26	Reiterated	Robert W. Baird		$175 → $172
Apr-13-26	Downgrade	Citigroup	Buy → Neutral
Apr-09-26	Reiterated	Bernstein	Market Perform	$140 → $138
Mar-09-26	Reiterated	Industrial Alliance Securities		$170 → $180
Mar-06-26	Reiterated	UBS	Buy	$167 → $197
Mar-02-26	Reiterated	Raymond James	Outperform	$130 → $175
Feb-02-26	Reiterated	DA Davidson	Buy	$160 → $168
Jan-30-26	Reiterated	Truist Financial		$175 → $183

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 12/31/2025	FY 2024 12/31/2024	FY 2023 12/31/2023
Total Revenue	10,428	10,422	10,730	Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A	8,711	8,658	8,761
Gross Profit	1,718	1,764	1,969
Selling, General and Administrative Excl. Other	823	819	852
Research and Development	0	0	0
Other Operating Expense	48	0	107
Operating Income	846	945	1,011
Interest Expense	121	118	120
Unusual Expense	—	—	—
Non-Operating Income (Expense)	-21	-14	-12
Net Income Before Taxes	744	839	891
Income Taxes	166	192	210
Consolidated Net Income	578	647	681
Net Income From Continuing Operations	579	647	681
Net Income	578	647	681
EPS (Recurring)	9.03	10.08	10.39
EPS (Basic, Before Extraordinaries)	9.03	10.08	10.39
EPS (Diluted)	8.98	10.02	10.38
EBITDA	1,099	1,184	1,223
Other After Tax Adjustments	—	—	—
Stock Option Compensation Expense	—	—	—
Price To Earnings Ratio	15.54	12.54	—
Price To Sales Ratio	0.84	0.77	—
Gross Margin	16.47	16.93	18.35
Operating Margin	8.11	9.07	9.42
Net Margin	5.54	6.21	6.35
Shares Outstanding	63	64	66
Market Capitalization	8,791	8,040	—
Operating Lease Expense	—	—	—

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Palmer Duncan	Director	May 12 '26	Sale	133.86	505	67,599	39,684	May 13 12:00 AM
Khare Anupam	SVP/Chief Information Officer	Feb 27 '26	Sale	169.07	4,000	676,262	13,577	Mar 02 12:00 AM
Iyengar Jayanthi	EVP, Chief Technology Officer	Feb 20 '26	Option Exercise	143.47	5,810	833,526	27,106	Feb 23 12:00 AM
Pack Michael E	EVP & Pres, Vocational	Feb 20 '26	Option Exercise	143.47	15,760	2,261,113	43,173	Feb 23 12:00 AM
Freeders James C	Senior VP and Controller	Feb 20 '26	Option Exercise	87.76	2,496	218,993	11,778	Feb 23 12:00 AM
Pfeifer John C	President & CEO	Feb 20 '26	Option Exercise	143.46	65,659	9,419,462	156,726	Feb 23 12:00 AM
Cortina Ignacio A	EVP, CL&AO & Secretary	Feb 20 '26	Option Exercise	143.47	15,760	2,261,113	56,289	Feb 23 12:00 AM
Verich John S	SVP Bus Devl and Treasurer	Feb 20 '26	Option Exercise	87.06	3,520	306,531	8,009	Feb 23 12:00 AM
Verich John S	SVP Bus Devl and Treasurer	Feb 20 '26	Sale	176.99	1,050	185,834	6,959	Feb 23 12:00 AM
Brandt Bryan K	SVP & Chief Marketing Officer	Feb 20 '26	Option Exercise	143.46	3,679	527,716	12,560	Feb 23 12:00 AM
Khare Anupam	SVP/Chief Information Officer	Feb 20 '26	Option Exercise	143.47	6,308	905,014	18,091	Feb 23 12:00 AM
Nystrom Jackie Lynn	SVP & CHRO	Feb 20 '26	Option Exercise	87.76	1,018	89,328	3,729	Feb 23 12:00 AM
Brandt Bryan K	SVP & Chief Marketing Officer	Feb 19 '26	Option Exercise	85.25	1,266	107,914	10,969	Feb 20 12:00 AM
Verich John S	SVP Bus Devl and Treasurer	Feb 19 '26	Option Exercise	170.49	997	169,956	7,377	Feb 20 12:00 AM
Pfeifer John C	President & CEO	Feb 19 '26	Option Exercise	85.25	26,884	2,291,685	128,650	Feb 20 12:00 AM


Market Cap	8.59B	Forward P/E	9.94	EPS next Y	14.04	Insider Trans	0.36%	Shs Float	-	Perf Month	17.15%


Enterprise Value	9.49B	PEG	-	EPS next Q	2.66	Inst Own	-	Short Float	-	Perf Quarter	-3.25%


Income	573.74M	P/S	0.82	EPS this Y	21.65%	Inst Trans	-	Short Ratio	-	Perf Half Y	8.57%


Sales	10.43B	P/B	1.94	EPS next Y	28.50%	ROA	5.80%	Short Interest	-	Perf YTD	11.07%


Book/sh	71.63	P/C	8.51	EPS next 5Y	22.39%	ROE	12.85%	52W High	180.49 -22.69%	Perf Year	27.06%


Cash/sh	4.01	P/FCF	10.12	EPS past 3/5Y	-	ROIC	8.92%	52W Low	106.37 31.18%	Perf 3Y	-


Dividend Est.	2.16 (1.55%)	EV/EBITDA	8.63	Sales past 3/5Y	7.96% 8.73%	Gross Margin	16.46%	Volatility	2.23% 2.46%	Perf 5Y	-


Dividend TTM	2.16 (1.55%)	EV/Sales	0.91	EPS Y/Y TTM	-6.36%	Oper. Margin	8.11%	ATR (14)	5.03	Perf 10Y	-


Dividend Ex-Date	May 26, 2026	Quick Ratio	0.83	Sales Y/Y TTM	-2.81%	Profit Margin	5.54%	RSI (14)	57.30	Recom	2.27


Dividend Gr. 3/5Y	11.29% 10.65%	Current Ratio	1.63	EPS Q/Q	-55.73%	SMA20	5.64%	Beta	1.44	Target Price	171.20


Payout	23.03%	Debt/Eq	0.26	Sales Q/Q	0.22%	SMA50	0.35%	Rel Volume	1.15	Prev Close	137.75


Employees	18,000	LT Debt/Eq	0.33	Earnings	Jul 31	SMA200	-0.78%	Avg Volume	726.12K	Price	139.54


IPO Date	Oct 02, 1985	Option/Short	Yes / Yes	EPS/Sales Surpr.	-18.27% 1.13%	Net Debt/EBITDA	0.82	Volume	834,644	Change	1.30%

OSK