The Department of Defense's NAICS 336120 (Heavy Duty Truck Manufacturing) market: incumbents, spending trend, set-asides and open solicitations — from FY2026 USAspending awards and live SAM.gov notices.
Contract data as of Oct 30, 2026 (USAspending) · recent coverage verified weekly
| Quarter | Awards | Obligated | Change |
|---|---|---|---|
| Q1 FY2026 | 15 | $695K | — |
| Q2 FY2026 | 12 | $4.6M | +558% |
| Q3 FY2026 | 18 | $185.8M | +3962% |
| Q4 FY2026 · partial | 0 | $0 | -100% |
Federal fiscal quarters (Q1 = Oct–Dec). Awards are counted in the quarter they start; obligations are the award's obligated amount. The Department of Defense publishes contract awards to USAspending with a 90-day delay, so Q4 FY2026 is still missing most DoD awards — treat that quarter as incomplete, not as a spending decline.
The 6 largest incumbents hold 100% of the $472.6M expiring in the next 18 months, across 8 incumbent companies. A few companies hold most of this work.
| # | Incumbent | Expiring | Share |
|---|---|---|---|
| 1 | RAVELIN DEFENSE, INC. | $238.2M | 50.4% |
| 2 | OSHKOSH CORP | $128.5M | 27.2% |
| 3 | MACK DEFENSE LLC | $85.6M | 18.1% |
| 4 | FOREMOST INDUSTRIES LP | $11.3M | 2.4% |
| 5 | FONTAINE COMMERCIAL TRAILER, INC. | $4.1M | 0.9% |
| 6 | ROSENBAUER BETEILIGUNGSVERWALTUNG GMBH | $3.1M | 0.7% |
Companies are corporate families (USAspending parent UEI), as in the contractor rankings. Computed Oct 30, 2026 over that day's 18-month window.
| Ends | Contract · incumbent | Obligated |
|---|---|---|
| Jun 25, 2027 | Minuteman (LGM-30G) Payload Transporter Replacement (PTR) Production Program RAVELIN DEFENSE, INC. · FA820419C0005 | $238.2M |
| Dec 31, 2026 | Procurement of Low Rate Initial Production of Navy Marine Expeditionary - Ship Interdiction System - Carriers OSHKOSH CORP · M6785423F1005 | $77.3M |
| Dec 31, 2026 | Supply Contracts and Priced Orders OSHKOSH CORP · M6785424F1004 | $50.9M |
| Mar 31, 2028 | M917A3 HDT. This Modification Revises the Delivery Schedule MACK DEFENSE LLC · W912CH26F0183 | $46.1M |
| May 31, 2027 | M917A3 HDT. This Modification Will Procure an Additional 5 HDTS in Ordering Year 1 and Revise the Delivery Schedule MACK DEFENSE LLC · W912CH26F0187 | $39.5M |
| Jul 3, 2027 | Aircraft Rescue and Fire Fighting (ARFF) Vehicles (PRIME Movers) U437P00 FOREMOST INDUSTRIES LP · W913E525C0015 | $11.3M |
| Jan 31, 2027 | FMS Egypt Case Case Eq-B-Veq, Amendment 8, Line 017, Note #28. This Commercial Contract Is to Procure 11 Each 635NL Semi-Trailers in… FONTAINE COMMERCIAL TRAILER, INC. · W912CH26C0023 | $4.1M |
| Jun 30, 2027 | DSCR Fire Truck Purchase ROSENBAUER BETEILIGUNGSVERWALTUNG GMBH · SP470324F0028 | $1.8M |
| Aug 30, 2027 | Aircraft Rescue and Fire Fighting Vehicle ROSENBAUER BETEILIGUNGSVERWALTUNG GMBH · HQ003425CE112 | $1.3M |
| Aug 27, 2027 | N4008425C0017 Modification P00002 Provide a Revised Specification MORITA HOLDINGS CORPORATION · N4008425C0017 | $1.2M |
See every expiring NAICS 336120 at Department of Defense contract in the Recompete Tracker →
Contracts with at least $250K obligated whose final end date — every option exercised — falls in the window, counted from Oct 31, 2026. These are the Recompete Tracker's default filters (18 months, ≥$250K), so the figures match the tracker for NAICS 336120 at Department of Defense. “Obligated to date” is what has been obligated on the contract so far, not the value of the follow-on. An end date is when the work stops, not when the replacement is solicited — that usually happens 6–18 months earlier. Source: USAspending.gov prime awards.
| Offers received | Awards | Share |
|---|---|---|
| 1 | 8 | 25.0% |
| 2 | 5 | 15.6% |
| 3–5 | 14 | 43.8% |
| 6–10 | 3 | 9.4% |
| 11+ | 2 | 6.3% |
From FPDS fields on contract awards that started in FY2026. Offers received is recorded on 71% of these 45 awards and extent competed on 100% — much of the USAspending bulk archive leaves both blank — so each share is over the awards where the field is recorded, not all awards. FPDS's placeholder count of 999 offers is excluded. Task orders under multiple-award vehicles often report the vehicle's offer count, which inflates averages; the single-offer share is the steadier signal. “Not competed” = not competed, not competed under simplified acquisition, or not available for competition (sole-source authorities, including 8(a) directed awards).
| # | Contractor | Obligated | Share |
|---|---|---|---|
| 1 | OSHKOSH CORP | $97.6M | 51.1% |
| 2 | MACK DEFENSE LLC | $85.6M | 44.8% |
| 3 | FONTAINE COMMERCIAL TRAILER, INC. | $4.1M | 2.1% |
| 4 | MARYLAND INDUSTRIAL TRUCKS, INCORPORATED | $1.1M | 0.6% |
| 5 | HENSEL FAHRZEUGBAU GMBH & CO. KG | $638K | 0.3% |
Registrations are rolled up to their corporate parent (USAspending parent UEI), so a company with several SAM registrations ranks once. Track record: fiscal years FY2015–FY2024 in which the company family received prime awards from any agency (USAspending.gov, by UEI; earlier years aren't loaded), and how many of those years Department of Defense was its largest customer by dollars. Awards and obligations in this table are FY2026.
| Set-aside type | Obligated | Share |
|---|---|---|
| Small business set-aside | $1.3M | 19.6% |
| 8(a) | $0 | 0.0% |
| SDVOSB | $0 | 0.0% |
| WOSB / EDWOSB | $0 | 0.0% |
| HUBZone | $0 | 0.0% |
| No set-aside (full & open) | $5.5M | 80.4% |
Share of obligations on awards whose set-aside type is recorded — 4% of this market's dollars. Most USAspending bulk-archive records leave the field blank, so blank awards are excluded rather than counted as full & open.
Links open the notice on SAM.gov.
Source: USAspending.gov contract awards (prime awards with a start date from Oct 1, 2025 through Sep 30, 2026), SAM.gov contract opportunities, and SBA size standards. Recompetes are contracts whose final end date — options included — falls in the next 12 months. Figures are recomputed when a new USAspending load lands. See our data sources.