Oshkosh murskasi 3Q 2018 odotukset

Oshkosh julkaisi 3Q 2018 (fiskaalinen 4Q) tuloksensa tänään ja kurssi on tätä kirjoittaessa noin 20% nousussa. Pääkohdat tuloksesta:

  • Consolidated net sales in the fourth quarter of fiscal 2018 increased 4.8 percent compared to the fourth quarter of fiscal 2017 to $2.06 billion on strong demand for access equipment offset in part by expected lower defense segment sales.
  • net income of $151.3 million, or $2.05 per diluted share, compared to $93.5 million, or $1.23 per diluted share.
  • Consolidated operating income increased 49.7 percent to $201.4 million, or 9.8 percent of sales, in the fourth quarter of fiscal 2018 compared to $134.5 million, or 6.9 percent of sales, in the fourth quarter of fiscal 2017.
  • Full year fiscal 2018 diluted earnings per share of $6.29 and adjusted1 diluted earnings per share of $6.36, increases of 67 and 50 percent.
  • Kvartaaliosinko kasvaa 12.5% 0.27 dollariin osakkeelta.

Firma ennustaa seuravalle 12kk näin: “Based on expected continued favorable end markets, strong backlogs entering the year and our industry-leading product offerings, we are initiating a fiscal 2019 diluted earnings per share estimate range of $6.50 to $7.25” eli voitot kasvavat kivasti tulevaisuudessakin. Pörssikurssi on nyt 85.58 dollaria joten PE-luku on nyt 13.3  ja ensi vuoden ennusteella  11.8 – 13.1. Ei paha.

Omistan Oshkoshin osakkeita.

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