Oshkosh vs Paccar
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KIRA’s take AI analyst
I put Oshkosh and Paccar side by side, using each one’s latest annual report. Here is what stands out:
- Paccar is the larger business, with $28.4B of revenue in fiscal 2025 against $10.4B for Oshkosh, about 2.7 times as much.
- Oshkosh grew revenue faster (−2.9%, against −15.5%).
- Paccar turned more of its sales into free cash flow (12.9% FCF margin, against 5.9%).
- Investors pay more for each dollar of Paccar’s earnings: a P/E of 22.5x against 14.7x for Oshkosh.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Oshkosh
OSK
4/7
Revenue growth5-year growthReturn on equityShare count change
Paccar
PCAR
3/7
Gross marginNet marginFCF margin
Side by side
Best in the row
| Latest fiscal year | OSK FY25 | PCAR FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.3B | $56.4B |
| Revenue | $10.4B | $28.4B |
| Free cash flow | $618M | $3.7B |
| Net income | $647M | $2.4B |
| Growth | ||
| Revenue growth | −2.9% | −15.5% |
| 5-year growth | 8.7% | 8.7% |
| Share count change | −1.9% | 0.0% |
| Profitability | ||
| Gross margin | 17.5% | 20.1% |
| Operating margin | 9.0% | — |
| Net margin | 6.2% | 8.4% |
| FCF margin | 5.9% | 12.9% |
| Return on capital | 14.8% | — |
| Return on equity | 14.9% | 12.9% |
| Balance sheet | ||
| Net debt | $692M | — |
| Net debt / EBITDA | 0.6x | — |
| Dividends and buybacks | $408M | $2.3B |
| Valuation & quality | ||
| P/E | 14.7x | 22.5x |
| Piotroski F-score | 5 | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.