Oshkosh's Corporate Customers have recorded a surge in their cost of revenue by 430.52 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 329.32 %. During the corresponding time, Oshkosh Corporation recorded a revenue increase by 0.22 % year on year, sequentially revenue fell by -13.87 %. While revenue at the Oshkosh Corporation's corporate clients recorded rose by 289.65 % year on year, sequentially revenue grew by 256.71 %.
Oshkosh's Customers have recorded a surge in their cost of revenue by 430.52 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 329.32 %, for the same period Oshkosh Corporation recorded revenue increase by 0.22 % year on year, sequentially revenue fell by -13.87 %.
Oshkosh's Comment on Sales, Marketing and Customers
Oshkosh Corporation develops and applies technologies in autonomy, artificial intelligence, connectivity, and electrification. The company operates through three segments: Access, Vocational, and Transport.
The Access segment provides access and material handling equipment for construction, industrial, agricultural, vegetation management, and maintenance applications. Its customers include equipment rental companies, construction contractors, and home improvement centers. This segment also includes Jerr-Dan towing and recovery vehicles.
The Vocational segment comprises businesses such as Pierce and Maxi-Metal, which design and manufacture commercial and custom fire apparatus; Oshkosh AeroTech, which designs airport ground support equipment and provides related services; Oshkosh Airport Products, which manufactures aircraft rescue and firefighting vehicles; McNeilus, which designs refuse and recycling vehicles; IMT, which offers field service vehicles and truck-mounted cranes; Oshkosh S-Series concrete mixer vehicles; and Frontline Communications, which provides simulators and command vehicles. Vocational sales are primarily to municipal and commercial customers in North America.
The Transport segment, operating under Oshkosh Defense, designs and sustains specialty vehicles and mobility systems for the U.S. Department of Defense and approved foreign customers. It also manufactures the Next Generation Delivery Vehicle for the U.S. Postal Service under a contract for up to 165,000 vehicles over 10 years.
Approximately 20% of Oshkosh’s net sales in 2024 and 2025, and 19% in 2023, were to the U.S. government, mainly under multi-year defense vehicle contracts.
Named customers and markets include Frontline Communications, IMT, Jerr-Dan, JLG, Maxi-Metal, McNeilus, Oshkosh AeroTech, Oshkosh Airport Products, Oshkosh Defense, Oshkosh S-Series, Pierce, SkyTrak, and the U.S. Postal Service.
In a strategic move reinforcing its position in the military logistics realm, Oshkosh Defense LLC part of the Oshkosh Corporation NYSE: OSK has announced a pivotal three-year contract extension for its Family of Medium Tactical Vehicles A2 (FMTV A2). This contract, which enables the U.S. Army to continue ordering the FMTV A2, including its three specialized Low Velocity Air Drop (LVAD) variants, will be in effect until February 2028.The extension comes at a crucial time as the Army seeks to modernise its fleet, ensuring that logistic capabilities remain robust and responsive in an increasingly complex operational environment. The FMTV A2 series has demonstrated its worth on multiple fronts, combining reliabi...
Oshkosh Corporation s Hail-able Autonomous Refuse Robot Shines at CES, Yet Shares Struggle Amid Market Volatility Oshkosh Corporation (NYSE: OSK), a pioneer in the field of purpose-built vehicles and equipment, dazzled attendees at the recent Consumer Electronics Show (CES) in Las Vegas with its groundbreaking innovation the Hail-able Autonomous Refuse Robot Electric, or HARR-E. The remarkable robotic refuse collector has garnered significant recognition by winning the CES Picks Award from TWICE, an accolade that pinpoints industry leaders who deliver exceptional products and creative solutions.The CES Picks Awards are not just a badge of honor; they are a testament to the ingenuity and foresight that brand...
In a significant boost for both national security and corporate growth, Oshkosh Defense, LLC, a division of Oshkosh Corporation (NYSE: OSK), has been awarded a monumental $1.54 billion contract by the U.S. Army Contracting Command Detroit Arsenal (ACC-DTA). This five-year Fixed Price with Economic Price Adjustment Requirements contract supports the Family of Heavy Tactical Vehicles (FHTV) V program, allowing Oshkosh to continue its critical mission of delivering cutting-edge and recapitalized Heavy Tactical Vehicles.The strategic timing of this contract aligns perfectly with Oshkosh’s recent financial performance. In its third quarter of 2023, the corporation achieved an impressive return on average invest...
Oshkosh Defense Secures Trio of Contracts Totaling Over $368 Million to Modernize U.S. Army Fleet Oshkosh, Wis. - Oshkosh Defense, a subsidiary of Oshkosh Corporation (NYSE: OSK), has secured a series of significant contracts from the U.S. Army Contracting Command Detroit Arsenal (ACC-DTA) to supply modernized tactical vehicles and equipment. The combined value of these contracts exceeds $368 million, underscoring the company s pivotal role in the U.S. Army s ongoing modernization efforts.The largest of these contracts is valued at $231.9 million and focuses on the production of modernized Heavy Tactical Vehicles (HTVs). Under this order, Oshkosh Defense will manufacture a range of Heavy Expanded Mobility Ta...
Oshkosh Defense Receives $136.2 Million in Orders for Military Vehicles and TrailersIn recent news, Oshkosh Defense, LLC, a subsidiary of Oshkosh Corporation, has secured two significant orders from the U.S. Army. The first order, worth $27.3 million, is for 57 Medium Equipment Trailers (MET). Oshkosh will work in collaboration with Broshuis B.V., its partner, to fulfill this order. The MET six-axle drop deck trailer is part of Oshkosh s family of trailers and can be used with the Oshkosh Enhanced Heavy Equipment Transporter System (EHETS) M1300 tractor.The second order, valued at $108.9 million, is for additional Family of Medium Tactical Vehicles A2 (FMTV A2) and trailers. This order serves both U.S. Army ...
Oshkosh Defense LLC, a subsidiary of Oshkosh Corporation, has recently announced the receipt of a significant $40 million delivery order for its Remotely Operated Ground Unit for Expeditionary Fires (ROGUE-Fires). The contract, awarded for the Navy/Marine Expeditionary Ship Interdiction System, highlights Oshkosh s commitment to providing cutting-edge technology to the defense industry. While the company achieved substantial revenue growth, it also faced challenges due to reduced costs of revenue and increased inventories. This article examines Oshkosh s recent performance, explores the factors affecting its corporate customers, and provides insights into the company s future prospects.Evaluating Oshkosh s P...
Oshkosh Corporation, a renowned innovator of purpose-built vehicles and equipment, has recently made a strategic investment in Eatron Technologies, a cutting-edge developer of Artificial Intelligence (AI) powered Battery Management Software (BMS). With this move, Oshkosh aims to leverage advanced analytics and predictive modeling for the efficient management of lithium-ion batteries in its vast range of electric vehicles.Battery management is a critical aspect of electric vehicle technology, as it directly impacts performance, efficiency, and overall lifespan. The integration of AI-powered BMS solutions developed by Eatron Technologies is expected to revolutionize the way Oshkosh Corporation manages and opti...
Oshkosh’s Comment on Sales, Marketing and Customers
Oshkosh Corporation develops and applies technologies in autonomy, artificial intelligence, connectivity, and electrification. The company operates through three segments: Access, Vocational, and Transport.
The Access segment provides access and material handling equipment for construction, industrial, agricultural, vegetation management, and maintenance applications. Its customers include equipment rental companies, construction contractors, and home improvement centers. This segment also includes Jerr-Dan towing and recovery vehicles.
The Vocational segment comprises businesses such as Pierce and Maxi-Metal, which design and manufacture commercial and custom fire apparatus; Oshkosh AeroTech, which designs airport ground support equipment and provides related services; Oshkosh Airport Products, which manufactures aircraft rescue and firefighting vehicles; McNeilus, which designs refuse and recycling vehicles; IMT, which offers field service vehicles and truck-mounted cranes; Oshkosh S-Series concrete mixer vehicles; and Frontline Communications, which provides simulators and command vehicles. Vocational sales are primarily to municipal and commercial customers in North America.
The Transport segment, operating under Oshkosh Defense, designs and sustains specialty vehicles and mobility systems for the U.S. Department of Defense and approved foreign customers. It also manufactures the Next Generation Delivery Vehicle for the U.S. Postal Service under a contract for up to 165,000 vehicles over 10 years.
Approximately 20% of Oshkosh’s net sales in 2024 and 2025, and 19% in 2023, were to the U.S. government, mainly under multi-year defense vehicle contracts.
Named customers and markets include Frontline Communications, IMT, Jerr-Dan, JLG, Maxi-Metal, McNeilus, Oshkosh AeroTech, Oshkosh Airport Products, Oshkosh Defense, Oshkosh S-Series, Pierce, SkyTrak, and the U.S. Postal Service.
Sources:
Oshkosh Corporation’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
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