Oshkosh. Is trouble ahead?

L-ATV

M-ATV

M-ATV Special Forces

TAPV

MTT

MTVR

OSHKOSH had the most to gain and the most to lose in the Canadian TAPV contest.  The problem is that its own vehicles are eating each other.  The only other manufacturer in the defense realm that has a similar problem is maybe...maybe BAE but their portfolio is so much larger that it really just lets them customize vehicles to the needs of the user.

Take the M-ATV.  It has spawned numerous clones but probably most disturbing is that I see nothing in the pipeline once the JLTV is chosen.  Unless OSHKOSH wins they're gonna be in trouble.  Tamir of Defense Update posted a story that they're looking to win orders in Africa and the Middle East but that's a longshot...

On the big truck side its not much better.  The MTT and MTVR eat each others sales and it even flows further up the line.

OSHKOSH is ripe for someone to swoop in, separate the Defense from the Commercial line....buy the Defense line and then pare down the number of vehicles it has in production.

At the end of the day, the MTVR, FMTV and one of the heavy trucks LVSR or HEMT will survive.  OSHKOSH Defense is in trouble.