Strong Demand and Sales for JLG Aerial Equipment in Second Quarter
The access division of Oshkosh Corp. posted $1,373.8 million in second quarter 2026 net sales, compared to $1,256.0 million in the second quarter of 2025, a 9.4-percent year-over-year increase. The access division consists of aerial equipment manufacturer JLG Industries, tracked dumper and forklift maker Hinowa, and AUSA, manufacturer of telehandlers, site dumpers, and rough terrain forklifts.
Net sales of mobile elevating work platforms increased from $638 million in Q225 to $735.1 million in the recently concluded quarter, a 15.2-percent jump. Sales of telehandlers declined year over year from $325.1 million in the second quarter of 2025 to $263.3 million in the second quarter of 2026, a 19-percent decline.
Sales of “other”, which consists of site dumpers, tracked dumpers, forklift and other items, increased from $292.9 million in the year-ago quarter to $375.4 million in the just-concluded frame, a 28.2-percent year-over-year hike.
For the first six months of 2026, net sales for the access division totaled $2317.2 million compared to $2,213.1 million in the first six months of 2025, a 4.7-percent increase. MEWP sales increased from 1088.8 a year ago to $1,166.1 this year, a 7.1-percent increase. Telehandler sales dropped from $569.6 million to $471.5 million, a 20.1-percent dip. Sales of “other” increased from $554.7 million to $679.6 million, a 22.5-percent jump.
“Our second quarter earnings per share reflects the dedication of our team members and the strength of our innovative, purpose-built products,” said John Pfeifer, president and CEO of Oshkosh Corp. “We are seeing strong demand for access equipment highlighted by robust orders of $1.5 billion. We remain focused on ramping-up Next Generation Delivery Vehicle production and modernizing legacy manufacturing processes in our Vocational segment.
“We are continuing actions to transform our fire truck manufacturing operations and expand production to better serve strong customer demand and support long-term growth. As we implement new material flow processes, we anticipate a more gradual improvement in fire truck throughput than we previously expected. Accordingly, we are updating our full-year adjusted earnings per share outlook to approximately $11.00.
“Across the company, we believe our Innovate. Serve. Advance. strategy continues to strengthen our competitive position through investments in differentiated products, advanced technologies and manufacturing capabilities.”
About the Author
Michael Roth
Editor
Michael Roth has covered the equipment rental industry full time for RER since 1989 and has served as the magazine’s editor in chief since 1994. He has nearly 30 years experience as a professional journalist. Roth has visited hundreds of rental centers and industry manufacturers, written hundreds of feature stories for RER and thousands of news stories for the magazine and its electronic newsletter RER Reports. Roth has interviewed leading executives for most of the industry’s largest rental companies and manufacturers as well as hundreds of smaller independent companies. He has visited with and reported on rental companies and manufacturers in Europe, Central America and Asia as well as Mexico, Canada and the United States. Roth was co-founder of RER Reports, the industry’s first weekly newsletter, which began as a fax newsletter in 1996, and later became an online newsletter. Roth has spoken at conventions sponsored by the American Rental Association, Associated Equipment Distributors, California Rental Association and other industry events and has spoken before industry groups in several countries. He lives and works in Los Angeles when he’s not traveling to cover industry events.