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OSK vs PCAR
Which Stock Would AI Choose? Oshkosh Corporation (OSK) vs. PACCAR Inc. (PCAR) Stock Comparison
Key Takeaways
- OSK and PCAR operate in overlapping heavy equipment and commercial vehicle sectors, with OSK offering broader exposure to defense and vocational markets while PCAR focuses primarily on Class 8 trucks.
- Both companies reported first-quarter 2026 results in late April or early May, with OSK maintaining its full-year adjusted earnings per share (EPS) outlook despite a miss, and PCAR highlighting resilience in its parts segment amid revenue declines.
- Year-to-date through late July 2026, OSK has delivered stronger total returns compared with PCAR, reflecting differing market sentiment toward defense spending versus truck demand cycles.
- Upcoming second-quarter 2026 earnings releases scheduled for July 28 for both companies represent a key near-term catalyst that could influence relative performance.
- Sector exposure creates trade-offs: OSK benefits from government contracts, while PCAR relies more on aftermarket parts and fleet replacement cycles.
- Market positioning shows OSK trading at a lower price-to-earnings multiple than PCAR, with both stocks exhibiting relatively stable price action in recent weeks ahead of earnings.
Introduction
Investors and traders frequently compare OSK and PCAR because both companies supply purpose-built vehicles and equipment essential to infrastructure, logistics, and defense. This analysis examines their business models, recent stock behavior, and relative positioning in the current market environment. Portfolio managers, sector specialists, and active traders evaluating industrial and transportation holdings may find the comparison relevant when assessing diversification within cyclical equities or identifying relative value opportunities.
OSK Overview and Recent Performance
Oshkosh Corporation designs and manufactures specialty vehicles and equipment for defense, fire and emergency, access equipment, and commercial markets. In recent weeks, the stock has traded in a relatively narrow range near $155 amid investor focus on defense contract momentum and preparation for the second-quarter earnings release. Year-to-date performance has outpaced broader market benchmarks, supported by steady demand signals in vocational segments despite softer margins reported in the first quarter. Sentiment has remained constructive around long-term defense spending trends, though short-term volatility has been limited as the company reaffirmed its full-year 2026 adjusted EPS guidance.
PCAR Overview and Recent Performance
PACCAR Inc. manufactures heavy-duty trucks under the Kenworth and Peterbilt brands and provides aftermarket parts and financial services. Recent market activity has shown the stock consolidating around $132, with performance reflecting cautious fleet ordering patterns and strength in the parts division. Year-to-date returns have been solid but trailed some industrial peers, as investors weighed moderating truck demand against resilient aftermarket revenue. The company continues to highlight operational efficiencies and capital deployment plans, with market participants monitoring order trends ahead of the second-quarter earnings announcement.
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Head-to-Head Comparison
OSK maintains a more diversified revenue base that includes significant defense and access equipment exposure, creating potential stability during periods of government spending strength, whereas PCAR derives the majority of its results from truck manufacturing and high-margin parts sales tied to fleet utilization. Growth drivers differ accordingly: OSK may benefit from sustained defense budgets, while PCAR depends on economic activity influencing freight volumes and replacement cycles. Recent momentum has favored OSK on a year-to-date basis, though both stocks face similar near-term uncertainty ahead of earnings. Risk factors include cyclical demand for PCAR and contract timing variability for OSK. Market sentiment appears balanced, with valuation multiples reflecting differing growth profiles and sector tailwinds.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and relative sector positioning, Tickeron’s AI models currently assign a modest probabilistic edge to OSK due to stronger year-to-date performance and defense-related catalysts. However, outcomes remain sensitive to upcoming quarterly results and broader industrial demand trends.
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 OSK is a Hold and PCAR is a StrongBuy.
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 undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
OSK’s FA Score shows that 1 FA rating(s) are green whilePCAR’s FA Score has 3 green FA rating(s).
- OSK’s FA Score: 1 green, 4 red.
- PCAR’s FA Score: 3 green, 2 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.
OSK’s TA Score shows that 4 TA indicator(s) are bullish while PCAR’s TA Score has 4 bullish TA indicator(s).
- OSK’s TA Score: 4 bullish, 5 bearish.
- PCAR’s TA Score: 4 bullish, 4 bearish.
Price Growth
OSK (@Trucks/Construction/Farm Machinery) experienced а -8.21% price change this week, while PCAR (@Trucks/Construction/Farm Machinery) price change was +0.33% for the same time period.
The average weekly price growth across all stocks in the @Trucks/Construction/Farm Machinery industry was -3.97%. For the same industry, the average monthly price growth was -6.17%, and the average quarterly price growth was -5.07%.
Reported Earning Dates
OSK is expected to report earnings on Oct 22, 2026.
PCAR is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Trucks/Construction/Farm Machinery (-3.97% 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.
| OSK | PCAR | OSK / PCAR | |
| Capitalization | 8.79B | 69.8B | 13% |
| EBITDA | 1.05B | 3.62B | 29% |
| Gain YTD | 14.242 | 21.851 | 65% |
| P/E Ratio | 16.31 | 27.93 | 58% |
| Revenue | 10.6B | 27.8B | 38% |
| Total Cash | 404M | 8.83B | 5% |
| Total Debt | 1.1B | 14.7B | 8% |
OSK | PCAR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 60 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 58 Fair valued | 38 Fair valued | |
PROFIT vs RISK RATING 1..100 | 71 | 14 | |
SMR RATING 1..100 | 64 | 64 | |
PRICE GROWTH RATING 1..100 | 57 | 16 | |
P/E GROWTH RATING 1..100 | 30 | 14 | |
SEASONALITY SCORE 1..100 | 75 | 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.
PCAR's Valuation (38) in the Trucks Or Construction Or Farm Machinery industry is in the same range as OSK (58). This means that PCAR’s stock grew similarly to OSK’s over the last 12 months.
PCAR's Profit vs Risk Rating (14) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for OSK (71). This means that PCAR’s stock grew somewhat faster than OSK’s over the last 12 months.
PCAR's SMR Rating (64) in the Trucks Or Construction Or Farm Machinery industry is in the same range as OSK (64). This means that PCAR’s stock grew similarly to OSK’s over the last 12 months.
PCAR's Price Growth Rating (16) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for OSK (57). This means that PCAR’s stock grew somewhat faster than OSK’s over the last 12 months.
PCAR's P/E Growth Rating (14) in the Trucks Or Construction Or Farm Machinery industry is in the same range as OSK (30). This means that PCAR’s stock grew similarly to OSK’s over the last 12 months.
| OSK | PCAR | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 65% | 3 days ago 49% |
| Stochastic ODDS (%) | 3 days ago 66% | 3 days ago 53% |
| Momentum ODDS (%) | 3 days ago 65% | 3 days ago 70% |
| MACD ODDS (%) | 3 days ago 54% | N/A |
| TrendWeek ODDS (%) | 3 days ago 68% | 3 days ago 62% |
| TrendMonth ODDS (%) | 3 days ago 71% | 3 days ago 58% |
| Advances ODDS (%) | 10 days ago 66% | 6 days ago 61% |
| Declines ODDS (%) | 5 days ago 68% | 3 days ago 47% |
| BollingerBands ODDS (%) | 3 days ago 74% | 3 days ago 51% |
| Aroon ODDS (%) | 3 days ago 63% | 3 days ago 55% |
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PCAR and
Correlation & Price change
A.I.dvisor indicates that over the last year, PCAR has been loosely correlated with TEX. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if PCAR jumps, then TEX could also see price increases.
| Ticker / NAME | Correlation To PCAR | 1D Price Change % | ||
|---|---|---|---|---|
| PCAR | 100% | -0.81% | ||
| TEX - PCAR | 57% Loosely correlated | +1.00% | ||
| CNH - PCAR | 57% Loosely correlated | -0.68% | ||
| AGCO - PCAR | 56% Loosely correlated | -4.64% | ||
| OSK - PCAR | 56% Loosely correlated | -0.36% | ||
| TWI - PCAR | 55% Loosely correlated | -1.90% | ||
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