Oshkoshin hyvä meno jatkui 4Q 2018

Oshkosk julkaisi 4Q2018 (fiscal 1Q2019) tuloksensa 30.1 ja se oli jälleen erinomainen. Pääkohdat:

  • net income of $109.0 million, or $1.51 per diluted share, compared to $56.4 million, or $0.74 per diluted share
  • Consolidated net sales in the first quarter of fiscal 2019 increased 13.7 percent to $1.80 billion compared to the first quarter of fiscal 2018 due to higher access equipment and fire & emergency segment sales, offset in part by lower defense and commercial segment sales
  • Consolidated operating income in the first quarter of fiscal 2019 increased 115.4 percent to $160.5 million, or 8.9 percent of sales, compared to $74.5 million, or 4.7 percent of sales, in the first quarter of fiscal 2018

Toimitusjohtajan kommentti:

Fiscal 2019 is off to a good start and we remain confident in our outlook, supported by positive customer sentiment, elevated backlog and a focused Oshkosh team.

During the quarter, our defense segment received an order valued at $1.7 billion for our revolutionary light protected defense vehicle, the Joint Light Tactical Vehicle (JLTV). The JLTV is shaping the future of light military vehicles and continues to draw significant interest from international armed forces.

As a result of our positive start to the year and improved outlook in our access equipment segment, we are raising our fiscal 2019 earnings expectations. We now expect full year earnings per share to be in a range of $6.90 to $7.40 and adjusted1 earnings per share to be in a range of $7.00 to $7.50,” said Jones.

Posarihan se siellä ja heti vuoden alkajaisiksi. Hyvä meno. Viime vuonnahan osakekohtaista tulosta tuli näin: 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.

Kun osakekurssi on nyt 74.81 dollaria, on kuluvan vuoden PE välillä 10.1 – 10.8. Näen merkittävästi nousuvaraa osakkeessa. Omistan osakkeita ja harkitsen lisäostoja. Yhtiö maksaa 0.27 dollarin kvartaaliosinkoa.

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