Latest news with #OSK
Yahoo
17 hours ago
- Business
- Yahoo
3 Unpopular Stocks Walking a Fine Line
When Wall Street turns bearish on a stock, it's worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory. At StockStory, we look beyond the headlines with our independent analysis to determine whether these bearish calls are justified. Keeping that in mind, here are three stocks where the outlook is warranted and some alternatives with better fundamentals. Consensus Price Target: $149.21 (2% implied return) Founded in 1957, Hyatt Hotels (NYSE:H) is a global hospitality company with a portfolio of 20 premier brands and over 950 properties across 65 countries. Why Does H Fall Short? Softer revenue per room over the past two years suggests it might have to invest in new amenities such as restaurants and bars to attract customers Estimated sales growth of 3.2% for the next 12 months is soft and implies weaker demand Negative returns on capital show that some of its growth strategies have backfired Hyatt Hotels's stock price of $146.33 implies a valuation ratio of 45.7x forward P/E. Check out our free in-depth research report to learn more about why H doesn't pass our bar. Consensus Price Target: $121.42 (-3.3% implied return) Oshkosh (NYSE:OSK) manufactures specialty vehicles for the defense, fire, emergency, and commercial industry, operating various brand subsidiaries within each industry. Why Are We Hesitant About OSK? New orders were hard to come by as its average backlog growth of 4% over the past two years underwhelmed Sales are projected to remain flat over the next 12 months as demand decelerates from its two-year trend 9.4 percentage point decline in its free cash flow margin over the last five years reflects the company's increased investments to defend its market position At $125.62 per share, Oshkosh trades at 11.6x forward P/E. To fully understand why you should be careful with OSK, check out our full research report (it's free). Consensus Price Target: $144.75 (-0.5% implied return) Originally focused on refrigeration technology, Raytheon (NSYE:RTX) provides a a variety of products and services to the aerospace and defense industries. Why Is RTX Not Exciting? Scale is a double-edged sword because it limits the company's growth potential compared to its smaller competitors, as reflected in its below-average annual revenue increases of 6.3% for the last five years Performance over the past five years was negatively impacted by new share issuances as its earnings per share were flat while its revenue grew Low returns on capital reflect management's struggle to allocate funds effectively RTX is trading at $145.45 per share, or 23.1x forward P/E. Dive into our free research report to see why there are better opportunities than RTX. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Business Standard
2 days ago
- Business
- Business Standard
Suhora, OSK partner to put India on hyperspectral map, tackle key issues
Suhora Technologies has teamed up with Orbital Sidekick to introduce high-resolution hyperspectral satellite services in India, enabling the identification of rare earth minerals, methane leaks, etc Shine Jacob Chennai Listen to This Article Suhora Technologies, a leading India-based space data analytics company, on Tuesday announced a strategic partnership with US-based Orbital Sidekick (OSK) to introduce first-of-its-kind high-resolution hyperspectral satellite services in India. Through this, India will be able to identify rare earth mineral reserves, detect methane leaks from space, and monitor various other geological developments. This landmark agreement makes Suhora the first Indian company to offer commercial operational hyperspectral data of wide-spectrum (VNIR-SWIR), marking a significant leap forward for the nation's earth observation and geospatial data analytics capabilities. Through this partnership, Suhora will integrate OSK's advanced hyperspectral imagery into its flagship SPADE platform.
New Straits Times
2 days ago
- Automotive
- New Straits Times
OSK's entry into motorcycle financing offers fresh growth, says HLIB
KUALA LUMPUR: OSK Holdings Bhd's move into motorcycle financing opens up a new growth opportunity in an expanding market while helping diversify its risk across various customer segments. According to Hong Leong Investment Bank (HLIB), OSK is not entering the segment from scratch and the acquisition of Wilayah Credit provides a faster entry, as the company already has strong dealer networks and operational expertise. HLIB said it also comes with a valuable customer database and credit behaviour insights, which OSK can leverage across its broader financing ecosystem. "With OSK's strong treasury team and ability to secure competitive funding, there is potential to scale up the loan portfolio more effectively post-acquisition," it said. HLIB noted that OSK has agreed to acquire Wilayah Credit for RM16.5 million, a sum that is around RM300,000 higher than its net assets of RM16.2 million, translating to a premium of roughly 7.7 per cent after factoring in the disposal of shop lots. The research firm said the premium is justified, as the real value of the acquisition goes beyond physical assets. It includes intangible advantages such as a robust customer database, long-standing dealer relationships, and a solid market presence, which are not reflected in the balance sheet. "While the acquisition is modest in size, it reflects OSK's proactive approach to managing and diversifying its risk," the firm said. HLIB has reiterated its 'Buy' recommendation on OSK, keeping the target price unchanged at RM2.00. The firm highlighted OSK's attractive multi-engine growth story, driven by the rapid expansion of its private credit segment, which has recorded a strong five-year compound annual growth rate (CAGR) of 24.8 per cent and is becoming a major contributor to the group's overall growth.
New Straits Times
3 days ago
- Business
- New Straits Times
OSK enters motorcycle financing with RM16.5mil acquisition of Wilayah Credit
KUALA LUMPUR: OSK Holdings Bhd is expanding into motorcycle financing via the acquisition of hire purchase financing company Wilayah Credit Sdn Bhd for RM16.50 million. In a filing with Bursa Malaysia today, the conglomerate stated that its wholly-owned subsidiary, OSK Retail Capital Sdn Bhd (OSKRC), had entered into a share sale agreement with Platinum Moment Sdn Bhd, which wholly owns Wilayah Credit. "The proposed acquisition will enable the group's consumer financing business to expand into motorcycle financing, which aligns with OSK's strategy to diversify its consumer financing product offering," said the filing. Upon the completion of the acquisition, OSK will arrange for Wilayah Credit to sell three excluded real estate properties located in Kuala Lumpur back to Platinum Moment for RM12.60 million. Completion of the acquisition is expected in 3Q 2025, said OSK. Wilayah Credit has a total issued and paid share capital of RM10 million divided into 10 million ordinary shares.
Yahoo
25-06-2025
- Business
- Yahoo
The 5 Most Interesting Analyst Questions From Oshkosh's Q1 Earnings Call
Oshkosh's first quarter results fell below Wall Street's expectations, with revenue and non-GAAP profit both missing consensus estimates. Management attributed the underperformance primarily to softer market conditions in the Access equipment segment, where North American sales declined, and to higher operating expenses. CEO John Pfeifer noted that pricing power and improved operations in Vocational vehicles partially offset these challenges, but persistent headwinds in Access weighed on overall results. On the call, executives highlighted 'solid progress' in ramping up Defense segment production, but expressed caution over the impact of recently announced tariffs on key components and supply chain costs. Is now the time to buy OSK? Find out in our full research report (it's free). Revenue: $2.31 billion vs analyst estimates of $2.42 billion (9.1% year-on-year decline, 4.5% miss) Adjusted EPS: $1.92 vs analyst expectations of $2.04 (5.8% miss) Adjusted EBITDA: $245.4 million vs analyst estimates of $249.9 million (10.6% margin, 1.8% miss) Operating Margin: 7.6%, down from 10.2% in the same quarter last year Backlog: $14.55 billion at quarter end, down 11% year on year Market Capitalization: $7.12 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Stephen Volkmann (Jefferies) asked whether Oshkosh could offset new tariff costs through pricing, as it had in past cycles. CEO John Pfeifer explained their approach is to minimize passing costs to customers and focus on supply chain mitigation, noting the current demand environment is less robust than during previous inflationary periods. Mig Dobre (Baird) pressed for clarity on which countries and components are most exposed to tariffs. CFO Matt Field clarified that the Access segment is most affected due to its global supply chain, particularly from China, while Vocational and Defense are more U.S.-centric. Jamie Cook (Truist) questioned how much of the tariff impact and mitigation would fall on the Access segment. Field confirmed that most direct tariff costs would affect Access, with cost-saving efforts spread more broadly across the company. Chad Dillard (Bernstein) inquired about the timing and composition of mitigation actions. Field said most impact and mitigation would occur in the second half of the year, with a mix of cost controls and price adjustments, while Pfeifer stressed ongoing supply chain reorganization as a longer-term solution. Kyle Menges (Citi) asked about weaknesses in telehandler sales and the impact of losing a major contract. Pfeifer acknowledged some impact but emphasized that Oshkosh's market share in telehandlers continues to grow and that Q1 is not indicative of full-year segment health. In the coming quarters, our team will be watching (1) the effectiveness of Oshkosh's tariff mitigation measures and whether cost reductions offset expected earnings headwinds, (2) the pace at which NGDV production ramps to full rate for the U.S. Postal Service, and (3) trends in Access equipment demand, especially as private construction markets remain sluggish. The ability to sustain Vocational segment momentum and manage evolving supply chain risks will also be important markers. Oshkosh currently trades at $110.54, up from $88.34 just before the earnings. Is the company at an inflection point that warrants a buy or sell? Find out in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
