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GOVT-CONTRACT ·Filed Oct 14, 2026

OSK

OSHKOSH CORP
NEUTRAL
Impact 2/10
Horizonmonths Processed14d 10h ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine contract modification with minimal financial impact. Monitor for future task orders under this contract to gauge sustained revenue from the Family of Heavy Tactical Vehicles support program.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled: T+5d
OSK ▲ +4.34% at T+5d
NEUTRAL call +4.34% · α vs SPY +5.35% · entry $128.71 → $134.29
Next anchor: T+20d in 15d
Latest observation: T+6 +1.72% FF3 residual α
Entry = T+0 close
Oct 15, 2026
via day close
T+1d
-1.31%
call -1.31% · α -0.21%
$127.02
settled 12d ago
T+5d
+4.34%
call +4.34% · α +5.35%
$134.29
settled 6d ago
T+20d
Pending
in 15d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

Oshkosh Defense LLC, a subsidiary of Oshkosh Corp, received a $31.97 million modification to an existing contract for systems technical support services for the Family of Heavy Tactical Vehicles. The award is a sole-source modification to a previously competed contract, representing approximately 0.27% of Oshkosh's annualized revenue, and is routine in nature.

Key Financial Metrics

Award Amount
$32.0M
Agency
Department of Defense (Army)
Contract Type
modification
Rev Impact
+0.3%

Key Facts

  • Oshkosh Defense LLC awarded a $31,972,227 modification (P00018) to contract W56HZV-22-D-0004.
  • Contract is for systems technical support services for the Family of Heavy Tactical Vehicles systems, trailers, and associated kits.
  • Only one bid was received, indicating a sole-source or follow-on modification.
  • Work locations and funding to be determined with each order; estimated completion date Oct. 14, 2027.
  • Award represents approximately 0.27% of Oshkosh's annualized revenue of $11.66 billion.

Financial Impact

$31,972,227 modification, approximately 0.27% of annualized revenue

revenue

Risk Factors

  • Funding for each order is to be determined, creating uncertainty in actual obligated amounts.
  • Single-bid solicitation may indicate limited competition but also potential pricing risk.

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-W56HZV22D0004
4 reports for OSK
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for OSK, sortable and filterable
TypeNow
Oct 23, 2026
4d ago
Institutional Cluster
BEARISH ★ 4/10
$131.70 $133.34▼ −1.25%▼ −0.53%$134.19 (−1.89%)
Oct 14, 2026
14d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$128.71 $127.02▼ −1.31%▼ −0.21%$134.19 (+4.26%)
Jul 28, 2026
13w ago
8-K
MIXED ★ 6/10
$152.50 $142.82▼ −6.35%▼ −4.81%$134.19 (−12.01%)
May 8, 2026
24w ago
8-K
BEARISH ★ 7/10
$137.97 $134.03▲ +2.86%▲ +3.09%$134.19 (+2.74%)
Showing 4 of 4

US Market Status

Market Closed · Opens in 2h 55m

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Report published Oct 14, 2026