# Oshkosh Reports Backlog and USPS Order Risk

Oshkosh’s Q3 2026 filing reports $15.1 billion in backlog and $11.8 billion in unsatisfied performance obligations, including ongoing U.S. Postal Service (USPS) delivery-vehicle and U.S. defense work. The filing is not a new solicitation or award: Oshkosh also reported $138 million in net income, lowered its 2026 earnings outlook, cited municipal fire-apparatus production challenges, and said it may not receive an additional Next Generation Delivery Vehicle (NGDV) order in 2026.

- The reported backlog and obligations indicate substantial ongoing work, but do not establish when new orders will be placed or when existing work will be performed.
- Suppliers and contractors supporting Oshkosh should account for the cited production challenges and uncertain NGDV order timing in delivery schedules and forecasts.
- USPS procurement stakeholders should treat a further NGDV order in 2026 as uncertain rather than committed; Oshkosh’s filing does not announce a new award.

**Jurisdictions:** federal
**Industries:** Defense & Military, Transportation
**Published:** October 29, 2026

### Government Entities
- United States Postal Service (USPS)
- U.S. Department of Defense (DoD)

### Vendors
- Oshkosh Corporation (prime contractor)

### Sources
- [Oshkosh Q3 2026 net income falls to $138M | OSK Quarterly Report (10-Q)](https://www.stocktitan.net/sec-filings/OSK/10-q-oshkosh-corp-quarterly-earnings-report-91a259f643c2.html) - Stock Titan