Consumer Cyclical
Oshkosh Corp (OSK)
Data as of July 16, 2026
Environment story
Oshkosh Corp exhibits modest environmental performance with structural weaknesses in disclosure and transparency. Scope 1, 2, and 3 emissions data are absent from the 10-K, triggering a 15-point deduction. The company has not disclosed a net-zero target year, resulting in a 15-point penalty. No material environmental controversies (toxic waste, water, habitat) are documented in the filing, avoiding additional penalties. The company acknowledges climate change pressures and regulatory risks but provides no concrete decarbonization infrastructure investments or operational emission-reduction initiatives. The company manufactures electric-powered equipment variants (NGDV battery-electric vehicles, battery components) but frames these as product-market responses rather than systematic decarbonization. Heavy reliance on Scope 3 (supply-chain and product-use emissions from vehicles sold to customers) is implied but not quantified. The absence of verified third-party ESG or sustainability reporting limits confidence in environmental claims.
Criticisms on file
No material criticisms on file for this pillar.
Disclosed initiatives
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Electric-Powered Vehicle DevelopmentCompany develops battery-electric variants of NGDV (Next Generation Delivery Vehicle) for USPS and battery-powered aerial work platforms in Access segment.Enables customer fleet decarbonization but does not constitute operational decarbonization; no quantified emission reduction targets provided.
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Product Innovation for Emissions ReductionManagement acknowledges pressure to develop products with lower greenhouse gas emissions and increased investment in electric-powered vehicles and mobile equipment research and development ($174 million R&D spend in 2025).Addresses regulatory and market demand but lacks specific emission reduction quantification or net-zero pathway alignment.
Social story
Oshkosh Corp demonstrates moderate social performance with gaps in workforce diversity and pay-equity transparency. CEO-to-worker pay ratio is undisclosed, preventing a complete assessment but the absence of disclosure suggests potential concern. Workforce diversity percentages (gender and racial/ethnic) are not disclosed in the filing, limiting transparency on social outcomes. No documented union-suppression activities, strikes, or major labor disputes within 24 months are reported. The company acknowledges labor availability challenges and wage pressure in the manufacturing sector but provides no detail on wage compression, benefits equity, or living-wage commitments. Supply-chain audits and human-rights due diligence are not disclosed; the company manufactures in and sources from multiple international jurisdictions (China, Mexico, Australia, Europe) but does not disclose conflict-minerals policies or modern-slavery due diligence. The company reports over 18,000 employees and operates in markets with varying labor standards, creating supply-chain governance risk without documented mitigation.
Criticisms on file
No material criticisms on file for this pillar.
Disclosed initiatives
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Workforce Expansion and RetentionCompany acknowledges challenges recruiting and retaining skilled labor and is investing in workforce hiring and training as part of capacity expansion plans.Addresses labor supply constraint but no wage equity, diversity, or benefits improvements are quantified.
Governance story
Oshkosh Corp exhibits moderate governance performance with several areas of concern. Board independence percentage is not disclosed, preventing direct assessment against the 75% threshold; typical public-company boards suggest likely compliance but lack of explicit disclosure is a governance weakness. The company has a single-class share structure with no documented dual-class voting or supermajority founder control, satisfying this criterion. Lobbying expenditures and specific anti-environmental or anti-consumer advocacy are not disclosed in the 10-K. The company is subject to DoD contract audit and compliance oversight, with explicit acknowledgment of Defense Contract Audit Agency and Defense Contract Management Agency review, indicating strong governmental compliance frameworks in defense operations. No active antitrust, major consumer-safety, or financial-fraud proceedings are documented. The company has received a federal tax audit with uncertain tax positions ($45.5 million) but these are typical and resolved via standard mechanisms. Governance risk stems from limited transparency on political spending, board composition, and lobbying positions rather than documented misconduct.
Criticisms on file
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Multi-year federal income tax audit; uncertain tax positions of $45.5 million outstanding as of December 31, 2025.Source: OSK 10-K 2025, Note 7 and MD&A Liquidity section.
Disclosed initiatives
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Government Compliance SystemsCompany maintains accounting, estimating, material-management, earned-value-management, purchasing, and government-property systems subject to DoD Contract Audit Agency and Contract Management Agency review.Structured compliance framework reduces risk of contract violations but does not constitute proactive governance enhancement.
These are Missionomics' own editorial scores — directional signals built from disclosed facts under a published method, not certifications or definitive ratings of Oshkosh Corp. Coverage and confidence vary by data point, and figures can lag real-world changes. Read the full Methodology for sourcing, scoring, and correction details — or open Oshkosh Corp in the app for interactive charts and portfolio building.
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