Market Currents

• Tuesday, November 3, 2009

• 08:52 AM Oshkosh Truck (OSK): FQ4 EPS of $0.27 beats by $0.11. Revenue of $1.49B (-19.8%) vs. $1.4B. "We expect to be solidly profitable in fiscal 2010, led by significant revenue growth in our defense business, which should more than offset anticipated low demand at our construction-related businesses." Shares +3.8% premarket. (PR) Comment!
• 00:05 AM Notable premarket earnings: ABC, ACOR, ADM, AMT, ANR, CAM, COL, CTSH, EMR, EXPD, FTR, GET, HCP, HNT, ICE, JOE, JRCC, LPX, MA, MHS, MRO, MVL, NXG, OSK, PER, PKD, PQ, RCL, RDC, RL, SNH, TE, TEVA, THC, TLM, VIA, VNO Comment!

• Tuesday, September 8, 2009

• 12:11 PM Oshkosh Truck (OSK +0.4%) is forced to halt work on a multibillion-dollar truck contract for the U.S. army after two losing bidders - BAE Systems and Navistar International (NAV -0.75%) - file protests with the GAO. In a note titled Moan, moan, moan, defense analyst Rob Stallard says the protest is the latest in a series filed on major defense programs, and that protests now appear to be "standard practice for the industry." 1 Comment

• Thursday, August 27, 2009

• 09:49 AM U.S. Army picks Oshkosh Defense (OSK +9.8%) to produce the FMTV (Family of Medium Tactical Vehicles). First order is valued at $281M for 2,568 trucks and trailers. (PR) Comment!

• Thursday, August 6, 2009

• 09:00 AM Premarket losers: OCNF -17%. EAT -14%. PCS -11%. BKE -11%. EXM -11%. ANPI -10%. KLIC -9%. DPTR -8%. IO -7%. DCP -7%. INO -5%. OSK -5%. STEC -5%. ACAD -5%. CNQR -4%. TKC -4%. EGLE -4%. ARO -4%. Comment!

• Thursday, July 30, 2009

• 07:24 AM Oshkosh Truck (OSK): FQ3 EPS of -$0.30 misses by $0.12. Revenue of $1.23B (-36.1%) vs. $1.38B. "For Q4, we expect solid performance from our defense and fire & emergency segments, while we expect that our access equipment and commercial segments will both continue to face tough market conditions." (PR) Comment!
• 00:05 AM Notable earnings before Thursday's open: ABC, ABX, ADP, ALU, AOC, APA, ARTG, AVP, AVY, AZN, BC, BCRX, BDX, BEN, CI, CINF, CL, CLI, CMI, CMS, CNX, COL, COV, CVC, DLR, DOW, EK, ENDP, EXPE, FAF, GT, GTI, HP, INCY, IP, IRM, K, KBR, KIM, KSU, LVLT, MA, MOT, MYL, NBL, NRG, NWL, NYX, OCR, OMX, OSK, PCZ, PH, PTEN, RDS.A, RGC, RYN, SBH, SNE, SPR, TEN, TRV, TSM, TYC, VTR, WMI, WYNN, XEL, XOM Comment!

• Wednesday, July 1, 2009

• 13:56 PM Shares of military-vehicles maker Force Protection (FRPT) are -40%. Oshkosh Truck's (OSK +27%) win of a lucrative $1.06B DoD conract is FRPT's loss. Comment!
• 09:10 AM Oshkosh Truck (OSK) +29% premarket after scoring a $1.06B order from the DoD for all-terrain trucks to protect troops in Afghanistan from roadside bombs. 1 Comment
• 09:00 AM Premarket gainers: OSK +30%. BORL +18%. SNX +6%. AMAG +6%. HGSI +4%. SAY +4%.
  Losers: BEAT -39%. FRPT -33%. MYGN -21%. IMMR -19%. ZZ -11%. SPPI -8%. ACOR -7%. NAV -7%. SQNMM -5%. NVAX -5%. LYG -4%. 1 Comment

• Thursday, April 30, 2009

• 07:55 AM Oshkosh Corporation (OSK): FQ2 EPS of -$0.24 misses by $0.04. Revenue of $1.3B (-26.9%) vs. $1.5B. (PR) Comment!
• 00:05 AM Notable earnings before Thursday's open: APA, ASH, AZN, BC, BWA, CAH, CELG, CI, CINF, CL, CLI, CMCSA, CMS, COCO, COV, CTL, D, DLR, DOW, EK, ENTG, EQT, ERIC, EXPE, FAF, GTI, HOT, HP, IP, IRM, K, KBR, KIM, KSU, LKQX, LNT, MRO, MOT, MYL, NBL, NEM, NRG, NWL, NYX, OC, OCR, OMX, OSK, PDE, PEI, PG, PTEN, RGC, RYN, SEPR, SPR, SWY, TRV, TSM, TYC, VIA.B, WMB, WPI, XEL, XOM Comment!

• Thursday, January 29, 2009

• 07:07 AM Oshkosh (OSK): FQ1 EPS of -$0.28 misses by $0.16. Revenue of $1.39B (-7.6%) vs. $1.35B. (PR) Comment!
• 00:05 AM Notable earnings before Thursday's open: AEP, AMB, AN, AZN, BC, BDK, BLL, CAL, CELG, CL, CNX, D, EK, EQT, ERIC, F, FCS, FO, GNTX, HOT, HP, IP, ITW, JBLU, LCC, LEA, LLL, LLY, MMM, MO, MPW, NWL, OSK, OXY, PCZ, RCL, RDS.A, RTN, SEIC, SII, SNE, TKR, TROW, TXT, XEL, YRCW, ZMH Comment!

• Monday, November 3, 2008

• 08:46 AM Premarket gainers: OSK +18.8%. SOL +18%. DRYS +16%. EXM +11%. LVS +10%. HIG +10%. UBB +8%. DSX +7%. IGE +7%. SOLF +7%. ODP +6%. LCC +6%. S +5%. FRO +5%. Comment!
• 07:09 AM Oshkosh Truck (OSK): FQ4 EPS of $0.72 beats by $0.05. Revenue of $1.9B (+5.8%) vs. $1.82B. Expects continued weakness in economies worldwide to significantly affect sales in 2009. (PR) Comment!