Oshkosh's Suppliers recorded an increase in sales by 88.11 % year on year in Q1 2026, sequentially sales grew by 63.98 %, Oshkosh recorded an increase in cost of sales by 4.86 % year on year, relative to one quarter ago cost of sales fell by -11.52 % in Q1.
Oshkosh's Suppliers recorded an increase in sales by 88.11 % year on year in Q1 2026, sequentially sales grew by 63.98 %, Oshkosh recorded increase in cost of sales by 4.86 % year on year, compare to one quarter ago cost of sales fell by -11.52 % in Q1.
The Company is dependent on its suppliers and subcontractors to meet commitments
to its customers, and many components are procured or subcontracted on a sole-source
basis with a number of domestic and foreign companies. Components for the Company’s
products are generally available from a number of suppliers, although the transition
to a new supplier may require several months to conclude. The Company purchases
chassis components, such as vehicle frames, engines, transmissions, radiators,
axles, tires, drive motors, bearings and hydraulic components and vehicle body
options, such as cranes, cargo bodies and trailers, from third-party suppliers.
These body options may be manufactured specific to the Company’s requirements;
however, most of the body options could be manufactured by other suppliers or
the Company itself. Through reliance on this supply network for the purchase of
certain components, the Company is able to reduce many of the pre-production and
fixed costs associated with the manufacture of these components and vehicle body
options. The Company purchases a large amount of fabrications and outsources certain
manufacturing services, each generally from small companies located near its facilities.
While providing low-cost services and product surge capability, such companies
often require additional management attention during difficult economic conditions
or contract start-up. The Company also purchases complete vehicle chassis from
truck chassis suppliers in its commercial segment and, to a lesser extent, in
its fire & emergency and access equipment segments. Increasingly, the Company
is sourcing components globally, which may involve additional inventory requirements
and introduces additional foreign currency exposures. The Company maintains an
extensive qualification, on-site inspection, assistance and performance measurement
system to attempt to control risks associated with reliance on suppliers. The
Company occasionally experiences problems with supplier and subcontractor performance
and component, chassis and body availability and must identify alternate sources
of supply and/or address related warranty claims from customers.
While the Company purchases many costly components such as chassis, engines
and transmissions, it manufactures certain proprietary components and systems.
These components include front drive steer axles, transfer cases, transaxles,
cabs, the TAK-4 independent suspension system, Hercules and Husky compressed
air foam systems, the Command Zone vehicle control system, body structures and
many smaller parts that add uniqueness and value to the Company’s products.
The Company believes controlling the production of these components provides
a significant competitive advantage and also serves to reduce the production
costs of the Company’s products. The Company intends to increase the number
of components that it produces to further increase its competitive advantage.
Oshkosh's Comment on Supply Chain
The Company is dependent on its suppliers and subcontractors to meet commitments
to its customers, and many components are procured or subcontracted on a sole-source
basis with a number of domestic and foreign companies. Components for the Company’s
products are generally available from a number of suppliers, although the transition
to a new supplier may require several months to conclude. The Company purchases
chassis components, such as vehicle frames, engines, transmissions, radiators,
axles, tires, drive motors, bearings and hydraulic components and vehicle body
options, such as cranes, cargo bodies and trailers, from third-party suppliers.
These body options may be manufactured specific to the Company’s requirements;
however, most of the body options could be manufactured by other suppliers or
the Company itself. Through reliance on this supply network for the purchase of
certain components, the Company is able to reduce many of the pre-production and
fixed costs associated with the manufacture of these components and vehicle body
options. The Company purchases a large amount of fabrications and outsources certain
manufacturing services, each generally from small companies located near its facilities.
While providing low-cost services and product surge capability, such companies
often require additional management attention during difficult economic conditions
or contract start-up. The Company also purchases complete vehicle chassis from
truck chassis suppliers in its commercial segment and, to a lesser extent, in
its fire & emergency and access equipment segments. Increasingly, the Company
is sourcing components globally, which may involve additional inventory requirements
and introduces additional foreign currency exposures. The Company maintains an
extensive qualification, on-site inspection, assistance and performance measurement
system to attempt to control risks associated with reliance on suppliers. The
Company occasionally experiences problems with supplier and subcontractor performance
and component, chassis and body availability and must identify alternate sources
of supply and/or address related warranty claims from customers.
While the Company purchases many costly components such as chassis, engines
and transmissions, it manufactures certain proprietary components and systems.
These components include front drive steer axles, transfer cases, transaxles,
cabs, the TAK-4 independent suspension system, Hercules and Husky compressed
air foam systems, the Command Zone vehicle control system, body structures and
many smaller parts that add uniqueness and value to the Company’s products.
The Company believes controlling the production of these components provides
a significant competitive advantage and also serves to reduce the production
costs of the Company’s products. The Company intends to increase the number
of components that it produces to further increase its competitive advantage.
OSK's Suppliers Net Income grew by
OSK's Suppliers Net margin grew in Q1 to
103.23 %
9.41 %
OSK's Suppliers Net Income grew by 103.23 %
OSK's Suppliers Net margin grew in Q1 to 9.41 %
Oshkosh's Suppliers Sales Growth
in Q1 2026 by Industry
Sources:
Oshkosh Corporation's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
Updated on:
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