Oshkosh Corporation (OSK)

Return on equity (ROE)

Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020
Net income (ttm) US$ in thousands 681,400 679,100 682,500 688,900 598,000 522,300 397,900 249,800 159,900 91,000 121,400 308,400 409,400 472,700 483,000 349,300 318,300 324,500 374,500 486,200
Total stockholders’ equity US$ in thousands 4,152,100 4,102,000 3,924,900 3,826,000 3,705,300 3,543,300 3,396,800 3,247,200 3,185,700 2,891,300 2,877,000 2,968,000 3,076,400 3,247,800 3,228,700 3,018,200 2,932,600 2,850,700 2,768,900 2,689,000
ROE 16.41% 16.56% 17.39% 18.01% 16.14% 14.74% 11.71% 7.69% 5.02% 3.15% 4.22% 10.39% 13.31% 14.55% 14.96% 11.57% 10.85% 11.38% 13.53% 18.08%

December 31, 2024 calculation

ROE = Net income (ttm) ÷ Total stockholders’ equity
= $681,400K ÷ $4,152,100K
= 16.41%

Oshkosh Corporation's return on equity (ROE) has witnessed fluctuations over the past few years based on the provided data. The trend shows a gradual decrease in ROE from a high of 18.08% in March 2020 to a low of 3.15% in September 2022. This decline could be concerning as it indicates a decreasing ability of the company to generate profits from the equity investments made by its shareholders.

However, there seems to be a recovery in the ROE performance starting from March 2023 onwards, with the ROE steadily increasing to 16.41% by December 2024. This improvement suggests that Oshkosh Corporation is becoming more efficient in utilizing its shareholders' equity to generate profits.

It is essential for investors and stakeholders to closely monitor the company's ROE performance to assess its profitability and efficiency in generating returns on equity investments. Factors affecting ROE, such as net income, total equity, and financial leverage, should be analyzed to understand the underlying reasons behind the fluctuations in Oshkosh Corporation's ROE.