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CAT vs OSK
Which Stock Would AI Choose? Caterpillar (CAT) vs. Oshkosh (OSK) Stock Comparison
Key Takeaways
- CAT reported record Q2 2026 revenue of $20.5 billion and raised its full-year sales growth outlook to mid- to high-teens percent, supported by a $72 billion backlog.
- OSK posted Q2 2026 sales of $2.92 billion, up 6.7 percent year-over-year, but lowered full-year adjusted earnings per share guidance to approximately $11.00.
- CAT trades at a market capitalization of roughly $376 billion with a price-to-earnings ratio near 35, reflecting premium valuation for its scale and growth profile.
- OSK maintains a smaller market capitalization of about $9 billion and a lower price-to-earnings ratio around 17, offering a more modest valuation amid mixed segment performance.
- Both companies operate in the industrials sector with exposure to construction and infrastructure demand, yet CAT benefits from broader global reach and data-center-related power equipment orders while OSK focuses on specialized vehicles including access equipment and defense.
- Recent market activity shows CAT shares down from 2026 highs but up substantially year-to-date, while OSK shares have posted more modest gains amid production constraints in certain segments.
Introduction
Investors and traders seeking to compare industrial machinery and equipment companies often examine CAT and OSK because both firms serve overlapping end markets such as construction, infrastructure, and specialized vehicles. This analysis highlights differences in business scale, recent financial results, backlog visibility, and relative stock performance within the current market environment. The comparison is relevant for those evaluating large-cap versus mid-cap industrial names, assessing growth consistency, margin trends, and sector positioning without reliance on short-term forecasts.
CAT Overview and Recent Performance
Caterpillar Inc. is a leading manufacturer of construction and mining equipment, diesel and natural gas engines, and power systems. In recent market activity, the company delivered record second-quarter 2026 results with sales and revenues reaching $20.5 billion, marking the first time quarterly revenue exceeded $20 billion. Adjusted earnings per share of $8.17 surpassed expectations, aided by volume growth, pricing, and margin expansion. Management raised the full-year 2026 sales outlook to mid- to high-teens growth and reported a record backlog of $72 billion. Shares have experienced volatility, trading near $818 in mid-September after retreating from earlier 2026 peaks above $1,000, yet remaining substantially higher on a year-to-date and trailing-twelve-month basis. Positive sentiment has been supported by strong demand across construction, mining, and power-generation segments, including data-center applications, alongside initiatives in autonomy and robotics.
OSK Overview and Recent Performance
Oshkosh Corporation designs and manufactures specialty vehicles and equipment, including access equipment, defense products, fire and emergency apparatus, and commercial vehicles. In the second quarter of 2026, the company reported net sales of $2.92 billion, an increase of 6.7 percent from the prior year, with adjusted earnings per share of $2.87. Robust orders in the access equipment segment contributed to backlog growth, yet management lowered full-year adjusted earnings per share guidance to approximately $11.00 due to slower-than-expected improvements in fire truck production throughput. Shares have traded around $146 in recent sessions, reflecting modest year-to-date gains and more limited movement compared with broader industrial peers. Market sentiment has been influenced by strength in defense and access markets offset by operational challenges in certain commercial segments.
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Head-to-Head Comparison
CAT operates at a significantly larger scale with diversified global exposure across construction, mining, and energy markets, whereas OSK maintains a narrower focus on purpose-built vehicles and equipment. Recent momentum favors CAT, which posted record revenue and backlog expansion driven by broad demand, including data-center power needs. In contrast, OSK achieved solid access-equipment orders but encountered production headwinds that prompted a modest reduction in earnings guidance. Valuation metrics show CAT commanding a higher price-to-earnings multiple consistent with its growth trajectory and market leadership, while OSK trades at a lower multiple that may appeal to value-oriented participants. Risk factors differ as well: CAT faces exposure to commodity cycles and global trade dynamics, whereas OSK contends with manufacturing execution risks in specialized segments. Sector sentiment remains constructive for both, though CAT has demonstrated greater consistency in order trends and margin delivery during recent periods.
Tickeron AI Verdict
Based on observable factors including stronger revenue growth, record backlog visibility, and more consistent trend alignment in recent market activity, Tickeron’s AI models may currently assign a higher probabilistic preference to CAT over OSK. The larger company’s positioning in high-demand areas such as power generation and infrastructure provides additional relative stability compared with segment-specific challenges at the smaller peer. This assessment reflects current data patterns rather than any guarantee of future outcomes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAT is a Buy and OSK is a Buy.
CAT | OSK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | 59 Fair valued | |
PROFIT vs RISK RATING 1..100 | 17 | 72 | |
SMR RATING 1..100 | 19 | 62 | |
PRICE GROWTH RATING 1..100 | 43 | 62 | |
P/E GROWTH RATING 1..100 | 13 | 26 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
OSK's Valuation (59) in the Trucks Or Construction Or Farm Machinery industry is in the same range as CAT (88). This means that OSK’s stock grew similarly to CAT’s over the last 12 months.
CAT's Profit vs Risk Rating (17) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for OSK (72). This means that CAT’s stock grew somewhat faster than OSK’s over the last 12 months.
CAT's SMR Rating (19) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for OSK (62). This means that CAT’s stock grew somewhat faster than OSK’s over the last 12 months.
CAT's Price Growth Rating (43) in the Trucks Or Construction Or Farm Machinery industry is in the same range as OSK (62). This means that CAT’s stock grew similarly to OSK’s over the last 12 months.
CAT's P/E Growth Rating (13) in the Trucks Or Construction Or Farm Machinery industry is in the same range as OSK (26). This means that CAT’s stock grew similarly to OSK’s over the last 12 months.
| CAT | OSK | |
|---|---|---|
| RSI ODDS (%) | N/A | 4 days ago 73% |
| Stochastic ODDS (%) | 4 days ago 51% | 4 days ago 67% |
| Momentum ODDS (%) | 4 days ago 71% | 4 days ago 73% |
| MACD ODDS (%) | 4 days ago 66% | 4 days ago 65% |
| TrendWeek ODDS (%) | 4 days ago 73% | 4 days ago 66% |
| TrendMonth ODDS (%) | 4 days ago 68% | 4 days ago 70% |
| Advances ODDS (%) | 8 days ago 74% | 25 days ago 68% |
| Declines ODDS (%) | 13 days ago 56% | 5 days ago 66% |
| BollingerBands ODDS (%) | N/A | 4 days ago 69% |
| Aroon ODDS (%) | 4 days ago 55% | 4 days ago 68% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CAT’s FA Score shows that 3 FA rating(s) are green while OSK’s FA Score has 1 green FA rating(s).
- CAT’s FA Score: 3 green, 2 red.
- OSK’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CAT’s TA Score shows that 3 TA indicator(s) are bullish while OSK’s TA Score has 4 bullish TA indicator(s).
- CAT’s TA Score: 3 bullish, 3 bearish.
- OSK’s TA Score: 4 bullish, 6 bearish.
Price Growth
CAT (@Trucks/Construction/Farm Machinery) experienced а +1.56% price change this week, while OSK (@Trucks/Construction/Farm Machinery) price change was -9.45% for the same time period.
The average weekly price growth across all stocks in the @Trucks/Construction/Farm Machinery industry was -2.64%. For the same industry, the average monthly price growth was -4.00%, and the average quarterly price growth was +6.98%.
Reported Earning Dates
CAT is expected to report earnings on Nov 04, 2026.
OSK is expected to report earnings on Oct 22, 2026.
Industries' Descriptions
@Trucks/Construction/Farm Machinery (-2.64% weekly)The industry designs and builds agricultural, construction and other large commercial and transportation equipment. Tractors, planters and harvesters, as well as rock-crushing, railroad, demolition and other construction implements are produced by this industry. Rapid urbanization and industrialization has been bolstering the expansion of the construction sector in the past few decades, thereby boosting demand for heavy equipment businesses. Caterpillar Inc., Deere & Company and Cummins Inc (Ex. Cummins Engine Inc) are some prominent companies in this industry.
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CAT and
Correlation & Price change
A.I.dvisor indicates that over the last year, CAT has been loosely correlated with TEX. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if CAT jumps, then TEX could also see price increases.
| Ticker / NAME | Correlation To CAT | 1D Price Change % | ||
|---|---|---|---|---|
| CAT | 100% | +2.03% | ||
| TEX - CAT | 60% Loosely correlated | +1.25% | ||
| OSK - CAT | 55% Loosely correlated | +1.98% | ||
| ASTE - CAT | 55% Loosely correlated | +1.70% | ||
| CMCO - CAT | 49% Loosely correlated | +4.99% | ||
| FSS - CAT | 49% Loosely correlated | +1.75% | ||
More | ||||
OSK and
Correlation & Price change
A.I.dvisor indicates that over the last year, OSK has been closely correlated with TEX. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if OSK jumps, then TEX could also see price increases.
| Ticker / NAME | Correlation To OSK | 1D Price Change % | ||
|---|---|---|---|---|
| OSK | 100% | +1.98% | ||
| TEX - OSK | 67% Closely correlated | +1.25% | ||
| MTW - OSK | 59% Loosely correlated | +3.31% | ||
| CNH - OSK | 58% Loosely correlated | -1.43% | ||
| ASTE - OSK | 58% Loosely correlated | +1.70% | ||
| AGCO - OSK | 57% Loosely correlated | +1.56% | ||
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